Portfolio Management
Steer your entire project portfolio strategically and data-driven for maximum business success
Strategic Portfolio Management for Sustainable Success
Discover the core features of our integrated portfolio management suite
Strategic Control
Make informed decisions based on real-time data and comprehensive portfolio analyses.
Complete Transparency
Keep track of all projects, resources and key performance indicators in real time.
Recurring Automation
Use recurring Kanban automation, reports and escalations for maximum efficiency.
Intelligent Reporting
Transform project data into strategic insights with automated reports, real-time KPIs and intelligent escalation management. From container level to portfolio perspective - all data at the touch of a button.
Multi-level Reporting System
Container, project and portfolio level in one system
Automated Reports
Intelligent reporting according to individual schedules
Traffic Light System & Escalation
Proactive notifications in critical situations
Strategic Portfolio Management
Get a holistic overview of your project portfolio with interactive dashboards, bubble charts and portfolio Gantt. Optimize resource allocation and identify strategic potential.
Interactive Portfolio Dashboards
Configurable cockpits for strategic decisions
Bubble Chart Visualization
Understand complex relationships at a glance
Holistic Resource Overview
Skill-based planning and bottleneck detection
Structured Approval Processes
Accelerate decisions with transparent approval workflows, integrated decision management and automated notifications. Complete traceability for compliance and audit.
Meeting-based Decisions
Direct integration into meetings and protocols
Automated Workflows
Structured processes with intelligent notifications
Complete Transparency
Audit trail and traceable decision paths
Discover All Portfolio Management Areas
Explore the individual functional areas of our comprehensive portfolio management suite
Optimize Reporting
Transform project data into strategic insights with automated reports, real-time updates and intelligent escalation management. Multi-level reporting from container to portfolio level.
Multi-level Reporting System
From container details to portfolio overview
Intelligent Escalation Management
Automatic notifications and traffic light system
Strategically Control Portfolios
Get a holistic overview with interactive dashboards, bubble charts and portfolio Gantt. Optimize resource allocation and make informed strategic decisions.
Strategic Portfolio Cockpits
Configurable dashboards for real-time decisions
Interactive Visualizations
Bubble charts and portfolio Gantt for complex analyses
Structure Approvals
Accelerate decision processes with transparent workflows, meeting-based decision management and automated notifications. Complete compliance and traceability.
Integrated Decision Management
Meeting-based capture with clear responsibilities
Automated Pipeline Integration
Seamless workflows with transparent status transitions
All Portfolio Management Areas at a Glance
Discover the various functional areas of our integrated portfolio management solution
Reporting
Intelligent reporting with automated workflows, real-time KPIs and intelligent escalation management for all project levels.
Portfolios
Strategic portfolio management with interactive dashboards, bubble charts and holistic resource overview for informed decisions.
Approvals
Structured approval processes with meeting-based decision management, automated workflows and complete transparency.
Integrated Portfolio Dashboard
Central overview of all portfolio management functions in a unified interface
Strategic Portfolio Analyses
Comprehensive visualizations and reports for data-driven decisions
Integrated Portfolio Management Platform
All areas work seamlessly together for strategic success and maximum portfolio performance
Seamless Integration of All Portfolio Areas
Reporting, portfolios and approvals are fully interconnected. Data flows automatically between all areas and enables holistic portfolio management.
- • Unified data basis for all portfolio management functions
- • Automatic synchronization between reports, portfolios and approvals
- • Consistent user interface across all modules
- • Central management of portfolio roles and permissions
Strategic Portfolio Optimization
Artificial intelligence and automated processes support you in strategic portfolio management. Use data-driven insights for better business results.
- • Automated reports and escalations
- • Recurring Kanban automation
- • Structured portfolio performance analyses
- • Systematic resource allocation
Frequently Asked Questions about Portfolio Management
Everything you need to know about our comprehensive portfolio management suite
All areas are seamlessly integrated and share a unified data basis. Reports automatically flow into portfolio dashboards, approvals are documented in reports and portfolio decisions automatically trigger workflows.
The interactive bubble chart visualizes projects as bubbles, where size, color and position represent different KPIs. You can analyze multiple dimensions simultaneously - e.g. budget vs. progress vs. risk - and zoom and filter interactively.
Yes, you can create completely individual approval workflows. Define multi-stage approvals, representation rules, escalation rules and conditional approvals - all with complete audit trail for compliance.
All portfolio data is updated in real time. As soon as project data changes, it is automatically reflected in all reports, portfolio dashboards and approval processes. You always work with the most current information.
Absolutely. With the portfolio Gantt you can create and manage strategic roadmaps. Visualize temporal dependencies, milestones and critical paths across your entire project portfolio for long-term strategic planning.