Your entire portfolio at a glance - from the enterprise top down to the project
Map your organization as a multi-level portfolio hierarchy, bundle related projects into programs, and steer budgets, capacity and priorities at every level - with metrics that compute live from your projects.
4
Portfolios
32
Projects
48,2 Mio €
Budget
61 %
Consumed
Sound familiar?
The more projects you run, the harder the overview - and the more expensive the wrong call.
Projects scattered, no big picture
Every department keeps its own list. How many projects run in total and what they cost - nobody knows exactly.
Budget numbers from Excel, forever outdated
Totals are gathered by hand. By the time the report is ready, reality has already moved on.
Prioritizing from the gut
Which initiative first? Without a value-versus-risk comparison, the loudest voice wins instead of the biggest benefit.
Bottlenecks only once it burns
The same teams are double-booked across projects - and it usually only shows once deadlines slip.
From sprawl to a steered landscape
Four steps from a scattered project inventory to a portfolio you can steer.
Structure
Portfolios and sub-portfolios mirror your organization - from group level down to the division.
Bundle
Related projects come together as a program and make synergies visible.
Assess
Value, risk and budget side by side - prioritization becomes traceable.
Steer
Dashboards, Gantt and allocation keep budget, deadlines and capacity in balance.
Enterprise hierarchy
Your organization as a portfolio tree - with numbers that stay right on their own
A master portfolio at the top, arbitrarily deep sub-portfolios, programs and direct projects beneath it. Budget consumption and progress for each portfolio are not maintained by hand but computed live from the assigned projects - always consistent with reality.
- Arbitrarily deep hierarchy with an automatic master portfolio as the virtual top
- Budget consumption and progress are derived live from projects - no stale total fields
- Restructure without data loss: on deletion, programs and projects automatically move up one level
- Assign existing projects directly via a search dialog, even without a program
- High-performance list view of all portfolio projects - even with tens of thousands of entries
Synergies
Programs & synergies
Bundle related projects - and prove the added value
Group projects that serve a common goal into a program. Capture synergies by type and value and track which of them were actually realized - the benefit of bundling becomes visible instead of merely asserted.
- Programs under a portfolio with budget, timeframe, objectives and manager
- Synergies by type: cost saving, knowledge transfer, resource sharing, technology reuse, market synergy
- Status per synergy from “identified” to “realized” - with estimated value
- Program risks as a table and matrix, right inside the program
- Program objectives as free text, without opening a separate strategy module
Prioritization & analysis
The right project first - visible in the bubble chart
Compare your whole portfolio in one view: value contribution against risk, bubble size for budget, color for status. Seven chart types - from bubble chart through heatmap to Sankey - light up the inventory from every angle, with no export at all.
- Bubble chart with freely chosen axes from value, risk, cost and score metrics
- Seven chart types: bubble, radar, sunburst, heatmap, Sankey, boxplot, parallel coordinates
- Prioritization made data-driven instead of from the gut
- Server-aggregated - even large portfolios stay smooth
Balance = available − demand
Capacity control
Spot bottlenecks before they become a problem
The allocation matrix sets demand against available capacity across all projects - by department, skill or org unit, month by month. Overloads become visible months ahead, not once deadlines slip.
- Matrix of months × department, skill or org unit
- Available capacity accounts for absences and an availability factor
- Balance of demand and capacity - from free to overloaded at a glance
- Unit of choice: percent, person-days, hours or FTE
Schedule overview
Every project deadline on one timeline
The portfolio Gantt shows all projects as bars on a shared timeline - with plan-versus-actual baselines and dependency arrows between milestones. Delays and their knock-on effects across the whole portfolio become obvious at once.
- Cross-project bars with zoom to month, quarter or year
- Plan-versus-actual baselines make slippage visible directly
- Dependencies between milestones (FS/SS/FF/SF)
- One timeline instead of many separate project plans
Portfolio Gantt
Cockpit & controlling
Your portfolio cockpit - every metric you need
Compose your dashboard from prebuilt and custom widgets: status, budget, programs, risk matrix and more - draggable into place. The cost view consolidates plan against actual across all projects, by cost type and by capex/opex.
- Configurable dashboard with prebuilt and custom widgets
- Cost analysis plan vs. actual, by cost type and capex/opex - without gathering in Excel
- Aggregated task board across all teams and projects of a portfolio
- Global lessons learned show the PMO where knowledge is missing and what keeps recurring
Steering that never becomes a burden
Portfolio management should create overview, not new maintenance work.
No duplicate data entry
Budget, consumption and progress are derived from the projects. You maintain your projects - the portfolio numbers stay right on their own.
Restructure without fear
When a portfolio is deleted, its programs and projects automatically move up one level; portfolios with programs are protected from accidental deletion. Nothing gets lost.
AI and API do the busywork
The assistant creates portfolios and programs on request, and every analysis is reachable via REST API - for BI tools and your own integrations.
From overview to decision
The portfolio is the starting point. Play changes through as a scenario, run new initiatives through an approval process, and condense the state into reports - all in the same system.
Frequently asked questions
What portfolio owners want to know before they start.
Yes. You recreate your hierarchy with arbitrarily deep sub-portfolios and assign existing projects directly via a search dialog - one by one or in multi-select. A master portfolio at the top is created automatically.
No. Budget consumption and progress are computed live from the assigned projects. There are no total fields that can go stale.
Arbitrarily deep. Portfolios contain sub-portfolios, programs and direct projects; a breadcrumb path keeps you oriented even in deep structures.
Here you structure, analyze and steer the running portfolio. New initiatives go through Approvals, plan changes you try out in Scenarios, and the state you condense in Reporting - each its own area of the same suite.
Yes. The entire portfolio area is enabled per tenant - teams that don't need a portfolio level see a leaner product. Permissions for portfolios, programs and demands are controlled separately.
Get your portfolio under control
Try WORKSPACE.PM free for 30 days - no credit card, with your own portfolios.