Microsoft Project & Portfolio Management Features
Tasks (6)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Projects (10)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Definition
Identify human and material resources and assign them to projects and portfolios.
Allocation
Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Communication (8)
Wiki Documentation
Provides a wiki to keep useful product documentation.
Community Forum
Provides a place for product users to interact and ask questions.
Customer Ideation
Provides a medium for users to make suggestions for the product.
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Planning (5)
Work Capacity
Measures the amount of work an employee can handle in a sprint.
Task Ranking
Ranks the priority of a task.
Kanban Board
provides a Kanban board to visualize tasks.
Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
Release Forecasting
Predicts a products release based on the workflow.
Workflow Management (4)
Time Tracking
Tracks the amount of time spent on a task.
Progress Monitoring
Measures the progress of tasks within a product workflow.
Budgeting
Measures the cost of tasks and enables the allocation of budget to different projects.
Team Scorecard
Provides data on employee performance for gamification.
Portfolio Management (4)
Portfolio Types
Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (7)
Dependencies
Manage dependencies between projects from one or multiple portfolios.
Priorities
Assign priorities for projects that are part of portfolios.
Lean Management
Include lean project management features and best practices.
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources.
Visualizations
Provide custom project and portfolio monitoring visualizations.
Performance
Monitor the performance of different types of portfolios.
Risk Analysis
Perform risk analysis at the portfolio or project level.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company.
Customization
Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information.
Administration (3)
Permissions
Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance.
Remote Work
Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces.
Insights
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files.
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department.
Integration (6)
Front Office
Integrate with CRM, marketing, or customer service software.
Back Office
Provide integration with accounting software and ERP systems.
External data
Connect to external data sources such as databases or BI software.
Project Management
Provide integration with project management software.
PPM
Integrate with Project, Portfolio & Program Management software.
Finance
Provide integration with accounting software and ERP systems.
Earned Value (3)
Baseline
Define cost and schedule baselines that can be used to track performance.
Calculations
Automatically calculate Schedule Performance Index (SPI) and Cost Performance Index (CPI).
Best Practices
Include best practices to ensure compliance with industry and PMI standards.
Performance (4)
Data Import
Import project performance data from project management and financial software.
Planned Value
Track planned value or budget cost of work scheduled (BCWS).
KPIs
Provide KPIs such as Actual cost of work or Budgeted Cost of Work.
Variance Analysis
Identify variances between estimated and actual costs and schedules.
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Remote Collaboration (4)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Offline Mode
Users can work offline and changes are synced when they back online
Generative AI (8)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Strategy - Project and Portfolio Management (10)
Simulation
Simulate the outcomes of various business case scenarios and mix of projects
Tracking
Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios
Planning
Create plans to implement activities to achieve strategic objectives
Objectives
Define strategic objectives related to project and portfolio management
Visiblity
Provide a 360 view of all projects and portfolios and their corresponding strategies
Alignment
Align project and portfolios with the strategic objectives of the company
Risk Management
Mitigate risks related to projects and portfolios that may impact strategic objectives
Implementation
Deploy strategic planning to project and portfolio management activities
Optimization
Help with continuous improvement and to adapt to strategy updates and market changes
Prioritization
Assign priorities to projects and portfolios based on strategic objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list.
Our G2 guide on file sharing gives insights about what file sharing is, different ways of sharing files, its benefits for businesses, and best practices to follow while sharing files.




