Portfolio Manage Features
Tasks (7)
Creation & Assignment
Based on 126 Portfolio Manage reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 123 Portfolio Manage reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 119 Portfolio Manage reviews and verified by the G2 Product R&D team. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 113 Portfolio Manage reviews and verified by the G2 Product R&D team. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 108 Portfolio Manage reviews and verified by the G2 Product R&D team. Define dependencies between tasks and the rules to manage them.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. This feature was mentioned in 60 Portfolio Manage reviews.
Drag & Drop
Based on 115 Portfolio Manage reviews and verified by the G2 Product R&D team. Users can move tasks and change dependencies using drag and drop.
Projects (8)
Planning
Based on 117 Portfolio Manage reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Based on 100 Portfolio Manage reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 91 Portfolio Manage reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Views
Based on 102 Portfolio Manage reviews and verified by the G2 Product R&D team. Create customized project views for internal and external purposes (eg: for customers).
Issue Tracking
As reported in 55 Portfolio Manage reviews. Track issues at the project or task level, and manage resolutions.
Templates
Based on 93 Portfolio Manage reviews and verified by the G2 Product R&D team. Provide standards templates that can be customized by users to create new projects.
Time & Expense
Based on 94 Portfolio Manage reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies
Based on 81 Portfolio Manage reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Based on 90 Portfolio Manage reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 98 Portfolio Manage reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 108 Portfolio Manage reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Definition
As reported in 15 Portfolio Manage reviews. Identify human and material resources and assign them to projects and portfolios.
Allocation
As reported in 15 Portfolio Manage reviews. Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Improve resource utilization across various projects and portfolios. This feature was mentioned in 14 Portfolio Manage reviews.
Project Monitoring (2)
Resource Allocation
Based on 98 Portfolio Manage reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 112 Portfolio Manage reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.
Portfolio Management (4)
Portfolio Types
Based on 14 Portfolio Manage reviews. Define multiple types of portfolios for projects, programs, and services.
Planning
Plan activities and tasks across various portfolios or programs. 15 reviewers of Portfolio Manage have provided feedback on this feature.
Alignment
Align different kinds of portfolios with business and financial goals. 14 reviewers of Portfolio Manage have provided feedback on this feature.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals. This feature was mentioned in 14 Portfolio Manage reviews.
Project Management (3)
Dependencies
Manage dependencies between projects from one or multiple portfolios. 17 reviewers of Portfolio Manage have provided feedback on this feature.
Priorities
As reported in 17 Portfolio Manage reviews. Assign priorities for projects that are part of portfolios.
Lean Management
Based on 15 Portfolio Manage reviews. Include lean project management features and best practices.
Data & Analytics (4)
Data Consolidation
Consolidate project and portfolio data from separate sources. 14 reviewers of Portfolio Manage have provided feedback on this feature.
Visualizations
Provide custom project and portfolio monitoring visualizations. This feature was mentioned in 15 Portfolio Manage reviews.
Performance
Monitor the performance of different types of portfolios. This feature was mentioned in 15 Portfolio Manage reviews.
Risk Analysis
Perform risk analysis at the portfolio or project level. This feature was mentioned in 13 Portfolio Manage reviews.
Planning (3)
Resource Definiton
As reported in 65 Portfolio Manage reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
As reported in 77 Portfolio Manage reviews. 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. 79 reviewers of Portfolio Manage have provided feedback on this feature.
Optimization (2)
Performance
As reported in 79 Portfolio Manage reviews. Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Based on 80 Portfolio Manage reviews. Provide demand-driven forecasts to prepare and plan for future projects.
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 (3)
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.
Generative AI (4)
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
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