Project Portfolio Management | Project Management
Portfolio View
Every engagement on the same measures.
What it does
Inside Portfolio View.
The portfolio review compares like with like without a preparation exercise.
01
Status, margin, utilisation and unbilled value across projects
02
Risk and health scoring with the drivers exposed
03
Grouping by client, entity, service line and delivery lead
04
Drill from portfolio to project to transaction
Where it sits
Part of Project Portfolio Management.
Project Planning Scope, phases, tasks and dependencies with a budget attached. Resource Management Assignment from real availability, skills and cost. Project Budgets Budget, commitment and actual on one line. Time and Expense Hours and costs captured against the task that consumed them. Milestones Progress events that release billing and revenue. Engagements The record a project actually runs on: customer, kind, manager, value. Clients The customer account, with every engagement delivered for it.
Run Portfolio View against your books.
A working session on your structure and a month of your documents.