Portfolio Management Solution

Streamline portfolio management activities with a line of sight from project strategy to delivery with a future-proof platform.

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Align The Right People, Resources, And Schedules to Optimize Project Portfolios

Most businesses juggle endless tasks, people, projects, and goals. Having an integrated portfolio management solution ensures that everything is organized while planning and implementing the projects. It becomes indispensable to efficiently plan your projects, respond to problems, manage available resources, and keep all the stakeholders involved.

Regardless of business offerings or industry, BizPortals 365 portfolio management solution can make a significant impact on the bottom line of your business. It supports the ever-changing needs of the project management environment. The ready-to-use features and capabilities of Microsoft 365 help in streamlining key activities of project portfolios. It also offers seamless real-time integration with external systems like ERP, CRM, and line of business applications.

How Can Portfolio Management Solution Help You?

Strategic Portfolio Management

Track the progress of your project portfolio with smart key performance indicators (KPIs) to determine the right mix of deliverables and investment.

Accelerated Project Delivery

Manage projects, plans, and requests while understanding the risks and resources for the successful completion of projects.

Resources Optimization

Leverage the portfolio management solution to make better scheduling plans, determine the utilization of resources and reduce the costs.

On-Demand Scaling

Scale your business with defined project management procedures, improved collaboration, and better project outcomes.

Agile Processes

Monitor team allocation, cost, and utilization on a centralized portal while managing the unforeseen changes to achieve business objectives.

Features

Take your project portfolio management to new heights with the must-have features of BizPortals 365.

Real-time Project Dashboard

A dashboard view of all projects in a portfolio allows project managers to manage and track the projects Further, it allows project managers to gather pertinent data across many related projects. With the Power BI capabilities of Microsoft 365, this data can be turned into reports based on objectives, costs, risks, or even resources associated with the portfolio, which helps stakeholders make better business decisions.

You can view:

Project run rate

Budgets

Risk analysis

Rolled-up tasks and issues

Resource management

Dashboard - Portfolio Management Solution

Gantt Chart - Portfolio Management Solution

Task and Timeline Views

Empower your team with easy task management while capturing the essence of project accomplishments for all the projects. Building comprehensive, accurate timelines ensure that every project will be off on the right foot, moving forward as per their schedule. A consolidated view of all tasks, their progress, and assignments make it easy to track project and task schedules and manage their execution.

You can view:

Task lists and boards

Rolled-up milestones

Tasks plotted on a calendar

Resource workload

Business Forecasting and Planning

Align and prioritize projects with the business strategy and goals of the organization. Also, data collected from past projects help predict the success of future projects. This ensures that only high-value projects are executed, and resources are not drained on running projects with predicted poor outcomes.

You can view:

Scheduling and assignment of project tasks

Tasks by completion stage on Gantt chart

Timelines to update the plans

Business Forecasting & Planning Reports - Portfolio Management Solution

Instant Project Reports

Create executive-ready status reports without any hassles, export and share them with the push of a button. With the powerful reporting tools of Microsoft 365, you can easily transform the data into easy-to-read reports and make better business decisions.

You can view:

Total assigned tasks to the project and team members

Tasks by completion stage

Time required for the task and overall completion of projects

Manage Team and Multiple Projects

It has never been easier to manage the team and tasks, whether they are department, cross-functional, CapEx, or infrastructure projects. With the out-of-the-box features of the portfolio management solution by BizPortals 365, you will get real-time business intelligence across multiple projects and manage the team workload.

You can view:

Allocate and track resources and costs

Set the availability of resources and manage their workload

Manage resources across large project portfolios

Use project groups to organize multiple projects

Projects with 3rd Parties

The centralized project management platform allows for ease of giving external users access to parts of your project management portal – department or project site, document libraries, forms, etc. This makes it easy to run external projects with vendors or clients and have them participate in the planning and execution process. For example, running a network build-out with a few security, hardware, and data backup vendors.

Features

Real-time Project Dashboard

You can view:

Project run rate

Budgets

Risk analysis

Rolled-up tasks and issues

Resource management

Dashboard - Portfolio Management Solution

Gantt Chart - Portfolio Management Solution

Task and Timeline Views

You can view:

Task lists and boards

Rolled-up milestones

Tasks plotted on a calendar

Resource workload

Business Forecasting and Planning

You can view:

Scheduling and assignment of project tasks

Tasks by completion stage on Gantt chart

Timelines to update the plans

Business Forecasting & Planning Reports - Portfolio Management Solution

Instant Project Reports

You can view:

Total assigned tasks to the project and team members

Time required for the task and overall completion of projects

Tasks by completion stage

Projects with 3rd Parties

Manage Team and Multiple Projects

You can view:

Allocate and track resources and costs

Use project groups to organize multiple projects

Set the availability of resources and manage their workload

Manage resources across large project portfolios

More Features of BizPortals 365 Portfolio Management Solution

Calendars

Maintain events and major deliverables for projects and teams to keep team members abreast of all happenings across your organization.

Notifications

Be notified and aware of new tasks, changes in projects, and updates to documents so you do not miss a thing.

Custom Lists

Create and customize lists to include all aspects of collaboration such as budgeting, meeting notes, and requirements.

Governance

Set and customize security levels for each project. A project can either inherit its user permissions or you can assign users with distinct levels of access.

List Rollups

View all the tasks, action items all rolled up for all your projects from a single place, and take action on the items from a centralized place.

Templates

Create a template of commonly used projects and libraries to save time, maintain consistency, and standardize the project structure. Save templates for the local site or globally to be available on all projects irrespective of the site.

Project Wizard and Template Gallery

Create a project from existing templates with a simple wizard-like interface. An intuitive template gallery helps in managing templates and promote templates from local sites to all sites.

Counters

Create counters based on predefined criteria to see a quick summary. View items directly with a click of the counters.

Create Your Portfolio Management Solution with BizPortals 365

Schedule a DEMO to know how you can optimize portfolios and empower teams to deliver the best project outcomes with BizPortals 365.

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