Portfolio
Every project’s status, progress, forecast and risk on one screen, for the people who need the whole picture.
Features
Everything a project needs, from plan to handover.
Tasks, timelines, people and forecasts share one model, so a change in one place shows up everywhere it matters.
Projects and tasks
Clear work, clearly owned.
Break each project into milestones and tasks with owners, priorities, estimates and due dates. Work in a list or on a board, and let My Work gather each person’s tasks from every project.
- List and board views
- Milestones, priorities and estimates
- My Work and calendar
Mobile app launch · BoardSprint 6
To do
Content migration plan
In progress
Checkout redesign
API rate limits
In review
Release notes v2.4
Timeline
Roadmaps and Gantt charts that stay current.
The timeline shows every project’s window, progress and risk. Inside a project, the Gantt chart links tasks with dependencies and marks the critical path.
- Portfolio roadmap
- Gantt with dependencies
- Critical path
Roadmap · Jul to Nov
Client onboarding, Lotus Healthcare
ERP integration
Mobile app launch
Workload and time
Capacity you can see, time you can trust.
Workload shows allocation by person and week, with over-capacity weeks flagged. Timesheets record the real effort, which feeds workload, forecasts and reports.
- Capacity by person and week
- Timesheets against tasks
- Burnout signals
Workload · next 4 weeks2 over capacity
Forecasts
Dates with honest confidence.
Forecasts run simulations over the remaining work to show a P50 date and a P90 date. What-if scenarios test changes such as more people or less scope before you commit to them.
- P50 and P90 delivery dates
- What-if scenarios per project
- Forecasts across the portfolio
Delivery forecastMobile app launch
P50 · likely by
14 Oct
P90 · almost sure by
29 Oct
Risks
Risks named early, and owned.
Keep a risk register for each project with severity and status, and see health across every project so the ones that need help stand out.
- Risk register
- Health by project
- Risk colour on the roadmap
Risks3 this week
Payment gateway sign-offHigh
Design review slipped 3 daysMedium
Load test environment readyClosed
Portfolio and more
For one project, or fifty.
Goals
Goals tied to the projects that move them.
Analytics
Throughput, progress and team trends.
Reports
Project, time and portfolio reports.
Timesheets
Daily and weekly time entry.
Calendar
Deadlines and milestones by month.
Automations
Rules, with ready-made templates to start from.
Docs
Project documents beside the plan.
Team
People, roles and allocation.
Notifications
Updates on the work you own.
Search
Find any project, task or doc.
What-if
Change people, scope or dates in a scenario and compare its forecast with today’s plan before you decide.
Risks
Register, severity and status.
The real thing
This is the timeline your team will use.
See it with one of your projects.
We will set up a walkthrough around a real plan, your team and your dates.