Add-on: Portfolio Management Server

With this add-on you can group initiatives (ideas, projects and programmes) into portfolios for analyses, budgeting and prioritisation.

  • Monitor progress and the strategic contribution of initiatives to your corporate of division goals.
  • Setup your annual project portfolio or “rolling forecast” with actual progress information regarding budgets and resources.
  • Specific portfolio criteria can easily be defined through custom fields.
  • Automatic reports in MS Word and MS Excel for detailed analyses.

Portfolio Management Server