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Portfolio Management

Overview All Features

Portfolio analysis and project reporting in Project Insight allows executives to view all the projects in the portfolio in real time. Access to real time information empowers project managers and executives to detect projects at risk in order to make timely decisions.

Portfolio Report
  • Use dynamic dates to access real-time data on saved reports
  • Select portfolio reports to be viewed on your dashboard
  • Export portfolio information to Excel, PDF, or csv
Create, Save and Share Reports
Create, save and share customized reports.
Scorecard with Goals
Use the project scorecard to weigh goals, critical success factors, and KPIs.
Display Options
Roll up your portfolio of projects by reporting on projects by organization, customer or project type.

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