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See every project, program, and portfolio in one place.

Bring project status, resources, capacity, budgets, risks, and priorities together in a real-time portfolio view—even when teams manage their work in different systems.
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COMPLETE PORTFOLIO VISIBILITY

Get the complete picture without chasing project updates.

Roll project data up across teams, departments, programs, and connected systems. Portfolio leaders can see current status, schedules, budgets, risks, and resource demand without manually combining reports and spreadsheets.

  • View active projects and programs together in one portfolio
  • Drill from portfolio health into individual project details
  • Include work managed in Project Insight and connected systems
  • View portfolio information on your personalized dashboard
Portfolio report showing project information across the organization
Project Insight executive dashboards and portfolio views
TRUSTWORTHY REPORTING

Give executives answers they can trust.

Create live portfolio reports using current project, resource, financial, and operational data. Save and share the views each stakeholder needs without rebuilding the same report before every meeting.

  • Create, save, and share customized reports
  • Present portfolio data in tables, pie charts, bar charts, or line graphs
  • Use cross-project Gantt views to compare schedules and milestones
  • Export portfolio information to Excel, PDF, or CSV
STRATEGIC PRIORITIZATION

Compare initiatives and invest in the right work.

Use priorities, scorecards, KPIs, costs, risks, and capacity requirements to assess projects consistently. See how each initiative supports organizational objectives before committing people and budget.

  • Score projects against shared evaluation criteria
  • Compare strategic value, risk, cost, and expected outcomes
  • Organize related projects into programs and portfolios
  • Identify work that should be accelerated, delayed, or reconsidered
Project scorecard used to compare and prioritize portfolio initiatives
RESOURCES AND FINANCIALS

See whether the organization can support its priorities.

Understand how people, time, and budgets are allocated across the portfolio. Compare demand with available capacity and current financial performance before approving new work or changing priorities.

  • Review workloads and capacity across projects and teams
  • Identify overallocations and upcoming resource constraints
  • Compare project budgets, actual costs, labor, and expenses
  • See which initiatives are at risk of exceeding available resources or funding
Resource capacity report showing overallocated team members alongside program planned and earned value

Get a complete view of your project portfolio.

Bring projects, resources, budgets, priorities, and risks together so your PMO can make better portfolio decisions using current data.
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Strategic project portfolio management in Project Insight