Project portfolio management (PPM)
A manager sees which projects are on track, which are in trouble and why, without collecting statuses by hand.
For organizations with more projects than one manager can hold in their head.
Where it hurts today
Statuses are collected by email once a week and are stale by the meeting.
The project budget lives in a spreadsheet, and the actuals live in accounting.
A risk was discussed but written down nowhere, and then it materialized.
It is unclear who is overloaded and who is free.
What the solution is made of
Single hierarchy
Portfolio → program → project → task, with milestones and goals. Removes: a set of unrelated projects instead of a portfolio.
Health and status
RAG indicators, status reports and dashboards for the portfolio, the program and the project. Removes: collecting statuses by hand.
Risks, changes, budget
A risk matrix, change requests, the project budget. Removes: a scope change agreed verbally, with no trace.
Resources and priorities
Resource load across projects and initiative scoring. Removes: choosing projects by how loudly the sponsor asks.
Execution discipline
Task escalation by working hours and data quality control across the portfolio. Removes: tasks that hang without an owner.
Reorganization without loss
Moving, merging and splitting projects, programs and portfolios as a standard operation. Removes: rebuilding the structure by hand when the org model changes.
End-to-end scenario
What you get
The data is collected before it starts.
Portfolio RAG and health are calculated, not debated.
Scoring instead of a queue of requests.
Moving and merging are system operations.
Where to start
One portfolio with 5–7 real projects.
Status reports and RAG instead of a weekly mailing.
Budget, risks and resources once the hierarchy is populated.
Training for this solution
Academy courses attached to this solution: the team learns the process, not the buttons.
For project managers and team members: working in PPM.
Управление и проекты: HR, PPM, Corporate, Complianceafter sign-in
For the management layer: how people, projects and rules connect. Requires sign-in.
Пользовательский курс по системе холдингаafter sign-in
For every user: interface and basic operations. Requires sign-in.
Modules of the platform already installed on this instance.
Shall we start with a pilot?
Tell us how the process works today — we will say what the pilot covers and what it will take.