Portfolio Management

From request to delivery

Manage your project funnel with intelligent scoring, capacity planning, and lifecycle tracking. Make data-driven decisions about what to build and when.

Request Scoring & Evaluation

Evaluate incoming requests with configurable scoring criteria. Weight business value, ROI, risk, and urgency to calculate a priority score. Support for mandatory bypass rules and manual override with justification.

  • Configurable scoring criteria with custom weights
  • Default criteria: business value, strategic alignment, costs, ROI, risk, urgency
  • Inverted scales for cost/risk (higher = lower score)
  • Mandatory bypass rules for critical requests
  • Manual override with required justification
Request Scoring

Request Lifecycle

Track requests from initial submission through approval and conversion to projects. Built-in workflow states, activity history, and CAB decision recording keep everyone aligned on the status of each request.

  • Status flow: Pending review, Candidate, Approved, Converted
  • Alternative paths: On hold, Rejected
  • Activity history with comments and status changes
  • CAB decision recording with formal approval tracking
  • One-click conversion from approved request to project
Request Workspace

Project Lifecycle Tracking

Manage projects from planning through execution to completion. Track planned vs actual dates, capture baselines, and monitor effort. Support for standard projects, fast-track mandates, and legacy work.

  • Status flow: Waiting list, Planned, In progress, Done
  • Baseline capture when entering execution phase
  • Planned vs actual dates for variance analysis
  • Effort tracking: estimated vs actual IT and business effort
  • Origin tracking: Standard, Fast-track, Legacy
Project Timeline

Capacity Planning

Visualize your project pipeline with multiple views. Kanban for status management, Gantt for timeline planning, and workload heatmaps for team utilization. See when team members will become available.

  • Kanban view: Drag-and-drop status management
  • Timeline/Gantt: Schedule visualization with date dragging
  • Workload heatmap: Team utilization by period
  • Sequential workload calculation with overbook detection
  • Scope toggle: projects only or include approved requests
Capacity Planning

More Portfolio Features

Team Management

Assign business and IT sponsors, leads, and team members. Track external contacts.

Budget Linking

Link projects to OPEX and CAPEX items. Understand the cost of your portfolio.

Dependencies

Track request and project dependencies. Circular dependency prevention built in.

Portfolio Reports

Pipeline health, capacity utilization, delivery performance, and trend analysis.

Ready to take control of your project funnel?

Get started today. Only 40 EUR/month for your first contributor.
Read-only access is free and unlimited.

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