Portfolio+

You have a group of projects that you need to manage as a Program or Portfolio. Where are we with the budget for these projects? Are there any open issues with this portfolio? Are we falling behind schedule on any projects in the portfolio? Out of the box, Project Server has limited Program or Portfolio functionality. Our Portfolio+ solution provides more functionality to allow you to easily manage discrete Programs and Portfolios in Microsoft Project Server and Project Online!

SEE IT IN ACTION

Want to see how it works? Give us a call – We’d love to walk you through a demo of our offerings!

Why Portfolio+?

Portfolio+ gives you the ability to create discrete Portfolios and Programs in Project Server / Project Online. Each Portfolio and Program has its own Issues and Risks logs, Action Items list, a OneNote Notebook and 9 reports and dashboards. It also displays all projects in the portfolio or program with the ability to drill down into each project’s schedule.

Portfolio+ Command Center

Use our custom SharePoint site template as your program and portfolio command center. Manage and monitor issues, risks, schedules from a single location! Gain visibility into your portfolio with the click of a button.

Portfolio+ Reports and Dashboards

Portfolio+ includes 9 dashboards to give you across the board visibility into your portfolio and its projects! Each dashboard provides you and your organization with insight into portfolio financials, effort, issues, risks and overall strategic value!

Portfolio+ Reports and Dashboards

Portfolio+ includes 9 dashboards to give you across the board visibility into your portfolio and its projects! Each dashboard provides you and your organization with insight into portfolio financials, effort, issues, risks and overall strategic value!

Features

Portfolio+ is a great addition to KwikPMO or an existing Project Server / Project Online environment. It extends the out of the box capabilities of Microsoft’s PPM solution by providing you and your organization with discrete portfolio and program capabilities include 9 portfolio dashboards!

  • Program EPT
  • Portfolio EPT
  • Portfolio and Program Creator App
  • Project Center Filter Web Part
  • Program SharePoint Site Template
  • Portfolio SharePoint Site Template

  • 9 reports and dashboards:
    • Portfolio Overview
    • Portfolio Dashboard I
    • Portfolio Dashboard II
    • Portfolio Strategic Value
    • Portfolio Cost and Effort Dashboard
    • Portfolio Issues Dashboard
    • Portfolio Risks Dashboard
    • Portfolio Costs
    • Portfolio Effort