What is portfolio management in Workload?
Workload's portfolio management allows IT Directors to group projects into strategic portfolios, prioritize them with intelligent automatic scoring, visualize multi-year roadmaps, run what-if scenarios, and track portfolio KPIs in real-time.
Intelligent Prioritization
for IT Directors
Manage your IT portfolios with intelligent prioritization, multi-year roadmap, what-if scenarios, and portfolio KPIs. Strategic portfolio management for IT Directors.
Portfolio Management Features
Intelligent Prioritization
Automatic scoring based on multiple criteria (ROI, strategic alignment, risk, effort). Ranking and filtering by score, priority, or any criteria.
Multi-Year Roadmap
Visualize portfolio timeline across multiple years. Interactive roadmap with project phases, milestones, and dependencies.
What-If Scenarios
Simulate impact of adding, removing, or modifying projects. See how changes affect budget, capacity, risks, and timelines.
Portfolio KPIs
Real-time KPIs: budget, spent vs allocated, capacity utilization, risks, alerts. Dashboard with trends and comparisons.
Impact vs Effort Matrix
Visual 2x2 matrix to prioritize projects: quick wins, major projects, fill-ins, time wasters. Interactive filtering and sorting.
Multiple Portfolios
Create multiple portfolios by business unit, strategic initiative, or any grouping. Projects can belong to multiple portfolios.
Why Choose Workload Portfolio Management?
Strategic Alignment
Prioritize projects based on strategic objectives, ROI, and business value. Ensure portfolio aligns with IT and business strategy.
Better Decision Making
What-if scenarios and portfolio KPIs help make informed decisions about project selection, resource allocation, and portfolio optimization.
Real-Time Visibility
Dashboard with real-time portfolio KPIs, trends, and alerts. Executive reporting for executive committee with PDF/Excel exports.
Optimize Portfolio
Identify and eliminate low-value projects, optimize resource allocation, and maximize portfolio ROI with data-driven insights.
Frequently Asked Questions
What is portfolio management in Workload?+
Workload's portfolio management allows IT Directors to group projects into strategic portfolios, prioritize them with intelligent scoring (based on multiple criteria like ROI, strategic alignment, risk, effort), visualize multi-year roadmaps, run what-if scenarios, and track portfolio KPIs (budget, capacity, risks, alerts) in real-time.
How does intelligent prioritization work?+
Workload's intelligent prioritization uses automatic scoring based on configurable criteria (ROI, strategic alignment, risk level, effort, business value). Projects are ranked automatically, and you can visualize them on an Impact vs Effort matrix. You can filter and sort by score, priority, or any criteria.
Can I create multiple portfolios?+
Yes, you can create multiple portfolios to organize projects by business unit, strategic initiative, or any grouping. Each portfolio has its own dashboard with KPIs, roadmap, and prioritization. Projects can belong to multiple portfolios.
What is the Impact vs Effort matrix?+
The Impact vs Effort matrix is a visual tool that plots projects on a 2x2 grid: high impact/low effort (quick wins), high impact/high effort (major projects), low impact/low effort (fill-ins), and low impact/high effort (time wasters). This helps prioritize projects strategically.
How do what-if scenarios work?+
What-if scenarios allow you to simulate the impact of adding, removing, or modifying projects in a portfolio. You can see how changes affect budget, capacity, risks, and timelines. This helps make informed decisions about portfolio optimization.
What KPIs are tracked in portfolio management?+
Workload tracks multiple portfolio KPIs: total budget, spent vs allocated, capacity utilization, number of projects, active risks, alerts (conflicts, overloads, delays), and strategic alignment score. All KPIs are updated in real-time.
Can I export portfolio reports?+
Yes, you can export portfolio dashboards, roadmaps, prioritization matrices, and KPI reports to PDF or Excel. Reports can be customized with filters and date ranges for executive presentations.
How does Workload portfolio management compare to Sciforma or MS Project?+
Workload offers intelligent prioritization with automatic scoring, which Sciforma and MS Project lack. The Impact vs Effort matrix, what-if scenarios, and real-time portfolio KPIs provide better strategic visibility. Workload is also more affordable and easier to use than enterprise PPM tools.
Ready to Optimize Your Portfolio?
Start prioritizing intelligently with Workload portfolio management. Free trial 14 days, no credit card required.