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5 Reasons why you should use Portfoleon to manage your project portfolio

In my next installment of this “5 Reasons Why…” series on project management related software and services, I want to consider 5 reasons why you should consider Portfoleon to manage your projects and portfolio of projects. I personally had not heard of Portfoleon before, but was delightfully overwhelmed with the power and visibility this tool gives to the project leaders when presenting projects for planning and alignment with organizational goals. The key to getting buy-in from senior management is to demonstrate feasibility, efficiency, and relevance of your plans with these projects and how they align to the strategic company goals. Portfoleon does just that. Let’s consider…

Get a bird’s eye view of the project portfolio

In managing your project portfolio Portfoleon puts emphasis on visualization. Make every conversation you have with your stakeholders productive by instantly pulling the right data from a single source of truth and visualizing it in a way that enables your team to make decisions.

With Portfoleon’s powerful visualization capabilities you can make kanban boards, strategic timelines, spreadsheets, pivot tables, and charts to highlight different aspects and interact with your portfolio. Planning resource demand and supply in broad strokes will enable you to quickly find and address resource gaps.

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Collaborate and involve

You will get better results and improve buy-in when your stakeholders are actively involved in the portfolio management process. Gone are the days when a manager would work on the project plans on their own.

With Portfoleon you can involve others into the process, test assumptions, prepare plan changes, and finally roll the updated plans out to the whole organization.

With a draft-publish-rollback system, your team members will be able to confidently perform experiments and make changes knowing that they will not interfere with the work of others.

Customize to your specific needs

Define your own corporate terminology and data structure with custom item types, fields, forms, and automation rules.

All the custom items and fields are available everywhere – in the spreadsheets, kanban and timeline cards, pivot tables, integration API, and more.

Integrate into your IT landscape

Portfoleon is made to integrate into your IT landscape – securely and efficiently. Use the single sign-on integration to authenticate your users, use the native integration with Jira, or integrate with anything using the integration API or a no-code Zapier connector.

Get quick wins even with the most difficult portfolio

There are many great software systems out there that provide complex portfolio management capabilities, but ask you to go through a long preparation process before you can get started. Often the maintenance effort or barriers to entry become too high and the teams choose to proceed with the old ways.

Portfoleon is designed to help you to start small. With as little as a just list of projects names and two key dates Portfoleon can already provide you with a lot of value. Add more data points gradually to improve your portfolio management system. With every small step involve more stakeholders, have more productive conversations, and get a better outcome.

Start now

Make your project portfolio planning simple, visual, and lightweight in Portfoleon. Get started now with their free plan.

Brad Egeland

Brad Egeland is a Business Solution Designer and IT/PM consultant and author with over 25 years of software development, management, and project management experience leading initiatives in Manufacturing, Government Contracting, Creative Design, Gaming and Hospitality, Retail Operations, Aviation and Airline, Pharmaceutical, Start-ups, Healthcare, Higher Education, Non-profit, High-Tech, Engineering and general IT. He has been named the “#1 Provider of Project Management Content in the World” with over 7,000 published articles, eBooks, white papers and videos. Brad is married, a father of 11, and living in sunny Las Vegas, NV. Visit Brad's site at