ProfessionalGovernance & Compliance

Project Portfolio Management

Portfolio management workspace with project tracking, budget analysis, risk register, milestones, dependency mapping and AI recommendations across 7 tabs.

EXCEL Template

Interactive & AI-powered

Portfolio Dashboard

Budget Tracking

Risk Register

Milestone Timeline

Dependency Matrix

AI Recommendations

Assessment Areas6

Assessment Areas

Each area is evaluated with structured criteria and automated scoring.

Portfolio Overview

Summary dashboard with health scores

Projects

Full CRUD list of projects

Budget Tracking

Budget vs. actual with variance analysis

Risk Register

Aggregated risks across all projects

Milestones

Timeline view of project milestones

Dependencies

Cross-project dependency mapping

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