Content

Portfolio Statement

Create portfolio statements and reports in a few clicks. You can easily create a portfolio budget or spreadsheets on spent time, resources, etc. Then, using integrated charts and graphs, you can transform them into a full report ready for presentation. 

Key Features:

  • Portfolio statements for budgets, spent time, resources, etc.
  • Easily customizable
  • Select from a long list of various columns to show
  • Transformation into graphs & charts
  • Export options (CSV, XLSX, PDF, print)

Portfolio Tree

Get an overview of all your projects at a glance with Portfolio Tree. It allows you to see all your projects with color indicators for overdue projects/tasks, the number of spent and remaining hours, current statuses, and other important project features.

Key Features:

  • Quick overview of all projects
  • Easily integrable in your personal dashboard
  • Full customization through options
  • Some of the features: color indicators, spent/remaining time, current status, etc.
  • Advanced filtering options

Portfolio Gantt

A must-have for every portfolio manager — Portfolio Gantt, enables accurately planned projects and eagle-view management. It allows you to instantly see current vs. planned performance, as well as resource and cash flows that are spent on each project.

Key Features:

  • Daily/weekly/monthly views
  • Time grid with the display of all project and their completion status
  • Resources spent overview per project and overall
  • Cash flows overview per project and overall
  • Project filtering according to the priority and status

Additional information

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