ProjectFolio is the Portfolio Management module perfectly integrated with ProjectObjects which makes available sophisticated portfolio management functions, designed to provide optimum support for the processing and management of your investment strategies and business development.

ProjectFolio allows you to monitor the evolution of your project portfolio and make essential choices right on time, whilst guaranteeing that human, economic and financial resources are directed towards projects which generate the greatest returns.
With ProjectFolio you can implement portfolio management as a dynamic process wherein the list of portfolio projects can be constantly revised and optimized. In this process new projects are evaluated, selected and prioritized. Existing projects may be accelerated, killed, or deprioritized and resources are allocated and reallocated to the active projects.

Data for portfolio monitoring can be directly entered in specific pages or updated trough a tightly integration with planning and financial data managed in the other ProjectObjects EPI modules. Current forecasts from Project Control processes are constantly compared with portfolio’s targets and baselines in order to provide executives with the right set of information enabling them to re-consider at any time portfolio composition.

Executive’s decisions can be based on a pre-defined set of objectively measurable parameters against which individual projects are evaluated and prioritized.
ProjectFolio is suitable for any organization size, from small to enterprise deployment that requires portfolio analytical tools to improve decision-making and help ensure that selected portfolios align with the organization’s strategic priorities.

With ProjectFolio you can:

With ProjectFolio you can define unlimited number of scoring metrics to objectively evaluate projects scoring and prioritization.
Metrics are organized by category and includes ranking criteria such as strategic market value, financial value, risk level and operational performance.

ProjectFolio enable organizations to create an unlimited number of portfolios where projects and initiative can be collected into a single enterprise repository.
Portfolios are categorized according to company defined buckets and profiled with a set of general information as Code, Title, Portfolio Manager, Description, Objectives, Reference Program and Class. Most of this information can be used to aggregate data across multiple portfolios and perform analysis according to multiple dimensions.

With ProjectFolio you can apply specific scoring metrics for each company portfolio by selecting from company standards only those metrics that best fits with portfolio category and objectives.

Internal projects portfolios can be differentiate in terms of evaluation criteria from external as well as new product development portfolio may be differentiate from product maintenance projects.
Selected metrics can be weighted according to specific portfolio ranking criteria.

With ProjectFolio Business strategies are transferred into portfolio management bye the definition of a set of targets.
Targets include economics, financial, operational and risk figures, and are the baseline against which portfolio projects figures are summarized and compared.
Portfolio targets are the threshold used to select those projects that best align, according to their ranking, to business strategy.

ProjectFolio enable portfolio managers to manually select which projects should be included in their portfolio according to defined targets and calculated scores.

A very simple and intuitive interface allows multiple projects selection (and de-selection) and immediately displays the comparison between defined targets and calculated targets resulting from current portfolio composition.
To maximize the portfolio adherence to business strategies an optimization of portfolio composition can be performed using Portfolio Optimizer function which automatically evaluate which projects should remain in the portfolio by assessing the trade-offs between projects ranking and portfolio targets.

With ProjectFolio you can capture into single repository any project initiative, at any stage of development, using a set of functions designed to provide high level planning of time, resources, cost and benefits. Financial capabilities are available to determine project cash flow and to calculate, according to a given discount rate, indicators such as NPV, IIR, ROI, etc.

Data for portfolio monitoring can be directly entered in specific pages or updated trough a tightly integration with planning and financial data managed in the other ProjectObjects EPI modules. Current forecasts from Project Control processes are constantly compared with portfolio’s targets and baselines in order to provide executives with the right set of information enabling them to re-consider at any time portfolio composition.

ProjectFolio provides advanced Dashboards to monitor investment performance with full visibility on their development and on their actual contribution to value creation.
Projects performance can be analysed through advanced reports in order to opportunely identify any lack of investment performance and to actuate Go-Kill decisions or portfolio re-balancing.

Portfolio targets are constantly updated, with a bottom-up approach, using forecasts data aggregated from ProjectObjects management modules.
Graphical and numeric indicators promptly highlight any deviation of forecasted figures from portfolio targets and helps portfolio managers re-consider, according to objectively measured project performance, portfolio composition and adopt Go-Kill decisions.