Manage the portfolio of projects end-to-end
Manage the project portfolio from start to finish, prioritizing initiatives aligned with the strategy and optimizing resources to maximize the value delivered to the business.
Connecting management and results in companies around the world
✦ Challenge
Their projects are really delivering value for the strategy?
Symptoms that the management of your organization’s project portfolio is still not a value-oriented process:
Many projects competing for the same resources, without clearly defined priorities.
Initiatives approved without a structured assessment of strategic alignment, feasibility, or return on investment.
Recurring conflicts in the allocation of people, budget, and capacity.
Lack of a consolidated view of the status, risks, and impacts of delays.
Projects are maintained even when they no longer contribute to the business priorities.
Decisions about the portfolio are made intuitively or individually by each area.
✦ Solution
Prioritize what generates value and track the portfolio end-to-end
The solution of Project Portfolio Management provides an executive view of projects and the portfolio, connecting each initiative to strategic objectives and the promised results.
Through success criteria, indicators of benefits, and governance steps with stage-gates, it allows for continuous evaluation of whether the projects remain relevant and are delivering the expected value.
Consolidates information about progress, deliverables, costs, risks, and resources to support decisions to maintain, reschedule, pause, or terminate initiatives based on their contribution to the business.
Strategic prioritization
Compare initiatives based on defined criteria and direct investments and resources to the projects that contribute most to the strategy.
Consolidated view
Centralize information about status, deliveries, costs, risks, resources, and benefits to track the entire portfolio in a single environment.
Continuous governance
Use milestones, success criteria, and stage gates to review projects throughout their execution and support data-driven decisions.
✦ Implementation steps
How to prioritize, execute, and govern the project portfolio
Structure portfolio management in connected stages, from the selection of initiatives to the analysis of results, keeping strategy, execution, and resources aligned throughout the entire cycle.
01Structuring the portfolio
- Centralize the organization’s projects and initiatives.
- Organize the portfolio by area, program, strategic objective, or other management structure.
- Standardize the information required for analysis and monitoring.
02Evaluate and prioritize initiatives
- Compare projects based on strategic criteria.
- Evaluate contribution to objectives, expected benefits, investments, risks, and necessary resources.
- Support decisions about which initiatives should be continued, postponed, or discontinued.
03Planning projects and resources
- Define scope, stages, deliverables, responsibilities, deadlines, and resources.
- Establish milestones for monitoring the implementation.
- Identify agenda, budget, and capacity conflicts in advance.
04Executing and following up on projects
- Monitor the progress of activities and deliveries.
- Record updates, evidence, difficulties, and needs for adjustment.
- Track project timelines, costs, risks, and progress.
05Controlling deviations and making decisions
- Identify delays, bottlenecks, risks, and deviations from execution.
- Define corrective and responsible actions.
- Support decisions to maintain, reschedule, pause, or terminate projects.
06Analyzing the performance of the portfolio
- Consolidate the executive vision of the projects.
- Compare initiatives by priority, status, investment, and strategic contribution.
- Support governance meetings and decisions regarding resource allocation.
Who is this solution for?
The solution connects the different roles involved in the selection, prioritization, execution, and governance of projects, providing each responsible party with the information necessary to make decisions about priorities, resources, and results.
Responsible for the project portfolio
Responsible for coordinating the corporate project portfolio and aligning it with the strategy.
Executive Sponsor
A leader who sponsors critical projects and needs to keep track of status, risks, and expected results.
Area manager
Manager who manages resources between projects and operational activities and needs to justify priorities.
PMO professional
PMO professional who standardizes methods, consolidates information, and supports portfolio committees.
Responsible for investments
Responsible for evaluating investments and monitoring the value generated by the initiatives.
✦ Features
Resources for prioritize, plan and monitor project portfolios
Centralize the necessary resources to structure the portfolio, assess priorities, track execution, and transform project information into decisions about investments and resources.
Portfolio Prioritization
Projects
Stage-Gate
Project opening term
Canvas
EAP Graphic
Responsibility Matrix (RACI)
Status Reports
Curve S
Indicators and Parameters
Action plan
Risk
Custom dashboards
✦ Schedule your demo
Align investments and projects with the organization's priorities
Learn about the Project Portfolio Management solution from Actio and discover how to prioritize initiatives, track execution, and increase the value delivered by your portfolio.
✦ Frequently Asked Questions
Clear your doubts about project portfolio management
Objective answers for organizations that need to prioritize initiatives, optimize resources, and keep projects aligned with strategic priorities.
What is project portfolio management?
It is the integrated management of the organization's entire set of projects and initiatives, considering strategic priorities, investments, benefits, risks, and resources. Its goal is to direct efforts toward the initiatives that contribute the most to business results.
What is the difference between project management and portfolio management?
Project management tracks the execution of each initiative, including scope, deliverables, timelines, costs, and risks. Portfolio management provides a consolidated view to compare projects, prioritize them, and decide where to focus resources and investments.
How does Actio help prioritize projects?
The solution allows for comparing initiatives based on strategic criteria, expected benefits, investments, risks, and resources needed, supporting decisions about which projects should proceed, be postponed, or be discontinued.
Is it possible to relate projects to strategic objectives?
Yes. The projects can be organized and related to the strategic objectives, allowing for an assessment of their contribution to the priorities and the expected results of the organization.
How can we keep track of whether a project continues to generate value?
The platform allows defining success criteria, indicators of benefits, and governance steps to periodically review the performance and relevance of the initiatives.
Does the solution help in resource allocation?
Yes. The consolidated view of the portfolio facilitates the identification of capacity, budget, and agenda conflicts and supports decisions regarding the distribution of resources among projects and operational activities.
Is it possible to track risks and deviations in projects?
Yes. The solution allows for tracking risks, deadlines, costs, and execution deviations, as well as structuring action plans and supporting decision-making for re-planning.