Portfoleon

Portfoleon is a feature-rich portfolio management and product roadmapping solution designed for small and medium-sized businesses (SMBs), startups, agencies and large enterprises. It is a cloud-based system that brings together a wide range of processes and functionalities, including backlogs, strategies, timelines, resources and product roadmaps. This is to ensure proper optimization and alignment of operations within the organization.

Portfoleon is a software product designed to provide accurate and up-to-date information for data-driven decision-making inside your organization. It provides you and your team with real-time visibility on project status, timeline, the supply and demand for resources and it allows stakeholders and everyone on the team to make more informed decisions. The software is specifically tailored for users who prefer a simple and user-friendly interface, requiring minimal expertise and effort to maintain and keep up-to-date.

Portfoleon boasts easy-to-use boards that support copy-paste functionality from Microsoft Excel. It also features drag-and-drop functionality, pivot tables and other familiar solutions, all to make various tasks and processes easier and more efficient even for non-technical users. In conjunction with its user-friendly design and functionality, Portfoleon provides businesses and organizations with powerful and robust core capabilities that support analytical cubes, application programming interface (API) integration and transaction history logging.

As a cloud-based platform, Portfoleon not only helps to manage product roadmaps and project portfolios, it can also automate key business workflows. Teams can visual projects using a single diagram to accurately measure prospective costs, benefits and potential risks. The software also allows collaboration among the core team members and other individuals outside the team. It makes sharing of data through boards easier and the added functionality of reminders and notifications makes things even more convenient for project process improvements.

Portfoleon supports Web App and Windows operating systems and is ideal for businesses and organizations that are working on a wide variety of projects/products simultaneously on a fairly regular basis. It is also a suitable project portfolio management solution for those that require a simple, convenient and realistic means to effectively manage their extensive project portfolios.

Portfoleon Features

Portfoleon offers three main features for its clients: project planning, budget management and milestone tracking. However, the cloud-based project portfolio management platform offers much more than those three core features. The following are some of the features and capabilities that this software solution is capable of delivering to its users, from SMBs and startups to large enterprises and agencies:

Unlimited boards

Any product manager, team or organization knows that there is no singular diagram or a single view/display that can effectively explain all of the key aspects of any portfolio simultaneously. In order to deliver concise and easily digestible information to an audience, relevant data and insights have to be broken down into bite-sized pieces, i.e. you’re going to have to present different subsets of your data in various forms so stakeholders will be able to comprehend and take the information in easily and effectively.

Portfoleon is designed to allow users to effectively communicate their message and intentions to stakeholders more easily and efficiently, without having to rely on multiple separate documents. The software features unlimited boards/views, including fully customizable timeline, which shows several key details including team size, project theme, priority and/or any area of the roadmap by simply using the aforementioned fully customizable timeline.

With Portfoleon, you can edit your data via conventional spreadsheet view, which is a huge benefit for users who are more familiar with Microsoft Excel. It also enables you to copy and paste data to and from the Excel program or Google Sheets, as well as import of CSV files. The Pivot tables and charts function will give your team the ability to run quick online analysis of various portfolios and then share them with stakeholders in the form of bite-sized boards. Speaking of boards, Portfoleon also utilizes Kanban boards to keep track of portfolio items, complete with color coding, columns, customized cards and swimlane functions.

Collaboration tools

Portfoleon is equipped with a wide variety of collaboration tools, allowing you to share information, involve team members and collaborators and take control of roadmap integrity. The software lets you easily share your boards with team members and colleagues who are using the same platform. You may also share boards to individuals outside the organization by simply sending them a secure private link. Boards can be configured to be read-only, read-write or admin access only.

One of the key functions of Portfoleon’s collaboration tools is the ability to generate quick project status reports. The software gives you and your team the ability to create project status and summary reports and send reminders to project managers, stakeholders and other project collaborators. Finally, you can leverage dependencies to let everyone in your team manage their projects and other responsibilities without sacrificing roadmap integrity.

Resource management

Portfoleon’s resource management feature allows you to keep track of which team member is working on which task in which project. This is very crucial, especially when you’re managing multiple projects and portfolios at once. In addition to resource management, Portfoleon also offers analytics capabilities, allowing for a much easier and more efficient problem-solving.

The tool allows you to define resource capacity and resources for each stage of project development. It can automatically scale resources and determine resource utilization for every resource, team, location or role.

“If this then that” ITTT rules functionality

When it comes to project portfolio management, there are times when you prefer to incorporate a few additional functionalities into your portfolio management solution in an effort to become even more productive and efficient. Portfoleon provides users with “if this then that” or ITTT business rules functionality so the platform’s behavior can be customized to suit their current requirements.

The automated data population function, for instance, allows project managers to update projects automatically based on the progression and data of other projects. Email notifications and reminders can be customized to trigger a specific action whenever an email is sent to project managers, team members, collaborators and stakeholders.

Portfoleon Benefits

When you look hard enough, you’re bound to find several benefits of using Portfoleon as your project portfolio management solution. However, there a couple of key advantages to this particular software you might find noteworthy: its relatively simple user interface and easy-to-use yet powerful and robust resource management capabilities.

Easy-to-use interface to effectively manage complex tasks and processes

There are a lot of legacy project portfolio management solutions available in the market. Most of them are capable of providing you comprehensive access to every single data regarding your project portfolios. However, more often than not, the ultimate expense of this impressive capability is a slow and rather complex user interface.

Portfoleon has taken a different approach when it comes to their user interface. The platform allows users to experience a much faster, simpler and more efficient user interface. The software utilizes a drag-and-drop function to make things even more convenient for everyone. Project managers and team members can easily use this function to drop cards on different boards or edit lists on spreadsheets, thus increasing efficiency and productivity. Honestly, it just allows teams to finish tasks and get the job done quickly.

User-friendly yet powerful resource management capabilities

At its core, Portfoleon is specifically tailored to focus on sharing functionality and visualization. Like most of the top-tier project portfolio management solutions in the market, Portfoleon provides users with an effective interface that can facilitate the easy creation and management of project roadmaps. However, what makes Portfoleon different from the competition is in its other capabilities, such as its feasibility, execution and follow up.

Portfoleon provides you with excellent demand planning or resource capacity, which enables you to easily and quickly check feasibility, identify possible resource bottlenecks and provide adequate solutions, as well as calculate cost estimates. All these functions can be tackled without your team ever losing focus or getting distracted from their main objectives on the roadmap board.

Portfoleon Pricing

Portfoleon offers three main pricing plans for those who are interested with the platform: there’s the free version, the Roadmapping plan and the Portfolio Management package. The free version is free to use forever. With this free plan, you get up to two portfolios, five boards, five custom fields, up to 10 users, unlimited items and access to the drafts and revisions feature. You can upgrade to a premium/paid version any time you want.

Roadmapping is the cheaper of the two premium packages, priced at $19 per user/month. The package comes with everything from the free version, but with unlimited portfolios, boards, custom fields, items and users. The third and more expensive package is the Project Management plan, which costs $39 per user/month. It comes with everything from the Roadmapping plan, in addition to the resource management function and the SAML single sign-on security feature with one-year commitment. Portfoleon supports either monthly or yearly payment options.

Conclusion

Portfoleon is a full-featured and well-designed project portfolio management solution created for different types of organizations, including small and medium-sized businesses, startups and large enterprises that manage multiple project portfolios at the same time.

The cloud-based platform provides users with end-to-end solutions specifically tailored for Windows. Among its many useful features include resource management, milestone tracking, collaboration tools, budget management and project planning. All these make Portfoleon much more than just a conventional project portfolio management system.