Portfoleon

Portfoleon is a roadmapping and lean portfolio management tool that assists teams in executing company strategy, managing chaos, facilitating effective communication, and enhancing decision-making. It caters to companies of all sizes, ranging from small startups to large enterprises. Professionals in various industries, including project managers, product managers, portfolio managers, agile coaches, and IT and software development teams, can leverage Portfoleon's capabilities.

Key Features

One data source, unlimited boards: Portfoleon empowers users to create multiple boards, each tailored to visualize specific aspects of their portfolio data. These boards can be customized to display relevant information and shared with stakeholders as needed.

Fully customizable timeline: Portfoleon offers a highly flexible timeline feature that allows users to present project themes, team sizes, priorities, and other roadmap elements. Users can color-code cards, group them in lanes and sublanes, and customize the timeline to align with their specific requirements.

We speak Excel: Portfoleon provides users with seamless integration with Excel and Google Sheets. Users can conveniently edit their data in a spreadsheet view, copy and paste data between Portfoleon and other spreadsheet applications, and import CSV files for easy data management and integration.

Pivot tables and charts: Portfoleon equips users with the ability to perform on-line analysis of their portfolio using pivot tables and charts. This feature enables users to create custom reports and share them with stakeholders in the form of visually engaging boards.

Kanban boards: Portfoleon offers Kanban boards to facilitate effective tracking and visualization of portfolio items. Users can utilize color-coding, customizable columns, and swimlanes to efficiently manage and monitor project progress.

Collaboration: Portfoleon fosters collaboration by allowing users to share boards with colleagues and stakeholders. Users can define different access levels, such as read-only, read-write, or admin access, to enable effective collaboration on portfolio management.

Drafts and Revisions: Portfoleon provides a draft/publish system that allows users to make changes to their portfolio plan without immediately affecting other users. This feature enables users to prepare and review changes, gain buy-in from stakeholders, and then roll out updates as a single revision.

Resource management: Portfoleon offers comprehensive resource management and analysis capabilities. Users can define resource capacity, allocate resources to projects, and track resource utilization to effectively manage projects, priorities, and resource allocation.

Integration API: Portfoleon offers an integration API that enables users to connect Portfoleon with other systems they use. This capability allows for deeper integration and synchronization of data, enhancing the overall IT landscape.