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Free Project Portfolio Management Templates

By Kate Eby | July 27, 2021 (updated August 30, 2022)

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We’ve compiled the top templates for strategic project portfolio management (PPM). Download free, customizable PPM templates in Microsoft Excel, PowerPoint, and Google Sheets formats. 

Included on this page, you’ll find a project portfolio summary template , a project portfolio management dashboard , and a project portfolio status report template , as well as a link to in-depth information on project portfolio management benefits and processes .

Project Portfolio Summary Template

Download Project Portfolio Summary Template

Microsoft Excel  | Smartsheet

This project portfolio template provides spreadsheet and dashboard views, as well as space to summarize details about specific projects and the overall health of your portfolio or project program . The spreadsheet includes columns for a project’s health ratings, priority, status, summary description, budget, progress, and risks. 

Record the outcomes of any cost benefit analysis, and note any links or attachments associated with a given project. The dashboard display offers a snapshot of budgeted costs versus actual spending, as well as the distribution of projects across the health, status, and priority categories.

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Project Portfolio Scorecard Template

Download Project Portfolio Scorecard Template

Microsoft Excel | Smartsheet

Evaluate projects in your portfolio with this simple spreadsheet template. The project management office (PMO) section at the top of the template provides a summary review of your portfolio’s progress and costs, as well as room for notes on the risks and cost benefit analysis. 

The template also includes a section for details about each project in the portfolio, with  categories for the priority, status, planned versus actual costs, hours, and quality index rating. This template includes example commentary that illustrates how portfolio managers can use the template to expand on the numerical data.

Project Portfolio Dashboard Template

Download Project Portfolio Dashboard Template — Microsoft Excel

Get a visual overview of portfolio KPIs with this Excel dashboard template, which includes a Gantt chart that shows the delivery timeline for each project, a pie chart that displays the portfolio’s resource allocation, and bar charts that analyze each project’s financials. 

The bar charts also include categories for risk analysis and open or pending actions. The project portfolio report section summarizes each project’s schedule, budget, issues, and other details in a spreadsheet format.

Project Portfolio Timeline Template

Download Project Portfolio Timeline Template

Microsoft Excel | Google Sheets | Smartsheet

This project portfolio planning template provides a visual timeline for multiple projects. The Gantt chart timeline allows you to easily differentiate between projects, and the template automatically generates each bar on the chart based on your start and end dates. 

The template also includes columns for notes on the schedule, budget, resources, risks, and issues for each project in your portfolio. Make strategic plans based on delivery timelines and ongoing performance.

PowerPoint Project Portfolio Template

Download PowerPoint Project Portfolio Template — Microsoft PPT

Create an in-depth project portfolio dashboard in PowerPoint. Template slides include the portfolio’s timeline, resource allocation, financial status, risk analysis, issues, and pending actions. There is also a slide that displays the duration of each project in days.

The template also includes a table for compiling notes on each project. This thorough presentation template provides a broad overview of your portfolio as well as specific details about individual projects, and also includes sample data to illustrate the charts and graphs in each slide.

Project Portfolio Tracker Template

Download Project Portfolio Tracker Template

Track multiple projects with this combined spreadsheet and timeline template. You’ll find two tabs: an example template with color-coded options to highlight a project’s status, priority, itemized costs and hours, duration, and timeline; and a blank template for easy data entry. 

This tracker template divides each project into activities or phases, with columns for assigned owners, deliverables, and percent complete. The timeline provides a weekly schedule based on the start date you enter at the top of the template. Add or remove columns to create a customized template based on the project information you want to track.

Project Portfolio Budget Tracking Template

Download Project Portfolio Budget Tracking Template — Microsoft Excel

For each project in your portfolio, this budget tracking template provides a detailed breakdown of the costs, budgeted expenses, actual spending, and outstanding balance. Use the built-in  Gantt chart for visual tracking and to summarize each project’s budget versus actual costs. 

This template calculates subtotals and total costs as shown in the example template tab. The template also lists the status as well as planned and actual start dates for each project phase.

Project Portfolio Roadmap Template

Download Project Portfolio Roadmap Template

Microsoft Excel | Google Sheets

Create a portfolio roadmap with milestone markers and color-coded bars that indicate a project’s status: finished, in progress, scheduled, or proposed. The roadmap format makes it easy to manage a large portfolio, and offers clear timelines and visual status levels.

The roadmap displays quarters and years and lists start and end dates next to each project name.

Project Portfolio Status Report Template

Download Project Portfolio Status Report Template

This status template simplifies reporting with a 12-month roadmap, status summaries, and details on each individual project. The portfolio status overview uses green, yellow, and red to indicate whether items are on track, show signs of potential issues, or are otherwise of concern. 

The financial summary calculates budgeted costs, actual costs, a financial forecast, and variance. This PMO project portfolio template also lists individual project status updates, including time frames, progress, and descriptions of risks or concerns.

What Is a Project Portfolio Management Template?

A project portfolio management template allows you to evaluate, choose, and prioritize projects in order to maximize performance and meet organizational goals. The template may include one or more portfolios. 

You can use a PPM template to efficiently evaluate the benefits and risks associated with multiple projects (and possibly multiple portfolios). These templates also enable you to ensure that you’ve aligned your projects with overall business objectives. PPM templates support the process of prioritizing, scheduling, and tracking multiple projects, so you can use an organized, metric-driven approach when making strategic decisions. 

For a comprehensive look at the project portfolio management process, including additional templates (such as a project risk analysis) and PPM for IT projects, check out “Project Portfolio Management 101: Processes, Tools, and Examples.”

Improve Collaboration and Increase Work Velocity with Project Portfolio Management Templates from Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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The complete guide to portfolio management in 2023

According to the Project Management Institute , p ortfolio management is   “a way to bridge the gap between strategy and implementation .” 

In this article, we’ll define portfolio management, suggest some best practices, and show you how you can use monday Work Management to support your organization’s success.

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What is a project portfolio?

A portfolio describes a grouping of projects, programs, or in some cases, both. Project portfolios are created to house and manage important information across these activities to provide collective oversight.

Think of a project portfolio as a single source of truth to make decisions about resource allocation, forecast performance, and risks, and as a north star for progress and alignment — especially as they relate to goals and strategy.

What is the process of portfolio management?

The process of portfolio management is the selection, prioritization, and control of an organization’s projects and programs. Such centralized management and oversight help establish a standard of governance across the organization.

Put plainly, project portfolio management assigns responsibility, so the organization always has a individual or a group of people closely monitoring the performance of the company’s project investments.

If a project is aligned with the company’s strategies, values, and long-term goals and it’s performing well, then it’s more likely to get funded and prioritized. If it’s risky, underperforming, or misaligned to the company’s greater strategy, then it’s probably going under the microscope to either pivot or get scrapped altogether. 

Building portfolio management into your organization puts you back in the driver’s seat, where you can make more educated decisions about how to effectively deliver against your strategy and take charge of your asset allocation.

Some everyday use cases for PPM are:

• Identifying potential project returns
• Forecasting risks
• Facilitating communication
• Obtaining stakeholder buy-in

What’s the difference between portfolio management, project management, and program management?

The relationship and hierarchy between portfolio, program, and project management can be described as the following:

• Project management typically involves managing temporary or unique endeavors focused on a specific product or service
• Program management entails a coordinated approach to managing related projects in a manner that aligns their connected objectives
• Portfolio management takes a group of projects and/or programs and manages these collectively as a group, ensuring they’re consistently aligned with the overall strategy

Simply put, projects are the building blocks that make up a program, while programs and individual projects combined form a portfolio.

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Why is project portfolio management important?

Like most project management processes, thoughtful portfolio management has more than one positive ripple effect on business value. Here are a few of the most important:

Strategic alignment

Portfolio management helps organizational and operations leaders see if other large projects are contributing and in line with high-level organizational goals and KPIs.

Reduced inefficiency

When all projects are mapped out in one place, it’s easier to see what is of the highest priority, what can be tabled, and so on. It also creates a track record for seeing how similar projects went in the past, so they can be better implemented in the future.

Risk management

Clarity into a project portfolio aids risk management by consolidating the most important components of projects in one place for evaluation.

Diversification

Having an easily accessible portfolio can also help someone like a PMO assess if the projects being prioritized for the organization have health diversity. Conversely, it can help them see if a project isn’t relevant.

Portfolio management best practices

Much like the day-to-day, portfolio management best practices will naturally vary. Nonetheless, there are tried and true methods that are applicable to most industries.

Perform a hands-on, detailed project inventory

Taking stock of all your projects provides a level of understanding that’s critical to effective portfolio management. Include the project’s title, timeline, estimated costs, business objectives, potential ROI, and how it benefits the business.

This way you can create an instant high-level overview with all the information required to provide investors with updates or make better on-the-spot decisions.

Evaluate projects through a strategic lens

It’s important to prioritize the projects that are most aligned with the company’s strategic objectives. Other factors to consider are how risky a project is and whether the project will involve massive reengineering.

Ultimately, a good portfolio manager will identify overlapping project proposals early and cut off any projects with poor business cases upfront, to ensure better alignment between management and stakeholders.

Prioritize, categorize, and fund projects

Once you’ve completed evaluating each project based on strategy alignment, you also will have to prioritize based on available funding and resources. 

A thorough scoring and categorization process can come in handy for this because it also helps you see how much work could be done down the line.

Thoroughly review and manage your portfolio

A first-rate evaluation and prioritization process won’t help if your portfolio isn’t actively managed after creating the approved project list.

A platform like monday Work Management streamlines this process by allowing you to oversee the status of each project on a data-driven, yet beautifully designed dashboard.

At a minimum, portfolio managers should be monitoring asset performance at a quarterly level but to truly excel, this should occur more frequently.

During the review process, portfolio managers and stakeholders will often meet to discuss which initiatives require and are worthy of additional funding, which ones to pause, and which to stop altogether.

Portfolio management challenges

Portfolio management is highly effective, but it requires serious commitment. Here are 5 major challenges.

1. Having a cohesive relationship between managers & stakeholders

Both the portfolio management team and stakeholders have unique motivations and priorities that need to work in tangent. Managing the engagement between the two isn’t always smooth sailing, as investment decisions are scrutinized.

It takes dedication from the bottom to the top and as much transparency as possible to keep projects on course and relationships intact.

2. Time & resource management

Understanding how much time, capacity, and resources like budget are available across many initiative is tough. On monday Work Management, you can use a Workload View and Timeline View to provide clear insights.

3. Data visibility

For efficient porfolio management, you need to be able to import and customize the way you or stakeholders see relevant project data.

monday Work Management lets you use widgets to create custom dashboards — you can set up automations to routinely send reports out. You can also add more than one dashboard view on a board, built exactly how you need it.

4. Inability to operationalize & scale

As your project portfolio grows, it’s safe to say that you need a work management platform that can keep up and cut down on manual work. Excel sheets and email can’t offer automation, calculations, communication, and more all in the same place — which can slow down or prevent organizations from expanding their portfolios.

5. Macroeconomic risks

Even the most perfect portfolio management can be negatively impacted by factors out of an organization’s control, like an economic downturn. However, having an effective platform and system in place can help you make better financial decisions before, during, and after a crisis or slow time.

Why you need a portfolio management platform

Keeping track of project status, funding, investment rounds, ownership, and communication is hard enough when people and resources are stretched or limited. Without a portfolio management platform, you might as well be making educated guesses that occasionally meet their mark.

The best tool is one that also considers your project managers’ needs since their data needs to trickle up to higher-level portfolio managers and their corresponding boards and dashboards.

A solution that eliminates manual data transfers or excessive status update meetings should be what you aim for, with the aim of improving your overall processes, impact, and keeping your sanity.

monday Work Management lets you do that.

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How can monday Work Management help with portfolio management?

monday Work Management is perfectly suited for top-notch portfolio management. Its features and customization options help you and your managers see the big picture so they can easily detect bottlenecks and problems by pulling data from all projects across different programs into one high-level view.

Investing in monday.com checks off all the best practices, as it allows you to:

• Perform a hands-on, detailed project inventory with a portfolio management board. This board provides a high-level overview that’s easily connected to a more granular project view that your project managers keep up to date.
• Evaluate projects through a strategic lens with custom columns that make it easier to track funding rounds, funding status, resources invested, estimated current value, and last evaluation.
• Prioritize, categorize, and fund projects based on custom columns that show priority and custom project scoring.
• Thoroughly review and manage your portfolio with custom dashboards that provide a snapshot of the overall profitability and health of the portfolio.

The ability to assign ownership to individual tasks, so that you always have a go-to person, provides greater insight into performance and makes it easy to manage any potential risk as they arise.

Check out monday work management pricing here.

Does monday work management have a portfolio view?

monday Work Management offers many different options to help you get a high-level overview of projects across teams and departments. Our dashboard view is a customizable location where you can choose custom widgets to stay on top of things like budget, project phases, and more across project boards.

What is the goal of project portfolio management vs project management?

The goal of project portfolio management is to stay on top of project data across departments, teams, and more in order to optimize things like efficiency, resources, and budgets. Project management’s goal is to plan, track, execute, and monitor activities in stages in order to achieve a goal and produce a certain outcome.

What features does a good project portfolio management tool offer?

• Budgeting and reporting
• Seamless, in-platform communication
• Automations
• Import & export
• Enterprise-level security

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Project portfolio management

Optimize to get the results you want.

Harness the power of project portfolio management (PPM) capabilities to effectively plan, prioritize, and manage project and portfolio investments.

Drive portfolio optimization.

Easily model different portfolio scenarios to determine the best strategic path. Weigh project proposals against strategic business drivers and consider the cost and resource constraints.

Get the big picture across programs and projects

Aggregate portfolios, programs, and projects across your organization in a visual, interactive Roadmap for broader visibility. 1

Transform project data into actionable insights

Share built-in reports, such as burndown or Power BI dashboards, to keep everyone on the same page. Native OData lets you quickly aggregate portfolio data for advanced reporting. 2

Systematically evaluate proposals

Capture and evaluate project ideas from anywhere within the organization. Use a standardized process that feeds detailed business cases and project charters to management for review.

Run your business your way

Customize your portfolio management needs to best suit your organizations needs and help shorten your time to market.

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Project Portfolio Management

This guide to ppm is brought to you by projectmanager, the project management software trusted by 35,000+ users worldwide..

What Is a Project Portfolio?

What is project portfolio management (ppm), project portfolio management vs project management, the project portfolio management process, what does a project portfolio manager do, 5 project management processes for ppm.

• Project Portfolio Management Software

Must-Have Features of Project Portfolio Management Software

How to use portfolio management software, project portfolio management roles & hierarchy, which industries and organizations benefit from ppm, project portfolio management (ppm) key terms.

A project portfolio is a collection of projects, programs and processes that are managed together and optimized for the financial and strategic goals of an organization. A portfolio can be managed at either the functional or the organizational level.

Unlike a project, which has a defined end goal or deliverable, a portfolio represents a more strategic planning commitment to continuously optimizing the allocation, prioritization and scheduling of resources across many projects.

Project portfolio management (PPM) is the analysis and optimization of the costs, resources, technologies and processes for all the projects and programs within a portfolio. Project portfolio management is typically carried out by portfolio managers or a project management office (PMO).

The key focus of PPM is to make sure that all the outcomes in the portfolio support the strategic goals and business objectives of the organization. The portfolio manager or PMO does this through business analysis, reviewing budgets and forecasting while minimizing risk and managing stakeholder expectations.

Project portfolio management tools (PPM tools) are often used to collect and analyze that data to ensure that their project portfolio is aligned with the overall strategic planning and goals of the organization. ProjectManager has powerful, yet intuitive, tools for managing project portfolios. Track all your projects with a customized dashboard, manage your portfolio on a roadmap, even allocate resources across your projects. It’s easy to do all this and more with ProjectManager. Try it free.

ProjectManager’s portfolio dashboard is one of its many PPM tools .

In the hierarchy of business management, project portfolio management is the link between project management, which we will define briefly below, and enterprise management, which deals with the overriding vision, mission and strategic planning of the organization.

To understand where project portfolio management and project management differ, we must first define each and explore the areas where they diverge.

Project management is, quite simply, the management of a project. A project is a temporary endeavor that results in a product or service. It has a beginning and an end. Project goals are defined, and tasks are broken down into a schedule. Cost and budgets are set; resources are assigned, and stakeholders are reported to.

Project portfolio management, on the other hand, is a higher level approach that orchestrates, prioritizes and analyzes the potential value of many projects and programs in a portfolio to manage them simultaneously and optimize resource management. The goal of the portfolio management process is to manage and leverage the life cycle of investments, initiatives, programs, projects and outcomes to best reach the overall goals and objectives of an organization. Therefore, project management is a subset of project portfolio management. It leads to the ultimate objective, which is meeting the strategic goals of the organization.

There are five basic project portfolio management steps:

1. Define Business Objectives

Before you start thinking about portfolio management, you’ll need to understand your organization’s business objectives and strategic goals. The idea is that your project portfolio aligns with the strategic planning of your organization, so you’ll need to check if its financial objectives and customer value are good enough for your organization.

As a project portfolio manager you’ll need to reach an agreement about the strategic goals of the project portfolio with stakeholders, and then proceed to establish valuation criteria for project selection .

2. Collect Project Ideas for Your Portfolio

Once you’ve defined your portfolio’s strategic goals it’s time to start building it. To do so, you’ll need to start collecting projects. Those could be in-progress projects or project ideas that are similar enough to be managed simultaneously. Gather project management data and prepare the valuation criteria to choose the best.

3. Select the Best Projects for Your Portfolio

To determine which are your best projects for your portfolio, you’ll need to do a cost benefit analysis and use your valuation criteria. This valuation criteria will measure the amount of value that each project brings into the portfolio.

There are a variety of aspects that can go into the project selection scoring criteria, such as the payback period, net present value, or risk level.

4. Validate Project Portfolio Feasibility

Now that you’ve chosen the projects that are the best fit for your portfolio, it’s time to do a feasibility study that takes into account all the financial risks, capacity planning and resource management constraints.

5. Execute and Manage your Project Portfolio

Now you’ll need to coordinate the execution of the projects and programs in your portfolio simultaneously by working with project and program managers.

Project portfolio managers oversee the management of the project portfolio which includes approving or rejecting project and program ideas. They are responsible for getting a return on investment and meeting the goals and objectives of their organization. The project portfolio manager can be tasked with managing one or more portfolios.

The job is done by working with various portfolio management tools, financial algorithms and models to help the project portfolio manager align the projects to strategic goals of the organization. They are further guided by a set of valuation criteria and standards that help them through the portfolio management process.

Project portfolio managers are often involved with the PMO , which also sets the processes and standards for the portfolio. The project portfolio manager and PMO can also provide direction on what project management methodologies are used, whether traditional waterfall or an agile framework, when managing the project.

Project portfolio management requires a balance of resources, time, skills, budgets, risk mitigation and running the projects in the portfolio frugally and expediently without sacrificing quality. Managers do this through the use of five key project management processes.

• Change Management : Identifying and prioritizing change requests. These can be feature requests, business strategy, regulatory requirements, etc., based on business strategy, capacity planning, demand, financial and operational constraints.
• Risk Management : Identifying risks in projects that make up the portfolio, and developing a risk management plan to mitigate uncertainty within the project portfolio.
• Financial Management: Managing financial resources related to the projects in the portfolio and demonstrating financial results of the portfolio in relation to the organization’s business goals and strategic objectives.
• Pipeline Management: Ensuring project proposals are in the pipeline and using valuation criteria to determine if they’re worth executing.
• Resource Management : Efficiently and effectively using an organization’s limited resources, from materials and equipment to people and financial resources.

Project portfolio management software is a tool that’s designed to centralize the management and maintenance of a project management portfolio. With the increasingly large amount of data now associated with a single project, let alone a portfolio, the use of portfolio management software has become a necessity for project managers.

Portfolio managers and project management offices (PMOs) use portfolio management software to gather data, analyze information and use the results to better manage the portfolio and achieve the goals of their organization. Typical PPM software offerings are also used for portfolio optimization to better achieve the financial goals of the organization. Managers or PMOs use portfolio management software to find complementary processes, methods and technologies that will help each project succeed and the portfolio flourish. Microsoft Project is one of the most commonly used project management software, but it has major drawbacks that make ProjectManager a better choice for project management, program management and portfolio management.

Desktop vs. Online Project Portfolio Management Software

Managing a portfolio is like keeping many plates spinning at once. To keep up, you need robust project portfolio management software. The question is, what kind should you go for?

In terms of features, desktop and online software applications, at this point, are on an even playing field. It depends on the product, of course; but for the most part, both offer similar PPM tools. The major differences are price, security and speed. For example, desktop portfolio management software tends to cost more and require a license for each team member to use. This can add up.

Pros of Desktop PPM Software

Security on a desktop, even one linked to an office intranet, is likely better than many online services. Performance for a cloud-based software depends on your internet connection, and if your service goes out you’re out of luck. This, obviously, is not a concern for desktop apps.

Pros of Cloud-Based PPM Software

Online apps are monopolizing the project management sector, and for good reason; they excel at connectivity, collaboration and real-time data. So long as your team has an internet connection, they can use the tool—no matter where they are. This creates a platform where even distributed teams can work together anywhere and at any time. As teams update their status, you get live data that is more accurate and timely to help make effective decisions.

See All Your Projects Together

A Gantt chart is a visual tool that helps plan and schedule a project, but it can also be used as a roadmap to view all the projects in your portfolio on a single timeline. This helps managers find synergy between projects and work to make the portfolio more effective and efficient.

Get Live Data Across Portfolio

Being able to monitor your project portfolio is key to keeping it on track. A portfolio dashboard collects information on all your projects, calculates that data and then displays it in easy-to-read graphs and charts that can be read at a glance.

Use Detailed Data to Make Better Decisions

Better data leads to better strategies when managing your portfolio. Managers need a tool that can mine information from their project portfolio and present them with detailed reports. Being able to share and filter those reports to target the information your stakeholders want to see is also key.

Keep Team’s Tasks Balanced

Project portfolios work at the task level. To get the level of performance you need, your teams have to have the right number of tasks. Balancing their workload keeps your portfolio progressing as planned, so you need a portfolio tool with a feature to track who’s working on what.

Easy Change of Assignments

If you’re using the roadmap or dashboard, and see that there’s a need to reassign a task, the last thing you want is to have to go into another application to adjust a project in your portfolio. With a task management feature, you can stay in one tool.

View Your Portfolio in Real Time

The sooner you know something, the faster you can act. This can make the difference between taking advantage of an opportunity and missing a deadline. With online portfolio management software, you see what’s happening as it happens and can respond quickly to take advantage.

Projects are hard enough to manage, and a portfolio of them even more so. It’s many times more complex and requires robust project portfolio software. In this section, we will use ProjectManager as an example on how to use portfolio management software. If you want to follow along, then sign up for a free 30-day trial of ProjectManager. Once you’ve got our PPM software up and running, follow these steps.

1. Set Goals & Objectives

Having goals and objectives for your project portfolio is important, as it gives portfolio managers a target to hit when trying to increase their return on investment and keep risk at bay.

Start by writing down the goals and objectives for each project in your portfolio. There will likely be a number of detailed project management documents describing these projects. Attach them to our portfolio management software, which has unlimited file storage.

2. Group Related Projects

Grouping projects in a portfolio and creating reports around them collectively, rather than individually, gives portfolio managers the data they need to make better business decisions about costs, resources and more.

Keep all the projects in your portfolio together in our overview section. Compare status, budget and more of everything in your portfolio, all in one place. Now you can use resource allocation to boost one of the projects that might be underperforming.

3. Create Milestones

Milestones mark the end of one major phase and the beginning of another. They can be easily inserted on the Gantt chart, where they’re represented by a diamond symbol.

Set milestones and break up your projects into more manageable parts. This boosts the team’s morale by giving them a series of successes as they work through their tasks. Managers can use milestones as a means to measure progress.

4. Set Dependencies

Tasks are not all the same. Some can’t start until another has finished, or must start or finish at the same time as another. It’s important to know which of your tasks are dependent to keep the portfolio healthy.

Link dependent tasks by dragging one to the other to avoid blocking teams. This prevents these dependent tasks from falling through the cracks during the execution of the project. Once you have set dependencies, you can filter by critical path .

5. View Roadmap

When managing a portfolio, it’s important to keep the big picture in sight. Without it you can easily get lost in the weeds and fall behind schedule.

Keep goal-minded with the roadmap tool, which places all the projects in your portfolio on one Gantt chart. See every project on a timeline and quickly discern if there are any conflicts and resolve them before they interfere with the goals and objectives of your organization.

6. Balance Resources

Workload represents what your team has been assigned, in terms of their tasks. If you overburden one team member, they’ll not be as productive and morale will suffer.

See the planned effort for every team member working across your portfolio in a color-coded chart that shows who has too many hours assigned and who has too few. Then you can reallocate their hours right from the same page, improving efficiencies.

7. Track Portfolio Progress

A dashboard is a tool that graphically depicts various project metrics, so you can see how your project is performing. It’s a high-level view that can alert you of issues to address before they become problems.

Use our cloud-based dashboard to see your portfolio’s progress in real time. Mini-dashboards appear for each project that offer important metrics such as progress, budget and costs. You can also customize the dashboard to show only certain projects, and you can create reports based on projects that are filtered in this manner.

8. Analyze & Present Reports

Status reports are a way to measure the current state of your project. They communicate important data to stakeholders, keeping them updated. They also maximize portfolio performance.

Use the built-in reporting tool for a deep dive into project data to see progress and measure performance. A portfolio status report is perfect for stakeholder presentations. If they have questions, the status report can be filtered to bring up just the information they’re interested in.

9. Collaborate with Stakeholders

Collaboration means working together to increase productivity. This can be at the task level for teams, or on an executive level. Ideally, it’s practiced throughout every department in an organization.

Project portfolio managers have the tools they need to stay in touch with every project manager leading a project in your portfolio. Get in touch with anyone by tagging them in a comment. They’ll get an email notification. Alerts can be customized, so your inbox doesn’t get cluttered.

Project Portfolio Management Tools

With software moving from the desktop to the cloud, project portfolio management grew more efficient and effective. Some of the features that serve portfolio managers are the following:

• Online Gantt Charts
• Real-Time Dashboards
• Shared Calendars
• Time Tracking and Timesheets
• Project Groups
• Dynamic Reporting
• Collaborate with Remote Teams
• Resource Management

The following is a hierarchical listing of the team members involved in managing and executing a project portfolio.

• Board Member: Members of the board are responsible for governing an organization and bear the legal responsibility for the organization. Their skills and experience help guide the organization to achieve its vision.
• Project Portfolio Manager: This individual manages the plans, development and implementation of the portfolio, keeping in mind best practices to make sure that the portfolio is performing as expected and right what is preventing that.
• Program Manager: Programs differ from portfolios in that all the projects collected under it are related. Therefore the program manager’s role is similar to that of the portfolio manager, coordinating the projects in the program to work together to achieve their shared objective.
• Project Sponsor: This position is usually held by a manager or an executive who is tasked with being accountable for the project. They are the hub that connects the project to the business and those responsible for making large strategic decisions for the organization.
• Project Owner: This person is the one who is usually working with the sponsor and is responsible for the project’s implementation. Therefore, they usually come from the business unit that is getting the final deliverable for the project.
• Project Manager: They are responsible for the planning, scheduling, monitoring and reporting of a project. They also assemble and lead a team hired to execute the plan. They build the budget, manage resources, etc.
• Project Coordinator: Working under the project manager, they take smaller tasks off the project manager’s desk to free them up for larger managerial responsibilities. Mostly, this means that the project coordinator is handling administrative duties.
• Team Member: Hired because of skills and experience related to the project, these individuals are assigned tasks and oversee their completion. They meet regularly with the project coordinator or project manager, to whom they update their status.

Any industry that is working on multiple projects at the same time benefits from the discipline of project portfolio management. Obviously, that’s a lot of industries and organizations.

Some of the industries and organizations that are reaping the rewards from using project portfolio management include:

• Computer software
• Hospitals and healthcare
• Construction, automotive
• Financial services and banking
• Service and staffing recruiting
• Telecommunications
• Government administration

The following is a mini-glossary of project portfolio terms that have been used in this guide.

• Portfolio Management: Controlling a portfolio of projects to make sure they align with the overall strategic goals and objectives of an organization.
• Program Management: Managing a portfolio of projects with the same aim as portfolio management, only the projects in the portfolio are all similar or related.
• Project Management: Planning, executing, monitoring and reporting on one project, from start to finish, including controlling scope, costs and schedule.
• Project Management Office (PMO): Group within an organization that’s tasked with maintaining standards for project management within that organization, often oversells portfolio and program management.
• Change Control Management: Process to identify and successfully respond to change in a project or portfolio.
• Portfolio Reporting: Creating charts, graphs and other reporting documentation to communicate progress and other portfolio metrics.
• Risk Management: Identifying and resolving risk before it happens and after.
• Resource Management: The process of allocating resources throughout the life cycle of the portfolio.
• Pipeline Management: Making decisions for estimating and selecting which projects to fund that align with an organization’s strategy.
• Financial Management: Understanding each project’s unique risk and using this knowledge to make decisions across the entire portfolio.

All these factors and more make it clear that project portfolio management is a methodology that can serve any organization with a portfolio of projects. And, with ProjectManager , you have the best PPM tool in the market to fully take advantage of all these business benefits.

Sign up for your free 30-day trial and start managing your portfolios better.

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Project Portfolio Management Resources

• Project Closure Template
• RACI Matrix Template
• Communications Plan Template
• Project Management Trends (2022)
• 5 Benefits in Adopting PPM (Project Portfolio Management)
• What do Portfolio Managers do?
• 3 Essential PPM Tools Every Team Should Use

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Need a Job? Add These 8 Projects to Your Portfolio

Calling all beginners. Put this in your portfolio!

One of the most frequent questions we get from students in our classes is “Are we really going to build a portfolio? What can we possibly put in it when we’ve never had any clients or been paid for work?”

And it’s a great question! If you want to start your own design or development business and pick up new clients, it’s a simple fact that you’re going to have to show them examples of your past work — but the good news is, your best work (so far) doesn’t have to mean paid work.

You can absolutely invent imaginary projects just for your online portfolio: In fact, you don’t need to be a beginner to do this — experienced web designers and developers create personal projects all the time to keep up with skills, try new things, and provide fresh solutions to problems.

Lisa Savoie, one of our awesome Teaching Assistants here at Skillcrush, emphasizes why it’s important for students to build portfolios for practice, saying, “Creating a pretend portfolio piece can give you a tremendous boost to your confidence. You’re making all of the decisions from the beginning so you’re able to discuss the details more thoroughly in a job interview. It’s also a fantastic way to showcase what your interests are, allowing you to connect with a future employer in a more personal way.”

Design writer Daniel Mall has written about this extensively , and Katie Kovalcin, Design Lead at Gusto, swears by it.

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How to Show Fake Projects in a Portfolio

“If you make fake projects, the trick is to make it look real. Put it in context: Print it out and photograph it, mock it up however you need to as if it were really a finished product and not just comps/ideas,” says Kovalcin.

If it’s a website, make sure it functions, even if the domain name is just attached to your own portfolio site.

What I’m about to suggest to you is a framework of portfolio project categories that aim to showcase a wide range of your skills. You can do all of these without a client or previous experience.

The most important takeaway of doing a fake portfolio project is to make sure you are transparent in interviews and on your actual portfolio website about the work you’re presenting — call them “concepts.” Don’t pretend that you got paid for something that you didn’t.

You also want to be prepared to explain every aspect of the projects in your portfolio examples for potential employers — from how you framed your original ideas to the steps you took to execute them.

Being able to clearly explain and navigate your own UI or UX design work is as important as the work itself in an interview or presentation setting.

This could include everything from the research you did, to the user personas you created, to briefs and wireframes. These are the types of deliverables and end results that really make your work stand out, and showcase the lifecycle of your project.

For front end developers, you’ll want to be able to explain and navigate through your coding and design decisions as well (e.g., why did you design a particular element as a class versus an ID?).

If you can walk a potential interviewer through your coding design decisions and show them your thought process, which hopefully keeps scalability and ease of maintenance in mind, you’ll stand out among the crowd.

A Note for Front End Developers

Full disclosure: if you’re a budding developer looking for portfolio projects, you might find the portfolio project ideas below are geared more towards designers. We recommend that you adapt these projects to be developer projects by replicating sites rather than redesigning them.

For more practice for developers, we recommend sites like Frontend Mentor that provide design documents that a site can be coded from. Other sites that can help you with the design element of your coding portfolio practice include devChallenges and Wes Bos JavaScript 30 .

If you’re already a Skillcrush Front End Developer Track student, you can build up your portfolio from projects you’ve done in class or enter Hackathons and then use the project in your portfolio.

You can put your own spin on class projects by changing up the UI, using a different API, or converting a JavaScript project to React. For example, a few students have changed the UI for the JavaScript project “Guess the Word” game( here and here ), while alum Cris Crawford has made some of the React projects her own.

Fun fact: this Palette site was inspired by one of our class projects.

Bonus resources: we have a Skillcrush FAQ of sites to practice HTML & CSS and Skillcrush blog post on JavaScript practice projects if you’re looking for more front end development practice.

1. The Dream Client Site

Aiming high with your web development portfolio projects gives you a chance to show what you can do with a website on a larger scale. I once interviewed a self-taught developer who learned to code over the summer and had redesigned the New York Times website on his portfolio.

It was amazing.

He thought through every detail — how it looked on tablets and mobile phones, what the app experience was like, how comments and threading worked in his solution, and lots more.

It was the only project in his portfolio — but it was so thorough and thoughtfully presented, it was all he needed to get the job.

For inspiration so you can do the same, check out these examples from Behance of what’s possible with website redesign concepts for companies like Michael Kors or Nikon .

2. A Website for a Local Business

Since working with smaller businesses is the easiest way to get your foot in the door and build a solid client base, you’ll definitely want to include a design or redesign of a local non-profit or neighborhood business in your portfolio to show potential clients.

Take a stab at redesigning your favorite family-owned restaurant’s site. See if you can give it a completely modern feel with CSS and Adobe Photoshop — banish Flash intros and Comic Sans font — while staying true to the business’s identity.

There’s nothing holding you back — except for a few critical freelancer rules that you need to keep in mind.

First, make sure that the business and product you choose is the kind of thing you want to be associated with — in other words, ask yourself if your prospective clients will want to be aligned with the type of client or concept products you’re presenting.

That redesign of “Crazy T’s Ammo Depot” might look cool, but it’s not necessarily going to go over with all audiences.

Second — and this is critical but easy to overlook — make sure your small business is the kind of thing you can find good stock photos for. Photography makes a huge impact on websites, especially e-commerce websites, so think ahead.

3. Improved Mobile Product UX

This is a chance to break out your mobile design chops and show how you would improve the mobile UX experience for an existing client or brand.

Look for a case where you love a website but think the mobile experience needs an overhaul, then work towards its reinvention with UX deliverables in mind — think wireframes, prototypes, flowcharts, sitemaps, and usability/analytics reports.

Mobile design has long since stopped being an afterthought — in fact, mobile web usage officially overtook desktop usage in 2016 — so your ability to present a seamless mobile user experience will be a tentpole in your design portfolio.

Software like Figma allows you to create mockups of mobile sites that will display on a desktop for presentation, or you might consider taking a high quality video of yourself scrolling through your mobile site or app design and add that to your portfolio.

When choosing a mobile redesign project, pick a company with strong, existing branding so you don’t get stuck doing tons of extra legwork just to get started.

In many cases, established brands will even have a style guide available online that you can work from— Urban Outfitters , Skype , Firefox , and even the New York Transit Authority are examples of brands with online style guides.

4. A Stock Theme for WordPress

WordPress is the most popular content management system currently available, so it makes sense to develop a stock theme for WP.

One of the big perks about developing a stock theme is that you can also sell it as a premium theme, generating income while contributing to your portfolio.

Or you can give your theme away as a means of promoting yourself (consider offering support or customization for an additional price (or testimonials!) in this case).

Look at other themes that are on the market and see what makes popular themes stand out — are they responsive? Simple and uncluttered? Compatible with popular WordPress plugins?

ThemeForest is a great place to study successful theme designs.

Also, take some time to familiarize yourself with the WordPress Theme Review Guidelines and start designing one of your own!

5. A Complete Branding Package

Making a website mockup concept for a company you love is a great place to start when building a graphic design portfolio, but why not take on a complete digital branding package?

Creating a complete digital brand update is a major (but worthwhile!) undertaking for a graphic or web design portfolio, and can be done either as a concept for a real or made up company (Hello, bakery you’ve always wanted to own). If you’re not sure where to start, scroll through all the branding packages uploaded to sites like Behance .

And — once you’re ready to get started — here’s a list of some elements you’ll need to include in this graphic design project (on top of the more obvious graphic design features like logos, fonts, and color palettes):

• Keyword research. Researching brand-relevant web search keywords that can drive traffic to your site is another important part of building a digital brand — by getting a handle on the keyword demand for your market you’ll not only get a better idea of what keywords to incorporate in your SEO-friendly website, but you’ll also start to piece together a picture of what motivates your brand’s potential customers.Using a tool like Google AdWords Planner (a free program that requires an AdWords account, but doesn’t require you to actually create an ad) — you’ll be able to get information on the volume of searches your keywords produce and decide which ones should be incorporated in your branding package.
• Social media maintenance. A comprehensive social media suite is no longer a fun add-on for a digital brand package — a brand-consistent presence on Facebook, Twitter, Instagram, and other social media platforms is as essential as your website design itself. As part of your digital brand package, be sure to include mockups of your brand (especially your logo design) across these platforms.
• Collateral print items. Just because digital rules the world doesn’t mean print has disappeared completely. There are still fundamental print components you need to keep on the table when presenting a digital branding package.Business cards, stickers, postcards, and packaging are all examples of print collateral pieces that you can add to bolster a digital campaign.
• A style guide. This will tie up the project entirely, and showcase your ability to organize and plan. Check out the many digital style guides available online that you can use as a template or starting point in putting together your own rules for a comprehensive branding package.

6. Your Twist on an Icon Set

Icon sets are the group of stylistically similar images attached to different functions on apps and websites — for instance, the trashcan that appears when you want to delete something or the pencil you click on to enter an editing mode.

Designing your own icon set is a fairly standard web design project, but it’s an easy way for you to offer something for free to the visitors on your website and to include a project of a completely different scale in your web design portfolio.

An icon set might seem ubiquitous, but that’s exactly what makes it a good portfolio add — while common and easy to overlook, icon sets are a backbone of web design, so showing your ability to design them will let employers know you have your fundamentals down.

It’s also an opportunity to define your aesthetic, which helps people remember you and your work when perusing online portfolios. Check out Dribbble for examples of icon sets done differently.

Or, what if you designed a few of your own emojis to add to the next set of releases? Sky’s the limit!

7. Daily Design Project Challenges

If you’re playing the long game (which you should be when it comes to your career), there are many great design challenges and design prompt generators to help you hone your skills for at least 50 days a year.

Here are some to consider:

Daily Logo Challenge gives you 50 days of logo prompts to practice with and Daily UIChallenge ups the ante with 100 days of UI practice prompts.

If you’re interested in improving your design software skills, Behance has you covered with daily challenges like the Daily XD Challenge , the Daily PhotoShop Challenge , and the Daily Illustrator Challenge . The best part is that you can also view previous challenges and choose the ones you’re the most interested in learning and practicing.

In case you want even more practice , Dribbble has an article filled with design prompt generators to spark ideas for concept projects.

8. Redesigned newsletter template

This may sound like a snooze fest, but I did this for my first graphic design portfolio while applying for one of my first jobs in tech.

One of the administrative duties of that job was to send out newsletters about events, interviews, breaking news, and other timely items. Before I applied, I spent half a day redesigning the org’s newsletter, creating three samples, and including it all in my portfolio.

Needless to say, they were impressed. I got the interview (and two follow ups) AND the job.

In order to pull off a successful newsletter redesign, it’s helpful to remember a few best practices.

First, put extra care in making your newsletter design short and simple — avoid long, impenetrable blocks of text and make sure there’s adequate white space in your overall design to make the text that is there appear streamlined and easy to read.

Try to limit the amount of fonts you use in your design as well — other than possibly using one font for your headline and another for the body of the email, be very cautious about adding additional fonts into the mix since they’ll likely overcomplicate things.

And finally, think twice about using images or graphics — it’s easy to throw in stock photos or filler charts, but unless these images are integral to your design and critical to your brand identity, they’re just going to distract from your message.

Along with the overall structure of your newsletter design, remember to keep mobile viewing at the top of mind as well.

Litmus Email Analytics reports that in 2016, mobile email opens rose to 56 percent (while desktop opens maintained at 19 percent), which means that for newsletter design to be effective, it needs to be mobile-forward — make sure you’re working with responsive design templates so your content can be read as easily on a mobile device as it can on a desktop.

A newsletter redesign might seem a bit daunting if you don’t have coding skills, but, fortunately, there are major newsletter platforms that don’t require a coding background to create customized templates.

HubSpot features a Template Builder that allows customization using zero code, while MailChimp has an extensive guide covering some of the coding basics needed to build templates.

Deepina Kapila

Category: Blog , Career Change , Entry Level Tech Jobs , Get Hired in Tech , Resumes and Portfolios , UI/UX Designer

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PPM 101: What Is Project Portfolio Management?

What is project portfolio management (ppm).

Project portfolio management (hereafter referred to as “PPM”) is a critical component for executives and senior managers to execute strategy. According to Mark Morgan , “there is simply no path to executing strategy other than the one that runs through project portfolio management”. In fact, projects are “the true traction point for strategic execution”. Furthermore, David Cleland states in the book Project Portfolio Management: Selecting and Prioritizing Projects for Competitive Advantage by Lowell D. Dye  and James S. Pennypacker that “projects are essential to the survival and growth of organizations. Failure in project management in an enterprise can prevent the organization from accomplishing its mission. The greater the use of projects in accomplishing organizational purposes, the more dependent the organization is on the effective and efficient management of those projects. Projects are a direct means of creating value for the customer in terms of future products and services. The pathway to change will be through development and process projects. …With projects playing such a pivotal role in future strategies, senior managers must approve and maintain surveillance over these projects to determine which ones can make a contribution to the strategic survival of the company”.

The Distinction Between Project, Program, and Portfolio Management

Before diving into the details of project portfolio management, let’s provide a brief overview of the difference between projects, programs, and portfolios.

• PORTFOLIO : a portfolio is a collection of projects and programs
• PROGRAM : a program is a collection of related projects and other work that share common objectives and are better managed collectively
• PROJECT : a temporary endeavor undertaken to create a unique product, service or result with defined scope resources, and schedule.

Project portfolio management is a senior leadership discipline that drives strategic execution and maximizes business value delivery through the selection, optimization, and oversight of project investments which align to business goals and strategies

Portfolio Management Definitions

First, project portfolio management must be defined. Several definitions of PPM from authoritative resources are given below and provide a balanced view to the subject of portfolio management. Without a complete understanding of PPM, the benefits mentioned above will be reduced.

According to the Project Management Institute (PMI ® ), project portfolio management is the “centralized management of one or more portfolios that enable executive management to meet organizational goals and objectives through efficient decision making on portfolios, projects, programs and operations.”

The Stanford Advanced Project Management series offers a concise definition of PPM: “Portfolio management is the strategy-based, prioritized set of all projects and programs in an organization reconciled to the resources available to accomplish them”.

The Association for Project Management defines portfolio management as “the selection, prioritization and control of an organisation’s projects and programs in line with its strategic objectives and capacity to deliver. The goal is to balance change initiatives and business-as-usual while optimizing return on investment”.

Gaylord Wahl of Point B provides another angle of portfolio management: “Project portfolio management applies the tools and discipline of financial management to product/project management, taking into account: investment strategy, risk, ROI, growth/profitability, balance, diversification, and alignment to goals.”

Acuity PPM defines portfolio management as “a senior leadership discipline that drives strategic execution and maximizes business value delivery through the selection, optimization, and oversight of project investments which align to business goals and strategies”. PPM is about maximizing and delivering value .

What Is the Project Portfolio Management Lifecycle?

Based on the information above, project portfolio management can be broken down into four basic components: selecting the right projects, optimizing the portfolio, protecting the portfolio’s value, and improving portfolio processes. In order to implement portfolio management, we must understand PPM at this highest level. These four components are represented in the diagram below, but it is important to understand that these four lifecycle steps occur in parallel with each other, but for the purpose of understanding  portfolio management, we can define four distinct lifecycle steps.

1) Define the Portfolio — Defining the portfolio includes process such as ideation, work intake , and Phase-Gate to select projects that align with strategic objectives. Part of portfolio definition requires the governance team to define portfolio parameters such what types of projects to include (e.g. operational projects, strategic projects, or both), the dollar threshold at which point projects should be included in the portfolio. At the beginning of implementing portfolio management, it is important for the governance team to decide what a project is and then define which types of projects belong in the portfolio. This results in the portfolio containing a higher percentage of winning projects.

2) Optimize Portfolio Value —this involves all the steps necessary to construct an optimal portfolio given current limitations and constraints (e.g. prioritization , resource capacity planning , portfolio planning, etc.). Portfolio optimization involves intermediate to advanced processes to maximize the value of the portfolio. Governance teams first need to establish intake processes and be able to say no to new requests. Once basic governance is established, it is possible to truly optimize the portfolio. By definition, portfolio optimization means working within current limitations and constraints, and in practice it requires governance teams to reject lower value work in order to increase the overall value of the portfolio.

3) Protect Portfolio Value —during the execution of an optimized portfolio, the aggregate project benefits (portfolio value) must be protected. This occurs by monitoring projects, assessing portfolio health, and managing portfolio risk . It is not enough merely to initiate good projects, senior leadership plays an important role in ensuring that projects meet their intended objectives and deliver the expected value. Some of this responsibility falls on the project sponsor and project steering committee, but the portfolio governance team plays an even greater role to ensure that resources are available for in-flight work, there are no competing priorities that frustrate project completion, and portfolio level risks are addressed.

4) Deliver Portfolio Value —Part of this lifecycle phase involves benefits realization processes to ensure that portfolio value is delivered by comparing expected benefits with actual benefits. This requires teams to proactively measure project performance post-completion. Many companies do not devote resources to benefit realization and therefore miss an opportunity to compare expected benefits against actual benefits. In addition, delivering portfolio value involves improving PPM maturity as higher maturity translates into a greater realization of the benefits of portfolio management. Lastly, ongoing process improvement can improve portfolio delivery.

What Are The Important PPM Capabilities?

Project portfolio management is a multi-faceted strategic discipline that includes a number of capabilities. Each of these capabilities is covered in more detail in the presentation at the bottom of the page.

• Ideation – the process to generate and affinitize a list of new project ideas. The goal is to collect the best ideas from the organization to generate higher quality projects.
• Work Intake – refers to the steps of developing a project proposal and bringing it to the governance board for a go/no-go decision.
• Phase-Gate – a governance structure to evaluate, authorize, and monitor projects as they pass through the project lifecycle.
• Prioritization – the process of evaluating project value in order to assign resources to the most important projects and start work at the appropriate time
• Portfolio Optimization – refers to optimization techniques used to identify the optimal grouping of projects that maximize the risk-adjusted portfolio value at a given budgetary level
• Portfolio Planning – the process to optimize the sequencing and timing of approved projects based on resource constraints and dependencies
• Resource Capacity Planning – the process of comparing future resource utilization of project resources against available capacity to do work
• Portfolio Risk Management – assesses the risk nature of projects and manages portfolio level risks
• Portfolio Communication – processes to communicate about all aspects of project and portfolio progress
• Portfolio Reporting and Analytics – processes to analyze and report against the value and progress of the portfolio
• Portfolio Value Management – processes to evaluate, measure, and track project benefits at the portfolio level
• Project Monitoring – processes to measure and track project health and performance
• Portfolio Governance – the decision making process to select and prioritize project work

When Is It Time To Implement PPM?

There are several signals for when companies should implement project portfolio management.

• The first indicator for when companies should implement PPM is when they start managing multiple projects. Senior leadership should get visibility of the project portfolio right away; this is important for managing strategy execution and guarding against low value projects.
• If it is hard to get work done, there are competing priorities (or the priorities change often), and resources are overworked, this is another good indicator to implement basic portfolio management practices.
• If the organization is overloaded with work, and priorities are unclear, this is another indicator to adopt portfolio management practices.
• Senior leaders who want to improve their strategy execution should institute basic portfolio management rigor.

Get Answers to Fundamental Questions

Project portfolio management provides answers to eight fundamental questions:

• What are we working on?   You cannot manage what you cannot see. Organizations with little or no portfolio management discipline may be running far more projects than they realize, or even worse, may be managing duplicate project efforts and not even realize it. Getting visibility of all project work is the first major benefit of tracking your project portfolio. This helps senior leadership eliminate redundant projects and save money.
• Do we have the right projects?   After getting visibility of all project work, the leadership team can begin to evaluate whether they have the right projects in the portfolio. This requires establishing good criteria for what constitutes a “good” project. Leadership should also develop an intake process to evaluate and approve the right project work.
• Where are we investing money and people?   Without good portfolio level metrics and analytics, senior leadership may be blind to where they are investing resources across the portfolio. There are many ways to evaluate where money and people are being invested. This is why it is important to categorize projects. One common approach is “Run”, “Grow”, and “Transform”. Categories such as these can greatly inform leadership of how many money is being spent to run the business versus growing or transforming the business.
• Is our portfolio optimized? Optimizing a portfolio requires understanding the various budgetary or resource constraints of the organization. This is an advanced process to ensure the greatest “bang for the buck”. Portfolio optimization happens on multiple levels such as cost-value optimization, resource optimization, schedule optimization, and work-type optimization.
• Can we realistically deliver the portfolio? This is an important question that senior leadership needs answers for. When companies do not operate within known resource constraints and/or do not have realistic project plans in place, it is impossible to successfully deliver the portfolio of work according to plan.
• How are we performing? Understanding actual portfolio performance is critical for senior leadership to successfully and consistently “deliver the goods”. This includes project status, but goes beyond the individual project status report and requires an aggregate portfolio view of project performance in order to get an accurate picture of how the portfolio is performing.
• Can we absorb all the change? Even if resources are managed well and good project plans are in place, if a lot of projects try to implement multiple changes to the same stakeholder group at the same time, that organization or company may not be able to absorb and handle all the changes coming at them. Good portfolio management will monitor whether the organization can absorb all the changes.
• Did we get the benefits we intended? This refers to benefit realization and is an important topic. In order to know whether the benefits were realized after the project, the leadership team needs to understand what the benefits are before the project starts and track them throughout the project lifecycle.

By implementing project portfolio management, your company can get answers to these questions faster and with greater confidence.

What Are The Benefits of Portfolio Management?

Companies that do successfully implement project portfolio management (PPM) reap several benefits, listed below:

• Greater strategic execution resulting in the accomplishment of more business goals and objectives of the organization
• Maximized portfolio value for the organization
• Enhanced decision making processes resulting in better decisions
• Successful management of organizational change
• Greater visibility of projects in the organization
• Higher success rate of projects within a complex environment
• Reduced organizational risk
• Balanced project portfolio workload

These benefits are real, but require leadership to endorse portfolio management practices and follow defined procedures in order to get organizational buy-in and support.

Acuity PPM Project Portfolio Management Software

Acuity PPM is an excellent lightweight project portfolio management solution that replaces spreadsheets. Acuity PPM helps you track project performance, report project and portfolio status to senior leaders, manage and prioritize incoming project requests, visualize strategic roadmaps, allocate resources and manage resource capacity. All of this helps enable strategic agility in a changing environment.

Schedule A Demo

If you have questions about portfolio management or need expert help, contact us today.

Tim is a project and portfolio management consultant with 15 years of experience working with the Fortune 500. He is an expert in maturity-based PPM and helps PMO Leaders build and improve their PMO to unlock more value for their company. He is one of the original PfMP’s (Portfolio Management Professionals) and a public speaker at business conferences and PMI events.

An Overview of PPM

This presentation will teach you the foundational principles of PPM.

For a free copy of this presentation, just sign up now.

What is a project portfolio?

A project portfolio is a defined set of projects and programs within an organization that is better managed as a collective set of work to accomplish strategic goals.

What is project portfolio management?

Project portfolio management is a senior leadership discipline that drives strategic execution and maximizes business value delivery through the selection, optimization, and oversight of project investments which align to business goals and strategies.

What is the portfolio management lifecycle?

The portfolio management lifecycle includes four essential elements. 1) Define the Portfolio— Processes to define portfolio parameters and select projects that align with strategic objectives. This results in the portfolio containing a higher percentage of winning projects. 2) Optimize Portfolio Value—all the steps necessary to construct an optimal portfolio given current limitations and constraints (e.g. prioritization, resource capacity planning, portfolio planning, etc.) 3) Protect Portfolio Value—during the execution of an optimized portfolio, the aggregate project benefits (portfolio value) must be protected. This occurs by monitoring projects, assessing portfolio health, and managing portfolio risk. 4) Deliver Portfolio Value—Ensure that portfolio value is delivered by comparing expected benefits with actual benefits. Improving PPM maturity translates into a greater realization of the benefits of portfolio management.

What are important project portfolio management capabilities?

The full breadth of project portfolio management includes several important capabilities including: ideation, work intake, Stage-Gate, prioritization, portfolio optimization, portfolio planning, resource capacity planning, portfolio risk management, portfolio communication, portfolio reporting and analytics, portfolio value management, project monitoring, and portfolio governance.

What are the benefits of project portfolio management?

Companies that do successfully implement project portfolio management (PPM) reap several benefits: 1) Greater strategic execution resulting in the accomplishment of more business goals and objectives of the organization 2) Maximized portfolio value for the organization 3) Enhanced decision making processes resulting in better decisions 4) Successful management of organizational change 5) Greater visibility of projects in the organization 6) Higher success rate of projects within a complex environment 7) Reduced organizational risk 8) Balanced project portfolio workload

What are important project portfolio management questions to answer?

1. What are we working on? 2. Do we have the right projects? 3. Where are we investing money and people? 4. Is our portfolio optimized? 5. Can we realistically deliver the portfolio? 6. How are we performing? 7. Can we absorb all the change? 8. Did we get the benefits we intended?

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Project portfolio management 101

Project portfolio management helps you organize data and highlight crucial information during project life cycles inside each portfolio, which saves time and increases efficiency. In this article, learn how you and top-level executives can get a bird’s-eye view of all your business project life cycles and remove barriers to high-level performance.

If you manage various initiatives over different teams and departments, you know how hard capturing and sharing results can be. 

Project management tools offer a way to organize and execute work for one initiative, but you need project portfolio management to gain clarity across teams and departments.

Your team needs structure and your stakeholders need to see results. Project portfolio management is the brain of the operation. This organizational model helps you organize data and highlight important details during project life cycles within each portfolio.

What is project portfolio management (PPM)?

The value of PPM is in uncovering and selecting projects that offer the best return on investment. Then, follow up by implementing the resources necessary to take them on.

Project portfolio management vs. project management

Both project management and portfolio management are subsets of work management , which is a systematic approach to coordinating work throughout your organization—from projects and ongoing processes to routine tasks—to drive clarity.

Project management is ideal for:

Planning, managing, and executing one specific initiative

Team collaboration for one project

Assigning roles and responsibilities for the project team

Task management

Project portfolio management is great for:

Managing multiple projects and large-scale initiatives

Coordinating across cross-functional teams

Assessing the right projects for your organization and resources

Organizing and tracking your team’s priorities

Easily visualizing progress across initiatives for executive stakeholders

Clearly defining and connecting daily work to strategic objectives

Staying on top of business goals

Risk management and mitigation

Why is project portfolio management important?

Project portfolio management acts as a gatekeeper between your team’s time and the influx of potential projects. The goal is to assess which projects will generate the highest return on investment and which are aligned with the business’s objectives. 

Without the oversight of project portfolio management, your team may take on too many projects simultaneously. This can result from improper resource allocation or a disorganized project manager—no matter the cause, it quickly becomes a bad example of portfolio management. 

Instead, think of PPM as your personal mission control dashboard. It keeps everything accessible so the quality of work stays high and each team can hit their goals.

In short, project portfolio management keeps your business agile.

What industries benefit from project portfolio management?

Project portfolio management frees up time and improves efficiency across teams. When your company manages different projects simultaneously, staying organized is non-negotiable. Project portfolio management is not geared toward any specific industry—if your company handles multiple projects, your team will benefit from it.

Popular industries that use this resource include:

Information technology

IT teams often have large budgets with smaller teams. Keeping an eye on your team’s workflow prevents error and over-utilization. Keep tasks on time and use data to drive profitability.

Marketing teams often need their attention on many moving pieces. From e-commerce to websites—there is a lot to keep track of. Keeping the pulse on the company’s objectives as a whole rather than one piece of the puzzle makes project portfolio management ideal.

Construction

Construction industry benefits tremendously from project portfolio management. Throughout each step in a construction worker's job, it takes meticulous planning. Over the project life cycle, a lot can change as well. Project portfolio management supports the team while keeping an eye on the whole picture.

Financial services

Precision is the cornerstone of the financial services industry. There is no room for error between banks, credit unions, and credit card companies. Adapting and utilizing project portfolio management ensures that quotas are met, documents are accounted for, and teams are equipped with the tools necessary to get the job done right.

Portfolio manager responsibilities—and other PPM roles

Just like project management, there are some key PPM roles and responsibilities. With these roles, you can ensure everyone understands their responsibilities within the project team and every other team member. 

The project portfolio manager

As you might expect, the project portfolio manager is the person creating and managing the project portfolio. 

As the project portfolio manager, you may not be the project manager for every project within your portfolio—but it’s your job to ensure the projects within your portfolio are up to date and have relevant recent status updates. You are responsible for keeping tabs on each project life cycle and providing support where needed.  Plan to check in frequently with individual project managers to develop a cadence for project status reporting .

The executive stakeholders

Executive stakeholders are any team members or company executives who need a high-level view of what’s happening across the portfolio’s initiatives. For example, if you’re managing a team within the marketing department, the CMO or head of marketing might be an executive stakeholder in your portfolio.

The program manager

A program manager has a similar role to a project portfolio manager. The main difference between the two roles and management techniques is that a program manager is in charge of related projects, while a project portfolio manager might not be. 

For example, a program manager might manage multiple projects related to a specific product marketing launch. In contrast, a project portfolio manager would manage multiple projects within the marketing department, which might not be directly connected.

The project manager

Yes, there are still project managers in project portfolio management! Project managers can own individual projects within the larger portfolio. Depending on the size and scope of the portfolio, some projects may also be owned and managed by the project portfolio manager.

The project team members

Everyone working on the projects in the portfolio is part of the project team. Your project team may be a cross-functional group of members from various departments within your company, or they could be traditional team members. The main difference between a “project team” and a “team” is that a project team is a group that works together for the duration of a project before disbanding.

The benefits of project portfolio management

Project portfolio management is part of a larger system of work: work management . When used correctly, PPM helps you and relevant project stakeholders get a bird’s-eye view to make better strategic decisions. Teams that use project portfolio management software benefit from:

Increased visibility

More alignment

High-level, holistic planning

At-a-glance insight

More time for creative and strategic work

Real-time project progress

Quicker decision-making

Project data automation

Gain clear reasoning for project methodology

To get the best results from project portfolio management software , you need a tool that keeps your strategy and daily to-dos connected, provides a quick overview, and updates in real-time. 

There are three must-have project portfolio management software features:

Real-time project status updates

One principal value of project portfolio management is the ability to get an overview of the progress of every project within the portfolio. To do so, ensure your project portfolio management tool offers reporting features at both the project and portfolio levels. That way, executive stakeholders can get at-a-glance insight at the portfolio level, then drill down into any project-specific status updates where necessary.

Timeline and dependency tracking

Because a portfolio consists of many complex projects, make sure your project portfolio management software offers a way to view the timeline of each. You should be able to view any dependencies and adjust if something is off. With a Gantt chart-like view , you can identify key milestones and dates for every project and ensure things are moving smoothly.

Workload management

Workload management can help you develop and track your resource management plan . With workload management tools , you clearly understand your project team's responsibilities and deliverables across all of the projects within the portfolio. 

If you need to change or optimize your resource management plan, you can visualize who has the bandwidth and who is close to burnout on the team.

Project portfolio management best practices

Project portfolio management works best when you maintain an updated, real-time portfolio. As the project portfolio manager, it’s your job to check in with the individual project managers regularly and confirm their projects’ data is accurate. That way, you and any executive stakeholders can home in on any at-risk or off-track projects and course-correct while ensuring on-track projects are accurately aligned with your company’s strategic objectives.

Project portfolio management processes

Many moving pieces go into the project portfolio management process. It is a continuous effort that requires careful planning to identify, track, and manage projects. The focus is to always deliver high-quality projects that are aligned with business objectives. 

To get started with PPM, follow these five steps:

Step 1: Align your portfolio to business objectives

PPM can help you connect daily work to strategic objectives—but for you to do that most effectively, you need to know what strategic objectives you’re connecting to. 

If your company sets yearly or quarterly goals, you may have various objectives ranging from revenue goals to churn reduction targets. Clarify which strategic goals or OKRs your portfolio is contributing to and how.

Key takeaway: Determine how your project portfolio will support specific company goals.

Step 2: Add projects

Your portfolio should include all relevant projects. Make sure you add the right projects and prioritize them in order of importance, if applicable. As the project portfolio manager, take some time to connect with the individual project managers to align on how each project in the portfolio connects to your strategic goals. Finally, confirm there are no related projects that you haven’t included in your portfolio.

Key takeaway: Organize your portfolio by adding projects important to your overall business strategy. Communicate with project managers and explain how their projects contribute to the greater plan.

Step 3: Share your portfolio with executive stakeholders

A portfolio is a tool to help you align with your project managers and better prioritize project work. It also provides executive stakeholders with a dashboard of all initiatives across your department. Make sure they have easy access to your PPM software. When executives get real-time insight into project progress, they’re empowered to make better decisions.

Key takeaway: Keep stakeholders informed by sharing an overview of initiatives.

Step 4: Get real-time project updates

Make sure your project managers regularly update their individual projects. That way, your portfolio becomes your team’s mission control for all initiatives. You can see these in one place to better visualize dependencies, identify new project opportunities, and help projects at risk.

Key takeaway: Keep your team accountable for updating projects regularly, so your overview accurately represents project workflows.

Step 5: Use your portfolio for resource management

In addition to helping you and key stakeholders stay up to date on project progress, a portfolio is a powerful tool for resource management.

During the project planning stage of each project, you’ll likely have created a resource management plan . But, if you see a project falling off track from your portfolio overview, you can redistribute available resources across projects to address that issue.

Ensure your PPM software offers workload management tools to increase resource allocation and redistribution visibility.

Key takeaway: Use project portfolio management software that monitors project timelines and dependencies . This allows you to prioritize and allocate resources effectively. 

The best tools for project portfolio management

Project portfolio management is a vital component of business planning that enables project managers to estimate a project's potential revenue before it even begins. Before making any pivotal decisions, businesses may put the pieces of a project together with the help of a PPM tool. 

Here are a few of the best:

Decision tree analysis

A decision tree is a flowchart that begins with a single central concept and branches out according to the outcomes of potential choices. The model often resembles a tree with branches, hence the term "decision tree."

These trees are employed in decision tree analysis, illustrating a difficult decision's probable results, expenses, and effects.

Cost-benefit analysis

A cost-benefit analysis enables you to assess the financial benefits of a choice so you can evaluate whether it is worthwhile to proceed with it. It's a helpful tool when you want to prevent bias in your decision-making process, particularly when you have to make a significant choice that will affect the success of your team or project.

Priority matrix

A priority matrix classifies tasks or projects according to criteria, such as effort and urgency, and allows team members to rapidly decide what to tackle first. It takes the guesswork out of where energy should be allocated and prevents important tasks from slipping through the cracks.

See the big picture with project portfolio management

PPM is the best way to collaborate with and across your team. Get a bird’s-eye view of all your initiatives in one place to track the right metrics in the right place.

Ready to try project portfolio management? Learn more about Asana Portfolios to help you effortlessly connect all of your initiatives in one place.

Related resources

The 11 best Kanban board software tools of 2023

7 common causes of scope creep, and how to avoid them

7 types of process improvement methodologies

What is stakeholder analysis and why is it important?

How to create a portfolio

The portfolio is essential to get noticed.

Creating a portfolio is a good way of growing your online presence.

The portfolio is used to showcase your skills and projects.

It can help you to get a job, freelancer gig, or, internship.

What is a portfolio

The portfolio can have the same purpose as a CV. Most CVs are written with text, while the portfolio is for showcasing, so it is visual with images and often more detailed than the CV.

It is a place where you can show your work experience and showcase the projects that you are most proud of.

Your online portfolio can be shared with its link to companies, hiring managers, and recruiters, so that they can notice you.

It is about showing and giving others an understanding of who you are as a professional.

Why create a portfolio

It is a great way of growing your online presence and get noticed.

It can be used to get a job or to attract clients to your services.

Having it online as a website. Makes it possible for people all over the world to find you.

The design of the porfolio will give the reader an impression of who you are. Make sure that it appears in a good and presentable way!

Who is a portfolio for

Creating a portfolio can be important for your career.

It can be helpful when searching for a job, a freelancing gig, or showcasing your skills towards a new client.

• Software developers
• UX designers
• Graphic designers
• Photographers
• Marketing professionals

Ever heard about W3Schools Spaces ? Here you can create your portfolio from scratch or use a template.

* no credit card required

What are the most important sections in a portfolio

There are many different ways of creating a portfolio.

How to create it depends on what type of professional you are, who you are building it for, and why you are creating it.

You have to test, fail and learn to find out which type of portfolio that is right for you!

There are some sections which is essential for all types of portfolios, summarized below:

1. Hero section.

The hero section is the first thing people see when they enter your portfolio.

It is displayed under your logo and menu.

The hero section helps the reader to understand what you offer, why someone should work with you, and the value that you provide with your services.

It often contains a call to action button like "contact me", "book a meeting" or similar.

2. About me section.

Give the reader a short summary about yourself.

Include subjects such as your education, work experience, projects and interests.

Help the reader to understand what you are passionate about and your superpowers (the things that you are really good at).

Remember to keep it short and simple.

3. Projects section.

List the projects that you have worked on. The most used way is to order the list by date, but in some cases it can make sense to order them in another logical way.

Add details to each project, which includes your role, what you did, and, how the project turned out.

Adding pictures to showcase what you built is a plus! Showcase the things that you are proud of.

4. Contact me section.

Let the reader know how and where they can get in touch with you.

Add your contact details and other contact channels such as your GitHub profile, LinkedIn, Youtube and so on.

Portfolio examples

Check out some portfolio examples.

You can load the portfolio templates in W3Schools Spaces . Get started with publishing your portfolio in a few clicks.

Black & White Portfolio Template

Dark Portfolio Template

People Portfolio

My Portfolio Template

What do I need to know to create my own portfolio?

HTML, CSS and JavaScript are the foundational languages to create a website.

You can come a long way just using these three!

• Create the structure with HTML. The first thing you have to learn, is HTML, which is the standard markup language for creating web pages.
• Style with CSS. The next step is to learn CSS, to set the layout of your web page with beautiful colors, fonts, and much more.
• Make it interactive with JavaScript. After studying HTML and CSS, you should learn JavaScript to create dynamic and interactive web pages for your users.

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How to create a portfolio step-by-step

Follow the steps to create your portfolio from the ground up.

Preparations

Decide which code editor to use and set up your environment.

W3Schools has created an easy to use code editor called W3Schools Spaces . Sign up and get started in a few clicks.

Create your index.html file. So that you are ready to enter the code.

All set up. Lets go!

Step One: Add HTML Skeleton

Type an HTML skeleton code, which is the starting point for your website. It is the structure which holds the code and ensures that it is properly displayed on the internet.

Read here for how to create a basic HTML Skeleton: How to create a HTML Skeleton

Step Two: Add Navigation Bar

The navigation bar is a short representation of the content on the website.

It is one of the first things that a visitor will see.

It helps the visitors to find and navigate through the content on website. It is important to create well-structured navigation. So that your visitors can find what they are looking for.

Here is an example of how to create a top navigation bar: How to create a Top Navigation Bar

Step Three: Add Hero section

The Hero section, together with the navigation bar, is the first section of your portfolio that people will see.

It should contain short information about several things such as:

• Who are you?
• What do you offer?
• What is your profession?
• Why should people work with you?
• Which actions should you take?

Write in first-person and keep it short and simple .

Additional things preferred in the hero section are:

• Eye-catching graphics, either as a background or side-by-side with the text.
• An action button that leads to content on your portfolio or to the content of another website.

Here is an example on how to create a Hero section: How to create a Hero image

Step Four: Add About Me section

In this section, you can get creative. This can help you to to stand out.

Here you can personalize the content and write about yourself more in-depth.

The content you can include in this section is:

• Your introduction
• Who are you as a professional
• Your education
• Your skills
• Your work experience (present and/or past)
• Your hobbies
• Your goals and ambitions

In a way, you can consider the "About me" section as a short summary of your CV.

Feel free to write about yourself in first person.

Personalization and making people understand you as a person might bring you more attention.

Here is an example on how to create an about me section: How to create an About Me section

Step Five: Add Work Experience section

The work experience section highlights the experience, knowledge, and competence that you have made along your way.

Here you can add:

• Links to your projects with the project name and/or short description of what the project is about.
• Links to blog posts that you have written with title and/or short description about what it is about.
• Your professional awards or achievements.
• Highlighting your work and your accomplishments is a way to create opportunities for yourself.
• Visual representations such as images or graphics.

Step Six: Add Contact section

The contact section is the section that lets your visitor get in touch with you.

You should always include a way for visitors to contact you, either through a contact form or by writing down your contact information such as:

• Phone number
• E.g. Github profile, LinkedIn profile, Youtube profile and so on.

Here is an example on how to create a basic contact section: How to create a Contact section

Step Seven: Add Footer section

The footer can be experienced as a minor section, but it is an important one of every website.

It is about showing critical information based on your website goals and the needs of your visitors.

Often it contains technical information about copyright, but it can hold other information, such as:

• Link to "Privacy policy" page
• Link to "Terms of use" page
• Contact information
• Website navigation links
• Links to social networks
• Link to your shop

Here is an example on how to build a footer section: How to create a Footer section

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5 Coding Projects You Should Include in Your Front End Portfolio

A portfolio is a great way to show off your skills to potential employers. And it's especially helpful for entry-level developers who might not have any professional work experience.

However, a common problem you might have when building a portfolio is knowing what to include in it.

Is the simple web page you built for a course good enough to put on your website? Do you have to only include projects you were paid for, or can you include even the smallest of things? Is there a 'right' number of projects to have?

The purpose of this article is to provide some guidelines to how to populate your frontend developer portfolio, by way of example projects.

Here's a quick summary of the projects we'll be covering in this article:

• A portfolio website
• A clone website
• A CRUD web application
• An API-connected website
• A 'perfect score' website

Note: this doesn't mean you have to build all these projects. This list is just to provide you with ideas on the sort of projects you can build.

Also, these projects are geared towards entry-level developers who've covered the basics of frontend development and are looking for slightly more advanced projects.

1. Build a Portfolio Website

So long as you've built your portfolio website by yourself, it's perfectly fine to include it in your projects list. If you tend to change your portfolio design regularly, you can also include previous versions.

When including a project in your portfolio, you're not only showing off your skills, but you're also explaining the mindset behind the design. And this is something that potential employers are usually interested in.

For frontend developers, explaining how you arrived at your chosen layout is just as important as having an aesthetically appealing design.

You can go further and describe the steps you took to ensure your website followed the best developer practices. For example, share how you focused on improving the SEO and performance of your site.

Resources and examples : This article by Laurence Bradford provides more information on the structure of a portfolio and includes examples of awesome web developer portfolios you can use as inspiration.

Recommended technology: For beginners, I'd recommend using HTML, CSS and vanilla JavaScript to build a portfolio, especially if it's the first time.

2. Build a Clone Website

Being able to accurately convert a design to a fully functional webpage is a skill every frontend developer should have.

To do this, you need to have a keen eye for layout and colours. You'll also need experienced-based knowledge such as knowing the best CSS display property to match a layout or being able to render an animation according to specification.

In most organisations, frontend developers are responsible for translating mockups and prototypes to webpages, so it's beneficial if your portfolio displays your 'design-to-code' skills. Building a clone website is a good way to do that.

There are two ways to go about building a clone website:

First, you can recreate an existing website. A common challenge for junior developers is cloning the Google homepage .

This method is particularly useful for understanding real-life applications of style choices in popular websites. You can inspect elements in the page and try to understand the methods used for the box-model, positioning, and display.

Second, you can recreate a design from scratch. For a more challenging project, you can look up designs on Dribble or Behance and attempt to translate the design to code.

To make this method more beginner-friendly, try recreating a simple page or feature such as a login form or weather app.

Recommended technology: Cloning the design of a website doesn't require any functionality, so HTML and CSS only would work fine. You can also use this time to familiarize yourself with a CSS framework or preprocessor such as SASS .

Note : all designs uploaded to these platforms are the copyrighted property of their owners, so you're not allowed to use them for commercial purposes. However, if you send them an email or leave a comment asking for permission to recreate the design for non-commercial purposes, the designer might be open to letting you recreate their designs for free.

It's also important to specify on your portfolio that the project is a cloned work or recreation of someone else's design.

3. A CRUD web application

Carrying out CRUD (Create-Read-Update-Delete) operations is a very common feature for most websites (like blogs, e-commerce, dashboards, and so on) so it's something you need to be accustomed to building as a front-end developer.

A basic form of a CRUD application is a To-Do List or a Notes webpage. Having one of these projects on your website shows your skill with manipulating data structures. It's also a good opportunity to display your work with a frontend framework.

Tania Rascia's article on working with local storage is a helpful introduction to learning how to create CRUD web applications with vanilla JavaScript. Or, if you want a more framework-specific article, check out the same author's article on Building A Crud App with React Hooks

Recommended technology: CRUD apps require use of reusable components so it's a good idea to build them using a framework such as React or Vue, depending on your familiarity.

Example site: React CRUD App with Hooks

4. An API-connected website

A lot of large scale projects require some sort of communication with a backend server and displaying data fetched from that server. This requires the use of an Application Programming Interface (API) in most cases.

An API is... I like to think of it as a digital librarian. Imagine having books stored in a library and you need to use these books for a report.

So, you go to the librarian and ask to check out a book. You need to tell the librarian certain keywords (let's say the name of the book and the name of the author) and have the right authorization (in this case, a library card) to get this book.

Now replace 'library' with 'server', 'books' with 'data', 'report' with 'website' and 'librarian' with 'API'.

APIs allow frontend developers to collect, modify and delete data from a backend database. Building a site that consumes an API to display data is a great project to include on your portfolio.

Example sites: You can choose to create a data display site (for example, a website that connects to a weather API and displays the current weather) or, for a more challenging project, you can set up a RESTful API and carry out the operations on your website.

5. A 'perfect score' website

A perfect score website is a website that scores 100% across all categories on the Chrome Lighthouse audit report. Building a website that meets all the required features shows your skill at following best practices and ensuring high quality projects.

You can read up on how to optimize your website for performance and accessibility to get a perfect Lighthouse score in this article How I Built My Perfect Score Portfolio Website .

So there you have it: 5 projects you can include in your frontend end portfolio. Also, these don't all have to be separate projects. You could create a perfect score cloned website or a CRUD application that uses an API to call data from a JSON file.

Now you can go forth and build. Happy coding :)

If you found this article helpful or if you have any questions, you can let me know on Twitter .

I am a self-taught front end developer and school taught Systems Engineer from Lagos, Nigeria. I'm on a mission to document things that I learn to make it easier for other people to learn.

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What is Project Portfolio? Benefits & Key Terms Explained

September 21, 2020 By Hitesh Bhasin Filed Under: Project Management

Project portfolio term is used for referring to a group of projects and procedures that are chosen, channelized, and managed by any organization. It is deliberately used for propelling the hierarchical objectives of any organization.

Project portfolio management empowers managers to have better analysis and supervision of projects so that they can have close tabs on the adept channelization of different projects. The discussions involved in this are mostly about the anticipated returns and risks associated with different projects and the general business objectives.

Along these lines, portfolios are managed in a way to optimize the rate of return.  This article will take you deep into the world of project portfolio and help you understand the right ways of managing projects. We will also cover some of the best project management tools. So, let us get started-

Table of Contents

What is Project Portfolio?

When an agency or a company has a vast record of projects in its undertaking, they tend to refer to a similar project that they had worked on in the past.

A well-documented structure of every project is necessary to ease the process of choosing similar-natured projects or clients coming underway. A project portfolio is required so that an organization can better handle itself by providing an overview of all projects and defining the priority of the organization.’

A portfolio can be a collection of products, assets, investments, or other things. It helps establish a standardized approach to handle different projects by an organization.

With a well-defined project portfolio, an organization can be leagues ahead of others in understanding their objectives, perspective, and where they stand. It most importantly provides a strategy to choose projects that can help the organization achieve its objectives strategically.

How Do We Create A Project Portfolio?

To create a project portfolio, the first step should be to snip off any steps in a project that can create problems, that is, problems occurring in project-by-project decision making.

It is to be noted that a shift of focus from the project to the project portfolio is required. It is to ensure that organizations apply skills, tools, and knowledge to collect projects from sources like spreadsheets, project managing systems, project participants, project managers, or even the project accounting systems.

Keep looking for the objectives of your organization over a week, month, or even a year.

The project portfolio should include details about who, what, when, where, why, and how the organization has undertaken it. It should also have the exact beginning and end dates mentioned.

However, a project inventory includes all the proposed, underway, or planned projects of an organization. It is wise that most organizations will mention ongoing and proposed projects in their documents. Every aspect of the project should be mentioned- including the information that will be important to find specific information needed for project screening, prioritization, and evaluation.

All the information should be updated regularly to stay up-to-date with the organization’s consistency. Ensure every project manager, program managers, and departments have separate project portfolios documented in updated formats not to mislead anyone with wrong data. It is not an absolute necessity to include every project in the project portfolio.

Ensure that your projects are classified into several types like the size, purpose, location, skills required, client, sponsor, infrastructure, and stage of the project life cycle. Always obtain the critical information of each project with their past, present, and future costs planned and enlisted.

What Is Project Portfolio Management?

Project Portfolio Management is the art of dealing with one or more interrelated, dependent, and connected projects of an organization to acquire strategies to reach desired goals and objectives.

It gives us a broad spectrum view of all the projects grouped to measure the amount of priority and to sequence the project for maximum investment return. Project Portfolio Management includes the processes, methodologies, and technology used by a manager of a project or by the project management offices.

Project Portfolio Management is essential for the analysis of projects in compliance with the budget and timeline. It is the job of a project manager to practice Project Portfolio Management (PPM) and give attention to areas of interest like the costs and schedule to maintain projects.

PPM effectively bridges the gap between implementation and strategy. PPM is significant to predict which projects can produce higher Returns of Investment as well as predict the risks that are associated. It helps a team to work better after being well-informed.

PPM is a way to achieve high-value stakeholders and enable these stakeholders or clients to witness the big picture, gather feedback consistently, and understand the techniques of managing and mitigating risks. It is a document that keeps the company’s objectives, accountability, and governance left open before your stakeholders, keeping things transparent.

Project Portfolio Management plays a key role in adjusting the desires of an organization with the available resources. This infuses authenticity into the planning procedures of the organization. PPM empowers enterprise-wide planning and resource allocation.

Project portfolio management is beneficial in enabling an organization to see all the activities that are seeking different resources. When such activities are characterized, spending plans and resources are designated, and timetables set up.

Project Portfolio Management & Project Management- The Difference

Project management is the management of a project which is has a start and endpoint. The goals of a project are defined at the beginning to achieve them. Thus, the monitoring and planning of a series of processes to achieve goals are called project management.

Whereas, Project portfolio management enlists how all the projects reached their desired goals and if they were successful or not. It helps to choose similar natured projects which have generated a higher Return of Investment.

One can conclude that project management is a subset of PPM as it requires one to meet the company’s goals by understanding and studying past projects that were a success.

Let us now have a look upon different advantages of Project Portfolio Management-

Benefits of Project Portfolio Management

• The optimized success rate in project delivery
• Result-oriented decision making
• Dexterousness to organize and prioritize high-value projects
• Abilities and better planning to avoid overspending
• Ability to manage risks and challenges adequately
• Effective remove of inefficiencies

Next thing that you should be aware of while understanding PPM is different terms associated with the process, so let us go through them-

Key Terms associated with Project Portfolio Management

1. Portfolio Management

It deals with controlling a portfolio of projects to ensure they line up with the general key objectives and goals of a business.

2. Project Management

Making plans, executing, observing, and giving reports on a project, all the way, incorporating controlling costs, scope, and schedule is project management.

3. Project Management Office (PMO)

The group inside an organization that is entrusted with keeping up norms for project management inside that organization is PMO.

4. Portfolio Manager

An individual who is responsible for managing a project portfolio or portfolio of portfolios is understood as a portfolio manager.

5. Program Manager

An individual who is answerable for managing a program is the program manager.

6. Project Manager

Individual entrusted with managing a single project and project group through all project stages- planning, execution, observing, and the conclusion is the project manager.

7. Change Control Management

The process to distinguish and effectively react to change in a project or portfolio we understood as Change Control Management.

8. Portfolio Reporting

Making graphs, charts, and other reporting documentation to impart progress and other portfolio measurements.

9. Risk Management

The process of identifying and settling risks before it occurs or managing risks once they occur is understood as risk management.

10. Resource Management

The process of designating resources for the life cycle of a portfolio is resource management.

11. Pipeline Management

Making choices for assessing and choosing which projects to finance that line up with an organization’s strategy.

12. Financial Management

Understanding the unique risk of each project and utilizing this information to settle on choices over the whole portfolio is financial management.

The Five Processes of Project Portfolio Management

There are steps to a proper Project Portfolio Management which needs the perfect balance between budget, risks, skills, time, and other ways to execute a project in portfolio efficiently with lesser expense while not losing quality. This is possible if five steps or processes are gone through-

1. Change the Control Management

It helps recognize and prioritize change of requests like change in operation, regulations, future requests based on demand and budget.

2. Risk Management

It helps you to identify all the impending risks in a project in the portfolio so that you can create different contingency plans of levels to respond to different types of uncertainty.

3. Financial Management

All the finance for the project in the portfolio is looked through to understand the kind of budget that will be needed for a proposed project. It helps the organization to understand its strategy, objectives, and goals.

4. Pipeline Management

This helps the organization gather project proposals in a pipeline to decide which project they will execute and how the project they choose can benefit their organization. They have a better portfolio and meet the organization’s goals and objectives.

5. Resource Management

If one efficiently and effectively uses the resources, equipment as well as the people of an organization, it can lead to better results of projects.

Who Needs Project Portfolio Management?

An organization, industry, or agency can benefit from Project Portfolio Management to gather a better perspective of the agency’s decision-making skills, risk management, and the choice of project to generate a high Return of Investment.

With a proper strategy of Project Portfolio Management, one can reach the agency’s goals and objectives. Without a multi-project management approach, an organization will tend to refuse to work on several projects simultaneously and lose potential clients.

Adopting Project portfolio management helps an agency make sound decisions as the focus is upon the agency’s goals, efforts to bring changes, and making proper schedules, generating a higher Return of Investment, and seeing the big picture of the future.

Now, in the final segment, let us have a look upon some of the best tools that can help you in managing project portfolio-

Best Project Portfolio Management Tools

Different tools can help in project portfolio management, so let us have a look upon these right away-

1) Online Gantt Chart

The Online Gantt Chart of ProjectManager.com enables you to organize and link projects over your entire portfolio and keep tabs on their development. It can hold thousands of tasks along with data from Excel, plus it lets you integrate MS Project in your system.

2) Resource Management

It is quite useful in assisting with adjustment resources over a portfolio of projects. Through this, workloads can be tracked by using timesheets and resource allocation facilities. You can also customize them as per your requirements, different leaves, etc.

3) Real-time Dashboard

The real-time dashboard of ProjectManager.com lets you enjoy the instantaneous management and delivery of the portfolio progress. It lets users collect projects and portfolio metrics in a split second.

It enables users to generate reports with a single tick, regardless of whether that is recorded information or custom reports. These reports are computerized, and you can get reports for status, workload, timesheets, project fluctuation, issues, and costs, etc.

5) Project Groups

By using this tool, you can make groups of projects for any portfolio or portfolios inside portfolios. By creating a group, it lets them have their unique real-time dashboard, online Gantt charts, and reports.

Final Thoughts!

On the concluding note, we hope we hope you would have understood what project portfolio is and how project portfolio management can enable project managers to optimize their outputs.

We also hope the tools shared here will alleviate your task of managing project portfolios.

In case of any doubts, feel free to ask us in the comments.

How important do you consider project portfolios in business management for an organization?

Alternatively, check out the  Marketing91 Academy , which provides you access to 10+ marketing courses and 100s of Case studies.

About Hitesh Bhasin

Hi, I am an MBA and the CEO of Marketing91. I am a Digital Marketer and an Entrepreneur with 12 Years of experience in Business and Marketing. Business is my passion and i have established myself in multiple industries with a focus on sustainable growth. You will generally find me online at the Marketing91 Academy .

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What Is Portfolio in Project Management

• 1.  Project Management Basics
• 2.  Project Management Methodologies
• 3.  Project Management Life Cycle
• 4.  Project Management Software
• 5.  Team Collaboration Tips
• 6.  Agile Methodology Basics
• 7.  Agile Project Management Tools & Techniques
• 8.  Project Management Frameworks
• 9.  Resources
• 10.  Glossary
• Advanced Terminology
• Methodologies
• PM Software Features
• Basic Terminology
• Professional Development
• Agile Project Management

A portfolio is simply a generic term for a grouping of things. Depending on the context and industry, it can be a collection of assets, products, investments, or other items. A portfolio in project management refers to a grouping of projects, and programs. It can also include other project-related activities and responsibilities. The purpose of a portfolio is to establish centralized management and oversight for many projects and programs. A portfolio also helps establish standardized governance across the organization.

The purpose of creating and managing a portfolio is to ensure the business takes on the right projects and that they align with the company’s values, strategies, and goals.

How does a portfolio relate to programs and projects?

Programs are created to group similar or related projects. This allows for the strategic management of interdependencies, such as shared resources. Portfolios are created to ensure projects and programs align with the strategy of the business. Let’s say your company builds and repairs ships. The construction of a naval ship would be a project. The repairs of a commercial ferry would be another project. These two projects are unlikely to be grouped into a program because they’re not very similar. If there were five separate projects to construct five separate naval ships, they would likely have many factors in common, such as:

• Similar scopes
• Common requirements
• The same resource demands
• Shared stakeholders
• Identical quality measures
• Similar timelines, and so on

Therefore, management may decide it’s best to group them as a program under a program manager. This could allow for opportunities, such as discounts for ordering five ships worth of material together. It could also assist with sharing resources, knowledge, best practices, and other assets across projects.

Now consider that your shipyard can only take on so much work at a time. For instance, you may only be able to take on five projects at a time, regardless of the type of job (repair or build). Although commercial repairs and naval construction are not in the same program, they may become part of the same portfolio, if it makes sense for the business.

Portfolio management would help ensure the company balances the overall number and type of projects it takes on. In this case, it would ensure the total projects planned at one time does not exceed its maximum capacity of five. It can also help ensure the company takes on the appropriate project ratio. For example, repair projects are likely to be shorter-term and higher risk, but more profitable, while construction projects will be longer-term and lower-risk, but less profitable. Depending on the company’s priorities and appetite for risk, management may want to maximize one type of project over the other. But if they’re not managed under a centralized portfolio, this type of strategic planning would be difficult, if not impossible.

Further reading

• What It Takes to be a Project Portfolio Manager
• 3 Reasons You Need Project Portfolio Management Software
• What is the Difference Between Project and Portfolio Management?
• Is Your Company Using Project Portfolio Management (PPM) Effectively? (Infographic)
• The Major Challenges of Enterprise Project Portfolio Management

Basic Project Management

• Project Charter
• Project Management Stakeholders
• What is a Project?
• Work Breakdown Structure
• Project Objectives
• Project Baseline
• Project Management Scheduling
• Project Management Work Packages
• Project Management Scope
• Scope Creep

Advanced Project Management

• What is PERT?
• Network Diagram
• Risk Management
• Cost Estimation
• Feasibility Study
• Monte Carlo Analysis
• Project Integration
• Cost Management
• PMI Project Management
• What To Do With Certification
• Certification
• Become Certified
• PMP Certification
• Best Certification

Software Features

• Critical Success Factors
• Capacity Planning
• User Role Access Permissions
• Time Tracking
• Budget Tracking
• Request Forms
• Work Assignments
• Version Control
• Dependency Managements
• Project management Milestones
• Project Management Software
• Project Management Tools
• Project Management System
• Gantt Charts

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Project Portfolio for beginners

• March 30, 2022
• Grzegorz Burtan

Many companies work on more than one product. Usually, these products contain big pieces of work that are divided into smaller, more manageable chunks, often called projects. Each manager deals with more than one project, so it’s no wonder they group it into portfolios. A project portfolio is one of the most important things and, if properly managed, can make your work much simpler.

Project Portfolio – definition

Project portfolio contains other processes, procedures, and programs within itself.  These elements are managed and financially optimized together. Usually, a project portfolio is managed at an organizational or functional level. Importantly, the portfolio is a typical strategic tool with no specific goals. It serves as an optimizing and prioritizing tool for managers, who can oversee the projects the teams are working on. 

Project Portfolio Management 

According to Project Management Institute , Project Portfolio Management focuses on doing the right projects at the right time by selecting and managing projects as a portfolio of investments. It requires completely different techniques and perspectives.

Importantly, good portfolio management increases business value by aligning projects with an organization’s strategic direction, making the best use of limited resources, and building synergies between projects. Unfortunately, organizations often do portfolio management poorly. As a result, they fail to deliver strategic results, because they attempt the wrong projects or can’t say “no” to too many projects, states the paper’s author. 

Project Portfolio Management – benefits 

Why is Project Portfolio Management so important? Well, good PPM leads to:  

• Investments are based on effective criteria.
• Becoming more assertive, learning to say “no” to some projects. 
• Aligns strategy and execution.
• Strong long-term executive participation.
• Presents a broader picture. 
• Simplicity and transparency in processes. 
• Faster time to market. 
• Higher productivity.
• Less chaos.
• Implemented strategy.  

Project Portfolio Management – example 

Want to see a good example of Project Portfolio Management’s importance? Read our Metapack Case Study ! From there, you will learn how Metapack benefits mostly from teams’ work alignment and roadmapping. The main BigPicture feature they use is the Gantt module. Providing a visual representation of the delivery plan supports the company’s roadmap conversations and offers self-service opportunities to the whole organization. It is thanks to these aspects, that Metapack has early access to future risks and difficulties, can prepare for them in advance, and plan the portfolio accordingly across both Product and Engineering functions.

The Project Portfolio Management Process

As the PMI paper states, the project portfolio management process can be divided into the following steps: 

Based on: https://www.pmi.org/learning/library/proven-project-portfolio-management-process-8503

Project Portfolio Manager – duties

The project portfolio manager’s duties are much more than just simply supervising the project’s progress. It’s also about mentoring, selecting, and asserting that each project brings business value to the stakeholders and isn’t only about burning through the company’s budget. The other competencies, according to Project Management , are: 

• Determining various project mixes to meet business objectives.
• Keeping the project groups in balance in both the short and long term.
• Constant tracking of projects and their progress, as well as their implementation.
• Assessing portfolio performance and looking for methods for improvement.
• Evaluating existing opportunities against the portfolio.
• Analyzing, evaluating, and comparing the organization’s capacity in terms of implementation.
• Aiding in the decision-making to the people in charge of different levels of management.

Project Portfolio Management and Project Management – main differences 

Program vs.  Portfolio – definition 

According to Northeastern University , a program is a group of projects that are similar or related to one another, and which are often managed and coordinated as a group instead of independently . Meanwhile, Portfolio is a group of different programs and/or projects within the same organization, which may be related or unrelated to one another . 

Project Portfolio Management in 5 steps 

• Set goals for your business – strategy is the key. Gather every information you have, set the OKR (Objective Key Results) and KPI (Key Performance Indicators) with stakeholders and team members you want to reach. 
• Analyze – check for weaknesses and strengths within your portfolio, assess the risks and opportunities, as well as point out the business value. 
• Align – check, if everyone is on the same page – both stakeholders and team members. Moreover, make sure that resources are properly allocated within the portfolio. Importantly, properly does not mean equaly – some projects need more budgeting, some less.
• Manage – keep an eye on the workflow, check the progress and, most importantly, kill the projects that bode ill. One of the key features of good management is saying “no” to the things that bring no business value.
• Adapt – one of the main advantages of the Agile approach is the ability to react almost immediately, instead of waiting for the next step and fixing the mistakes that happened previously. Project Portfolio Management won’t be top-notch in its first iteration, instead, you must edit and correct your steps to find the optimal way of doing things within the portfolio.

Successful Project Portfolio Management – tips

According to Oxygy , there are five elements to achieve success with your PPM: 

• Create transparency enabling visualization of not only short-term but also mid-and long-term goals.
• Implement separate processes for strategic and operational project portfolio management.
• Make the benefits management process shape the organization.
• Support the implementation of agile practices at all levels and functions.
• Use portfolio management to monetize your current and future digital assets.

Project Portfolio management software to the rescue 

PPM Software is a way to help you organize your portfolio in the digital age. This software, like BigPicture, helps you optimize your work, boost results, and save precious time. Your product, project, and portfolio management (PPM) will become much easier, making room for soft aspects of management. Fewer sheets, more talks.

PPM Software – two different kinds

Both software types have their pros and cons. Desktop software is more reliable in terms of internet connectivity – in case of network problems, it still will be standing. Online software , on the other hand, can be used basically anywhere where the working Wi-Fi is – its biggest weakness is its biggest advantage. The distributed team can work efficiently with online software.

Good PPM Software – main traits

• Gantt Chart – a timeless classic of every planning.
• Reporting – to create reports for stakeholders.
• Dependencies – presenting the way tasks and issues are interconnected.
• Hybrid management – to be available to manage Classic (Waterfall), Hybrid, and Agile initiatives.
• Automated schedule – to see the available manpower is a simple thing, like automated updates about employees’ days off, that can save a lot of time and trouble.

PPM Software example – BigPicture

You can manage your portfolio with just a pen and paper, but with contemporary technology’s complexity that would be a quite challenging task. Fortunately, you can use the proper management software and benefit from these digital tools. Like BigPicture, described in the video below:

Who is who in Project Portfolio Management? 

Main benefits of using PPM

Basically, every organization big enough to contain complicated cross-relations within itself benefits from a good PPM. Also, startups and smaller companies, and teams that plan to scale themselves up will benefit from PPM, as they grow more complex in terms of structure. Every digital business will also need PPM in some aspects, as most digital services and companies contain more than one project or product.

Managing a Project Portfolio – Step By Step

• Take calculated risks – risk management is a crucial talent of a good Portfolio Manager. You must know when it’s worth it and when to let go.
• Understand risks – tackle the risky tasks, that bring the biggest business value possible.
• Mitigate unnecessary risks – always think about failure and how can you diminish its effects on your portfolio. Damage control is necessary when taking risks.

How Project Portfolio Management tackles business challenges?

First and foremost, PPM tackles the lack of transparency. Good PPM allows every interested party to stay informed about portfolio risks, visions, and goals. This, of course, means better budgetary spending between projects and products. Finally, PPM allows companies to shift into more data-oriented work, that is efficient, less expensive, and answers to market demands better.

Choose the Right PPM Tool

Looking for proper PPM software? Try BigPicture. With BigPicture, you can build any portfolio structure, including sub-portfolios, programs, projects, stages, requirement areas, and more. Regardless of methodology, you can easily optimize your work and track progress on both high and granular levels.

BigPicture fully supports hybrid workplaces – you can plan for multiple teams and on multiple levels, whatever your preferred agile framework is. The app supports Scrum, SAFe®, LeSS, and more, allowing you to work on a level of various timeboxes, such as iterations, Program Increments, or whatever meets your unique requirements.

Feel interested? Try the free trial today! 

About The Author

The Atlassian ecosystem is constantly evolving, and we are not staying behind. We want to offer our users continuous support in their migration journey to new solutions and hosting models. Hence, we are developing a migration support solution. We will soon offer backup and restore options for all hosting versions of BigPicture. The mechanism will enable easy migration between different hosting models. 

We aim to further expand our family of integrations. We have already connected the BigPicture with Trello and Jira instances in the same hosting model as the parent instance. We plan to enable easy integration with multiple Jira instances, regardless of their hosting models, and with popular management platforms, such as Azure DevOps, GitLab, Microsoft Planner, and more.

All the changes and improvements featured on this page are not only intended to take your management experience with BigPicture to the next level but, first and foremost, to gradually materialize the vision of BigPicture.one – a standalone app reaching beyond the Jira realm. To get updates on BigPicture.one, remember to subscribe to our newsletter and follow us on LinkedIn and Twitter.  

The more information you can collect, the better. Raw data is not enough. That’s why we focus on better data visualization in the Reports module. It will soon be capable of presenting crucial information such as cross-team dependencies, predictability reports, velocity charts, work progress reports, or team availability reports, to name just a few. This is just a beginning, as we aim to expand the range of report widgets successively.

The Overview module will also be adapted for greater flexibility. We plan to achieve this by introducing configurable Column Views. You will soon be able to create a customized Column View by removing unnecessary columns and selecting such that you need to switch between at any time easily. Column Views will also be branded by newly implemented metrics.

Furthermore, we aim to expand financial monitoring.  We plan to add new columns on Overview: Budget, Actual cost, and Estimated cost. The latter two indicators could be either set manually or calculated automatically – based on the costs of tasks in the scope. The next planned feature to implement is that users will have the possibility to calculate the estimated task and actual costs based on the cost rates of resources needed to perform it.

We intend to focus more on Objectives & Key Results (OKRs). Users will soon be able to align the objectives with scheduled works to drive execution. Furthermore, key results of the objectives could be tracked and measured. The former allows breaking the biggest, most ambitious goals into smaller, more manageable, and transparent elements. The latter will improve the control over the execution with the help of generated, up-to-date charts.

Our first and foremost priority is user experience. We strive to even out the performance of modules containing large tasks and resources and shorten their loading time. 

Our next goal is to improve the performance and usability of key functionalities, such as scheduling and planning within modules. We want to make BigPicture even more transparent and user-friendly by enhancing sorting, filtering, grouping, and searching functionalities. Key operations will be enhanced and adjusted to the requirements of integrations with 3rd party tools, and inline task editing will be available directly on the app screens.

We believe that functionality must go hand in hand with accessibility. We aim to make our app as user-friendly and accessible as possible to shorten and improve the onboarding time of new employees. Moreover, we are preparing a multi-language app interface containing a set of available translations and more. Users will customize the language used in the app or even create new translations, depending on their internal operational needs. We put customers at the center of our attention. 

On top of that, we plan to introduce color-coding automation. Users will be able to automatically color tasks – based on predefined business rules and preferences.

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How to Make a Portfolio

Last Updated: July 28, 2022 References Approved

Portfolio Essentials

Design & organization, portfolio types, expert q&a, things you'll need.

This article was co-authored by Brandy DeOrnellas, PCC, ESQ. . Brandy DeOrnellas is a Professional Certified Coach specializing in life and career aspirations and transitions. She also serves company founders and small business owners. She is a former attorney with more than three years of experience as a coach. Brandy holds a JD from Harvard Law School. She also holds a BA in Social Welfare and a BA in Political Science from The University of California, Berkeley. In addition to her formal education, she has multiple coaching certifications, including a Professional Coaching Certification from The University of California, Davis, and a Relationship Coach Certification from Prepare/Enrich. She is a Professional Certified Coach (PCC) with the International Coaching Federation. wikiHow marks an article as reader-approved once it receives enough positive feedback. In this case, 80% of readers who voted found the article helpful, earning it our reader-approved status. This article has been viewed 372,755 times.

Portfolios show your creative or professional talents in a way that is far more extensive and elaborate than a résumé offers. The elements of your portfolio largely depend on what field you’re going into, but there are a few basics that apply to all types.

• Create your table of contents after you finish your portfolio but include the list at the front of your other material.
• You do not need to list page numbers if you do not include them in your portfolio, but if you do decide to number the pages in your portfolio, list those numbers in your table of contents.

• Include your contact information, including e-mail address, phone number, and mailing address at the top of the page.
• List your basic career or academic goal.
• List your academic credentials, including any degrees or certificates.
• Describe your work experience.

• For short-term goals, describe where you see yourself within one to two years.
• For long-term goals, explain what you want to be doing five to ten years from now.

• List any jobs that required you to use the skill mentioned. Explain, briefly, which on-the-job tasks developed or made use of that skill.
• List any personality traits that exemplify that skill and provide specific examples.
• Also list anything you learned, officially or unofficially, that indicates the use or existence of the skill in question.

• For graphic arts and related fields, you will need to include visual photographs of your work.
• For writing and related fields, you will need to include text samples.
• You can include print samples, DVDs, videos, and other multimedia examples when appropriate.

• You can include recommendations from customers, clients, employers, co-workers, professors, or reviewers.
• Employer evaluations can also be included, especially if they are notably favorable.

• If you received certificates for any such awards, include photocopies in your portfolio as proof.
• If you do not have certificates for your awards, simply list the name of the award, when you won it, and why you won it or what the award was issued for.

• Make special note of any conferences or conventions you presented at.
• Also list any that you merely attended.

• List any degrees, licenses, and certifications.
• Also provide an official transcript, if possible, or a list of relevant courses.

• National journals and large newspapers are the most impressive sources, but you should still include articles written by local news sources, academic institutes, and Internet sources.

• Include information about any awards, badges, or ranks you earned during your time in the military.

• Choose wisely and ask permission from each source before listing him or her as a reference.
• Include full names, job positions, e-mail addresses, mailing addresses, and phone numbers. Also briefly state how that reference is connected to you.
• Limit your references to a single page and list between three to five people.

• Vary your sample types as appropriate. If you are submitting a writing portfolio, you only need to include writing samples. Those samples can include a range of genres, though, from journalism articles to blog posts or short stories.

• Use 35-mm film or high-quality digital prints.
• Show your work in the best lighting and from multiple angles.
• If including an article published in a magazine, newspaper, or journal, photocopy the volume's front cover and table of contents as well as your article.

• For print copies of your portfolio, you should slide the DVD samples into a CD pocket and attach the pocket to your portfolio binder.

• Keep things professional. Avoid “cute” or “cool” clip art and other unnecessary add-ons. These will only distract others viewing your portfolio.
• A good design does not need to be flashy. On the contrary, it should be fairly simple and straightforward. Include headings on each page and maintain the same text font, sizing, and coloring throughout. The keys to a good design are accessibility and consistency.

• For print copies, organize your portfolio in a three-ring binder and place labeled dividers in between each different section.
• For digital slideshow copies, include a title on each slide to indicate which section the information belongs to.
• For websites and blogs, separate each section by giving it its own separate webpage.

• You can ask academic advisers, trusted employers, or acquaintances in the same field.
• Alternatively, you can also try to locate career centers and workshops in your community for help. Check with your local library, town hall, or local churches for free or cheap career services.

• Digital copies in the form of websites and blogs are especially helpful. You can send prospective employers, clients, or customers a link to your online portfolio along with your initial cover letter.
• Additionally, having your portfolio in a fixed location online will allow potential employers and clients to find you even without you seeking them out first.

• Build a graphic design portfolio. When creating a portfolio with graphic design in mind, only include samples of graphic design work.
• Construct a photography portfolio . Search through your collection of photographs to build a portfolio of photographs illustrating meaningful content and ideal aesthetics.
• Gear your portfolio toward art school. If you decide to put together an art portfolio for the purpose of getting into art school, you will need to put together a range of work that demonstrates the skills the art school will want to see.

• Build a male model portfolio by studying poses used by other male models.
• Do a baby model portfolio by taking professional photos in a variety of poses and outfits. Continually update the portfolio as your baby ages.

• Build a stock portfolio or make a mutual funds portfolio by diversifying and investing wisely.
• Construct a property portfolio. Research various properties to determine which can produce positive cash flow.
• Create a gold-based wealth portfolio by learning about the best ways to invest in gold and precious metals.

Video . By using this service, some information may be shared with YouTube.

• Three-ring binder
• Camera (optional)

You Might Also Like

• ↑ https://www.themuse.com/advice/4-secrets-to-building-a-portfolio-thatll-make-everyone-want-to-hire-you
• ↑ Brandy DeOrnellas, PCC, ESQ.. Career & Life Transition Coach. Expert Interview. 15 December 2021.
• ↑ https://skillcrush.com/2016/08/22/17-portfolio-tips/
• ↑ https://medium.com/@andrewcouldwell/tips-for-creating-a-great-portfolio-website-f07e063e8371
• ↑ http://freelancefolder.com/how-to-make-your-portfolio-better-than-the-competitions-portfolio/
• ↑ https://www.cca.edu/newsroom/top-10-tips-creating-best-art-portfolio/

About This Article

To make a portfolio, create a website or blog to display all of your work on. Then, you can easily send the link to prospective employers or clients. Make sure your digital portfolio is easy to navigate by creating a separate web page for each section, like a page with information about yourself, a page with all your work, and a page with your contact information. Also, keep your digital portfolio simple by using the same text font, sizing, and coloring throughout, and avoid using flashy graphics or text that will distract from your work. To learn how to choose pieces for your portfolio, keep reading! Did this summary help you? Yes No

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Solek secures $379m financing for solar PV project portfolio in Chile

Power Solar PV

By NS Energy Staff Writer    31 May 2023

The financing package includes a senior private placement of $178m, a mezzanine loan of $75m, a PMGD bridge-loan facility of $55m, a $37m utility-scale bridge loan, an LC Facility of $19m, and a VAT line of $15m

Project Gallery

The portfolio includes utility-scale solar photovoltaic plants and PMGD (Small Distributed Generation) plants in Chile. (Credit: Solek Holding SE/ PRNewswire)

Solek, a solar energy group, has successfully secured $379m in financing for its Chilean portfolio. The portfolio includes utility-scale solar photovoltaic plants and PMGD (Small Distributed Generation) plants situated in the Central Region of Chile. Solek, a rapidly expanding company in the renewable and solar energy industry, currently possesses a portfolio of around 284MWdc in Chile. Additionally, they have over 400MW of projects in the development stage across Latin America.

The extensive financing package includes various components as follows: a senior private placement of $178m, a mezzanine loan of $75m, a PMGD bridge-loan facility of $55m, a utility-scale bridge loan of $37m, an LC Facility of $19m, and a VAT line of $15m. BNP Paribas and Natixis, New York Branch served as placement agents, arrangers, and lenders. BCI and Scotiabank Chile acted as agents and lenders for the local facilities. White & Case provided international legal counsel, while Guerrero Olivos provided local legal counsel to the company.

Solek has recently ventured into the prominent United States Private Placement market (USPP), demonstrating its appeal to investors and securing flexible avenues for further financing. The company has made its entry into this new market through a 20-year bond issuance valued at approximately $178m. The transaction garnered significant interest from investors, underscoring the attractiveness of Solek’s assets and instilling confidence in its long-term strategies.

The USPP market stands as one of the world’s largest and most sophisticated bond markets, welcoming participation from both US-based and international companies. It attracts active investors comprising major international investment funds and insurance companies globally.

Solek Group founder and CEO Zdeněk Sobotka said: “Thanks to the big opportunities that the renewable energy sector offers today, Solek has been experiencing a period of dynamic growth that implicates financing requirements. We had to meet stringent accreditation criteria to access financing on the USPP market. This flexible financing will allow us to focus on our PV projects and further development.”

In accordance with the customary practice in the USPP market, Solek has issued long-term bonds. Consistent with this market convention, Solek’s USPP bonds feature an amortising repayment structure and have a maturity period of 20 years. This approach ensures that the debt profile aligns with the lifespan of the underlying investments made by the company.

The funds raised through the issuance of USPP bonds will primarily be utilized to support SOLEK’s expansion initiatives and to refinance existing debt. This significant milestone marks a crucial step in the company’s ongoing growth trajectory, enabling it to pursue its strategic objectives effectively.

Since 2010, Solek has successfully connected a total of 53 PV solar projects, comprising 18 projects in Europe and 35 projects in Chile. At present, the group has an extensive pipeline of over 38 projects scheduled for construction in Chile between 2023 and 2024.

The company has set an ambitious target of achieving a total installed capacity of 400 MW worldwide by the end of 2023, with a significant portion allocated to Latin America. Within Europe, there are PV solar projects in progress, amounting to a combined capacity of 1.4 GW. Notably, the projects in Romania and Greece are in the most advanced stage of development, with plans for the first plants to be connected in 2024.

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Snowline Gold Purchases Mineral Property Portfolio with Historical Drill Results Of 2.1 Grams Per Tonne Gold Over 96.0 Metres on Intrusive Target Near Rogue Project’s Valley Discovery

Snowline purchases 92 long-held mineral claims (roughly 1,920 ha) constituting 10 targeted claim blocks within and adjacent to its Rogue Project

Claims include historical drill intersection of 2.1 g/t Au over 96.0 m from within poly-phase granodiorite "Reid" intrusion 8 km east of Snowline's Valley discovery, and on trend with the Gracie target

Additional targets with promising historical drill and surface sampling results throughout acquired portfolio solidify Snowline's position in the district and highlight broader potential of the Rogue Plutonic Complex.

VANCOUVER, BC / ACCESSWIRE / June 1, 2023 / SNOWLINE GOLD CORP. (TSX-V:SGD)(OTCQB:SNWGF) (the " Company " or " Snowline ") is pleased to announce purchase from two arm's-length entities of a mineral property portfolio comprising 92 claims in the vicinity of its Rogue Project in the Yukon Territory, Canada. Historical work on these claims suggests the presence of multiple reduced-intrusion related gold systems (RIRGS) within the Rogue Plutonic Complex, the geological system which hosts Snowline's Valley discovery. A historical diamond drill intersection at the "Reid" target roughly 8 km east of Valley and 4 km east of Gracie reported 2.1 g/t Au over 96.0 m within 234.7 m of 0.94 g/t Au, including high-grade intersections of 76.9 g/t Au and 26.7 g/t Au over 1.5 m each, within a granodiorite stock with similarities to the Valley intrusion. These results have not been verified by the Company, but descriptions of geology and mineralization intersected by this drilling, including visible gold in sheeted quartz veins and the poly-phase nature of the intrusion, are consistent with observations made in drilling at Valley, demonstrating the potential for regional gold fertility.

Table 1 - Historical diamond drill highlights reported in 1996 from the Reid target. These results have not been directly verified by the Company but are believed to be generally indicative of the potential for gold endowment at the target, particularly given anomalous gold in nearby talus fines sampled by the Company and given the demonstrated fertility of the Valley intrusion 8 km to the west of Reid. *Drilled widths reported, true widths not determined.

"This acquisition is a significant step in the transition of Snowline's Rogue Project from a discovery to a district," said Scott Berdahl, CEO & Director of Snowline. "We are excited to explore the Reid target as a part of our 2023 drill campaign at Rogue. The historical results from the 1996 drilling provide strong additional evidence of the gold potential of the Reid intrusion and of the many other intrusion-related gold targets on our Rogue Project outside of our Valley discovery. This claim package covers a first-mover land position based on early exploration efforts in the area. Alongside the strongly anomalous gold values from regional stream sediment geochemistry samples draining many parts of the Rogue Plutonic Complex, these historical results were a key draw in attracting our initial attention to Rogue. The Valley discovery has since shown that the necessary components are present at Rogue to produce substantial bulk-tonnage gold systems with unusually high grades for the RIRGS deposit type. We are thrilled to bring this collection of targets into the fold, and to give our shareholders much more exposure to the unique exploration potential of the Yukon's newest gold district."

Figure 1 - The Rogue Plutonic Complex (red), showing Snowline Gold's newly acquired claims (yellow squares) against the Company's pre-existing Rogue Project (medium blue). Highlight historical samples noted herein have not been verified by the Company, but they provide evidence for the general gold endowment of the broader Rogue Project area. Grab samples are selective in nature and don't necessarily represent bulk tonnage grades. Not shown are 30 "WEAS" claims, covering an intrusion some 26 km to the south (Figure 3).

On behalf of the vendors of the claims, Anthony Beruschi added: "Congratulations to the Snowline team on their wonderful gold discovery at the Rogue project, where skill and hard work have led to exploration success. In my view the Yukon is the best place in the world for explorers. I consider it a privilege to add our mineral claims, with their excellent historical drill results, to Snowline's impressive land package. I look forward to the realization of this opportunity with so many benefits for the Yukon and its people."

The newly acquired Reid claims cover an exposed reduced intrusion adjacent to an open, 1 x 1 km gold-in-soil-and-talus-fine anomaly delineated by Snowline through surface sampling (Figure 2). Consistent with the surface geochemical anomalies at the Rogue Project's adjacent Valley and Gracie targets, the Reid anomaly is complemented by anomalous bismuth and tellurium values that correlate well with anomalous gold values. Follow up mapping by Snowline personnel confirmed earlier observations of sheeted quartz veins near the margin of the intrusion, oriented parallel to mineralized veins present at Valley and Gracie. Sixteen grab samples of quartz vein material from across an open, 450 x 600 m area within the anomaly ranged in grade from 0.2 g/t Au to 8.0 g/t Au.

Figure 2 - Plan map of the Reid and Gracie targets , with historical drill collar sites from drilling at Reid (sky blue) and Snowline's 2022 Phase I drilling at Gracie (red) . AS-96-03 is collared downslope from AS-96-02, and thus the holes do not significantly overlap one another. While the historical drill results have not been verified by the Company, the scale of the associated soil and talus fine anomaly sampled by Snowline and the extent of mineralization observed during subsequent mapping provide additional evidence for a significant reduced intrusion-relation gold system at Reid.

Immediately south of the 1x1 km anomaly, the Reid intrusion is a 1-kilometer scale granodiorite body responsible for local hornfels alteration on the eastern end of a roughly 9 km trend of similar alteration that extends from the Rogue Project's Valley discovery in the west and includes the Gracie target in between (Figure 1), suggesting potential for a corridor of related intrusions with demonstrated gold fertility.

Historical surface sampling and drilling demonstrate the presence of gold mineralization associated with the Reid intrusion, particularly along its northern margin. Three diamond drill holes totalling 1,253 m were drilled in 1996. Samples from holes AS-96-01 and AS-96-02 returned anomalous but likely subeconomic gold grades, whereas hole AS-96-03 reported a 234.7 m interval of sheeted veins within the intrusion averaging 0.94 g/t Au, including 96.0 m at 2.09 g/t Au. These intervals are influenced by two 1.5 m intersections averaging 76.9 g/t Au and 26.7 g/t Au respectively (Table 1). They nonetheless demonstrate potential for the presence of fertile reduced intrusion-related gold system at Reid, particularly in the context of the nearby Valley discovery.

Historical descriptions of the Reid drill core parallel observations made in drilling the Rogue Project's Valley discovery. Notably, multiple phases of intrusion are described - at Valley, multiple phases of the intrusion characterize the strongest zone of mineralization found to date. Also, at Reid, reported observations of visible gold in AS-96-03 are associated with bismuthinite in quartz veins. At Valley and Gracie, bismuth and tellurium minerals (including bismuthinite) in quartz are key indicators for the presence of gold, and this is a fingerprint of the RIRGS deposit model.

The Company is currently planning for a 3-hole, Phase I drill program at Reid, totalling roughly 1,000 m.

The Cujo target covers an elongate, 1 x 2 km intrusion at the west end of the Rogue Plutonic Complex (Figure 1). A historical drill program of 6 holes (total metres unknown) is reported to have been conducted in 1996 near the eastern edge of the intrusion, with an interval of 1.0 g/t Au over 13.6 m (true width unknown) referenced in subsequent reports. The Company has not been able to locate the original report describing this drilling, but the interval is reported in the Yukon Geological Survey's 1996 Yukon Exploration and Geology (YEG) annual report. Fieldwork by Snowline personnel in the vicinity of the claims yielded a grab sample of 63.8 g/t Au from hornfels metasedimentary rocks associated with the intrusion.

The 30-claim (627 ha) WEAS property is located south of the Rogue Plutonic Complex, midway between Snowline's Cynthia and Olympus projects (Figure 3). Historical work on the property reported gold-bearing sheeted quartz veins within an exposed, 3 km by 2 km intrusion. Drilling in 1996 (5 holes, 1,280 m) is reported in the same 1996 YEG report to have intersected 1.0 g/t Au across 21 m (true width unknown) associated with the sheeted veins, along with surface grab samples of up to 20.1 g/t Au. The property is central to a larger claim block owned indirectly by HighGold Mining Inc., which currently in the process of spinning out those claims into a new company, Onyx Gold Corp.

The Company cautions that none of the historical results, including drill results, on the newly acquired claims have been verified. Assay methods and sampling techniques are not disclosed in the historical reports, and in the case of drilling on the Cujo and WEAS targets, the Company has only been able to locate indirect references to the results, but no primary source. Historical results discussed herein are presented more generally as an indication of the regional potential of the Rogue Plutonic Complex to host additional reduced intrusion-related gold systems.

Figure 3 - The WEAS claims shown in the context of surrounding mineral properties. Highlight historical samples noted herein have not been verified by the Company, but they provide evidence for the general gold endowment of the claims. Grab samples are selective in nature and don't necessarily represent bulk tonnage grades.

ACQUISITION TERMS

The Company has entered into an agreement with arm's length parties RST Klondike Discoveries Ltd. and Whistler Minerals Corp. (together, the "Vendors"), whereby the Company has acquired 92 mineral claims in exchange for (i) the payment of $1,000,000 in cash (the "Cash Consideration") and (ii) the issuance of 200,000 warrants (the "Warrant Consideration"), each for purchase of a single common share of the Company at a price of $3.50 for a period of two years (the "Acquisition"). The Warrants are subject to a hold period of four months and one day from the closing of the Acquisition, in accordance with applicable Canadian securities laws, expiring on October 1, 2023. The Vendors will retain a 1.0% NSR on the claims and will be entitled to up to two bonus payments of $1M each if a measured or indicated mineral resource of >1 million ounces of gold is disclosed in compliance with NI 43-101 standards on certain claims.

ABOUT ROGUE

The Valley Zone on Snowline's flagship Rogue Project is a newly discovered, bulk tonnage style, reduced intrusion-related gold system (RIRGS), with geological similarities to multi-million-ounce deposits currently in production such as Kinross's Fort Knox Mine in Alaska and Victoria Gold's Eagle Mine in the Yukon. Early drill results demonstrate unusually high gold grades for such a system, present near surface across drill intersections of hundreds of metres. Gold is associated with bismuthinite and telluride minerals hosted in sheeted quartz vein arrays within and along the margins of a one-kilometer-scale, mid-Cretaceous aged Mayo-series intrusion. Valley is an early-stage exploration project without a resource estimate, and while initial results are encouraging, the presence or absence of an economically viable orebody cannot be determined until additional work is completed.

The Rogue Project area hosts multiple intrusions similar to Valley along with widespread gold anomalism in stream sediment, soil and rock samples. Elsewhere, RIRGS deposits are known to occur in clusters. The Rogue Project is thus considered by the Company to have district-scale potential for additional reduced intrusion-related gold systems.

ABOUT SNOWLINE GOLD CORP.

Snowline Gold Corp. is a Yukon Territory focused gold exploration company with an eight-project portfolio covering >280,000 ha. The Company is exploring its flagship >111,000 ha Einarson and Rogue gold projects in the highly prospective yet underexplored Selwyn Basin. Snowline's project portfolio sits within the prolific Tintina Gold Province, host to multiple million-ounce-plus gold mines and deposits including Kinross' Fort Knox mine, Newmont's Coffee deposit, and Victoria Gold's Eagle Mine. The Company's first-mover land position and extensive database provide a unique opportunity for investors to be part of multiple discoveries and the creation of a new gold district.

QUALIFIED PERSON

Information in this release has been prepared under supervision of and approved by J. Scott Berdahl, M.Sc., P. Geo., CEO and Director for Snowline and a Qualified Person for the purposes of National Instrument 43-101.

ON BEHALF OF THE BOARD

Scott Berdahl CEO & Director

For further information, please contact: Snowline Gold Corp. +1 778 650 5485 [email protected]

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS

This news release contains certain forward-looking statements, including statements regarding the potential to participate in multiple future discoveries, newly acquired areas having elevated potential to host gold deposits, the Rogue project having district-scale prospectivity, the creation of a new gold district and the Company's future plans and intentions. Wherever possible, words such as "may", "will", "should", "could", "expect", "plan", "intend", "anticipate", "believe", "estimate", "predict" or "potential" or the negative or other variations of these words, or similar words or phrases, have been used to identify these forward-looking statements. These statements reflect management's current beliefs and are based on information currently available to management as at the date hereof.

Forward-looking statements involve significant risk, uncertainties and assumptions. Many factors could cause actual results, performance or achievements to differ materially from the results discussed or implied in the forward-looking statements. Such factors include, among other things: risks related to uncertainties inherent in drill results and the estimation of mineral resources; and risks associated with executing the Company's plans and intentions. These factors should be considered carefully, and readers should not place undue reliance on the forward-looking statements. Although the forward-looking statements contained in this news release are based upon what management believes to be reasonable assumptions, the Company cannot assure readers that actual results will be consistent with these forward-looking statements. These forward-looking statements are made as of the date of this news release, and the Company assumes no obligation to update or revise them to reflect new events or circumstances, except as required by law.

SOURCE: Snowline Gold Corp.

View source version on accesswire.com: https://www.accesswire.com/758554/Snowline-Gold-Purchases-Mineral-Property-Portfolio-with-Historical-Drill-Results-Of-21-Grams-Per-Tonne-Gold-Over-960-Metres-on-Intrusive-Target-Near-Rogue-Projects-Valley-Discovery

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