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Portfolio and project management

Portfolio and projects, without the weight

Etapero keeps in one place what project managers rely on every day: the work breakdown, the Gantt chart, open issues, risks and people’s workload. Jira stays your tracker — it is only ever read.

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A project Gantt chart: phases, tasks by status, milestones and goals on a timeline

Why Etapero

Big work-management suites do a lot, and ask a lot in return: weeks of setup, training and a new way of working for everyone. Etapero keeps what project and portfolio managers rely on every day and leaves the rest out.

  • Portfolio and projects

    Every active project with its goals, key risks and blocking problems on one page, and a full workspace for each project.

    Learn more →

  • A WBS you can type into

    The work breakdown is edited like a spreadsheet: type in cells, paste rows, move with the keyboard, undo and redo.

  • A Gantt chart that plans

    Dependencies, lead and lag, critical path, baselines and “what if” scenarios.

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  • Issues and risks next to the plan

    Open issues with decisions and owners, a risk register with a matrix, all linked to the work they affect.

  • Jira stays your tracker

    Issues flow into the plan and reports. The sync only reads Jira and never writes anything back.

    Learn more →

  • Yours to run

    One Docker image and PostgreSQL. Optional Keycloak single sign-on, English and Russian interface.

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Features

Planning

  • Work breakdown structure with phases, work packages, tasks, milestones and goals
  • Gantt chart with all four dependency types, lead and lag
  • Critical path and float
  • Baselines and forecast dates
  • Production calendars with holidays and working weekends
  • “What if” scenarios and PDF export of the plan

Control

  • Project overview: red-zone risks, decisions on key open issues, tickets at risk, schedule variance
  • Risk, problem and assumption register with a risk matrix
  • Open issues with owners, due dates, decisions and linked Jira tickets
  • Goals and milestones timeline: baseline versus forecast

Portfolio and people

  • Portfolio: goal timelines for every active project, blocking problems and key risks
  • Workload: every owner’s work across all projects on one timeline, with overlaps highlighted
  • Leave schedule: who is away and when, with leave types and a working-day count

Administration

  • Business units, roles and permissions, per-project access
  • Audit log, API tokens and webhooks
  • Read-only Jira and GitLab integrations

What it looks like

The screenshots show demo data.

  • Portfolio: goal timelines of several projects with baseline and forecast dates
    Portfolio — Goal timelines across projects
  • Project overview: key risks, decisions on open issues and schedule variance
    Project overview — Risks, decisions and schedule variance
  • A project work breakdown as a table with dates, durations and statuses
    WBS — The plan, edited like a spreadsheet
  • A Gantt chart with phases, tasks, milestones and goals
    Gantt — Dependencies, baseline and critical path
  • Workload of every owner across all projects on one timeline
    Workload — Where people’s work overlaps
  • A staff leave schedule by month
    Leave schedule — Who is away and when

How to try it

Demo in the browser

Open the demo — no sign-up needed. You enter as a demo user and can edit the sample projects. The data is shared with other visitors.

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On your own server

The application ships as one Docker image with the API and the web interface, and needs PostgreSQL. Get in touch — I will help you set it up.

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Built with React, TypeScript, Express, Prisma and PostgreSQL.