Project portfolio management
The Etapero portfolio gives a manager the picture across all active projects on one page: which goals are slipping, how projects are progressing, and where the red-zone risks and problems are.
No sign-up needed.
Every project’s goals on one timeline
Each goal runs from its baseline date to its current forecast. When the forecast is later than the baseline the bar is red and shows how many days the goal has slipped; when earlier, how many days it is ahead.
A “Today” line shows at once which goals are close. You choose which projects to show, and clicking a goal opens its row in the project structure.
Project progress
Each project’s bar runs from its start to its last date; the fill is the share of work done and the colour is the RAG status. On the right are the charter fields: sponsor, project manager, business goal, scope and success criteria.
Blocking problems and key risks
- Red-zone problems and risks of every project on bubble charts: across — days until due, up — score, size — schedule impact.
- Below the charts, lists by project with owners, due dates and an “overdue by N days” mark.
- Clicking a bubble or a row opens the record itself.
People across projects
- 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.
Related articles
Project management: the phases from idea to closure
The five phases of the project life cycle — initiation, planning, execution, monitoring and control, and closure: what to do in each and what to produce.
Baseline and forecast
Why record a baseline, how it differs from the forecast, how to measure schedule variance and how to explain why milestones moved.
The project risk register
Which fields a risk register needs, how to rate probability and impact, what a risk matrix is, and how to keep the register from becoming a formality.
Try it yourself
The demo runs in your browser with no sign-up: you enter as a demo user and can edit the sample projects.
Open the demo