Portfolio management

The following portfolio management features are available in Project Online.

Looking for information about all Project Online features? See the Project Online service description.

Analyze projects and optimize portfolio

Analyze your projects to determine which of them will give you the best return on your investment of both budget and resources. This process is known as portfolio analysis. For more information, see Use the portfolio analysis scatter chart.

Create and edit projects

Create projects in multiple ways. For more information, see Create a project in Project Web App.

Enterprise resource management

Resources are the people, materials, or costs that are required to get your project done. Microsoft PPM solutions let resource managers manage the resource pool, plan resource capacity, and approve, reject, and modify incoming resource engagement requests.To learn more, see Add a resource to Project Web App.

Financial management

Adopt financial management processes to improve estimates of costs and benefits. Effectively track cost performance to make sure that each project is delivered within budget and that the portfolio achieves the expected results. To learn more, see Project Portfolio Management Solutions Guide (white paper).

Participate in workflow

Workflows provide a structured way for projects to proceed through the phases. A workflow includes definitions of the lifecycle stages through which the project progresses, such as proposal creation and initial approval. The workflow sets the information that is required or locked in each stage.

Portfolio analytics and selection

Effectively identify, select, and deliver project portfolios that best align with your organization's business strategy and maximize your return on investment (ROI). To learn more, see Project Portfolio Management Solutions Guide (white paper).

Program management

In program management, each project has its own set of goals that, when combined with each other, deliver the forecasted benefits of the overall program. To learn more, see Project Portfolio Management Solutions Guide (white paper).


Roadmap combines information from multiple waterfall and agile projects to provide a highly visual, aggregated timeline view. To learn more, see Welcome to Roadmap.