A global marketing initiatives portfolio in Asana.

Why portfolio visibility breaks down at scale

Slide decks and spreadsheets can work when you’re managing a handful of projects, but they quickly become harder to maintain as portfolios grow. They weren’t designed for project portfolio management, which requires a clear, up-to-date view of progress across projects.

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How Asana works as project portfolio management software

Many project portfolio management tools sit apart from the work and need to be fed every month. Asana doesn’t. Every project already has an owner, due dates, and progress that your teams update as they work. Your portfolio view builds from those same details.

Roll up every project into one live portfolio

Portfolios puts every project’s health, owner, dates, and progress in one view. Progress updates as your teams complete tasks. Sort by priority or health to see which projects need attention first. Project owners post status updates within each project, which roll up to the portfolio for leadership to read.

A business strategy and planning portfolio in Asana.

Balance capacity across the portfolio

Before you approve the next initiative, open Workload, which shows you how busy each person is, based on the work and capacity you’ve set up. You might see three priority initiatives stacking up on one team before anyone commits. On the Enterprise plan, capacity planning extends the Workload view across your whole organization.

A workload capacity view in Asana.

Connect every project to company goals

In Goals, you link projects and portfolios to the company objectives they support. Open any goal to see the work behind it. Your goal progress updates automatically from that work, so nobody needs to calculate it by hand. And when a project can’t point to a goal, you’ll know before it takes over a team for a quarter. Your strategy gets funded in practice, not just on paper.

A view of company goals in Asana.

Report to leadership without the deck

When an executive asks what’s on track, what’s at risk, and which teams are over capacity, you can answer from live data. Dashboards chart project status, on-time delivery, and active work across the portfolio. Smart status drafts a portfolio update from the latest work and flags risks and blockers. You review and edit the draft before you share it. The monthly deck rebuild turns into a quick edit.

A marketing initiatives report in Asana.

Built for leaders accountable for every project

Project portfolio management software has to work for everyone responsible for the portfolio. Here’s how Asana supports the three roles that own PPM.

[Teams - Os] PMO Intake (image)

Stop rebuilding the deck

You spend days assembling portfolio status for leadership, and it’s dated before the meeting starts. With Portfolios and Dashboards in your program management software, you do a live roll-up of every project, so your team’s time goes to decisions.

Coupa increased total time savings by 658% in three years and saved about 135 workdays a year.

Coupa makes cloud software that helps organizations manage spending across procurement, supply chain, and finance. Its PMO runs project intake, priority scoring, the organizational roadmap, and in-flight portfolios in Asana, with dashboards that track project status and progress.

Asana Case Study - Coupa - share image
Using Asana for our project intake and prioritization process, organizational roadmap, and in-flight project tracking has been game-changing. We can take projects from request to delivery quickly and scale at pace with our business.
Maya Khalidi

Manager, PMO, Coupa

Read Coupa's story

See your whole portfolio in Asana

Picture your next portfolio review. Nobody spent the week rebuilding slides. Every project’s status is already current because it comes straight from the work. When someone proposes a new initiative, you can see which teams have room before you say yes. And every project on the screen points to the goal it serves.

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Frequently asked questions about project portfolio management software