01 · Portfolio Intelligence On the roadmap
See the whole portfolio, and decide where to act.
Portfolio Intelligence rolls schedule, scope, cost, risk, and contract signals from every project into one view. Leadership can compare projects on the same terms, and choose where to put money, people, and attention.
This module is on the roadmap. The capabilities below are what we plan to build, and customer feedback sets the order. Schedule Intelligence is available today.
Built for the people who decide across projects.
Who uses it
Executives, portfolio and PMO leads, capital planning teams, and owners' representatives who are accountable for many projects at once.
Typical uses
- Compare the health of every project using the same measures.
- Decide which projects to fund, defer, or accelerate, and see the effect before committing.
- See where demand for people and crews is greater than capacity.
- Brief leadership each period without assembling the report by hand.
Planned capabilities.
On the roadmap Each capability is listed with the decision it is meant to support. Predictions will be estimates, and findings will show patterns in the data rather than proof of cause.
| Capability | What it will do | Decision it supports |
|---|---|---|
| See the portfolio | ||
| Portfolio health | Scores every project on schedule, cost, risk, and contract signals, using the same rules for all of them. | Which projects need attention first. |
| Benchmarks | Compares productivity, cost per unit, and schedule performance across projects. | Whether a plan or a forecast is realistic against similar work. |
| Gate pipeline | Shows every project by phase and stage-gate status. | Which projects are ready to move to the next phase. |
| Decide | ||
| Prioritization and capital allocation | Ranks projects against the criteria you set, and shows the effect of each funding choice. | Where the money goes. |
| Capacity and resources | Compares demand for roles and crews with the capacity available across projects. | Where to hire, move people, or resequence work. |
| Portfolio what-if | Tests deferring, accelerating, or cancelling a project, and shows the knock-on effect on capacity and cash flow. | Which portfolio option to take. |
| Report | ||
| Executive briefings | The AI Project Analyst drafts a plain-language briefing from the latest data in every module. | What leadership needs to know this period. |
Where it fits in the platform.
Portfolio Intelligence runs on the Intelligence Core and shares its data with the other modules.
DecideFor leadership
ControlScope, cost, risk, and commercial
PlanSchedule and model
FoundationShared by every module
Data flows up from the core and the schedule. Decisions flow back down to the projects.
Draws on
- Schedule IntelligenceForecast finish dates, float, and milestone variance
- Cost IntelligenceEstimates at completion, CPI, and cash flow
- Risk IntelligenceP80 dates and contingency remaining
- Scope, Gate & Change IntelligenceOpen changes and stage-gate status
- Contracts & Procurement IntelligenceNotices due and claims exposure
Feeds
- Priorities and funding decisionsBack to the projects and their teams
- Executive briefingsFor boards, steering committees, and owners
Questions about this module.
When will it be available?
Portfolio Intelligence is on the roadmap. Customer feedback sets the order of the modules, and we share dates during a demo.
Can we help shape it?
Yes. Early-access customers work with us on the scope and the order of the capabilities, using their own project data.
Do I need every other module first?
No. Portfolio Intelligence starts with schedule data from Schedule Intelligence, and adds cost, risk, scope, and contract signals as those modules are added.
Can it compare projects run in different ways?
Yes. Every project is scored with the same rules, so the comparison is fair even when teams plan and report differently.
Start with the project in front of you.
Tell us what you are running, replacing, or planning. We reply with what we would look at first.
Consulting and implementation
Platform selection, implementation, integration, reporting, and support.
Portfolio Intelligence
Rolls every project up into one view, so leadership can compare projects on the same terms and decide where to act. On the roadmap.
