{"id":9772,"date":"2022-08-19T12:04:05","date_gmt":"2022-08-19T10:04:05","guid":{"rendered":"https:\/\/parm.com\/?page_id=9772"},"modified":"2026-06-08T07:35:21","modified_gmt":"2026-06-08T05:35:21","slug":"portfolio-management","status":"publish","type":"page","link":"https:\/\/parm.com\/en\/myparm\/portfolio-management\/","title":{"rendered":"Portfolio management"},"content":{"rendered":"<style id=\"divi-off-canvas-hide-on-load\">\n[data-interaction-target=\"mndphfurb7\"] { display: none !important; }\n<\/style>\n<div class=\"et_pb_section_0 et_pb_section et_section_regular et_block_section et_animated\">\n<div class=\"et_pb_row_0 et_pb_row et_block_row\">\n<div class=\"et_pb_column_0 et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_text_0 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\" data-et-mv-hidden-phone=\"true\"><h1 style=\"text-align: left;\"><strong>Managing strategy<br \/><span style=\"color: #c01e2b;\">Ensuring implementation and performance<\/span><\/strong><\/h1>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_row_1 et_pb_row et_block_row\">\n<div class=\"et_pb_column_1 et_pb_column et_pb_column_3_5 et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_text_1 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><h2>Strategic portfolio management<\/h2>\n<\/div><\/div>\n\n<div class=\"et_pb_blurb_0 et_pb_blurb et_pb_bg_layout_light et_pb_blurb_position_left et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><div class=\"et_pb_blurb_description\"><p><strong>For projects or products<\/strong><\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_1 et_pb_blurb et_pb_bg_layout_light et_pb_blurb_position_left et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><div class=\"et_pb_blurb_description\"><p><strong>Application independent of branch of industry<\/strong><\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_2 et_pb_blurb et_pb_bg_layout_light et_pb_blurb_position_left et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><div class=\"et_pb_blurb_description\"><p><strong>Comparison of programmes and portfolios<\/strong><\/p>\n<\/div><\/div><\/div><\/div>\n<\/div>\n\n<div class=\"et_pb_column_2 et_pb_column et_pb_column_2_5 et-last-child et_block_column et_pb_column_empty et_pb_css_mix_blend_mode_passthrough\"><\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_section_1 et_pb_section et_section_specialty et_pb_gutters3 et_block_section\"><div class=\"et_pb_row et_block_row\">\n<div class=\"et_pb_column_3 et_pb_column et_pb_specialty_column et_pb_column_1_2 et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_row_inner_0 et_pb_row_inner et_block_row\">\n<div class=\"et_pb_column_inner_0 et_pb_column_inner et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_text_2 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><h2 style=\"text-align: left;\">PLANNING<\/h2>\n<\/div><\/div>\n\n<div class=\"et_pb_text_3 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module et_pb_text_align_center preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><p style=\"text-align: left;\">Plan all projects and programmes within your organisation. Evaluate the opportunities and risks of new ideas, initiatives and projects to make the right decisions. Simulate and prioritise based on quantitative and qualitative criteria.  <\/p>\n<\/div><\/div>\n\n<div class=\"et_pb_blurb_3 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">User-definable scoremaps<\/h4><div class=\"et_pb_blurb_description\"><p style=\"text-align: left;\">for strategic evaluation<\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_4 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Analysis function<\/h4><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_5 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Simulation function<\/h4><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_6 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Prioritisation function<\/h4><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_column_4 et_pb_column et_pb_column_single et_pb_column_1_2 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_image_0 et_pb_image et_animated et_pb_module et_block_module\"><a href=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management.jpg\" class=\"et_pb_lightbox_image\" alt=\"Portfolio Management\"><span class=\"et_pb_image_wrap\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management.jpg\" width=\"1394\" height=\"915\" srcset=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management.jpg 1394w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management-1280x840.jpg 1280w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management-980x643.jpg 980w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management-480x315.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1394px, 100vw\" class=\"wp-image-14631\" title=\"Portfolio_Management\" alt=\"Portfolio Management\" \/><\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n<div class=\"et_pb_section_2 et_pb_section et_section_specialty et_pb_gutters3 et_block_section\"><div class=\"et_pb_row et_block_row\">\n<div class=\"et_pb_column_5 et_pb_column et_pb_specialty_column et_pb_column_1_2 et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_row_inner_1 et_pb_row_inner et_block_row\">\n<div class=\"et_pb_column_inner_1 et_pb_column_inner et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_text_4 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><h2 style=\"text-align: left;\">EXECUTE + CONTROL<\/h2>\n<\/div><\/div>\n\n<div class=\"et_pb_text_5 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module et_pb_text_align_center preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><p style=\"text-align: left;\">Control your portfolio based on the current status of your projects and programmes.<\/p>\n<\/div><\/div>\n\n<div class=\"et_pb_blurb_7 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Directly initiate measures and initiatives<\/h4><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_8 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Portfolio and programme dashboards<\/h4><div class=\"et_pb_blurb_description\"><p style=\"text-align: left;\">with overview of projects or objects<\/p>\n<\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_column_6 et_pb_column et_pb_column_single et_pb_column_1_2 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_image_1 et_pb_image et_pb_module et_block_module\"><a href=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline.jpg\" class=\"et_pb_lightbox_image\" alt=\"Portfolio Management - Timeline\"><span class=\"et_pb_image_wrap\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline.jpg\" width=\"1466\" height=\"921\" srcset=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline.jpg 1466w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline-1280x804.jpg 1280w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline-980x616.jpg 980w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Timeline-480x302.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1466px, 100vw\" class=\"wp-image-14642\" title=\"Portfolio_Management_-_Timeline\" alt=\"Portfolio Management - Timeline\" \/><\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n<div class=\"et_pb_section_3 et_pb_section et_section_specialty et_pb_gutters3 et_block_section\"><div class=\"et_pb_row et_block_row\">\n<div class=\"et_pb_column_7 et_pb_column et_pb_specialty_column et_pb_column_1_2 et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_row_inner_2 et_pb_row_inner et_block_row\">\n<div class=\"et_pb_column_inner_2 et_pb_column_inner et_pb_column et_pb_column_4_4 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_text_6 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><h2 style=\"text-align: left;\">EVALUATE<\/h2>\n<\/div><\/div>\n\n<div class=\"et_pb_text_7 et_pb_text et_pb_bg_layout_light et_animated et_pb_module et_block_module et_pb_text_align_center preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><p style=\"text-align: left;\">Check your portfolios in terms of performance and target fulfilment. Compare operational and strategic indicators in multiple dimensions. <\/p>\n<\/div><\/div>\n\n<div class=\"et_pb_blurb_9 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">User-definable scoremaps<\/h4><div class=\"et_pb_blurb_description\"><p style=\"text-align: left;\">qualitative and quantitative<\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_10 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Display<\/h4><div class=\"et_pb_blurb_description\"><p style=\"text-align: left;\">freely configurable based on BCG matrix<\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_11 et_pb_blurb et_pb_bg_layout_light et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Reporting<\/h4><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_12 et_pb_blurb et_pb_bg_layout_light et_pb_text_align_center et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Data export<\/h4><div class=\"et_pb_blurb_description\"><p style=\"text-align: left;\">in common formats such as Excel, PPT, Word, PDF, XML, etc.<\/p>\n<\/div><\/div><\/div><\/div>\n\n<div class=\"et_pb_blurb_13 et_pb_blurb et_pb_bg_layout_light et_pb_blurb_position_left et_animated et_pb_module et_block_module\"><div class=\"et_pb_blurb_content\"><div class=\"et_pb_main_blurb_image et_animated\"><span class=\"et_pb_image_wrap\"><span class=\"et-pb-icon\">R<\/span><\/span><\/div><div class=\"et_pb_blurb_container\"><h4 class=\"et_pb_module_header\">Standard interfaces<\/h4><div class=\"et_pb_blurb_description\"><p>for data imports, e.g. from MS Project, Primavera, Excel, CSV<\/p>\n<\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n<div class=\"et_pb_column_8 et_pb_column et_pb_column_single et_pb_column_1_2 et-last-child et_block_column et_pb_css_mix_blend_mode_passthrough\">\n<div class=\"et_pb_image_2 et_pb_image et_animated et_pb_module et_block_module\"><a href=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control.jpg\" class=\"et_pb_lightbox_image\" alt=\"Portfolio Management - Financial_Control\"><span class=\"et_pb_image_wrap\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control.jpg\" width=\"1467\" height=\"921\" srcset=\"https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control.jpg 1467w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control-1280x804.jpg 1280w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control-980x615.jpg 980w, https:\/\/parm.com\/wp-content\/uploads\/2023\/01\/Portfolio_Management_-_Financial_Control-480x301.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 1467px, 100vw\" class=\"wp-image-14637\" title=\"Portfolio_Management_-_Financial_Control\" alt=\"Portfolio Management - Financial_Control\" \/><\/span><\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n<div class=\"et_pb_section_4 et_pb_section et_section_regular et_flex_section\"><div class=\"et_pb_row_2 et_pb_row et_flex_row\"><div class=\"et_pb_column_9 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\"><div class=\"et_pb_module et_pb_button_module_wrapper et_pb_button_0_wrapper preset--module--divi-button--default_wrapper\"><a class=\"et_pb_button_0 et_pb_button et_pb_bg_layout_light et_pb_module et_flex_module preset--module--divi-button--default\" href=\"\" data-interaction-trigger=\"znvc4kjr2z\">Book meeting<\/a><\/div><\/div><\/div><\/div><div class=\"et_pb_section_5 et_pb_section et_pb_section--fixed et_section_regular et_flex_section et_animated et-interaction-target-mndphfurb7\" data-interaction-trigger=\"1g6ghohedq\" data-interaction-target=\"mndphfurb7\"><div class=\"et_pb_row_3 et_pb_row et_flex_row et_animated\"><div class=\"et_pb_column_10 et_pb_column et-last-child et_flex_column et_pb_css_mix_blend_mode_passthrough et_flex_column_24_24 et_flex_column_24_24_tablet et_flex_column_24_24_phone\"><div class=\"et_pb_icon_0 et_pb_icon et_pb_module et_flex_module\" data-interaction-trigger=\"4o2syzd7pk\"><span class=\"et_pb_icon_wrap\"><span class=\"et-pb-icon\">M<\/span><\/span><\/div><div class=\"et_pb_code_0 et_pb_code et_pb_module\"><div class=\"et_pb_code_inner\"><!-- Calendly Inline-Widget Beginn -->\n<div class=\"calendly-inline-widget\" data-url=\"https:\/\/calendly.com\/d\/yjg-kks-xpv\" style=\"min-width:800px;height:700px;\"><\/div>\n<script type=\"text\/javascript\" src=\"https:\/\/assets.calendly.com\/assets\/external\/widget.js\" async=\"\"><\/script>\n<!-- Calendly Inline-Widget Ende --><\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Support the planning of all projects and programmes within your organisation with analysis, simulation and prioritisation functions. Control and monitor your portfolio on the basis of the current status. <\/p>\n","protected":false},"author":1,"featured_media":9493,"parent":9422,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-9772","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Portfolio management with the project management software myPARM<\/title>\n<meta name=\"description\" content=\"Planning and control of all projects and programmes with analysis, simulation and prioritisation functions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/parm.com\/en\/myparm\/portfolio-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Portfolio management with the project management software myPARM\" \/>\n<meta property=\"og:description\" content=\"Support the planning of all projects and programmes within your organisation with analysis, simulation and prioritisation functions. 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