Portfolio Timelines

Top level timeline visualizations of projects for Portfolio Projects (show sub projects and shortcuts), Customers (linked projects), or individual Users (Projects they Manage)

Specification: Integration Apps

Categories: Project Management, Professional Services, Research and Development, Marketing, IT

Capabilities: Customer Management, Clarizen Panels

About This App

Top-level timeline visualizations of projects for:

Item Type

Chart Content

Business Value

Portfolio Projects

sub projects and shortcuts

visualize project demand and completion projections

Customers

Customer-linked projects

Account management and revenue planning

Users

Projects for which they are Project Manager

PM team capacity planning

The timelines are focused on the current period and are horizontally scrollable.

The projects in the panel are sorted by ascending due date (most recent at the top of the panel, latest at the bottom) and are color coded by state so that you can easily review upcoming demand of draft projects, upcoming capacity when projects for a Project Manager are due to complete.