Create custom project portfolio visualizations in minutes, not hours, with AI-powered project portfolio management templates.
Use Visor’s Smart Templates for project portfolio management, and let AI do the time-consuming setup of your charts and views.
To get custom project portfolio management views quickly and easily, click the button below, create your free Visor account, and, when prompted, select “Use Smart Template.”
What Are “Smart” Project Portfolio Management Templates?
Smart project portfolio management templates are views and charts of your portfolio of projects configured by Visor’s AI based on your specific requirements and objectives.
Visor’s AI only needs a small amount of information to configure your project portfolio views. It gets to work immediately in the background, and configures your visualizations in a few minutes or less.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Generate fully configured project portfolio management views and charts easily in just a few minutes. Save time and effort and spend them on higher-value activities.
Visor’s AI learns from thousands of user-created project portfolio views and charts to generate the perfect set of visualizations for you. The AI also infuses your portfolio visualizations with best practices, and helps you avoid the mistakes and frustration of trial and error.
Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming project portfolio visualization setup, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create new versions of your project portfolio views and charts as and when you require.
Easily Share Real-Time Project Portfolio Views and Charts
Keep your stakeholders updated at every step with project portfolio management views and charts that update in real-time. Share your portfolio visualizations easily using email invites or reusable sharing links.
Use Visor’s Project Portfolio Management Templates With Existing Data From Your SaaS Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your project portfolio views and charts.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Can I import multiple projects from Jira, Asana, and other apps into Visor’s project portfolio management templates?
Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. You can connect these apps to Visor to import your data – including multiple projects – into your project portfolio management templates. The portfolio views and charts you create stay perfectly in sync with the data in your apps:
Visor preserves your projects’ structure, hierarchy, and data quality
Projects can easily be grouped into portfolios, or filtered in and out of your templates
Your project portfolio visualizations stay in sync with any changes made in your apps
You can “push” updates back into your apps from Visor
You can also combine multiple projects from different apps into single portfolio views
This means you can overcome the project portfolio management limitations of your team’s project management apps, without having to change systems, manually keep data updated, or undergoing an extortionate license upgrade for your whole team.
What types of visualizations and charts are included in the project portfolio management templates?
When you use Visor’s AI Smart Templates for project portfolio management, the AI will fully configure a customized set of views based on your requirements and information you provide.
The type of views the AI will configure for you can include:
Gantt charts
Roadmaps
Timelines
Table/Spreadsheet Views
Kanban board views
You can also manually configure custom dashboards of your portfolio data using Visor’s dashboard view.
Can I use Visor’s project portfolio management Smart Templates for free?
Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium features. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.
Although the Visor Free plan has some restrictions on view types, user counts, and other usage limits, you can still create different project portfolio visualizations for free, either by using Smart Templates or from scratch.
Can I create multiple collections of views for different stakeholders using the project portfolio management Smart Templates?
Yes, you can use Visor’s Smart Template functionality to quickly generate different groups of views that are best suited to different stakeholders or groups.
Simply click the New Workbook button in your Visor workspace. Then on the “What’s this workbook for?” screen, open the “Add details” box to give the AI more precise instructions on the kind of project portfolio management visualizations you need it to create, such as who your audience is and what level of detail, or types of information you want them to see.
How can I share or export the visualizations I create using the project portfolio management template?
You can share the visualizations you create using the project portfolio management Smart Templates in a number of ways. Firstly to give your stakeholders, teams, or clients views of your project that stay up to date with real-time data you can:
Create multi use sharing links
Invite people by adding their email to the workspace
In both cases you can control what permission levels users have, and which workspaces they have access to, enabling you to share in full confidence without compromising the experience for your colleagues, clients or other stakeholders.
You can also export your visualizations as CSV or PDF files.
Our recommendation is to use the real-time sharing option, as it keeps all your stakeholders up-to-date at all times, without placing a burden on you or your team to keep creating updated versions of your visualizations.
What is project portfolio management (PPM)?
Project portfolio management or PPM is the management or oversight over a group or projects, as opposed to the management of single projects independently.
PPM varies in its complexity, maturity, scope, and aims from organization to organization. Many small to medium enterprises use PPM principles and tools like Visor to get a high-level view of all their projects, to track and manage their performance. Very large organizations may have a full PPM process and centralized business unit, responsible for includes rigorous and systematic evaluation, selection, and prioritization of projects, and resource management across the organization.
At it’s core PPM is about taking a collective view of your projects to see how different projects fit together, and are interdependent, and to ensure your organization’s resources are deployed with maximum efficiency, to give you the greatest possible ROI.
Does Visor also have templates for visualizing individual projects, or other data?
Yes, using Visor you can access a wide range of Smart Templates in addition to the our project portfolio management templates, which you can use to visualize data from individual projects, or other forms of data (such as opportunity funnel progression data from Salesforce for example).
Examples of other templates include:
Capacity and resource allocation
Project timelines
Project Gantt charts
Project Kanban board views
Visor’s Smart Templates use AI that has learned from thousands of human-created views and charts, giving it the ability to create the precise template you need, whenever you need it. It is a treasure-trove for any project manager or program manager that needs better visualizations of their projects and portfolios more quickly.
Visor is always on hand to help whenever you need a new way to view, present, analyze or share your project or project portfolio data.
How do I access AI-powered Smart Templates in Visor?
When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button.
If you already have a Visor account, simply click New Workbook from within an existing workbook or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.
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