Project Portfolio Management

Project Portfolio Management

Visor is the most modern, versatile, and easy-to-use PPM software. Easily create, use, and share beautiful visualizations of your portfolio of projects. Get the clarity and control you need to maximize your project and portfolio performance.

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Plan, Track, & Manage Your Portfolio of Projects With Ease

Visor makes project portfolio management easy, with an intuitive interface and all the tools you need to plan, analyze, and present your project portfolio. Use AI Smart Templates to create custom reports and charts in minutes, giving you more time to improve project and portfolio performance.

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Connect With Jira, Asana, and Salesforce

Use Visor’s bi-directional integrations with Jira, Asana, Salesforce, and other apps to import your real-time project and business data. Visor portfolio visualizations always stay up to date with your apps, and you can sync updates in both directions with a single click. Avoid manual updates and stale data.

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Get The Insights You Need With Crystal Clear PPM Reports 

Gain visibility and control over your portfolio of projects with crystal clear roadmaps, Gantt charts, timelines, dashboards, and other visualizations. Take a bird’s eye view over your portfolio, and drill down whenever and however you need to. 

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The Easy To Use, Modern and Flexible PPM Tool

Avoid overly complex, old-fashioned PPM software that is inflexible and difficult to use. Visor is an easy-to-use, modern PPM tool that’s flexible and scalable enough to fit the specifics of your organization, processes, and priorities.


Visualize and Analyze Projects From Your Apps In Real-Time

Connect Visor to popular SaaS apps or input your project and portfolio data directly into Visor.

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.


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Track Project & Portfolio Performance With Confidence

Track portfolio progress using Gantt charts, roadmaps, dashboards, and more. Add roll up calculations and custom data groupings to measure custom KPIs and analyze your portfolio of projects from any angle.

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Balance & Optimize Resources, Budgets, & Capacity

Understand where your time and budget are being overused or underutilized across your portfolio of projects. Get the intel you need to achieve balance and deploy more resources where they’re needed to deliver maximum ROI

 A colorful project portfolio management reporting dashboard created in Visor.

Verified Visor Reviews:

“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.”

G2

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!”

G2

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.”

Shruti P.,
Atlassian reviewer

Visor For Project Portfolio Management FAQs

Is there a free trial of Visor for project portfolio management?

Yes, you can start a 14-day free trial of Visor’s team plan now. You don’t need to add a credit card, and regardless of whether you decide to continue using Visor after your trial, you will never be charged for the 14-day trial period.

What project portfolio views and charts can I create using Visor?

In Visor you can create the following project portfolio views:

  • Gantt charts
  • Roadmaps
  • Dashboards
  • Tables
  • Timelines
  • Kanban Boards

You can create multiple versions of the same view type for each portfolio of projects or individual project; all views within a workbook are synchronized and easy to share with stakeholders.

Which apps can I import projects from into Visor?

Visor has two-way integrations with:

  • Jira
  • Asana
  • Salesforce
  • Hubspot

Using these integrations, you can import real-time project and project portfolio data into Visor, which stays in sync with changes your team makes in those connected apps. You can also push updates back into your connected apps from Visor in a single click.

What makes Visor different to other project portfolio management (PPM) software?

Most project portfolio management software is difficult to use, has a steep learning curve, and takes months to master. Simple processes are convoluted, time-consuming, and unnecessarily complex for small-mid- sized businesses.

Most PPM software is old, and looks old, they were primarily designed to be used exclusively by large complex organizations too, which make them a really poor fit for most businesses.

Visor is very different. It is modern, easy to use, intuitive, fast, and flexible. It’s able to adapt to fit teams and organizations of all types, sizes, and requirements and to scale with them.

In addition to the ease of use, flexibility, and speed offered by Visor, the visualizations you are able to produce with Visor (for example, roadmaps and dashboards) look so much better than most of the dated and dull visualizations you can create with most PPM software.

How does Visor use AI to make project portfolio management easier and more efficient?

The ability to use AI Smart Templates will save your team hours of time and effort each time they need to create a visualization (such as a Gantt chart, roadmap, or dashboard).

Visor’s AI uses the small amount of information you provide it and your project portfolio data to create fully custom-configured visualizations for you in two minutes or less. If required, you can then make any changes to the visualizations the AI has produced. This means you retain complete control and reduce the time your team needs to spend creating views, reports, and charts.

AI Smart Templates save your team time and effort, which can be redirected into more value-driven activities and tasks that will drive your projects and portfolio toward your strategic goals.

Which types of users is Visor’s project portfolio management functionality best for?

Visor’s largest user group is project and program managers, who need an easy way to visualize and report on a group of projects, particularly if they need to share real-time reports with internal or external stakeholders.

Although the most common job title of Visor users is project manager, a significant subset of Visor users include other roles that need to manage a portfolio of projects, even if their job title isn’t project manager. These include engineering leads, heads of customer support, CEOs and founders, and other director-level roles.

Visor is especially powerful when used with other apps (such as Jira, Asana, and Salesforce) because it enables teams to visualize and report on project and business data in ways that are impossible or too costly to do natively within those apps.

Which types of organizations is Visor’s project portfolio management functionality best for?

Organizations using Visor include organizations ranging from small consultancies and software teams, all the way up to government and international businesses. One of Visor’s core strengths is its flexibility, which enables it to scale up and down to teams of all sizes and to different business areas within the same organization.

Can I add “roll up” calculations to project portfolio views in Visor?

Yes, within Visor, you can add calculations to your views (such as Gantt charts and roadmaps) to summarize data points for a group of tasks or projects.

Here are just a few examples of the roll up calculations you can apply to your views in Visor:

  • The percentage of tasks completed in a project or group of projects
  • The number of hours allocated to a team member, or team, across multiple projects
  • The number of overdue tasks within a project or group of projects
  • The amount each project within a portfolio is under or over budget

This is just a taste of some of the calculations you can add to your views in Visor. You can add as many roll up calculations to your views as you require, and calculations are easy to add and modify.

You can also use Visor’s dashboard view to create even more refined reports and get precise insights into project and portfolio performance.

Can I manage cross-project dependencies in Visor?

Yes, you can view and manage dependencies across multiple projects within Visor, including dependencies imported from connected apps, such as Jira and Asana.

Can I export project portfolio views and charts from Visor?

Yes, in addition to being able to share or embed real-time views of your projects and portfolios of projects, you can also export views or data from Visor as:

  • CSV files
  • PDF Documents

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