next portfolio

The most frequently used report displays the current projects on a “pipeline”:

Here, the defined project phases are converted into numbers and arranged on a user-defined diagram background.

The projects can be visualized in different sizes according to a numerical value (such as budget) and colored according to a drop-down field (such as traffic light status).

The portfolio diagram offers configuration parameters, such as the filtering of projects and other four elements:

A numerical value (such as risk) is often applied to the X-axis and Y-axis. Projects can also be stacked or displayed in a uniform size.

In this way, for example, all projects can be compared in the idea phase in terms of benefit/expense and risk as a basis for project commissioning.

The matrix chart is similar to the portfolio chart - but shifts the coordinates slightly within clusters to avoid overlapping multiple projects.

A popular configuration is the Eisenhower portfolio, where projects are categorized according to priority and urgency.

As in the individual project, the projects are visualized on a uniform time scale with time-proportional bars.

The projects can be visualized very compactly with a bar - or additionally with a basic plan, milestones and dependencies between them.

The visualized key date makes it easy to see what is happening in parallel, should start soon or be comple

Projects can also be easily evaluated in terms of their benefits using a drop-down menu or a number field.

However, there is also the option of storing and weighting the company's strategies in the system and evaluating the individual projects in this regard.

These evaluations can then be consolidated into a strategy fit and also visualized in reports (such as a portfolio chart).

The same can be done for feasibility in order to prioritize projects with a high strategic contribution that can be easily implemented.

The general dependencies between projects can be defined (direction, strength) - the schedule dependencies can be defined via milestones.

Whether a project depends on a large number of projects or vice versa can be identified via the consolidated driver or follower values and visualized if necessary.

Dependencies can be visualized via arrows in the project Gantt or in the dependency matrix as a table.

Resources and costs are differentiated according to resource and cost types. Planned, incurred, current expenses or costs can be used as a diagram dimension.

It is also possible to visualize the efforts with regard to the time component in a resource histogram. In this way, the need for resources on the individual project plans can be compared with their availability and bottlenecks can be identified at an early stage.

Most of the reports in next portfolio relate to several projects. In the project view, the KPIs of an individual project can be consolidated on one page:

Discuss all projects with a red traffic light status in management without having to delve into the individual project plans.

Get a quick overview of content, progress, status and the schedule and budget situation.

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next portolio is embedded in the Microsoft Office environment, so it is possible to import project data from Excel or export the project table, export texts and graphics to PowerPoint or SharePoint or generate update reminders via MS Outlook.

next project offers an interface for reading master data from the next portfolio database and transferring/updating project data.

Interfaces to third-party systems (such as ERP systems) can also be implemented via customizing, for example to import actual expenses or actual costs.