.png)
PRODUCT SUMMARY
Strategic Portfolio Management from Idea to Investment
Strategic Alignment
Connect initiatives and investments with measurable organizational objectives.
Investment Prioritization
Evaluate and prioritize investments using business cases, metrics, and strategic value.
Project Intake
Capture ideas, proposals, surveys, and requests through structured processes.
Portfolio Analysis
Analyze investment performance, portfolio health, and potential investment gaps.
Workflow & Approvals
Automate configurable workflows and approvals for portfolio planning and decision-making.
Performance Monitoring
Track investment status, performance, milestones, and portfolio results.
Portfolio Scorecards
Evaluate investments using metrics that provide clear visibility into portfolio performance.
What-If Analysis
Explore alternative investment scenarios to identify a stronger portfolio mix.
Performance Tracking
Compare current, historical, and future information to identify trends, gaps, and potential issues.
See the Bigger Picture. Invest with Confidence.
PORTFOLIO MANAGEMENT CAPABILITIES
Investor Maps
Visually analyze strategic metrics and understand the impact of different investment decisions.
Portfolio Workflows
Create configurable workflows and approval processes for investment proposals and portfolio decisions.
Portfolio Visualization
Communicate portfolio performance through dashboards, status reporting, and high-level Gantt views.
INSYNCHRO SERVICES
Primavera Portfolio Management Expertise from Strategy to Value
InSynchro helps organizations implement, configure, adopt, support, and optimize Primavera Portfolio Management around their investment governance and portfolio processes.
01
Implementation Planning
Define portfolio objectives, governance, investment processes, users, workflows, and implementation roadmap.
02
Solution & Environment Planning
Plan architecture, integrations, security, performance, data requirements, and enterprise deployment.
03
Application Configuration
Configure portfolios, scorecards, metrics, workflows, dashboards, forms, and investment processes.
04
Training
Role-based training for portfolio managers, administrators, executives, analysts, and business users.
05
Support
Functional and technical support covering configuration, reporting, workflows, troubleshooting, and optimization.
06
License Renewals
Support licensing, renewal coordination, usage review, and ongoing application lifecycle requirements.