SOLUTIONS BY ROLE

Project Portfolio
Clarity for Every Role

From managing individual projects to making enterprise investment decisions, Acuity PPM connects the people, information and decisions that drive project portfolio success.

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Acuity PPM role cards for a project manager, portfolio manager, PMO director and executive, all connected to one shared project portfolio view

FIND YOUR ROLE

Four roles. One governed project portfolio.

Every role sees the view it needs, built on the same governed project portfolio information.

01

PMO Directors & Heads of PMO

Build a PMO your leadership trusts, with clear governance and measurable discipline.

“Is our project portfolio governed, visible and trusted?”

See how it helps →

02

Portfolio Managers & PMO Analysts

Make trade-offs with complete, connected information leaders can rely on.

“What matters most, and can we deliver it?”

See how it helps →

03

Project Managers

Keep projects current and spend less time rebuilding the same report.

“How do I stay current without the reporting overhead?”

See how it helps →

04

Executives & Senior Leadership

See whether strategic investments are aligned, achievable and on track.

“Are we investing in the right work, and will it deliver?”

See how it helps →

01 · FOR PMO DIRECTORS & HEADS OF PMO

Build a PMO your leadership trusts.

Slow status reports, inconsistent intake and hidden capacity make a PMO look like overhead. Acuity PPM standardizes intake, prioritization and reporting, so your PMO becomes the source of truth.

Portfolio Dashboard

THE QUESTION YOU ANSWER

“Is our project portfolio governed, visible and trusted by leadership?”

How Acuity PPM helps

Govern what enters the portfolio

Configurable intake forms, decision workflows and phase gates for every request.

ESSENTIALS+

Prioritize on shared facts

Weighted value and risk scoring and a live Priorities page, not politics.

ESSENTIALS+

End the status-report scramble

Configurable status reports roll up to dashboards and export to PowerPoint.

ESSENTIALS+

See capacity before you commit

Capacity vs. demand and heatmaps, with no per-resource license fees.

PLUS+

Prove your governance

A full audit log of who changed what and when, plus approval history.

ESSENTIALS+

Adoption without the overhead

An intuitive interface and 250 Reader licenses included. Live in days, not months.

CRYSTAL AI

AVAILABLE NOW

AI-drafted status reports. Drafted from project data for PMs to review and publish.

Weekly AI Digests. Executive, stakeholder and personal briefings by email.

Feasibility Analysis. Assesses delivery confidence before approval. Intake & Prioritization add-on.

“The Work Intake process has really augmented our Project Management Office. We have total governance over the proposals coming in from multiple business units, and we have an auditable log of all decisions made.”

IT Dev & Ops · Information Technology · SoftwareReviews

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02 · FOR PORTFOLIO MANAGERS & PMO ANALYSTS

Make trade-offs on connected facts.

Competing proposals and hidden constraints turn every review into a negotiation. Acuity PPM keeps value, risk, capacity and dependencies in one system of record, so your numbers hold up.

THE QUESTION YOU ANSWER

“Of everything we could do, what matters most, and can we deliver it?”

Acuity PPM Risk-Value Bubble Chart

Risk-Value Bubble Chart

Resource Capacity in Acuity PPM

Capacity heatmap

How Acuity PPM helps

Score every proposal the same way

Weighted value and risk criteria, blended into a composite priority score.

ESSENTIALS+

See balance at a glance

The Risk-Value Bubble Chart exposes investment in high-risk, low-value work.

ESSENTIALS+

Connect priorities to capacity

Named or generic resource plans; capacity vs. demand by person, role or team.

PLUS+

Understand sequencing

Project portfolio roadmaps and a cross-project dependency tracker.

ESSENTIALS+

Keep a clean system of record

Excel/CSV import and export, a full audit trail, an open API and Power BI.

Model the alternatives

Compare project portfolio scenarios on priority scores, cost and return.

ENTERPRISE

CRYSTAL AI

AVAILABLE NOW

AI draft scoring. A score and rationale per criterion; never overwrites yours. Intake & Prioritization add-on.

Roadmap analysis. Shows where project portfolio value delivery is most at risk. Enterprise.

ON THE ROADMAP

AI-assisted scenario planning and Resource Capacity Intelligence staffing drafts.

“I like that it treats decision-making as something that can be improved systematically, not just left to gut instinct or loudest voice in the room.”

Verified user · IT · SoftwareReviews

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03 · FOR PROJECT MANAGERS

Keep projects current. Report less.

Re-entering the same update in three formats isn’t project management. Acuity PPM keeps schedules, status, risks and decisions in one place, and every update feeds the project portfolio view.

Acuity PPM Status Report

Project status report

THE QUESTION YOU ANSWER

“How do I keep my project current without rebuilding reports every week?”

How Acuity PPM helps

ESSENTIALS+

Schedules that fit how you plan

Gantt with dependencies, critical path and baselines; import Microsoft Project .mpp files.

Status reports without the rework

Stoplights for schedule, budget, scope, risk, resources and benefits. Export to PowerPoint.

Risks, issues and decisions together

Inherent and residual risk scoring, risk-to-issue conversion and a decision log.

Know where your project fits

Each project links to a strategic objective, so you see the priorities it supports.

Keep the tools your team uses

Run execution in Smartsheet, Monday.com, Jira or Planner; Acuity PPM adds the project portfolio layer.

Stay in the loop

Microsoft Teams and email alerts for approvals, assignments and updates.

CRYSTAL AI

AVAILABLE NOW

Core AI, included in every package

AI-drafted status reports. Drafted from your project data for you to review and publish.

Meeting Notes AI. Turns notes into proposed risks, issues and action items.

Risks and lessons. AI risk identification plus lessons from past projects.

30–40%

“By documenting everything in Acuity PPM, our Project Managers spend 30–40% less time compared to before when they had to touch multiple documents.”

Victoria C. · Large Healthcare Organization

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04 · FOR EXECUTIVES & SENIOR LEADERSHIP

See whether strategy will deliver.

You don’t need another dashboard. You need a current view of where investment is going, whether it can be delivered and where risk is changing, before your decision is due.

Acuity PPM Portfolio Roadmap

Portfolio Roadmap

THE QUESTION YOU ANSWER

“Are we investing in the right work, and will it deliver?”

How Acuity PPM helps

Tie investment to strategy

Link initiatives to objectives; track capital and operating budgets and actuals.

ESSENTIALS+

Track the value you were promised

Record expected benefits and monitor their status across the project portfolio.

ESSENTIALS+

Decide together, in real time

A live, ranked Priorities page leaders review and adjust together.

ESSENTIALS+

Know what can be delivered

See whether the people exist to deliver what’s been prioritized.

PLUS+

Compare the options

Scenarios show each option’s effect on budget, benefits and value.

ENTERPRISE

Enterprise-ready trust

SSO, role-based access, AES-256 encryption, and your data never trains AI models.

CRYSTAL AI

AVAILABLE NOW

Weekly AI Digests. Executive briefings by email on what needs your attention.

Ask in plain language. The Crystal AI Portfolio Assistant answers only from data you can see.

People decide. AI recommends with a rationale and never overwrites your judgment.

“I love this tool… The perfect level of project management and portfolio management.”

Matt Martin · Senior Director, PMO · Central Ohio Transit Authority

✓ Capital + Opex planning in one system

✓ Ten divisions aligned through resource and funding governance

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THE CONNECTED PROJECT PORTFOLIO

One Project Portfolio. Connected Decisions.

Each role needs a different view, but better decisions depend on one consistent foundation of governed project portfolio information. Different views, shared context: not four tools, and not four spreadsheets.

PROJECT MANAGERS

Contribute

Current status, schedules, risks and decisions from the work itself.

PORTFOLIO MANAGERS

Evaluate

Priorities, capacity, dependencies and risk across initiatives.

PMO DIRECTORS

Govern

Intake, process and organizational visibility everyone can trust.

EXECUTIVES

Decide

Strategy, investment and accountability, on reliable information.

STRUCTURE FIRST

One governed system of record for the project portfolio

Structured intake, consistent scoring, approval history, resource plans, financials and risk, with permissions and a full audit trail.

INTELLIGENCE NEXT

Crystal AI reasons over that governed context to help each role decide faster. AI prepares. People decide.

RECOGNIZED BY PMO TEAMS

Emotional Footprint Champion

PPM Midmarket · 2023–2026 · SoftwareReviews

Data Quadrant Champion

PPM Midmarket · 2025–2026 · Info-Tech

Capterra Best Value

Summer 2026 · rated 4.6

G2 High Performer

Project & Portfolio Management

GETTING STARTED

From first conversation to go-live.

01

Schedule a Demo

Bring one project portfolio question to a 30-minute Portfolio Decision Review.

02

Evaluate with your scenario

Agree the next validation step together, with your own data if you need it.

03

Choose your package

Pick the decision you need to improve: Essentials, Plus or Enterprise.

04

Go live fast

Share your spreadsheets; we load your data, configure and train your team.

See Portfolio Intelligence in action.

Bring one project portfolio question to a 30-minute Portfolio Decision Review. We’ll show you the workflow that answers it.

Schedule a Demo

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