PPMProject and Portfolio Management
Backlog, sprints, boards, roadmap and Gantt for agile teams; project health at portfolio level.
What PPM offers
PPM
Project and Portfolio Management
Key features
- Projects, portfolio and an epic → story → task tree.
- Backlog, sprints and board.
- Roadmap and Gantt with dependency arrows.
- Velocity, burndown, CFD and control-chart reports.
- Automation rules and Microsoft Planner sync.
Who it is for
PMOs, project managers, Scrum Masters and R&D managers.
What you can do with PPM
Key screens and workflows. The pictures are schematic; in a demo we show the product itself.
From backlog to sprint
Break work down in the epic → story → task tree, prioritise the backlog and move it into the sprint. Releases and search keep every item findable.
- Epic → story → task tree
- Backlog and sprint planning
- Releases and search
Scrum board
Sprint work moves live on the board; the team sees who is working on what on the same screen. The “My work” view puts the personal list first.
- Live board
- “My work” view
- Project permissions
Roadmap and Gantt
The roadmap and Gantt view show with dependency arrows which item waits for which. You follow project health at portfolio level.
- Gantt with dependency arrows
- Roadmap
- Portfolio view
Agile reports
Measure the team's pace and predictability with velocity, burndown, cumulative flow (CFD) and control chart reports.
- Velocity and burndown
- Cumulative flow (CFD)
- Control chart
Automation and Microsoft Planner sync
Automation rules take over repetitive updates. Tasks of teams that use Microsoft Planner stay in sync with PPM.
- Automation rules
- Microsoft Planner sync
- Switch to the other products with one account
- Unified Microsoft 365 hub (all M365 tools in one menu)
Coming soon
Mobile app
In the iOS and Android app you follow the project board, sprints and time logs from anywhere.
- Board, backlog and Gantt
- Sprint burndown and team capacity
- Time logging that also works offline
- Release on the App Store and Google Play
Coming soon
Adapts without code
Project, epic, story, task and sub-task are types of the same record structure in the core. You configure their statuses and forms and automate notifications and assignments with workflows triggered by status changes.
- Work item types and hierarchy
- Statuses and forms
- Workflows triggered by status changes
Frequently asked questions
PPM supports a Scrum-focused agile flow: backlog, sprint, board and agile reports. You follow planned projects with the roadmap and Gantt as well.
Planner tasks are synchronised with PPM at regular intervals.
Project health and progress appear side by side in the portfolio view.
Yes. Project permissions decide who sees and who edits which project.
Request a PPM demo
We will walk you through your own scenario in our demo environment.
