Portfolio Plan
The all-in-one project management tool
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The smartest way to manage projects in multiple locations
We understand the complexities of managing your property portfolio. With multiple moving parts, including resource and supply change, delivery deadlines and budget control, it can quickly become overwhelming and difficult to control. Especially if you’re utilising several platforms to keep projects on track!
Our Portfolio Plan has been designed to help you streamline delivery with easy platform integration that helps you manage and control every aspect of your estate management projects.
You can build personal estate and asset databases, tailor workflows, and set up reminders for compliance and health and safety deadlines.
Why work harder when you can just WorkSavi?
Dynamic project management trackers for better visibility
The WorkSavi Portfolio plan is perfect for property, project and programme managers, multifunctional teams and contractors. It’s intuitive, easy to use and has many dynamic features that will enhance your project management processes.
One game-changing feature is our unique tracker functionality that transforms project visibility and transparency across every business function.
Users can select any tasks from any project or workflow to view the progress status across selected projects, programmes and portfolios. You can also identify issues quickly and spot emerging trends, so you can intelligently adjust project delivery to avoid unnecessary downtime and costly errors.
But what’s truly unique about the WorkSavi Tracker facility is its ability to learn and predict delivery for future projects to greatly improve processes, delivery and costings.
Estate management made easy
If you’re managing project delivery over multiple locations, balancing budgets, forecasting resources and dealing with multiple supply chain partners, the Portfolio Plan is the perfect PM solution for you.
The platform gives you complete asset control, along with the ability to create customised databases. The property portal allows you to view all historical and future planned projects across your estate and access important information, such as drawings, schedules, specifications and certificates quickly and easily.
General property and estates management becomes much easier to manage and control too, as you can easily schedule updates and reminders for lease and break management, letting and licensing of property and land, IFRS 16, acquisitions and disposal logging, asset management, repairs and maintenance.
You can even create audit forms for health and safety inspections, compliance and asset surveys.
Work smarter, not harder with the Portfolio Plan from WorkSavi
With so many incredible features available at your fingertips, you can transform business efficiencies forever with WorkSavi.
Why not book a demo and see for yourself?
Portfolio Plan features and benefits
From just £59 per month, as per Project +:
- Project portfolio management
- Manage capital projects across your property portfolio
- Visibility of all project activity across your entire portfolio
- Unique Trackers with process learning
- Business Intelligence reporting
- Forms – unlimited
- Advanced resource management with role based allocations & resource calendar
- Employee management
- 2-way sync with MS Project / P6 / ASTA / Excel
- Fully configurable Property and Estate Management
- Your property & asset data in the format you want it
- Lease and Break management
- Compliance management with estate heatmap of risk
- IFRS-16
- Asset survey module & asset management
- Specific site documents & photographs quickly accessible
- Notifications of key events – eg. rent reviews / PPM / compliance inspections etc.
No credit card required
Advanced project management features that keep projects moving
Gantt charts
Boards
Portfolio Tracker
Dashboards
Resources
Properties
Gantt charts
Discover an easier way to schedule and monitor tasks, track projects and manage resources with our beautifully designed, easy-to-use Gantt charts.
Boards
Streamline project communications with WorkSavi boards. Perfect for project updates, personalised to-do lists and remote brainstorming sessions. The click-and-drag functionality makes it easy to organise info and keep teams updated.
Portfolio Tracker
Our unique tracker gives you a comprehensive view of all projects across your entire portfolio! Get full visibility, complete control and total peace of mind with WorkSavi.
Dashboards
Monitor important metrics and supercharge reporting with customisable dashboards that will help you improve strategic plans.
Resources
The easiest way to plan and manage resource in one place, including external supply chain partners.
Properties
Build personalised property databases to make general property and estates management a breeze! View historical and future planned projects across your estate, and schedule updates and reminders for licensing, lettings, IFRS 16, compliance updates and health and safety records.
Project:
So much more than just task management
Great for small and medium-sized businesses, architects and consultants, the Project platform lets you view activity across all projects to give you complete control of delivery.
Show me Project
Enterprise:
Flexible functionality bespoke to your business
Custom-built to the specific needs of your business, our Enterprise solution can be tailored to your exact requirements so you benefit from bespoke reposting, greater security and unlimited storage.
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Portfolio Plan FAQs
What is portfolio management in project management?
Portfolio management in project management (PPM) refers to the prioritisation and management of programmes and projects in line with the organisation’s strategic objectives. PPM bridges the gap between strategy and implementation with the key function of ensuring the right projects are being done at the right time to maximise the company's investment.With PPM tools such as WorkSavi you have complete visibility and control of all project activity across your existing property portfolio. WorkSavi incorporates an integrated asset management component which facilitates better prioritisation of spend and benefits realised. It also enhances forecasting, resource utilisation and real-time spend, with enhanced project coordination across all functions, such as business improvement, compliance, health and safety and maintenance. Furthermore, it offers added benefits of digital asset surveys, lease and break management, letting and licensing of property and land, IFRS 16, acquisitions and disposal logging.
What is the difference between PMO and PPM?
PMO (Project Management Office) is a team within a business responsible for setting and maintaining project standards to ensure PM practices are set and followed. PPM (Portfolio Project Management) is the process of prioritising projects to deliver best value and maximum success by focusing on strategic projects that deliver high-impact work.
What is the difference between PM and PMO?
A PM (Project Manager) manages specific project planning, execution, and delivery, handling tasks like scope definition and team coordination. PMO (Project Management Office) is a central entity overseeing an organisation's project management practices, providing standards, tools, and governance for consistent project execution. While a PM focuses on a single project, PMO aims to enhance project management organisation-wide.
How to make portfolio management easy?
To simplify portfolio management, establish clear strategic goals and prioritise projects based on alignment, benefits and resource availability. Employ a central tool, like WorkSavi, to track tasks, data and project status, while regularly reviewing activity to ensure adjustments align with objectives. With multiple projects on the go, it’s important to know your team is focusing on the right projects at the right time, are continuing to increase productivity and on-time delivery, while adding value, strengthening performance, and improving results.WorkSavi systematically reviews your project management processes, cutting out inefficiencies and automating those workflows and to ensure a consistent approach to all projects, programs, and portfolios while reducing costs.
