PLANTA port­fo­lio

From idea and eva­lua­ti­on up to request and sche­du­led project

Portfoliomanagement Software Symbolbild mit Daten auswerten, Umsatz steigern, Projekte analysieren

Invest in the “right” projects

To rea­li­ze your com­pa­ny objec­ti­ves in the best pos­si­ble way, you have to invest in the “right” pro­jects and iden­ti­fy oppor­tu­ni­ties and risks ear­ly on. The­r­e­fo­re you need a con­sis­tent soft­ware sys­tem which pro­vi­des relia­ble assis­tance from risk and oppor­tu­ni­ty eva­lua­ti­on up to pro­ject appli­ca­ti­on and plan­ned pro­ject: a good sui­ta­ble soft­ware for your pro­ject port­fo­lio manage­ment (PPM) just like PLANTA portfolio.

Deci­de for yours­elf how you want to keep your data: on-pre­mi­ses or as a cloud solution.

The stra­te­gic pro­cess of decis­i­on-making pre­ce­des the ope­ra­ti­ve manage­ment (PM) in the cour­se of which the prio­ri­ti­zed pro­jects are plan­ned and implemented.

→ Here you can find in-depth infor­ma­ti­on on ope­ra­ti­ve pro­ject manage­ment with PLANTA pro­ject.

White­pa­per Resour­ce Management

How effi­ci­ent resour­ce manage­ment can lower your cos­ts and increase your profits

White­pa­per Resour­ce Management

How effi­ci­ent resour­ce manage­ment can lower your cos­ts and increase your profits

Pro­ject idea and evaluation …

Iden­ti­fy oppor­tu­ni­ties and risks of new pro­ject ide­as Risk check­list, objec­ti­ve evaluation

Pro­ject Prioritization …

Stra­te­gic capa­ci­ty plan­ning, port­fo­lio simu­la­ti­on, port­fo­lio road map

Make decis­i­ons on inves­t­ing in the “right” pro­jects, i.e. tho­se which are most likely to satis­fy the com­pa­ny goals

Port­fo­lio Status

Over­view of the sta­tus of the available port­fo­li­os: Moni­to­ring Qua­li­ty Gates, sta­tus reports, gra­phi­cal visua­liza­ti­on of the pro­ject estimate

Port­fo­lio Work­flow

PLANTA port­fo­lio enables pro­ject port­fo­li­os to be crea­ted and ana­ly­zed and sup­ports all the pha­ses of port­fo­lio manage­ment, from the defi­ni­ti­on of eva­lua­ti­on cri­te­ria through the clas­si­fi­ca­ti­on of ide­as, pro­po­sals and pro­jects, their prio­ri­tiza­ti­on, to the moni­to­ring of objec­ti­ves and projects.


Descrip­ti­on and Evaluation



Defi­ni­ti­on of Eva­lua­ti­on Criteria

If you want to deter­mi­ne tho­se pro­jects that are best sui­ted to the cor­po­ra­te stra­tegy from a sel­ec­tion of pro­jects, you first have to defi­ne the eva­lua­ti­on cri­te­ria and risks. The eva­lua­ti­on cri­te­ria and their weight­ing are defi­ned and main­tai­ned in the Port­fo­lio Mas­ter Data.

Defi­ni­ti­on of Risks and Objec­ti­ve Contribution

Risks that could adver­se­ly affect the pro­gress of a pro­ject are con­trol­led sys­te­ma­ti­cal­ly. New risks must be iden­ti­fied at an ear­ly stage and known risks must be reeva­lua­ted con­ti­nuous­ly. Pro­ject risks are for­mu­la­ted as ques­ti­ons and are weighted.

Descrip­ti­on of Plan­ning Objects

In core data modu­les, ide­as, pro­po­sals, and pro­jects are crea­ted and descri­bed in detail. Here, infor­ma­ti­on on objec­ti­ve, scope, and the pos­si­ble con­se­quen­ces of non-rea­liza­ti­on, cos­ts, effort, bene­fits, and key per­for­mance indi­ca­tors are collected.


The total objec­ti­ve con­tri­bu­ti­on (stra­tegy con­tri­bu­ti­on) and the risk value of the pro­ject ide­as are cal­cu­la­ted in a sys­tem-based man­ner by the weight­ing of the eva­lua­ti­on criteria.


Pro­ject ide­as, pro­po­sals, and pro­jects are prio­ri­ti­zed by refe­rence values such as objec­ti­ve con­tri­bu­ti­on, risk value, etc. On this basis it is pos­si­ble to deci­de which pro­jects are to be exe­cu­ted and which are not.

Fea­si­bi­li­ty Check: Simulation

The uti­liza­ti­on of one or more depart­ments is dis­play­ed. By moving the pro­ject with the mou­se, resour­ce con­flicts can be sol­ved. Such simu­la­ti­ons can be crea­ted, edi­ted, saved, and expor­ted to Power­Point as a road map at the click of a button.

Port­fo­lio is Approved

The cos­ts and effort of the assi­gned pro­ject ide­as, pro­po­sals, and pro­jects are sum­med up and can be com­pared to the port­fo­lio bud­get. The port­fo­lio bud­get can be released. The appr­oval of a pro­po­sal bud­get and the issu­an­ce of a pro­po­sal release turn a pro­po­sal into a pro­ject which is then plan­ned in detail in PLANTA pro­ject.

Moni­to­ring: Qua­li­ty Gates

Qua­li­ty gates enable you to orga­ni­ze the pro­ject imple­men­ta­ti­on pha­se more trans­par­ent­ly by means of sche­du­led sec­tion checks and to bet­ter track the pro­ject pro­gress. The port­fo­lio mana­ger defi­nes qua­li­ty gates and assigns them to the plan­ning objects. By means of the data recor­ded by the pro­ject mana­ger, the port­fo­lio mana­ger moni­tors the achie­ve­ment of objectives.

Moni­to­ring: Sta­tus Reports

The port­fo­lio sta­tus is moni­to­red by the sta­tus of sin­gle ide­as, pro­po­sals, and pro­jects. This enables you to moni­tor the achie­ve­ment of objec­ti­ves. The port­fo­lio mana­ger can crea­te sta­tus reports per port­fo­lio, the eva­lua­ti­on is done direct­ly on screen.

Info board

The info board pro­vi­des a quick over­view of the port­fo­li­os. For each port­fo­lio, num­e­rous dia­grams are dis­play­ed in dif­fe­rent are­as to visua­li­ze the port­fo­lio deve­lo­p­ment. Risks, eva­lua­ti­on cri­te­ria, pro­ject esti­ma­tes, etc.

PLANTA port­fo­lio and PLANTA pro­ject have repea­ted­ly deli­ver­ed out­stan­ding results in inde­pen­dent soft­ware com­pa­ri­sons. For fur­ther infor­ma­ti­on, plea­se refer to the PLANTA blog.