Visor is the most modern, versatile, and easy-to-use PPM software. Easily create, use, and share beautiful visualizations of your portfolio of projects. Get the clarity and control you need to maximize your project and portfolio performance.
Plan, Track, & Manage Your Portfolio of Projects With Ease
Visor makes project portfolio management easy, with an intuitive interface and all the tools you need to plan, analyze, and present your project portfolio. Use AI Smart Templates to create custom reports and charts in minutes, giving you more time to improve project and portfolio performance.
Use Visor’s bi-directional integrations with Jira, Asana, Salesforce, and other apps to import your real-time project and business data. Visor portfolio visualizations always stay up to date with your apps, and you can sync updates in both directions with a single click. Avoid manual updates and stale data.
Get The Insights You Need With Crystal Clear PPM Reports
Gain visibility and control over your portfolio of projects with crystal clear roadmaps, Gantt charts, timelines, dashboards, and other visualizations. Take a bird’s eye view over your portfolio, and drill down whenever and however you need to.
Avoid overly complex, old-fashioned PPM software that is inflexible and difficult to use. Visor is an easy-to-use, modern PPM tool that’s flexible and scalable enough to fit the specifics of your organization, processes, and priorities.
Visualize and Analyze Projects From Your Apps In Real-Time
Connect Visor to popular SaaS apps or input your project and portfolio data directly into Visor.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Track Project & Portfolio Performance With Confidence
Track portfolio progress using Gantt charts, roadmaps, dashboards, and more. Add roll up calculations and custom data groupings to measure custom KPIs and analyze your portfolio of projects from any angle.
Understand where your time and budget are being overused or underutilized across your portfolio of projects. Get the intel you need to achieve balance and deploy more resources where they’re needed to deliver maximum ROI.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Shruti P., Atlassian reviewer
Visor For Project Portfolio Management FAQs
Is there a free trial of Visor for project portfolio management?
Yes, you can start a 14-day free trial of Visor’s team plan now. You don’t need to add a credit card, and regardless of whether you decide to continue using Visor after your trial, you will never be charged for the 14-day trial period.
Visor also has a Free plan which you can continue to use after your trial if you decide it has all you need, or if you require more time to make a decision and don’t want to lose your data.
What puts Visor among the best project portfolio management (PPM) software available?
Modern, flexible, and adaptable, whereas other PPM software is rigid and difficult to apply to different scenarios or requirements
Equipped with the best looking visualizations of any PPM tool
Suitable for organizations of all sizes and types
Able to handle different project management styles (such as agile and waterfall)
The best integrated PPM tool for teams using Jira, Asana, or Salesforce
What project portfolio views and charts can I create using Visor?
In Visor you can create the following project portfolio views:
Gantt charts
Roadmaps
Dashboards
Tables
Timelines
Kanban Boards
You can create multiple versions of the same view type for each portfolio of projects or individual project; all views within a workbook are synchronized and easy to share with stakeholders.
What is project portfolio management (PPM) software?
Project portfolio management (PPM) software is software that enables users to create visualizations, reports, plans, and dashboards that provide a combined view of multiple projects (the portfolio of projects).
PPM software also helps users manage many of the processes involved with project portfolio management, such as:
Balancing resources across multiple projects
Project intake, evaluation, and selection
Stakeholder engagement and reporting
Tracking portfolio and project performance
The precise functionality included in any project portfolio management software varies from system to system, as does the way in which processes are carried out, and the user’s ability to customize workflows, reports, and visualizations.
How does project portfolio management software differ from project management software?
Essentially, project portfolio management (PPM) software is used to gain high-level visibility, insights, and control over a group of projects (the portfolio of projects), whereas project management software is used to manage individual projects independently, and their tasks, from planning to completion.
In practice this results in project management and project portfolio management software having different capabilities, functionality, and strengths.
For example, project portfolio management software rarely has the extensive features for task management, collaboration, and workflow management. Project management software typically struggles to support visualizations, plans, and reports with multiple projects, or their capabilities in this area are very limited.
There are some systems that occupy a middle ground between project management and project portfolio management, typically with extensive sets of features and a high degree of configurability, which enables them to handle the diversity of requirements that arise from managing projects, tasks, and portfolios of projects in a single system.
Do all examples of project portfolio management software require a lengthy onboarding or implementation process?
No, while most traditional PPM software does require a custom configuration and deployment, with a lengthy consultation and onboarding process, modern PPM software like Visor can be tried immediately for free, without any sales calls or pilots.
Users can make customizations to Visor directly, without the need for any coding or complicated configuration. This is one of the ways Visor differs from other project portfolio management software. It is modern, easy to use, and flexible, bringing the advances of cloud-based SaaS to the rather stale and inflexible world of PPM software.
These capabilities to adapt to fit organizations of all sizes, shapes, and different levels of PPM maturity make Visor perfect for growing businesses who need PPM software that fits their needs now, can be tried immediately for free, and scale up with them as their business and PPM processes develop.
Using these integrations, you can import real-time project and project portfolio data into Visor, which stays in sync with changes your team makes in those connected apps. You can also push updates back into your connected apps from Visor in a single click.
What makes Visor different to other project portfolio management (PPM) software?
Most project portfolio management software is difficult to use, has a steep learning curve, and takes months to master. Simple processes are convoluted, time-consuming, and unnecessarily complex for small-mid- sized businesses.
Most PPM software is old, and looks old, they were primarily designed to be used exclusively by large complex organizations too, which make them a really poor fit for most businesses.
Visor is very different. It is modern, easy to use, intuitive, fast, and flexible. It’s able to adapt to fit teams and organizations of all types, sizes, and requirements and to scale with them.
In addition to the ease of use, flexibility, and speed offered by Visor, the visualizations you are able to produce with Visor (for example, roadmaps and dashboards) look so much better than most of the dated and dull visualizations you can create with most PPM software.
How does Visor use AI to make project portfolio management easier and more efficient?
The ability to use AI Smart Templates will save your team hours of time and effort each time they need to create a visualization (such as a Gantt chart, roadmap, or dashboard).
Visor’s AI uses the small amount of information you provide it and your project portfolio data to create fully custom-configured visualizations for you in two minutes or less. If required, you can then make any changes to the visualizations the AI has produced. This means you retain complete control and reduce the time your team needs to spend creating views, reports, and charts.
AI Smart Templates save your team time and effort, which can be redirected into more value-driven activities and tasks that will drive your projects and portfolio toward your strategic goals.
Which types of users is Visor’s project portfolio management functionality best for?
Visor’s largest user group is project and program managers, who need an easy way to visualize and report on a group of projects, particularly if they need to share real-time reports with internal or external stakeholders.
Although the most common job title of Visor users is project manager, a significant subset of Visor users include other roles that need to manage a portfolio of projects, even if their job title isn’t project manager. These include engineering leads, heads of customer support, CEOs and founders, and other director-level roles.
Visor is especially powerful when used with other apps (such as Jira, Asana, and Salesforce) because it enables teams to visualize and report on project and business data in ways that are impossible or too costly to do natively within those apps.
Which types of organizations is Visor’s project portfolio management functionality best for?
Organizations using Visor include organizations ranging from small consultancies and software teams, all the way up to government and international businesses. One of Visor’s core strengths is its flexibility, which enables it to scale up and down to teams of all sizes and to different business areas within the same organization.
Can I add “roll up” calculations to project portfolio views in Visor?
Yes, within Visor, you can add calculations to your views (such as Gantt charts and roadmaps) to summarize data points for a group of tasks or projects.
Here are just a few examples of the roll up calculations you can apply to your views in Visor:
The percentage of tasks completed in a project or group of projects
The number of hours allocated to a team member, or team, across multiple projects
The number of overdue tasks within a project or group of projects
The amount each project within a portfolio is under or over budget
This is just a taste of some of the calculations you can add to your views in Visor. You can add as many roll up calculations to your views as you require, and calculations are easy to add and modify.
You can also use Visor’s dashboard view to create even more refined reports and get precise insights into project and portfolio performance.
Can I manage cross-project dependencies in Visor?
Yes, you can view and manage dependencies across multiple projects within Visor, including dependencies imported from connected apps, such as Jira and Asana.
Can I export project portfolio views and charts from Visor?
Yes, in addition to being able to share or embed real-time views of your projects and portfolios of projects, you can also export views or data from Visor as:
CSV files
PDF Documents
Should program managers use project portfolio management software?
Yes, project portfolio management software is very useful for program managers. PPM software provides program managers with high-level plans, progress trackers, reports, and dashboards for their programs as a whole, and for their programs’ constituent projects too.
PPM software makes it much easier for program managers to:
Balance and optimize resources across their programs
Track performance at a program and project level
Easily create roadmaps, plans, and other visualizations for their entire program or programs
Identify poor performance at a program level and drill-down to identify the causes
Track budgets, resource consumption, utilization and other program health KPIs
Provide real-time reporting to stakeholders
What makes Visor simpler and easier to use than other project portfolio management software?
Project portfolio management software typically has these characteristics:
Often requires a bespoke implementation, or complex, time-consuming configuration
Has a steep learning curve
Uses complex, layered workflows and processes, even for more basic tasks
Has a dated and overwhelming user interface which is not intuitive
Lacks modern SaaS fundamentals like drag-and-drop functionality
Integrations are difficult to setup, customize, and prone to breaking
In contrast, Visor is a modern tool that is easy-to-use. It gives you a simple, clean, intuitive interface that you can use to quickly visualize, manage, analyze, and share your portfolios of projects.
You get the crystal clear, big picture views of your portfolio of projects without spending months learning how to use a tool, and hours everyday working through its complex processes.
Where can I learn more about project portfolio management (PPM)?
It’s important not to be intimidated by these terms, or feel that there is one way to do PPM, and it must be big, elaborate, and complex. PPM is all about taking a high-level view of multiple projects in an organization. In some organizations this will mean creating complex intake and analysis processes, while in smaller organizations what is required will be much simpler, but no less effective.
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