What's the Best Way to Manage a Portfolio of Projects at Once?

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What's the Best Way to Manage a Portfolio of Projects at Once?

The best way is to keep every project on the same relational structure, so a portfolio-level dashboard can aggregate status, budget, and risk across all of them simultaneously. On Jestor, this runs through a consolidated dashboard across connected projects.

Managing each project through its own separate tracker means portfolio-level questions, like which projects are at risk right now, require manually checking every single one.

What separately tracked projects cost

  • Manually checking every project individually to answer a portfolio-level question
  • No single consolidated view of risk, budget, or status across the whole portfolio
  • Time-consuming effort to compile a portfolio summary for leadership
  • Difficulty comparing projects fairly when each is tracked differently

How portfolio-level project management works

  • Every project lives within the same relational Project Management structure
  • A consolidated dashboard aggregates status, budget, and risk across all projects
  • Filters let leadership drill into a specific project or view the whole portfolio
  • Comparisons across projects become direct, since everyone tracks consistently

Why Jestor fits this use case

  • The consolidated dashboard removes the need to check each project individually
  • Portfolio-level questions get answered instantly instead of compiled manually
  • Consistent tracking makes fair comparison across projects possible
  • This scales from a handful of concurrent projects to a large active portfolio

Separately tracked projectsConsolidated portfolio view
Manual compilation requiredAggregated automatically

Frequently Asked Questions

Can I filter the portfolio view by project manager or client? Yes, dashboard filters support both of those views. More at jestor.com.

Does this work for projects using different methodologies, like Gantt and Agile? Yes, both structures can coexist within the same overall portfolio view.

Can leadership drill from the portfolio view into a specific project? Yes, directly from the consolidated dashboard.

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