Portfolio Management
Sensei IQ gives portfolio managers, PMO leaders, and program managers a single place to manage the entire project pipeline — from idea to delivery — and connect that work back to strategic goals.
Intake & Innovation
Every project starts as a request. Sensei IQ's structured intake process ensures nothing slips through the cracks and every project is evaluated consistently before resources are committed.
- Project intake — Capture project requests with standardized forms, including business case information, resource estimates, and strategic alignment
- Ideation — Run challenge-based innovation campaigns and collect ideas from across the organization
- Scoring & prioritization — Apply configurable scoring criteria to rank projects objectively and prioritize investments
- Resource demand forecasting — See the resource implications of proposed work before approving it
- Business case management — Track the full business case lifecycle from proposal through approval
Portfolio Management
Once projects are approved and underway, portfolio managers need a clear view of health, delivery, and investment performance across the entire portfolio.
- Portfolio views — See all active projects in your portfolio with status, financials, and timeline in one place
- Strategic alignment — Trace each project back to the strategic themes and goals it supports
- Investment decisions — Use portfolio-level data to make prioritization and funding decisions with confidence
- Portfolio timelines — Gantt-style visualization of all projects across the portfolio
- Cost breakdown — Aggregate financial views across the portfolio, including planned vs. actual spend
Program Management
Programs bring together related projects that collectively deliver a larger outcome. Sensei IQ gives program managers the structure and visibility to manage the connections between projects.
- Program setup — Group projects into programs with a shared set of program-level attributes
- Program overview — Roll-up status across all projects in a program
- Program timelines — Timeline visualization of all projects within a program
- Cross-project dependencies — Understand how project schedules and resources interact across the program
Automated Reporting
All portfolio and program reporting is powered by embedded Power BI dashboards — no manual spreadsheet exports required.
| Report | What it shows |
|---|---|
| Portfolio Overview | Health, status, and financials across all active projects |
| Program Overview | Roll-up status across projects within each program |
| Portfolio Timelines | Gantt view of all portfolio projects |
| Program Timelines | Gantt view of projects within each program |
| Cost Breakdown | Planned vs. actual cost across the portfolio |
Reports update automatically as data changes in Sensei IQ — giving stakeholders a live view at any point in time.
Strategy Alignment
Portfolio management in Sensei IQ is connected to the Strategy module, which tracks:
- Strategic themes — The high-level organizational priorities that guide investment decisions
- Strategic goals — Measurable outcomes linked to themes, tracked through KPIs
- Benefits realization — Structured tracking of the financial and non-financial benefits that projects deliver
This creates a traceable line from individual project delivery through to organizational strategy — the core promise of PPM done right.