EcoSys Portfolios provides strategic project selection, prioritization, and optimization capabilities while seamlessly integrating with tactical project controls intelligence. By bringing strategic planning and project execution data together, Portfolios achieves total visibility into Enterprise Project Performance.

Key Benefits

EcoSys Portfolios helps ensure selection of the right projects – projects that align to organizational goals and are best positioned for success in terms of value, returns, and margins. Sanctioned projects are optimized while portfolio managers control changes in response to performance.

Strategic Alignment

Ensure projects drive and are aligned with strategic business goals


Balance resource capacity and demand across the enterprise


Instantly access real-time data to boost project portfolio performance

Identify Opportunities and Threats at the Portfolio Level

While other Project Portfolio Management (PPM) software is typically disconnected from project management systems, EcoSys Portfolios’ natively integrated approach arms executives and project professionals with full visibility into potential issues from the top down or bottom up. Understand the big picture and then quickly drill into transactional details to identify root causes and drive corrective action. By leveraging real-time project insights, Portfolios helps you better understand the macro environment and gives you the agility to adjust portfolio objectives and targets in the face of change. With Portfolios, minimize inefficiencies and maximize value.

Only EcoSys Portfolios allows organizations to identify, evaluate, select, and deliver their portfolios of projects in one full lifecycle platform:

Portfolio Planning

Create, organize and manage portfolios in alignment with strategic goals and objectives. Identify portfolio performance strengths and weaknesses.

Capital Budgeting & Planning

Manage the long- and short-term capital investment budgets and plans. Control and manage annual spending throughout the year and avoid unplanned spending escalation. Provide one version of the truth by incorporating workflow processes to ensure all stakeholders have visibility, can contribute to, and are bought into the plans.

Benchmarking & Concept Estimating

Maintain all your projects’ performance records as historical reference, estimating guides, and predictive analysis of future performance. Achieved key quantities from EcoSys Projects support concept phase parametric estimates, efficiently closing the cost management loop and maximizing the value of historical reference data.

Funds Management

Manage and control funds from source definition through project expenditure. Ensure different “colors of money” are used according to defined business rules. Funds are allocated either top-down from EcoSys Portfolios, or drawn during project execution via EcoSys Projects.

Resource Planning

Build and manage financial, human and equipment resource plans to balance project demand with enterprise resource supply. Model resources for common projects or facility types, streamlining the planning process and avoiding excessive manual entry or offline spreadsheets.

Pipeline Management

For contractors, identify and review all business opportunities, and even incorporate your current commercial review (“Go/No Go”) process. For owners and agencies, consistently evaluate all investment opportunities to reliably identify those supporting optimal portfolio performance and maximum business impact.

Project Development

Using standard criteria, score, evaluate and approve the optimal projects to add to your portfolios or bid upon. Leverage standard or tailored stage-gate processes to manage the progression from identification to approval. Provide one version of the truth by incorporating workflow processes to ensure all stakeholders have visibility, can contribute to, and are bought into the project development plan.

Portfolio Optimization & Control

With clear visibility into performance and value, keep portfolios balanced with business objectives and on track with performance goals. Ensure financial, human, and equipment resources are optimized across your organization.

EcoSys handles everything we want. The depth and breadth of the system is phenomenal, and it is flexible enough to match your work process.

Vice President, Estimating and Project Control


Let’s discuss how we can help improve your projects performance.

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