EcoSys Portfolios uses real-time data to drive project selection, prioritization, and optimization. By bringing strategic planning and project execution together, Portfolios gives you total visibility into Enterprise Project Performance.

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Key Benefits of EcoSys Portfolios

EcoSys Portfolios helps ensure the selection of projects that are best positioned for success. From there, you can optimize projects and 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 disconnected from project management systems, EcoSys Portfolios’ 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 details to identify root causes and drive corrective action. Leverage real-time project insights to adjust objectives and targets in the face of change.

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

Portfolio Planning

Create, organize, and manage portfolios in alignment with strategic goals and objectives. Identify portfolio 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. Provide a single version of the truth and ensure all all stakeholders collaborate effectively.

Benchmarking & Concept Estimating

Maintain all your projects’ performance records as historical reference, estimating guides, and to help predict future performance. Key quantities from EcoSys Projects help support parametric estimates, efficiently closing the cost management loop and maximizing the value of historical reference data.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. 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 supply and demand. 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 identify the ones that will have 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 a single version of the truth by incorporating workflow processes to ensure all stakeholders can collaborate effectively on plans.

Portfolio Optimization & Control

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

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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