Portfolio management

See every bet at once, and which ones need you

A portfolio is a group of programs that serve one aim, like a product line or this year’s growth plan. Harbor adds up health, spend and risk from the work underneath, so the portfolio page is current without anyone writing a status report.

For whoever decides where the team’s time and money go: a founder, a head of product, an operations lead.

Harbor's portfolios page: three portfolios, each with its health, progress, spend and what is holding it back

Every portfolio on one page

Each one shows its health, how far along it is, what it has spent of its budget and what is holding it back. Strategy themes above say what each bet is for.

Open the portfolios in the demo

The Summit Line portfolio: owner, progress, spend, forecast and open risks across the top, then its programs and projects with health, done and spent

One portfolio, rolled up from the projects

Progress, spend, the forecast against plan, how much work is moving and the next milestone, across the top. Below, each program and its projects with their health, lead and dates, and the risks and decisions from all of them in one list.

Open Summit Line in the demo

A portfolio roadmap: programs and their projects as bars over half a year, with milestones as diamonds and a line for today

A roadmap that draws itself

Programs and projects as bars over a quarter, half a year or a year, from the dates already in Harbor. Milestones and gates show as diamonds, the baseline as a dotted outline, and the chain of work that sets the end date is ringed. Print it for the board meeting.

Open the roadmap in the demo

Budget burn for a portfolio: planned spend against actual, month by month

Spend against the plan

Planned spend against actual, month by month, with a forecast for each month left and which ones run over. Each project’s budget adds up into its program and its portfolio.

Open the budget in the demo

Also at this level

  • Priorities on one grid

    Impact against budget for each program: big bets, quick wins, fill-ins and the ones to reconsider. Drag a dot to move one.

  • Goals and key results

    What a portfolio should achieve by when. A key result can count finished tasks, so it fills in as the work gets done.

  • Who leads what

    Everyone on the portfolio, what they lead and how much they have open.

  • A link to share

    A read-only page of the portfolio for someone without an account, like an investor or a client.

Why it matters

With a few projects on the go, it’s easy to find out a bet is in trouble only when its date has already gone. When health comes from the dates and the open work rather than from someone’s update, the portfolio page says so while there’s still time to move people or money.

Open Summit Line in the demo

One harbor, three levels

Every level moves with the work

Portfolios hold programs and programs hold projects, so a task ticked off in a project moves its program’s progress and its portfolio’s health the same minute. A small team can start with projects alone and add the levels above when it needs them.

  1. Holds programsPortfoliosEvery bet’s health, spend and risks on one page, worked out from the work itself.In the demo: Summit Line
  2. Holds projectsProgramsProjects that ship together, the milestones they share, and what is holding the date.In the demo: Trail Footwear
  3. Holds tasksProjectsTasks on a list, a board or a timeline, and a finish date from real progress.In the demo: Ridge Runner launch

Try it with your own work

Free for 30 days, no credit card. Then $49 a month for the whole team, not per seat.