Portavi

Project portfolio management for PMOs

Stop reporting. Start seeing.

Portavi connects read-only to the project management and communication tools your teams already use, and turns them into one live picture of delivery, cost and capacity, so nobody writes another status update.

Every trial runs on Growth for 14 days. No credit card required.

The Portavi overview, showing portfolios, programs and projects with their delivery status, deadlines and budget attention on one page

How it works

Portavi asks for read-only access, syncs what your teams already track, and rolls it up into portfolio health you can act on.

1

Connect your tools

Authorize Portavi with read-only access to your project management tools, and map the communication channels that belong to each project. Portavi can never modify, post, or delete anything in your tools.

2

Portavi syncs the signal

Projects, tasks, assignees, due dates, statuses, and sprints sync automatically. Mapped channels are scanned for delivery signals (blockers, delays, urgency) without storing any message content.

3

See portfolio health live

Every project rolls up to a live health status (on track, at risk, or delayed), with flagged blockers surfaced before they escalate. Executives get a clean, free, read-only view.

4

Control cost and capacity

Set a cost baseline with its reserves and Portavi tracks earned value against it: cost and schedule performance, and a forecast at completion. The same synced data shows who is carrying too much.

Budget and earned value, not just a spend total

Set a cost baseline, record what you spend against it, and see whether the delivery is worth what it cost.

A baseline with real reserves

Contingency sits inside the cost baseline and management reserve outside it, the way PMBOK arranges them. Every spend entry records which pot paid for it, so you can see what is left of each.

CPI, SPI and a forecast

Planned value, earned value and actual cost, with cost and schedule performance indices and an estimate at completion. Rolled up across a program or portfolio from summed values, never averaged.

Check-ins that freeze the numbers

A budget check-in snapshots budget and spend at that moment, so the trend is a record of what you reported at the time, not a recalculation after the fact.

See who is actually overloaded

One view of everyone’s open work across every connected project management tool, not one tool at a time.

One person, not five accounts

The same person arrives as a separate account in Jira, Asana and the rest of your PM tools. Portavi spots the likely duplicates by name and email and suggests the merge; a PMO manager confirms it. Cross-tool capacity only works once identities do.

Overload before the dates slip

Open tasks are counted per person across every project, so someone carrying too much shows up early, alongside what is already overdue. A workload heatmap shows where the load sits.

What-if, without touching your tools

Model moving work between people and see the projected load before you commit. Scenarios are plans: Portavi never writes back to your PM tools.

Growth and Enterprise

AI that reads your portfolio, not your messages

Summaries, explanations and rewriting, generated from the figures Portavi already holds.

Executive summaries, when you ask for them

On the Health snapshot and Executive summary reports, a written account of where the portfolio stands, what changed and what needs attention. It is generated when you press the button and then stored, so a report never quietly rewrites itself between two readings.

Why a project is at risk

A sentence or two under an at-risk project, connecting the actual signals (overdue ratio, sprint pace, blockers raised in chat, schedule and cost indices) into a cause. It speaks each delivery method's language: the active sprint for Scrum, the current phase for Waterfall, the next milestone, or the WIP load for Kanban.

A morning digest on My Focus

Two sentences at the top of your own page: what needs you today, and what moved on your projects overnight.

Rewrite in any text field

Rephrase, shorten or expand any Markdown field (status notes, risk descriptions, retrospectives) across a selection or the whole field, undoable in one step.

The AI only ever sees figures Portavi already holds. Chat message bodies are never sent to it: they were never stored in the first place.

A summary cannot contradict the report it sits on, because it is generated from the very numbers printed beneath it.

Works with the tools your teams already use

More are rolling out shortly.

Project management

  • Jira
  • Asana
  • Monday.com
  • Azure DevOps
  • ClickUp
  • GitHub Projects
  • Microsoft Planner
  • SmartsheetComing soon
  • WrikeComing soon

Communication

  • Slack
  • Microsoft Teams
  • Google ChatComing soon

Goals

  • Atlassian Goals
  • Asana Goals
  • ClickUp Goals
  • Tability

We never store your messages.

Portavi scans mapped channels for delivery signals (blockers, delays, urgency) and keeps only the signal type, timestamp, sender, and a link back to the original message. Message bodies are read in memory during a sync and are never persisted. Opening a linked message is always subject to your own permissions in the source tool.

Built for the whole reporting chain

PMO Managers

One live view of every project in the portfolio, with blockers and slipping work flagged automatically. Cost performance and who is over-allocated sit in the same place: before the steering meeting, not after.

Portfolio Managers

Group programs and projects into portfolios, track strategic objectives, and run structured Strategy Reviews, with a record of what was decided, not just a slide deck.

Program Managers

Roll related projects into a program with one combined health view, track benefits and risks, and promote issues to the program level before they slip through the cracks.

Project Managers

Progress and spend are tracked from the tools your team already updates. No duplicate reporting, no end-of-week status scramble.

Executives

Clean, read-only reporting. Executive seats are free, invite-only, and never count against your plan.

Simple, per-workspace pricing

One flat fee per workspace, not per user.

Executive View

Free

Starter

$49/month

Growth

$149/month

Scale

$349/month

or save 17% with yearly billing

See full pricing

See your whole portfolio this week.

Every trial runs on Growth for 14 days. No credit card required.

Start free trial