Portfolio Management

Portfolio Dashboards

Eclipse PPM helps organizations with improved project intake, prioritization, selection, execution, visibility and accountability, not to mention improved resource management. The powerful, configurable dashboards give you visibility into the data you need, when you need it. Dashboards can easily be customized using the drag-and-drop interface, giving you at-a-glance visibility across your portfolio.

The Portfolio Summary Dashboard (PSD) enables the grouping of selected projects by project health, classification, organization owner, or project owner. Any of these metrics can be used to organize a list of projects. Eclipse also allows you to define your own metrics in addition to those we provide.

The Portfolio Summary Dashboard (PSD) enables an executive to view multiple qualitative and quantitative metrics for the set of projects that they are interested in, ensuring good project and portfolio oversight.

Dashboard data and charts can easily be exported to multiple formats including excel for easy insertion into documents and presentations.

The powerful Portfolio Summary Timeline view allows you to see the timing of projects relative to the availability of resources, including demand for specific resource types.

Project Portfolio Categorization, Prioritization and Alignment

To simplify portfolio analysis, projects in Eclipse PPM can be classified by various, independent taxonomies, which can be used for filtering, grouping and sorting. You can also customize content within taxonomy fields or even create your own, giving you even further flexibility when grouping, sorting and reporting.

Eclipse PPM provides multiple project evaluation methods. During the intake stage, a subjective priority can be used to classify requests. As part of the evaluation and selection process, requests can be scored against multiple weighted evaluation criteria. As part of project planning, a separate scoring matrix can be used to facilitate prioritizing selected projects. Finally, a numerical priority can be directly input for each project to enable the organization to rank their projects.

Eclipse PPM provides the ability to define portfolio goals or objectives. This helps your team keep individual projects in alignment with corporate objectives.

Projects can also be aligned with multiple organization units to identify project stakeholders and beneficiaries. This capability helps organizations identify projects that benefit a specific team or track how a specific budget is being spent across the organization.

Eclipse PPM enables a PMO or governance committee to assess risk at a project-level across the portfolio using a weighted risk category-scoring model. This gives them a balanced decision making as project risk can be compared with expected benefits or merits for individual projects.

Project Portfolio Evaluation

Eclipse allows you to track the organizational units relevant to your project and identify how much each unit will benefit from the project. This feature is useful when assessing new projects and when looking back at the relative benefits from previous projects to each unit. Projects in Eclipse can also be aligned with, and weighted against, and number of business objectives.

The Portfolio Evaluation table enables you to score projects against multiple criteria to facilitate portfolio selection practices such as accepting or rejecting a project request. Multiple weighted evaluation criteria can be defined as part of a scoring template, or even included in project templates.

The Risk Scoring table enables you to score projects against multiple criteria, which represent common sources of risk on groups of like projects. Scoring can be defined in terms of customizable risk criteria with definable weights and scoring ranges.

The Portfolio Prioritization table enables you to score projects against multiple criteria to facilitate a consistent, objective approach to portfolio prioritization. Multiple weighted prioritization criteria can be defined as part of a scoring template or even included in project templates.


An extensive set of out-of-the-box reports are provided in Eclipse PPM, with most having the option to run in multiple formats (typically including PDF and Microsoft Excel formats). For more details specific to each report, please see the report glossary.

Standard reports are available throughout Eclipse PPM, with contextually related, customizable reports available in all of the major dashboards and within projects. Customized reporting is also available in the Reports Dashboard for even more control and configurability.

Contextually related customizable reports are available in most screens within Eclipse. This includes all dashboards, projects, risk and issue screens, schedule view, and many more areas within the application.

Eclipse PPM provides three distinct types of reports:

  • A set of “canned” MS Excel and PDF format reports that address common portfolio, project and resource reporting requirements.
  • A custom-extract capability that enables a user to generate an MS Excel report containing project, task, issue, risk or resource data in a “raw” format that lends itself to further manipulation.
  • An Excel Add-In tool that allows you to pull in data from Eclipse, add your custom formatting and analysis, and refresh the report as often as you like with new information from Eclipse, without the need to rebuild the report from scratch each time.

Eclipse PPM integration services provide secure, standards-based services (APIs) that enable organizations to “pull” data from Eclipse PPM for use in applications, data warehouses or custom reporting solutions. The Eclipse PPM Excel Add-In tool is an example of a 3rd party reporting tool that utilizes the API set to generate custom reports; it’s also provided free of charge with Eclipse. The strengths of the built-in and customizable reports is that the needs of many organizations are met without the need for 3rd party reporting solutions.

Eclipse PPM Excel Add-In

Eclipse PPM’s Excel Add-In functionality enables you to build a dashboard report that can refresh the data on demand. This allows great flexibility in reporting and formatting. The excel add-in allows you to extract data and dashboards directly to Excel along with the grouping and color-coding configured in the dashboard view. The excel add-in allows you to pull in data from Eclipse, add your own custom formatting and analysis, and refresh the report as often as you like with new information from Eclipse, without the need to rebuild the report from scratch each time.

The Excel Add-In provides end users with a flexible and intuitive desktop capability, enabling them to access Eclipse PPM data through API services without developer intervention. This tool provides a great platform for custom data analysis and reporting. The add-in supports the same secure authentication used in the Eclipse PPM web application, and also supports the selection from multiple environments for those customers who have more than one Eclipse PPM environment. The tool integrates with the custom reports and searches you’ve built, providing access to that data in a platform that can be customized, shared and refreshed.


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