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Project Portfolio Management

Plan Smarter, Deliver Faster, See Your Whole Portfolio

Monitor budgets, resource capacity, and risks in real time across every project so your team always works from the same live data.

Rated 4.7/5 by 500+ Leaders

Profit.co OKR Management

Trusted by 1,500+ Organizations worldwide

Trusted by 2,000+ companies worldwide
  • G2 Leader badge for OKR software, Enterprise segment, Summer 2026

Problems we solve

Where most project portfolios run into trouble

Challenges that impact nearly every portfolio team.

No live view of what is on track

Leaders wait for the next status meeting to learn where projects stand, often too late.

Goals and projects never connect

Teams ship projects with no clear line back to the company goals they were meant to serve.

Problems show up after the damage is done

Risks surface only once a deadline slips or a budget blows, when options are already gone.

Budget and project health tracked in separate tools

Most tools keep finance in one place and delivery in another, so the two never reconcile.

Core capabilities

The Portfolio Platform That Connects Planning to Delivery

One platform where every portfolio project is governed, tracked, and delivered end to end.

Demand Management

Only the right projects enter your portfolio

Requests without a clear business case get filtered out before they reach your portfolio.

  • Requests ranked by business case
  • Test scenarios before you commit
  • High-impact work goes first
Only the right projects enter your portfolio

Portfolio Monitoring

See every project’s health in one place

Track budget utilization, milestone progress, risk status, and resource allocation in one dashboard. Every metric updates automatically as work progresses.

  • Every timeline and dependency in view
  • Critical delays caught early
  • Board-ready reports, always current
See every project's health in one place

Financial Management

Track every project cost from start to finish

Finance and project teams work from the same live numbers, covering CapEx, OpEx, and cost variance across the full portfolio.

  • Budget and schedule variance tracked live
  • Costs forecast before work starts
  • Hours logged against every project
Track every project cost from start to finish

Strategic Alignment

Every project tied to the strategy it is meant to deliver

Connect project portfolios directly to company OKRs and track progress automatically. See which initiatives drive strategic goals, eliminating manual reporting.

  • Investments tied to real outcomes
  • Strategy split into tasks with owners
  • High-return work goes first
Every project tied to the strategy it is meant to deliver

Stage Gate Management

No project moves forward until it is ready

Each phase stays locked until checklists are complete and milestones are finished. Nothing moves until every condition is met.

  • Every risk resolved before moving forward
  • Projects launch from proven templates
  • Closeout signed off, lessons captured
No project moves forward until it is ready
AI Agents

Your portfolio runs itself while your team delivers

AI agents build plans, spot issues early, and pull live status reports across every project.

PPM Authoring Agent
PPM Authoring Agent

Build your complete project plan in seconds

Describe a business situation and the agent builds your full project structure in seconds.

PPM Progress Agent
PPM Progress Agent

Spot issues before they become delays

Monitors project health across your portfolio and surfaces issues before they turn into delays.

PPM Summary Agent
PPM Summary Agent

See a summary of every project

Pulls the latest data and delivers a clear portfolio summary, covering completion, milestones, and budget.

Complete feature set

What Profit.co PPM Gives You

From demand intake to project closeout – every portfolio decision made in one place.

EVM Dashboard

Earned value across projects

Financial Management

Budgets, costs, and variance

Tollgate Management

Stage gate approvals and decisions

Project Health & Dashboards

Status at a glance

Scenario Planning

Model multiple project paths

OKR Linked Projects

Projects tied to strategic goals

Value Realization Office

Track benefits from investment

Investment Tracking

See where capital is deployed

Demand Management

Prioritize and intake requests

PPM Execution Suite

Connect Your Portfolio to Every Corner of Your Business

See how every portfolio investment connects to strategy

Strategy Execution (BSC & OKRs)

Tie Every Project to the Strategy It Serves

Link projects to OKRs and Balanced Scorecard objectives in one place. Prove your portfolio delivers strategy, not just activity.

Prove every funded project is delivering on the strategy

Tasks

Break Big Projects Down Into Tasks That Get Done

Cascade projects into tasks with owners, dates, and dependencies. Track delivery from portfolio level down to each detail.

Less time on setup, more time on governance

AI Agents

Less Time on Setup, More Time on Governance

AI Agents accelerate project creation and structuring so your team spends less time on setup and more on governance.

See Profit.co PPM in action

Book a 30-minute demo and see how Profit.co gives your PMO live budgets, portfolio health, and strategy alignment in one place.

Start free trial

Customer stories

The results speak for themselves

View all customer stories →
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
Mark Hudoba, Executive VP at REHAU Building Solutions

Mark Hudoba

Executive VP · REHAU Building Solutions

“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Deena Giordano Ullom, VP of People Operations at United Technical Support Services

Deena Giordano Ullom

VP of People Operations · United Technical Support Services

“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system – a single source of truth for all projects.”
David Serra, Head of Transformation and CMO at CELO Industry

David Serra

Head of Transformation & CMO · CELO Industry

“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
Suganya R., Senior HR at Toyota Connected India

Suganya R.

Senior HR · Toyota Connected India

“One of the significant benefits we found was reduced time spent on reviews – 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”
Gerardo Haro, CI Manager at Intuitive Surgical

Gerardo Haro

CI Manager · Intuitive Surgical

“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”
Catherine Pelton, Communications Manager at RUNX1 Research Program

Catherine Pelton

Communications Manager · RUNX1 Research Program

Integrations ecosystem

Connects to the tools your teams already use

100+ native integrations with bi-directional sync. Progress in Jira automatically moves OKRs. Slack bots enable check-ins without leaving your workflow.

Browse all 100+ integrations →

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

SOC 2 TYPE II

ISO 27001

GDPR

HIPAA

FAQ

Have questions? We have answers

What is the PPM module in Profit.co?

Profit.co PPM software gives PMOs and executives one place to plan, track, and deliver portfolios with live budgets and Earned Value Management built in. Profit.co is the only PPM software that connects every project directly to OKRs without a separate integration.

Most PPM tools track projects separately from strategy. Profit.co connects every portfolio to OKRs, financials, and performance data in one product, with 16 AI Agents, 100+ integrations, and portfolio-level Earned Value Management.

Most teams are live in Profit.co within 30 days. A dedicated customer success manager configures your portfolio structure, workflows, and integrations during onboarding. Execution does not pause while setup happens.

Profit.co connects to 100+ tools including Jira, Microsoft Teams, Salesforce, Azure DevOps, and Google Sheets. Portfolio data flows in automatically so your team never enters status in two places.

Yes. Profit.co is SOC 2 Type II certified and ISO compliant with 99.9% uptime and 24/7 live support. Your portfolio data is encrypted in transit and at rest, meeting the compliance requirements enterprise and government procurement teams require.

Yes. Profit.co offers a 30-day free trial with no credit card required. Your team can build your portfolio structure, connect integrations, and run live projects during the trial before committing to a plan.

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