What is project portfolio management?

It’s a strategic process that helps organizations evaluate, prioritize, and manage multiple projects as a unified portfolio. The goal is to ensure projects align with business objectives and make the best use of resources.

Who typically uses PPM?

PPM is used by executives, PMOs, project managers, and resource planners in industries like consulting, IT services, engineering, and marketing—anywhere teams juggle multiple projects.

Is project portfolio management only for large enterprises?

No. While large companies often use advanced PPM software, small and midsize businesses can apply PPM principles using lighter tools like spreadsheets or integrated platforms such as Birdview PSA.

What tools are used for PPM?

Popular tools include PSA platforms (e.g., Birdview PSA, Kantata), project management software with portfolio views (e.g., Wrike, Asana), and BI dashboards. The key is centralized visibility.

How long does it take to see results?

That depends on your maturity level and tools. With basic intake, prioritization, and reporting in place, many teams see improvements within 1–2 months—especially in resource clarity and decision-making.

Birdview PSA blog

Blog posts on professional services automation, project management, and resource allocation.

Professional Services

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Professional Services Resource Management - Ultimate Guide

Explore the intricacies of resource planning and scheduling, equipping you with the knowledge and strategies ...

Guide to project monitoring and control phase of project management

Project Management
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5 common resource allocation problems and how to solve them

Resource Management
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8 biggest challenges facing the Professional Services organizations in 2025

Professional Services
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Professional Services

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Top benefits of project portfolio management for service firms

Learn how project portfolio management boosts alignment, resource use, and decision-making for service firms. Key ...

Professional Services

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How PSA can help consulting and IT services firms win and deliver successfully

Discover how PSA software, such as Birdview PSA, helps consulting and IT services firms win ...

Professional Services

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Why PSA scheduling matters for professional services

Learn how PSA scheduling improves project delivery, resource allocation, and team performance in service firms, ...

Engineering projects

4 min read

How engineering companies can benefit from PSA software

Discover how PSA software helps engineering firms solve resourcing, scheduling, and billing challenges while boosting ...

Project Management

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Project portfolio management (PPM): The ultimate guide

Learn how to manage multiple projects strategically. This practical guide to PPM covers steps, roles, ...

Professional Services

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SaaS customer onboarding: Process and best practices

Dive into the essential SaaS customer onboarding process, outline key best practices for making it ...

Product News

1 min read

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for ...

Professional Services

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The 5 phases of an effective project management life cycle

Learn the five key phases of the project life cycle with real examples, expert tips, ...

Professional Services

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Project intake: process, examples and best practices

Learn the 5 industry best practices for seamless project intake for Project Managers in the ...

Latest News

Product News

1 min read

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

We’re proud to share that Birdview has been recognized in the 2025 Capterra Shortlist for ...

Product News

1 min read

Take control of project costs with the new Expense approval feature

Define approval workflows, assign approvers, and ensure that expenses don’t proceed without the necessary oversight. ...

Product News

1 min read

Invoicing is now officially released for Birdview PSA plans

After a successful period in Feature labs, Invoicing is now a fully supported part of ...

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Birdview PSA blog

Professional Services Resource Management - Ultimate Guide

Guide to project monitoring and control phase of project management

5 common resource allocation problems and how to solve them

8 biggest challenges facing the Professional Services organizations in 2025

Top benefits of project portfolio management for service firms

How PSA can help consulting and IT services firms win and deliver successfully

Why PSA scheduling matters for professional services

How engineering companies can benefit from PSA software

Project portfolio management (PPM): The ultimate guide

SaaS customer onboarding: Process and best practices

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

The 5 phases of an effective project management life cycle

Project intake: process, examples and best practices

Latest News

Birdview featured in Capterra’s Shortlist for Kanban Tools Software in 2025

Take control of project costs with the new Expense approval feature

Invoicing is now officially released for Birdview PSA plans