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Seamless Multi-Project & Portfolio Views

Combine Data | Align Projects | Communicate Clearly

Managing multiple projects across different tools and methodologies? SummaryPro makes it easy to bring together data from separate project plans—regardless of whether they follow Agile, Waterfall, or a hybrid approach—ensuring a unified and aligned portfolio view.

  • Combine Data from Multiple Plans & Methodologies – Whether projects are managed in MS Project, Excel, Primavera, Jira, or a mix of tools, SummaryPro allows you to seamlessly integrate Agile and Waterfall data into a single, cohesive portfolio summary.
  • Cross-Project Dependencies for Portfolio Management – Use dependency lines to clearly show relationships between projects, programs, or workstreams, helping teams understand interdependencies across different planning approaches and avoid misalignment.
  • Portfolio View Always Matches Project POAPs – Because SummaryPro is driven directly from detailed project plans, your portfolio view automatically stays in sync with the latest updates—ensuring consistency across all project summaries, no matter the tool or methodology used.
  • Tailored Summaries for Different Audiences – Not every audience needs the same level of detail. Create different POAPs from the same data—a high-level version for executives in a slide deck and a detailed, large-format printout for display in the portfolio office.

With SummaryPro, Agile and Waterfall projects can coexist in a single, connected view—giving you complete visibility across your portfolio without the manual effort.