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250
100 hours
100K+
EU & US
A portfolio review is assembled over weeks. Status is requested, chased, reconciled and formatted, and the version on the screen is the version that was true when collation started.
Which is why the most common opening move in the room is someone saying the numbers are wrong. They usually are, and the meeting becomes about the data instead of the decision it was called to make.
Hundreds of hours of preparation, and the first challenge is that the figures have moved since they were collected. Nobody can answer it in the room.
A twenty-slide weekly pack for a question that needed a paragraph. Volume stands in for signal, and the exceptions are buried behind the summary of everything that is fine.
You ask why one programme is red. The answer needs an analyst and two weeks. After that happens twice, you stop asking and start relying on the narrative.
You are not going to log into a portfolio tool, and nobody should expect you to. PPM Express publishes an MCP server covering the whole portfolio, so the questions you would have sent to the PMO get answered inside Microsoft 365 Copilot, Claude or ChatGPT.
Same portfolio, same permissions, no new interface to learn. Available on Enterprise Ultra and PPM AI.
“Which programmes changed status since we last met, and what moved?” Answered from the record, not from whoever remembers.
“Why is this one red?” The follow-up question stops being a two-week request to an analyst, so it gets asked more often.
“Draft the board summary from what the data says.” You edit the judgement in rather than assembling the facts from scratch.
A portfolio is not meant to be read. It is meant to be filtered down to what changed and what is about to break, and then to stop.
PPM Express watches for the conditions that do not need a language model to detect. A milestone is either past its baseline or it is not. Budget is either overrun or it is not. Those are rules — deterministic, auditable, the same answer twice.
Milestones slipped against baseline, budget overruns, overallocated people, projects reporting not on track across schedule, cost, risk and resources.
The same dependency named in nine risk registers. The same supplier late on three programmes. Patterns nobody finds because nobody reads two hundred registers.
Before you approve one more programme, what it displaces — which commitments move and which people are already spoken for.
The most useful thing a vendor can tell an executive is where the tool stops. Three limits worth knowing before you buy anything in this category, ours included.
Everything else on this page is a claim. This section is the part your PMO will check first.
A project reports green because reporting red has consequences. That is a culture problem, not a data problem, and no model reads intent. What we can show you is contradiction: a green status sitting next to a milestone that slipped twice and a risk count that doubled.
If a system feeds the portfolio monthly, AI gives you a faster summary of month-old truth. The fix is connecting the delivery systems, not adding a model on top of the gap.
You are accountable for the number you take to the board, and “the model produced it” is not a defence. Every answer traces back to the record it was drawn from, so you can check it before you use it.
Nothing here needs a programme. Your teams keep working where they work, and the portfolio starts answering for itself.
The measure of success is unglamorous: fewer meetings that open with a caveat about the data.
The portfolio is connected. The first question you would have sent to the PMO gets answered in the client you already had open, from the live record.
The review pack arrives drafted rather than assembled, and the exceptions are at the front instead of on slide nineteen.
The mid-meeting question stops being a two-week analyst request. You ask, you get the number, and you see what it came from.
Which model runs it, what data leaves your tenant, which plan it is in, and where the limits are.
No. The portfolio connects to Microsoft 365 Copilot, Claude or ChatGPT over MCP, so you ask in whichever of those your organisation already runs. There is no new interface, and no expectation that an executive logs into a portfolio tool.
From the live portfolio record in PPM Express — the same schedules, risks, milestones and financials your PMO reports from, consolidated from Jira, Azure DevOps, Planner, Microsoft Project and the rest. Not from a model's general knowledge, and not from an export somebody produced last month.
Then you get a faster summary of data that is not current, which is worth being honest about. AI does not refresh a feed that updates monthly. The value comes from connecting the delivery systems so the record is live in the first place — the model is the last step, not the fix.
Yes, and you should. Signals like slipped milestones, budget overruns and overallocation are rule-based, so they resolve to specific records you can open. If you are going to take a number to a board, you need to be able to check where it came from before you use it.
AI status reports and portfolio signals are available across plans. Asking the portfolio through Microsoft 365 Copilot, Claude or ChatGPT requires the MCP server, which is available on Enterprise Ultra and PPM AI.
Test the portfolio against capacity before you commit.
Product
Portfolio dashboards and Power BI datasets built from live delivery data.
Product
Every project, person and dollar in one live view.
Integrations
Last updated 20 August 2026
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