Two-way integrations with Jira, Azure DevOps, Microsoft Project, Planner, Project for the Web, Smartsheet and monday.com. Nothing is migrated and nobody records their work twice — the portfolio fills from live project data.
Requests arrive through a form instead of a corridor, get scored against criteria agreed in advance, and join a ranked queue. Weighted scoring, MoSCoW or ICE — whichever your organization will actually use.
AI-written status assembled from live data, 200+ Power BI reports, and a portfolio view leadership can open themselves. The monthly assembly job mostly disappears.
A smaller organization does not need less portfolio management — it needs the same answers with far less overhead to get them. Four capabilities cover most of what a growing organization actually asks of a portfolio, and all four are included in the $8,000 plan.
Every project from Jira, Azure DevOps, Planner and the rest, in one view that maintains itself.
Integrations
Capture new requests, score them on agreed criteria, and convert what is approved into a funded project.
Product
Plan by role and skill against real availability, so over-allocation surfaces before you commit.
Product
Last updated 30 August 2026
Portfolio management for small and mid-size organizations, answered.
PPM Express Enterprise is $8,000 per year, billed annually, with unlimited users and guests. That is the whole price — there is no per-seat component, so it does not change when you hire, and adding executives or external stakeholders as viewers costs nothing. There is a thirty-day trial, and a full refund within thirty days of purchase if it is not right.
No. Project, program and portfolio management, resource planning and utilization with unlimited resources, financials and benefit realization, innovation and ideation, roadmaps, OKRs, unlimited time tracking, the 200+ Power BI report pack, AI project status reports and all integrations are included on Enterprise. Ultra, at $25,000 a year, is aimed at large enterprises and public companies that need the additional security, support and governance options rather than different core functionality.
A meaningful share of our customers are organizations of this size. The threshold is not headcount, it is whether you run enough projects across enough tools that no single person can hold the picture in their head — and whether more work is being asked for than the team can absorb. If both are true, the portfolio problem is real regardless of how many people you employ.
Yes, and it is a common starting point. In smaller organizations the portfolio is usually run by an operations lead, a head of delivery or the COO alongside another job. PPM Express is built so the portfolio maintains itself from the delivery tools rather than requiring someone to keep it current, which is precisely what makes it workable without dedicated PMO headcount.
None of those can answer a portfolio question. Each holds the truth about its own projects, in its own structure, and the only way to compare across them is for a person to rebuild the picture by hand every month. PPM Express sits above them and reads from them. Your teams keep working exactly where they work now and nothing is recorded twice.
There is no data migration to run. Because PPM Express connects to tools you already use, the portfolio fills from live project data as soon as the integrations are connected — usually within the trial. Configuring scoring models, portfolio structure and reports is where the time goes, and that is measured in days rather than the multi-month implementations this category is known for.
Most portfolio rollouts fail because delivery teams are asked to record their work twice — once in their own tool, once in the portfolio system. Predictably they stop, and the portfolio goes stale. PPM Express reads from the delivery tools instead, so the only people who change how they work are the ones running the portfolio, and they are the ones who wanted it.
Put a front door on it. Requests and ideas are submitted through a form that captures the context needed to judge them, scored against criteria agreed in advance — weighted scoring, MoSCoW or ICE — and reviewed at a gate. What is approved converts into a project with the business case still attached, so the reasoning survives into delivery.
Check capacity before you approve, not after. PPM Express derives availability from each person’s work week, calendar and calendar exceptions, then plans by role and skill across every project. Over-allocation is shown at the point of commitment, so “can we take this on as well?” gets a real answer instead of an optimistic one.
Yes, and because guests are unlimited there is no reason not to give them access. Budgets, forecasts, benefits, dates and resource plans are live in PPM Express, with AI-written status reports and more than 200 Power BI reports. Leadership opens the portfolio rather than waiting for someone to assemble a view of it.
Nothing you have to renegotiate. The price does not move with headcount, and the same product runs portfolios of hundreds of projects at much larger organizations, so there is no starter tier to outgrow or migration to a different edition. If you later need the additional security and support options, moving to Ultra credits the unused remainder of what you have already paid.
Data residency is available in the US and the EU, with full GDPR compliance and custom DPAs where your legal team needs them. Sign-in runs through Microsoft 365 or Okta SSO, with centralized user management, advanced permissions, audit logs and strict tenant isolation. None of that is reserved for the larger plan.
Data residency is available in the US and the EU, with full GDPR compliance and custom DPAs where your legal team needs them. Microsoft 365 and Okta SSO handle identity, so joiners and leavers follow the directory you already run. Each customer's data is strictly isolated, and detailed audit logs record what changed and who changed it.
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