Portfolio Management

Break down barriers between portfolios.

Drive strategy while aligning, optimizing and creating relationships between your portfolios of work.
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Thousands of global organizations depend on Cascade

Made just for you

Portfolio Management with Cascade.

For portfolio managers

Enhance your visibility and access across portfolios to maximize returns and manage dependencies. 

For team members

Easily roll-up your work and track its contribution to the broader corporate portfolio.


Manage strategic portfolios.

Align strategic themes: Drive strategic consistency across your portfolios by implementing shared Focus Areas. 
Allocate resources: Track any element–cost, RAG status, or budget code against every portfolio using custom fields and types. 
Create relationships: Connect the work happening in one portfolio with its impacts across the business with cross-portfolio contributions.
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Track progress across portfolios.

Review Initiatives: Set up levels underneath your portfolios to track initiatives all the way down to the task level. 
Track project progress: Set up milestones, stage gating or checklists to adequately measure your progress.
Mitigate risks: Track and trend risks across your portfolio, setting a risk score and likelihood through the lifecycle of the work.
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Visualize your end state.

Measure impact meaningfully: Connect high-level metrics to key results to unpack how individual activities are moving the needle. 
Track KPIs: Set meaningful measures of success for each outcome and easily monitor your progress.
Report on your successes: Create custom modular reports across your plans to summarize outcomes, health and progress toward your goals. 
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Cascade services for portfolio management

Move beyond software.

Unsure of how to manage and align strategy across your portfolios? Cascade offers a comprehensive solution focused on making you successful, even outside of the platform. Learn more about how our Services can help you with your portfolio management. 

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