Portfolio Management PPM

Intelligent insights

Leverage data-driven insights to improve performance, visualize progress, review metrics, and make informed decisions in your project portfolio.

Unlock actionable business intelligence with intelligent insights

Intelligent insights transform raw data into actionable recommendations, empowering teams to make confident, informed decisions. Advanced technologies like natural language processing and dynamic visualizations simplify complex datasets into straightforward, targeted information.

Tempo’s (formerly LiquidPlanner) puts this info at your fingertips, enabling teams to customize data views, monitor real-time progress, and carefully manage risks. With these powerful, data-driven tools, businesses can streamline decision-making, enhance productivity, and achieve their goals more efficiently.

What are intelligent insights?

Portfolio Manager uses data to enhance decision-making and improve project management, offering intelligent insights into your workflow. By leveraging database information, this approach monitors effectiveness, identifies actionable opportunities, and supports informed decisions at every project stage. 

Tools like data visualizations and dashboards clarify complex information, illustrating connections between projects, resources, and outcomes for streamlined and impactful management.

Use-cases for intelligent insights

Insights and data provided by Portfolio Manager support diverse needs, helping organizations harness the power of data to achieve operational excellence. Here are some examples of how the program’s intelligent insights can be applied across various contexts:

  • Project risk management: Intelligent insights provide self-service access to real-time data, allowing teams to monitor project health and predict potential bottlenecks. When decision-makers identify risks before they escalate, they can mitigate disruptions and keep projects on track.

  • Resource allocation: These insights also optimize resource usage with tailored data visualizations that highlight availability and workload distribution. Teams can identify over- or under-utilized resources and redistribute them effectively, ensuring projects remain on schedule and under budget while reducing downtime.

  • Performance monitoring: Centralized dashboards can track and analyze team performance, offering actionable insights into productivity trends. By aligning metrics with strategic goals, organizations can identify strengths, address areas for improvement, and make informed decisions to enhance overall outcomes.

Benefits of intelligent insights

Here are some ways intelligent insights can deliver tangible benefits for your business operations:

  • Faster, more accurate decision-making: Portfolio Manager’s intelligent insights integrate data from multiple sources to identify emerging trends. They also improve operational efficiency by highlighting crucial performance drivers and providing a dynamic view of business performance.

  • Competitive advantage: Advanced analytics and visualizations uncover hidden trends and opportunities. With this knowledge, you can adopt proactive strategy adjustments, such as prioritizing high-impact projects.

  • Risk management: Real-time monitoring identifies potential risks, including budget overruns, resource shortages, or project delays, enabling teams to take timely, corrective actions.

  • Customized data views: Tailored dashboards allow users to define metrics, visualizations, and reporting formats that align with specific project needs. You can eliminate unnecessary clutter while fostering better decision-making and strategic alignment.

  • Open API integration: Portfolio Manager seamlessly connects with tools and databases for real-time analysis, consistent reporting, and context-rich insights that empower decision-makers to act strategically.

How to access intelligent insights

Ready to take advantage of everything Portfolio Manager has to offer? Here’s how you can leverage its intelligent insights to promote success:

  1. Login or start your free trial

Begin by logging into your Portfolio Manager account or signing up for a 14-day free trial. This will grant you access to the platform’s suite of features.

  1. Explore the dashboard

Navigate to the “Dashboard” section from the home screen. This is your centralized hub for vital metrics, visualizations, and project updates to help you monitor assets, budgets, and team performance.

  1. Customize data views

Tailor your dashboards by selecting and organizing the metrics most relevant to your team or project. Customization gives you a focused view of tasks, risks, and resource allocation so you can make effective data-driven decisions. 

  1. Integrate and collaborate

Connect Portfolio Manager with tools your team already uses, such as Slack or Jira, to streamline communication and task management. These integrations allow updates and changes to flow seamlessly across platforms – another way Tempo’s integrated solutions can .

How intelligent insights drive decision-making

Intelligent insights transform decision-making by turning raw data into actionable information through advanced natural language processing and visualizations. By continuously monitoring database performance and comparing real-time metrics against historical baselines, they identify issues like query delays, excessive wait times, and timeout requests.

Portfolio Manager presents this info with detailed root cause analysis and performance improvement recommendations. This business intelligence tool provides clear, data-driven insights through intuitive dashboards, allowing organizations to take a proactive approach to database management.

Intelligent insights make data more accessible and understandable for teams. Self-service options allow team members to tailor reports to specific needs. Businesses can get a clearer picture of their performance by visualizing data through interactive dashboards.

Leveraging intelligent insights with Portfolio Manager

Portfolio Manager equips you with a suite of tools to maximize the power of data-driven insights so you can streamline project management and improve decision-making. These tools include:

Planning Intelligence

Portfolio Manager’s Planning Intelligence delivers dynamic schedules that adapt to change, surfacing actionable workload and risk information in real time. With Planning Intelligence, you can:

  • Leverage data-driven insights to improve performance

  • Visualize progress

  • Review metrics

  • Make informed decisions about your project portfolio

With Planning Intelligence, is straightforward and accessible.

Schedule Insights

There’s a lot to keep track of in a multi-project portfolio – especially if you’re overseeing multiple teams. Schedule Insights empowers you to:

  • Identify potential schedule and workload risks as they happen

  • View the potential impact

  • Access data to help resolve issues

  • Make the right decisions at the right time

Table Reports

You can use dashboards to visualize work metrics and monitor schedules throughout the project lifecycle. Enable guest access when it’s time to share progress with stakeholders. Use Table Reports to:

  • Customize settings, columns, and filters

  • Capture time and effort that’s driving your organization’s priorities

  • Compare availability and workload

  • Report on utilization

Custom Data fields

Custom Data Fields are for tracking, visibility, and reporting. You can filter and create views to analyze the data you need, enriching tracking and analysis in your workspace. Organize your data with various categories, including client, program, and risk level.

Open API

You can share Planning Intelligence across organizational boundaries by integrating work metrics, schedule insights, and custom data into your digital ecosystem. Use the Open API to filter and download schedule data for analysis, send information to other platforms, and update plan items based on user actions in other systems.

Complement Portfolio Manager with Tempo’s . This free tool automates time and effort tracking to show teams how their work aligns with business goals.

Key features of an effective analytics tool

Organizations need robust analytics tools to enhance their business intelligence and make smarter decisions. Let’s examine the core features that set valuable analytics tools apart and explore how they help organizations improve effectiveness and strategy.

Customizable dashboards

Customizable dashboards allow users to visualize data in a way that aligns with their specific goals. Organizations can identify trends and quickly surface actionable insights by tailoring layouts, filters, and visual elements. These dashboards improve decision-making by providing real-time, focused views of critical metrics.

Natural language support

Natural language support transforms how businesses interact with data and enables users to query information using everyday language. This feature eliminates technical barriers, making business intelligence accessible to all team members.

Self-service access

Self-service access democratizes data and gives employees the tools to retrieve and analyze information without relying on IT teams. This fosters a culture of agility and innovation, as users can independently discover actionable insights to support decision-making.

Comprehensive database insights

Comprehensive database insights provide a holistic view of structured and unstructured data from multiple sources. They ensure decision-makers have a clear understanding of organizational performance and help them identify opportunities, mitigate risks, and refine strategies.

Gain intelligent insights with Portfolio Manager

Ready to take the next step? Use Portfolio Manager to unlock the power of intelligent insights and transform how you approach strategic planning, risk management, and decision-making. .


Planning Intelligence is the new competitive advantage

Portfolio Manager's delivers reality-based schedules and adapts to change along the way, surfacing actionable workload and risk insights in real-time. Leverage data-driven insights to improve performance. Visualize progress, review metrics and make informed decisions in your project portfolio.

Drive decisions with dashboards

Dashboards are automatically created at the and level for quick insights. Create custom workspace dashboards to refine your data set. Get started quickly with easy setup and widget configuration. Use Dashboards to visualize work metrics and monitor schedule insights throughout the project lifecycle. Dashboards update in real-time, no maintenance required.

Customize your data

are for tracking, visibility, and reporting on unique plan attributes. Categorize your data by client, program, risk level and more with a large variety of data field types. Filter and create views to analyze the data you need. Custom data fields enrich tracking and analysis in your workspace. Make them your own to meet the unique needs of your business.

Control risk with real-time insights

There’s a lot to keep track of in a multi-project portfolio with many teams involved. Schedule Insights highlight potential schedule and workload risk as they happen. Portfolio Manager not only surfaces risk in real-time, but also shows the potential impact and provides data to help resolve issues for the best outcome. Make the right decisions at the right time.

Open API and your digital ecosystem

Share across organizational boundaries by integrating work metrics, schedule insights, and custom data into your digital ecosystem.Use the to filter and download schedule data for analysis. Send information to other platforms or update plan items based on user actions in other systems.

Portfolio Manager overview

Advanced project forecasting and predictive scheduling

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                    Frequently Asked Questions

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                    Visualizations and centralized reporting provide insights that distill data into actionable information, enabling informed, strategic choices. Analyzing large datasets and highlighting key trends and risks lets teams quickly respond to changes and optimize strategies.

                    Intelligent insights analyze structured and unstructured data from transactional records, customer feedback, social media, operational logs, and more. Structured data includes numerical and categorical formats, whereas unstructured data comprises text, images, and other non-tabular information.

                    By integrating diverse data types, you get a holistic view that uncovers trends, correlations, and patterns supporting effective decision-making.

                    Dashboards in Portfolio Manager help businesses track key performance indicators (KPIs), monitor projects, and visualize critical data through intuitive graphs, charts, and tables. These visual tools enable users to identify trends, track progress, and detect anomalies. Customizable dashboards highlight the most relevant data, ensuring quick, informed decision-making at every level of the organization.

                    Portfolio Manager offers tools such as customizable dashboards, data filters, and reporting features to personalize results for specific business needs. Users can adjust views, generate tailored reports, and set alerts aligned with priorities. Advanced options like natural language processing (NLP) and AI-driven recommendations provide deeper customization, enabling businesses to analyze data in ways that align with their unique objectives and workflows.

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