Unifying workflows for transparent portfolio management.
Learn about the future of renewable energy infrastructure
Please fill in a valid email
You are now subscribed to our newsletter!
Oops! Something went wrong while submitting the form.
Share this article
Product Update

Portfolio Viewer and Milestones: Unifying workflows for transparent portfolio management

TL;DR

Managing infrastructure projects requires the ability to navigate complex project interfaces, understand cumulative impacts in key areas, and maintain a strategic, high-level view of the entire portfolio. For project managers overseeing multiple, interdependent projects, these factors are crucial in engaging the supply chain and keeping stakeholders aligned. Without cohesive tools and workflows, teams face bottlenecks and disconnected data, leading to inefficiencies and delayed decision-making.

That’s why Optioneer’s product and engineering teams have developed the latest power duo: Portfolio Viewer and Milestones.

Portfolio Viewer: Unified project views for strategic action

Optioneer’s Portfolio Viewer offers a single, interactive map and dashboard view that consolidates project statuses, the latest development options, estimated spend, and key metrics. This central hub with live map links breaks down data silos, providing real-time visibility across all active, pending, and completed projects. Managers gain a strategic overview, enabling them to make data-backed decisions about project development and align their actions with broader portfolio goals—without needing to toggle between different tools or engage in manual updates.

Portfolio Viewer enables teams to:

  • Access all projects in one place to streamline workflows and identify key decision points.
  • Identify opportunities for collaboration and synergy between projects, enhancing portfolio efficiency.
  • Share intuitive, visual updates on project progress, keeping stakeholders informed and engaged.

Portfolio Viewer offers a complete, strategic view of interdependent projects, enabling managers to visualise aggregate impacts across a portfolio and monitor real-time updates. For competitive bids, this unified view aids in evaluating budget needs and gaining insights into resource considerations—allowing teams to present strong, data-backed proposals with confidence.

Milestones: Keep teams aligned, accountable, and compliant

Complementing Portfolio Viewer, the Milestones feature supports engineers, environmental consultants, project managers, and other contributors by providing a structured way to document and track critical deliverables at each project stage. These deliverables can include key metrics, shortlisted route and site options, public consultation map views, regulatory submissions, stakeholder feedback summaries, and much more.

From option identification to stakeholder engagement and beyond, milestones ensure that teams stay on track, comply with internal governance and regulatory requirements, and meet essential benchmarks across the entire project portfolio.

Milestones enable teams to:

  • Structure projects efficiently by linking analysis and reporting deliverables directly to key governance and process requirements.
  • Keep priority items, such as regulatory reports or public consultation materials, visible and organised—minimising the risk of delays and improving project flow.
  • Offer quick onboarding and a predictable structure, enabling engineers and project managers to connect their work to overarching portfolio goals with ease.

Built to support the whole team

Optioneer’s Portfolio Viewer and Milestones unifies multiple workflows of scattered teams into one single platform. From overhead line engineers tracking deliverables to senior project managers overseeing progress across multiple projects, all project contributors benefit from centralised access to project statuses and key updates—reducing the need for fragmented tools and time-consuming manual data searches. With an interactive, visual link between individual projects and the broader portfolio, teams gain a cohesive view that complements existing processes for faster, more effective workflows.

Optioneer for strategic portfolio oversight

Optioneer’s Portfolio Viewer and Milestones don’t just centralise data; they enable proactive, strategic planning that helps keep multiple projects on time and on budget. By integrating regulatory, financial, and environmental components, Optioneer helps teams avoid delays, ensure compliance, and capitalise on every opportunity across their entire portfolio.

And with continuous development, these tools are only getting better—offering even more insights and functionality to keep your teams at the forefront of project management.

Ready to bring clarity and control to your project portfolio?
Discover how Optioneer’s Portfolio Viewer and Milestones can streamline your workflows, align teams, and drive proactive portfolio management.
Get in touch