Govern your portfolio, programmes and projects from one cockpit
Stop stitching spreadsheets together to answer the three questions a PMO is paid to answer every week: which projects are off track, are we over budget, and where is the biggest risk.
The problem
Native Odoo treats projects as flat, independent containers — there is no way to group projects under a programme or portfolio, or roll budgets, milestones and health status up through those tiers. PMOs and portfolio directors end up stitching together spreadsheets, manual status decks and ad-hoc exports to report on data that already lives in Odoo.
The solution
A Portfolio to Programme to Project hierarchy that automatically consolidates budget, milestones, Earned Value Management and Red-Amber-Green health, with a 3x3 risk matrix and sequential stage-gate governance — all built natively on your existing Odoo projects, tasks and timesheets.
Everything a PMO needs to steer a portfolio
Every capability below is implemented in the module.
Three-tier hierarchy with automatic rollup
Group projects under programmes and programmes under portfolios. Budget, milestones and health consolidate automatically up every tier — no manual re-keying.
Automated RAG health with trend lines
Red-Amber-Green status computes automatically with a plain-language explanation, and weekly snapshots show whether a project is improving or deteriorating over time.
Earned Value Management you can adopt
A guided baseline wizard locks schedule and cost baselines, and SPI/CPI come with one-click variance drill-down to the tasks and costs behind them.
Budget-vs-actual, labour and non-labour
Real-time actual cost combines timesheet labour cost with tracked non-labour lines — materials, subcontracting, licences and travel — for the complete cost picture.
3x3 risk heat map
A severity-scaled, colour-coded probability x impact matrix plots every open risk across the portfolio for instant threat triage.
Blind stage-gate scoring
Gatekeeper scorecards stay sealed until everyone has submitted, then reveal together, preventing groupthink before a Go, Kill, Hold or Recycle decision.
Must-meet failure diagnostics
A blocked Go decision names the exact must-meet rule that failed and the mean score against its threshold, instead of a plain rejection.
Cross-project programme activities
Link shared activities across projects with daily, weekly, monthly or yearly recurrence, interval locking, and boolean or numeric performance indicators.
Executive view and weekly PDF snapshot
A simplified executive RAG dashboard strips out EVM jargon, and an automated weekly PDF snapshot keeps sponsors informed without opening the app.
How it works
Structure the hierarchy
Create portfolios and programmes, then link new or existing Odoo projects into the tier that owns them.
Baseline and track
Run the baseline wizard to lock schedule and cost baselines, then let EVM, cost and RAG health update automatically from timesheets and tasks.
Govern with stage gates
Set gate criteria, collect blind gatekeeper scorecards, and record a sealed Go, Kill, Hold or Recycle decision with must-meet rules enforced.
Steer and report
Review the executive RAG dashboard, risk matrix and health trends, then send the weekly PDF snapshot to sponsors.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It builds directly on Odoo's native Project and Timesheets apps, so your existing projects, tasks and timesheets become the source of truth for every rollup — no duplicate data entry.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Project Portfolio & Programme Management
A portfolio, programme and project hierarchy with automatic rollup and RAG health, Earned Value Management, risk heat maps and blind stage-gate scoring — plus a weekly executive PDF.
Buy on Odoo App Store