What is project portfolio management?

Project portfolio management (PPM) is managing all your projects as a single portfolio rather than in isolation — so leaders can prioritize the right work, allocate resources across it, and see performance at the portfolio level. Where project management asks “is this project on track?”, PPM asks “are we working on the right projects, and can we resource them all?”

Why do it on Salesforce?

Running PPM on Salesforce puts portfolio data on the same platform as your customers, pipeline, and financials. That matters because good portfolio decisions depend on connecting delivery to revenue — which projects tie to which accounts, what’s coming in the pipeline, and where capacity is committed. Off-platform PPM tools lose that connection.

What portfolio visibility unlocks

A live portfolio view lets leaders compare projects on status, budget, and strategic value; spot where resources are overcommitted; and rebalance before problems compound. It turns a stack of individual project reports into one decision-making picture.

Running PPM with Cloud Coach

Cloud Coach provides portfolio-level management natively on Salesforce, rolling individual projects up into a view leaders can prioritize and resource against.