What are the three tools in portfolio management?

The three primary tools in portfolio management are project planning, resource management and budget management. Together they help organizations manage a project efficiently and monitor its execution.

Project planning

Organize and structure project timelines and deliverables, with dependencies, milestones and baselines.

Resource management

Allocate and oversee people and assets, balancing capacity against demand across projects.

Budget management

Track and control financial expenditure — cost, revenue and margin — at project and portfolio level. FoxPlan combines the three pillars in a single PPM platform.