{"id":29136,"date":"2026-05-05T08:00:00","date_gmt":"2026-05-05T08:00:00","guid":{"rendered":"https:\/\/twproject.com\/blog\/?p=29136"},"modified":"2026-05-05T08:25:20","modified_gmt":"2026-05-05T08:25:20","slug":"how-to-set-up-and-manage-a-project-portfolio-for-consulting-firms","status":"publish","type":"post","link":"https:\/\/twproject.com\/blog\/how-to-set-up-and-manage-a-project-portfolio-for-consulting-firms\/","title":{"rendered":"How to set up and manage a project portfolio for consulting firms"},"content":{"rendered":"\n<p>Managing one project at a time is one thing. <strong><a href=\"https:\/\/twproject.com\/blog\/managing-several-projects-at-once\/\" target=\"_blank\" rel=\"noreferrer noopener\">Managing ten projects simultaneously<\/a><\/strong> \u2014 for different clients, with shared teams and overlapping deadlines\u2014is quite another. The real <strong>challenge for consulting firms<\/strong> isn\u2019t the individual project; it\u2019s having a <strong>big-picture view<\/strong> that allows them to make quick decisions without getting lost in the details.<\/p>\n\n\n\n<p>When this big-picture perspective is missing, problems always surface too late: an overburdened resource, a project in the red, a critical deadline that\u2019s been overlooked. Not because no one was working on it, but because no one had the full picture.<\/p>\n\n\n\n<div class=\"table-of-content\">\n<h5>CONTENT<\/h5>\n<ul>\n<li><a href=\"#overview\">How can I get a complete overview of all active projects (without losing track of them)?<\/a><\/li>\n<li><a href=\"#identify\">How to identify where you&#8217;re wasting time, budget, or resources on projects<\/a><\/li>\n<li><a href=\"#quickly\">How to quickly spot projects that are behind schedule or over budget<\/a><\/li>\n<li><a href=\"#decide\">How to decide which projects are truly a priority<\/a><\/li>\n<li><a href=\"#report\">How to create reports for clients without wasting hours every week<\/a><\/li>\n<li><a href=\"#temera\">Take advice from those who already know it: the case of Temera<\/a><\/li>\n<li><a href=\"#demo\">Would you like to keep track of your portfolio all in one place?<\/a><\/li>\n<\/ul>\n<\/div>\n\n\n\n<p>What is needed, therefore, is a comprehensive strategic management approach that focuses on <strong>evaluating projects as a whole<\/strong> and the <strong>organization\u2019s ability<\/strong> to execute them. Let\u2019s take a closer look at how to carry out this management activity using the <strong><a href=\"https:\/\/twproject.com\/blog\/all-you-need-to-know-about-portfolio-management-with-twproject\/\" target=\"_blank\" rel=\"noreferrer noopener\">Project Portfolio<\/a><\/strong>, a tool designed to link day-to-day work with <strong>strategic business objectives<\/strong>, helping you define an action plan.<\/p>\n\n\n\n<p><a name=\"overview\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How can I get a complete overview of all active projects (without losing track of them)?<\/h2>\n\n\n\n<p>If you use software like <a href=\"http:\/\/twproject.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Twproject<\/strong><\/a>, you can access a <strong>portfolio view<\/strong> that consolidates all active projects into a <strong>single dashboard<\/strong>, with <strong>advanced filters<\/strong> by status, client, time period, budget, and resources involved.<\/p>\n\n\n\n<p>This isn&#8217;t just a simple list; it&#8217;s a tool that helps you quickly identify where to take action and what to focus on.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"392\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard-840x392.png\" alt=\"\" class=\"wp-image-29137\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard-840x392.png 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard-400x187.png 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard-1536x717.png 1536w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard-705x329.png 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/04\/portfolio_dashboard.png 1771w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p>In the Portfolio dashboard, you can assess the <strong>progress of projects<\/strong> based on various metrics. For example, if you want to analyze the financial situation in terms of the <strong>ratio of actual costs to estimated costs<\/strong>, you\u2019ll find a chart with automatic calculations for all <strong>ongoing projects<\/strong>; if you want to see how assigned tasks are progressing, you can check the <strong>status of ToDos<\/strong>, and so on.<\/p>\n\n\n\n<p>This way, you can immediately identify issues and opportunities without having to analyze each order individually.<\/p>\n\n\n\n<p><a name=\"identify\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to identify where you&#8217;re wasting time, budget, or resources on projects<\/h3>\n\n\n\n<p>One of the most common problems is not being able to clearly view projects from multiple perspectives at the same time.<\/p>\n\n\n\n<p>The Portfolio in <strong>Twproject<\/strong> is not a static list of projects: it is a <strong>large, comprehensive Gantt chart<\/strong> that can be analyzed simultaneously on three levels:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From a timeline perspective, you can view the <strong>progress of each project in relation to planned deadlines<\/strong>.<\/li>\n\n\n\n<li>From a financial perspective, by clicking the <strong>command <em>Financial Data<\/em><\/strong>, a <strong>complete financial overview<\/strong> appears next to each project: budget, estimated costs, and actual costs at a glance, allowing you to immediately identify where cost overruns are occurring.<\/li>\n\n\n\n<li>From a <strong>resource<\/strong> perspective, a dedicated view shows who is working on what and their workload.<\/li>\n<\/ul>\n\n\n\n<p>All of this is made possible by a very powerful <strong>system of <a href=\"https:\/\/twproject.com\/blog\/get-rid-of-data-overload-optimise-views-with-project-filters\/\" target=\"_blank\" rel=\"noreferrer noopener\">combineable filters<\/a><\/strong>: for example, you can select all <strong>open projects assigned to your department in the current month<\/strong>. This filter can be saved as a custom default setting, so you don\u2019t have to reconfigure it every time.<\/p>\n\n\n\n<p>Second, if you like, you can filter the list to show only those projects that have <strong>generated less revenue than expected<\/strong> and therefore need to be reevaluated.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1736\" height=\"926\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/filtri_portfolio_management.gif\" alt=\"\" class=\"wp-image-23240\"\/><\/figure>\n\n\n\n<p><a name=\"quickly\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to quickly spot projects that are behind schedule or over budget<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"351\" height=\"242\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/budget-overflow.jpg\" alt=\"\" class=\"wp-image-29063\"\/><\/figure><\/div>\n\n\n<p>Many problems tend to surface when it\u2019s already too late to take action: budgets have been exceeded, people are overwhelmed, and delays have piled up.<\/p>\n\n\n\n<p>In addition to manual monitoring, <strong>Twproject automatically flags<\/strong> projects that are <strong>spiraling out of control<\/strong>. For example, you can set <strong><em>Budget overflow <\/em><\/strong>as the default filter, which highlights all projects with financial difficulties with a single click.<\/p>\n\n\n\n<p>Similarly, if you select the <strong>workload view<\/strong> \u2014 accessible via the scale icon on the portfolio&#8217;s main screen \u2014 you can highlight resources that are overloaded across multiple projects at the same time.<\/p>\n\n\n\n<p>Once you\u2019ve identified the issue, <strong>Twproject<\/strong> lets you take action directly from the same screen: for example, if resources are overloaded, you can use the <strong><em>Optimize end date based on resource capacity<\/em><\/strong> command to automatically redistribute the workload among the affected resources. The system calculates the optimal extension of deadlines to bring each person back to a <strong>sustainable workload level<\/strong>\u2014without having to open individual projects one by one.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"149\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/carico_portfolio_management-840x149.jpg\" alt=\"\" class=\"wp-image-29010\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/carico_portfolio_management-840x149.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/carico_portfolio_management-400x71.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/carico_portfolio_management-705x125.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2026\/03\/carico_portfolio_management.jpg 1536w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p><a name=\"decide\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to decide which projects are truly a priority<\/h3>\n\n\n\n<p>When everything seems urgent, there is a risk of treating every project the same way \u2014 with consequences for quality and profit margins.<\/p>\n\n\n\n<p>Assessments of the overall progress of projects allow you to calculate their <strong>strategic<\/strong> <strong>importance<\/strong>. With the <strong>Twproject<\/strong> <strong>Portfolio<\/strong>, you can assign this value (the \u2018<strong>relevance<\/strong>\u2019) among the available fields and use it as a sorting criterion: the most important projects move to the top of the list, and from there you can <strong>redefine timelines and resource allocations<\/strong> in order of priority, ensuring that the best resources are focused on the projects that matter most.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"196\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza-840x196.jpg\" alt=\"\" class=\"wp-image-23313\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza-840x196.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza-400x93.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza-1536x359.jpg 1536w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza-705x165.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/06\/rilevanza.jpg 1816w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p>Furthermore, if you manage recurring or structurally similar projects \u2014 <strong><a href=\"https:\/\/twproject.com\/blog\/project-audit-perform\/\" target=\"_blank\" rel=\"noreferrer noopener\">audits<\/a><\/strong>, implementations, assessments, training courses\u2014<strong>Twproject<\/strong> allows you to <strong>clone existing structures<\/strong> or use <strong><a href=\"https:\/\/twproject.com\/blog\/saving-time-and-resources-with-a-project-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">predefined project templates<\/a><\/strong>, drastically reducing the setup time for each new project.<\/p>\n\n\n\n<p><a name=\"report\"><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How to create reports for clients without wasting hours every week<\/h3>\n\n\n\n<p>Keeping clients up to date on the <strong>status of projects<\/strong> is one of the most time-consuming tasks for a consulting firm: email updates, PowerPoint presentations prepared on the fly, and status calls that could be avoided. <strong>Twproject<\/strong> tackles this problem in a structured way.<\/p>\n\n\n\n<p>Within the Portfolio, you can <strong><a href=\"https:\/\/twproject.com\/blog\/todo-list-and-gantt-are-now-together-a-new-view-to-simplify-meetings\/\" target=\"_blank\" rel=\"noreferrer noopener\">assign a ToDo status to each project<\/a><\/strong>: an at-a-glance overview of what\u2019s in progress, what\u2019s on hold, and what\u2019s already completed. This may seem like a minor detail, but it\u2019s invaluable when you need to communicate <strong>progress<\/strong> quickly and accurately\u2014both within the team and externally.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"285\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/01\/lista_ToDo_evidenziata-840x285.jpg\" alt=\"todo list\" class=\"wp-image-22217\" srcset=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/01\/lista_ToDo_evidenziata-840x285.jpg 840w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/01\/lista_ToDo_evidenziata-400x136.jpg 400w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/01\/lista_ToDo_evidenziata-705x239.jpg 705w, https:\/\/twproject.com\/blog\/wp-content\/uploads\/2024\/01\/lista_ToDo_evidenziata.jpg 1041w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n\n\n\n<p>Creating a collaborative environment to facilitate faster information exchange is, after all, one of the goals of <strong>Portfolio management<\/strong>, with the ultimate aim of streamlining activity planning and <strong>overall monitoring<\/strong>.<\/p>\n\n\n\n<p><a name=\"temera\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Take advice from those who already know it: the case of Temera<\/h2>\n\n\n\n<p>Temera is an agency that manages dozens of <strong>projects simultaneously for various clients<\/strong>. Before <strong>Twproject<\/strong>, keeping track of the entire portfolio required a significant amount of administrative work. Thanks to the <strong>centralized dashboard<\/strong>, <strong>customized for each project manager<\/strong>, the team was able to monitor every project in its entirety\u2014<strong><a href=\"https:\/\/twproject.com\/blog\/why-consulting-projects-fall-outside-the-scope-and-how-to-avoid-it-with-better-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">timelines<\/a><\/strong>, <strong><a href=\"https:\/\/twproject.com\/blog\/how-to-keep-project-costs-under-control-in-a-consultancy-firm-without-driving-yourself-crazy\/\" target=\"_blank\" rel=\"noreferrer noopener\">costs<\/a><\/strong>, <strong>resources<\/strong>\u2014without having to cross-reference data across different tools.<\/p>\n\n\n\n<p><!-- START QUOTE BOX --> <\/p> <div class=\"quote-box\"> <div class=\"quote-content\"><p>We were able to manage all our custom projects in a single environment, maintaining full control over which resources are used, project timelines, and the performance of individual project managers throughout the project lifecycle. This provided us with a simple yet powerful way to manage a growing number of projects with increasing levels of complexity.<\/p><\/div> <div class=\"quote-link\">Read <a href=\"https:\/\/twproject.com\/customers\/temera\/\" target=\"_blank\" rel=\"noopener\">the full interview<\/a><a class=\"quote-arrow\" href=\"https:\/\/twproject.com\/customers\/temera\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" src=\"https:\/\/twproject.com\/blog\/wp-content\/uploads\/2023\/06\/quote-arrow.png\"><\/a><\/div> <\/div>\n\n\n\n<p>The adoption of <strong>Twproject<\/strong> by companies such as <strong>Temera<\/strong> underscores the need for an integrated approach to managing the project portfolio: a unified platform brings together <strong>cost control, planning, and resource management<\/strong> into a single, comprehensive view. When a project\u2019s status changes, the portfolio dashboard updates in real time.<\/p>\n\n\n\n<p>\ud83d\udcf9 Watch a summary of everything you can do:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Project Portfolio Management | Track Progress, Budget &amp; Resources (Twproject)\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/dN5S2iqwZGM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><a name=\"demo\"><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Would you like to keep track of your portfolio all in one place?<\/h2>\n\n\n\n<p>For a consulting firm, learning to use the Project Portfolio strategically can significantly help save on administrative and internal project management resources, as was the case with <strong><a href=\"https:\/\/twproject.com\/customers\/temera\/\" target=\"_blank\" rel=\"noreferrer noopener\">Temera<\/a><\/strong>.<\/p>\n\n\n\n<p>If you want to understand how a portfolio can be integrated into your agency, we have an <strong>expert consultant<\/strong> who can show you how to set it up in <strong>Twproject<\/strong> based on your agency\u2019s <strong>actual structure<\/strong>: clients, projects, teams, and deadlines.<\/p>\n\n\n\n<p>\ud83d\udc49 <strong><a href=\"https:\/\/twproject.com\/ask-for-product-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book your free, personalized demo<\/a><\/strong><\/p>\n\n\n\n<div id=\"blog-promo-box\">\n<div class=\"flex_column_table dark pattern-2\">\n<div class=\"flex_column text_column\">\n<div>\n<h3>Are you looking for comprehensive oversight of your consulting projects?<\/h3>\n<div class=\"avia-button-wrap avia-button-left\"><a class=\"avia-button avia-icon_select-no avia-color-custom avia-size-xlarge\" href=\"https:\/\/demo.twproject.com\/applications\/teamwork\/welcome\/createUserEnvironment.jsp\" target=\"blank\" rel=\"noopener\"><span class=\"avia_iconbox_title\">Try the Twproject Portfolio<br>\n<\/span><\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"flex_column photo_column\" style=\"background-image: url('https:\/\/static.twproject.com\/blog\/wp-content\/uploads\/2021\/09\/blog-banner-4.jpg')\"><\/div>\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing one project at a time is one thing. Managing ten projects simultaneously \u2014 for different clients, with shared teams and overlapping deadlines\u2014is quite another. The real challenge for consulting firms isn\u2019t the individual project; it\u2019s having a big-picture view that allows them to make quick decisions without getting lost in the details. When this &hellip; <a href=\"https:\/\/twproject.com\/blog\/how-to-set-up-and-manage-a-project-portfolio-for-consulting-firms\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;How to set up and manage a project portfolio for consulting firms&#8221;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":29209,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_custom_body_class":"","_custom_post_class":"","footnotes":""},"categories":[365,347],"tags":[],"class_list":["post-29136","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-consulting","category-pm-expert"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to set up and manage a project portfolio for consulting firms - Twproject.com<\/title>\n<meta name=\"description\" content=\"If you work at a consulting firm, find out how portfolio management provides visibility into timelines, costs, and resources through a unified system.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/twproject.com\/blog\/how-to-set-up-and-manage-a-project-portfolio-for-consulting-firms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to set up and manage a project portfolio for consulting firms - 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