Perspective PPM — portfolio management, minus the drama

One connected loop

From a good idea to delivered work — without the handoffs.

Most tools own one slice of the portfolio. Perspective runs the entire lifecycle, so nothing gets lost between the spreadsheet, the inbox, and the plan.

01 · Capture

Intake requests

Every idea arrives as a business case — problem, outcome, cost, and revenue — ready to compare.

02 · Prioritize

Rank the portfolio

Score and sequence the work, then let the optimizer schedule it against real constraints.

03 · Plan

Staff & cost it

Assign people and roles day-to-year, watch capacity, and roll cost and benefit up automatically.

04 · Deliver

Approve & track

Workflows route sign-offs to the right people; RAID and dashboards keep delivery honest.

Roadmap optimizer

Let the portfolio schedule itself.

Stop hand-packing a Gantt chart. Perspective ranks every project and slots it onto the timeline against dependencies, resource limits, and the buffer you set — then hands you a draggable roadmap to fine-tune.

✓ Dependency- and resource-aware auto-scheduling
✓ Drag a bar to reschedule, resize to re-scope
✓ Edits pin a project so re-optimizing respects your calls

app.perspectiveppm.com/roadmap

JulAugSepOctNov

Unified Billing

Baseline · 23d

Multi-Region Failover

Baseline · 33d

Webhooks & Events

Baseline · 41d

Self-Serve Onboarding

Baseline · 68d

SSO & SCIM

Baseline · 28d

Resource capacity planning

Staff the plan — and see the strain.

A single grid from daily to yearly. Assign people and roles, switch between hours and %, and the cells light up the moment demand outruns capacity. Borrow across teams, honor each person's schedule and time off.

✓ Daily → weekly → monthly → yearly horizons
✓ Live over-allocation and coverage warnings
✓ Loan people across teams; PTO and schedules built in

app.perspectiveppm.com/plans/baseline

Resource	Role	W1	W2	W3	W4	W5
Engineering	Need ×2	—	80	80	96	80
Olivia Reyes	Sr. Engineer	—	40	40	48	40
Marcus Garcia	Engineer	—	40	40	48	40
Design	Need ×1	32	120%	40	40	—
Mia Sato	Eng. Manager	20	50	20	20	PTO

Workflows & approvals

Turn requests into governed work — on rails.

Design approval and stage-gate flows on a visual canvas, then let them run. The engine routes each step to the right person or role and emails them a link straight to the decision — no chasing, no stalled sign-offs.

✓ Drag-and-drop workflow builder
✓ Dynamic assignees: a person, a role, or the team manager
✓ Email notifications that deep-link to the exact item

app.perspectiveppm.com/workflows

Start

New project

Approval

Legal sign-off

End

Approved

ApproveLegal sign-off — In-App Messaging

Assigned to Diego Weber · opens the project

Everything a PMO runs on

The rest of the platform, no add-ons required.

Governance, money, and reporting come standard — not as a pricier tier.

Cost & benefit

Contracts, hourly and salary rates, overtime, and equipment roll up to live plan and project totals — against revenue.

RAID registers

Risks, assumptions, issues, and dependencies tracked per project, with severity scoring that surfaces what needs attention.

Custom fields

Define your own fields on companies, projects, teams, plans, and requests — and they cascade to every child.

▤

Role-aware dashboards

Everyone lands on the numbers that matter to them, from open tasks and workflow status to portfolio cost.

◑

Roles & tenancy

Five roles cascade across your company tree — a parent org sees every descendant, with clean data isolation.

☾

Light & dark

A crisp, modern interface that follows your preference across every page — no eye strain on the late-night portfolio review.

⇄

Demand pipeline

A business case moves from draft to submitted to approved — and an approval spins up a proposed project automatically.

✉

Notifications

Invites, resets, and task assignments arrive by email from your own domain, linking recipients straight to the work.

Run the whole portfolio from one clear vantage point.