Portfolio Optimizer


Clarizen Project Portfolio Optimizer (PPO) is a powerful and accessible prioritization engine that helps monitor portfolio performance in the context of real-time project data, making it simple to reevaluate projects on a regular basis and make funding decisions based on your current business priorities.

With PPO, you can optimize your portfolio of projects by aligning projects to your key business objectives, as well as available financial and human resources, and collaborate with portfolio reviewers on scenarios.

The Portfolio Optimizer is based on the zero-based budgeting approach which evaluates projects request for resource on an ongoing basis without assuming funding allocation based on historic budgets. Within IT Organizations, it is increasing in popularity as it encourages smaller higher value projects that have lower risk of delivering too late.

Prioritization for optimization is done by rolling up certain key performance indicators (or KPIs). The application comes with a set of preconfigured KPIs (Remaining Budget, Work, Risk Score, Benefit, % Alignment, which you can modify based on your business preferences.

Key Benefits

  • Build a sustainable culture of cost management with zero-based budgeting
  • Analyze your portfolio based on any type of cost and criteria that are important for you at any given time
  • Eliminate under-performing projects to focus on more productive ones


For more information about how to use PPO, refer to the Portfolio Optimizer App article.

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  • Avatar
    Frank Sieweke

    So far a very good description. But could you give some more details about the relationship between Score, Weight and KPI values? What do you mean by relative weight, a value between 0 and 5? Why 5, because there are 5 KPIs? If I wanted to weight at 10%, 20%, 30%, 30%, 10% what would be the 'relative weight'? What is the formula for Score then?

  • Avatar
    Natasha Ormiston

    Hi Frank,

    Please refer to the following article for more details:

    Kind regards,