Table of Contents

Guide to Handling Multi-Project Management and Portfolio Views in PMS

Handling Multi-Project Management

If you are working on one-day projects, the manual management can be easier and in control, but if you wanna work smartly on large-scale multiple projects, it can be a tough job without strategic oversight, a centralised system and real-time data. This is where smart project management tools come in the game. Managing multiple tasks at the same time is not a piece of cake. What makes these tools special is their ability to access automation and smart work processes. With the help of effective management, managers can easily handle multiple projects at the same time. In this blog, you will get to know about the abilities of project management in accommodating multiple projects. Here you will also get to know about DoInsights, one of the best project management tools in India. 

What Is Multi-Project Management?

Multi-project management basically refers to keeping a constant eye on multiple projects. These projects may or may not be related, but often share common resources, timeframes, or goals. With the help of tracking progress, resource conflicts, overlapping deadlines, and budget balancing, all in one streamlined interface, the managers asure better management of multiple projects. 

That’s where the need for a powerful project management software to handle multi projects arises. A good PMS allows teams to:

  • View all ongoing projects in a unified dashboard
  • Compare performance metrics across different projects
  • Reallocate resources dynamically based on real-time priorities
  • Identify project interdependencies and risks early

Understanding Project Portfolios

A project portfolio is a collection of projects grouped together for strategic analysis and management. Unlike multi-project management, portfolio management is more high-level and focuses on aligning projects with broader organisational goals.

A reliable project management software to manage project portfolios allows businesses to:

  • Prioritise projects based on ROI or strategic value
  • Monitor key performance indicators (KPIs) at the portfolio level
  • Balance risk, cost, and resource distribution
  • Ensure executive teams have visibility into business-impacting initiatives

Without portfolio-level visibility, it’s easy to waste time and resources on low-impact projects while high-priority ones get sidelined.

Key Features to Look For in a PMS for Multi-Project and Portfolio Management

Choosing the right tool is crucial. A high-performing project management software to handle multiple projects and portfolios should offer:

1. Portfolio Dashboards

Give leadership a bird’s-eye view of all projects, including status, budget usage, and timelines.

2. Cross-Project Dependencies

Visualise how delays or changes in one project can impact others.

3. Resource Allocation Engine

Assign team members across multiple projects efficiently without burnout.

4. Integrated Reporting

Generate consolidated reports that span multiple projects and highlight portfolio performance.

5. Real-Time Collaboration

Enable communication and updates across teams, clients, and stakeholders from one platform.

These features ensure seamless control and visibility, helping businesses stay proactive instead of reactive.

Using a Project Management Software to Handle Multiple Projects: A Step-by-Step Guide

To get started with project management software to handle multiple projects, follow these key steps:

1. Set Up Separate Projects in One Workspace

Avoid using different tools for different teams. Create all your projects in a single PMS to centralise data.

2. Define Interdependencies

Use Gantt charts or timeline views to link tasks across projects and anticipate bottlenecks.

3. Manage Shared Resources

Use workload charts to see which team members are over- or under-utilised and reassign accordingly.

4. Monitor Budget Allocation

Track spending across projects and avoid overspending by setting alerts and budget thresholds.

5. Review Portfolio Health Weekly

Use the portfolio dashboard to assess alignment with organisational goals and make strategic adjustments.

Project Portfolio Management in Action

Here’s how businesses benefit from project management software to manage project portfolios:

  • A marketing agency running multiple client campaigns can prioritise high-paying clients and reassign resources as needed.
  • A product company managing design, development, and support projects can avoid overlapping efforts and ensure deadlines are met.
  • Enterprises can track company-wide initiatives and align them with quarterly or annual goals.

By managing the portfolio as a whole instead of treating projects in isolation, businesses can drive efficiency, reduce risk, and achieve better outcomes.

Why DoInsights Is a Smart Choice for Managing Multiple Projects

If you’re looking for a well-rounded, scalable, and India-friendly PMS, DoInsights offers a smart solution for both multi-project and portfolio management. It allows users to create multiple projects within a shared workspace and view them in intuitive dashboards. DoInsights assures:

  • Resource tracking
  • Budget management
  •  Real-time progress updates 
  • Added modules for CRM and HRM, 
  • Company-wide collaboration

DoInsights offers the right balance of power and simplicity, making it a reliable contender for the best project management tool in India.

Choosing the Best Project Management Tool in India

When evaluating the best project management tool in India, keep in mind:

  • Localisation: Does it offer support for Indian business practices, GST compliance, and local currencies?
  • Ease of Use: Is the UI intuitive enough for non-technical teams?
  • Pricing Flexibility: Are there plans tailored for startups, SMBs, and growing enterprises?
  • Support Services: Is there regional customer service and onboarding support?

Top contenders include tools like Zoho Projects, ClickUp, Jira, and, for integrated business platforms, DoInsights.

If you’re someone juggling in managing multiple projects, then you should surely integrate into project management tools like DoInsights, where you will get smart, AI-driven tools to manage every stage of your project. With the help of its smart integration with other business functions like human resource management and customer relationship management, you can smoothly handle some of the major business activities. 

If you are working on one-day projects, the manual management can be easier and in control, but if you wanna work smartly on large-scale multiple projects, it can be a tough job without strategic oversight, a centralised system and real-time data. This is where smart project management tools come in the game. Managing multiple tasks at the same time is not a piece of cake. What makes these tools special is their ability to access automation and smart work processes. With the help of effective management, managers can easily handle multiple projects at the same time. In this blog, you will get to know about the abilities of project management in accommodating multiple projects. Here you will also get to know about DoInsights, one of the best project management tools in India. 

What Is Multi-Project Management?

Multi-project management basically refers to keeping a constant eye on multiple projects. These projects may or may not be related, but often share common resources, timeframes, or goals. With the help of tracking progress, resource conflicts, overlapping deadlines, and budget balancing, all in one streamlined interface, the managers asure better management of multiple projects. 

That’s where the need for a powerful project management software to handle multi projects arises. A good PMS allows teams to:

  • View all ongoing projects in a unified dashboard
  • Compare performance metrics across different projects
  • Reallocate resources dynamically based on real-time priorities
  • Identify project interdependencies and risks early

Understanding Project Portfolios

A project portfolio is a collection of projects grouped together for strategic analysis and management. Unlike multi-project management, portfolio management is more high-level and focuses on aligning projects with broader organisational goals.

A reliable project management software to manage project portfolios allows businesses to:

  • Prioritise projects based on ROI or strategic value
  • Monitor key performance indicators (KPIs) at the portfolio level
  • Balance risk, cost, and resource distribution
  • Ensure executive teams have visibility into business-impacting initiatives

Without portfolio-level visibility, it’s easy to waste time and resources on low-impact projects while high-priority ones get sidelined.

Key Features to Look For in a PMS for Multi-Project and Portfolio Management

Choosing the right tool is crucial. A high-performing project management software to handle multiple projects and portfolios should offer:

1. Portfolio Dashboards

Give leadership a bird’s-eye view of all projects, including status, budget usage, and timelines.

2. Cross-Project Dependencies

Visualise how delays or changes in one project can impact others.

3. Resource Allocation Engine

Assign team members across multiple projects efficiently without burnout.

4. Integrated Reporting

Generate consolidated reports that span multiple projects and highlight portfolio performance.

5. Real-Time Collaboration

Enable communication and updates across teams, clients, and stakeholders from one platform.

These features ensure seamless control and visibility, helping businesses stay proactive instead of reactive.

Using a Project Management Software to Handle Multiple Projects: A Step-by-Step Guide

To get started with project management software to handle multiple projects, follow these key steps:

1. Set Up Separate Projects in One Workspace

Avoid using different tools for different teams. Create all your projects in a single PMS to centralise data.

2. Define Interdependencies

Use Gantt charts or timeline views to link tasks across projects and anticipate bottlenecks.

3. Manage Shared Resources

Use workload charts to see which team members are over- or under-utilised and reassign accordingly.

4. Monitor Budget Allocation

Track spending across projects and avoid overspending by setting alerts and budget thresholds.

5. Review Portfolio Health Weekly

Use the portfolio dashboard to assess alignment with organisational goals and make strategic adjustments.

Project Portfolio Management in Action

Here’s how businesses benefit from project management software to manage project portfolios:

  • A marketing agency running multiple client campaigns can prioritise high-paying clients and reassign resources as needed.
  • A product company managing design, development, and support projects can avoid overlapping efforts and ensure deadlines are met.
  • Enterprises can track company-wide initiatives and align them with quarterly or annual goals.

By managing the portfolio as a whole instead of treating projects in isolation, businesses can drive efficiency, reduce risk, and achieve better outcomes.

Why DoInsights Is a Smart Choice for Managing Multiple Projects

If you’re looking for a well-rounded, scalable, and India-friendly PMS, DoInsights offers a smart solution for both multi-project and portfolio management. It allows users to create multiple projects within a shared workspace and view them in intuitive dashboards. DoInsights assures:

  • Resource tracking
  • Budget management
  •  Real-time progress updates 
  • Added modules for CRM and HRM, 
  • Company-wide collaboration

DoInsights offers the right balance of power and simplicity, making it a reliable contender for the best project management tool in India.

Choosing the Best Project Management Tool in India

When evaluating the best project management tool in India, keep in mind:

  • Localisation: Does it offer support for Indian business practices, GST compliance, and local currencies?
  • Ease of Use: Is the UI intuitive enough for non-technical teams?
  • Pricing Flexibility: Are there plans tailored for startups, SMBs, and growing enterprises?
  • Support Services: Is there regional customer service and onboarding support?

Top contenders include tools like Zoho Projects, ClickUp, Jira, and, for integrated business platforms, DoInsights.

If you’re someone juggling in managing multiple projects, then you should surely integrate into project management tools like DoInsights, where you will get smart, AI-driven tools to manage every stage of your project. With the help of its smart integration with other business functions like human resource management and customer relationship management, you can smoothly handle some of the major business activities. 

FAQs

Multi project management is defined to be an ability to handle multiple projects single handedly which have the tendency to share the deadlines and the resources together. This helps immensely in real time tracking of the projects. Project Portfolio Management is defined as a more strategic process in which the person who is responsible for the project makes sure that the project’s goals and objectives match the business’s goals and aligns itself with ROI, assesses all the risks, performance and budget.
A robust project management software should include: Unified portfolio dashboards Real-time collaboration tools Cross-project dependency tracking Resource allocation and workload balancing Integrated reporting and analytics These features allow managers to proactively oversee overlapping tasks, prevent delays, and optimize resource use across all active projects.
PMS simplifies complex project environments by allowing teams to manage multiple projects from a single platform. It offers: Intuitive dashboards Real-time progress tracking Budget monitoring tools Integration with HR and CRM modules It’s designed to support Indian business needs while remaining scalable and user-friendly—making it ideal for startups, SMBs, and enterprises alike.

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Rajiv Mehta

A management professional with 14 years of experience in strategic planning, operations, and leadership development.

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Welcome to dolnsights! Let's Get Started.

We're excited to have you on board! To tailor your experience, please provide us with a few details about yourself and your company.

How Big is Your Team?

Understanding the size of your team helps us optimize dolnsights to meet your needs.

One last thing. How Did YOU Discover dolnsights?

We'd love to know how you found us! This helps us improve and reach more people like you.