Plan Builder

A guided experience from start to finish

Plan Builder simplifies portfolio creation by guiding you through a streamlined, step-by-step process tailored to your business needs.

Choose your industry

Select from over 300 industries, including 18 of the most in-demand sectors. Use the typeahead field to search or add your own.

Personalize your experience

Enter your company name and job title to tailor your plan to your role and business context.

Add basic info

Provide your name and email so we can notify you when your plan is ready—no spam, just your results.

Select your focus area

Based on your selected industry, you’ll choose a relevant focus area, then answer four follow-up questions to help us fine-tune your plan’s scope and purpose.

Define budget & timeline

Add your budget range and preferred timeline to ensure the plan aligns with your project constraints.

Why teams love the Plan Builder feature

Portfolio Stack reduces friction, aligns teams, and simplifies decisions so you can focus on results. Whether you're planning new initiatives or making mid-course adjustments, this feature supports smarter action.

Fast, guided setup

Answer a few focused prompts and receive a plan in minutes—no setup headaches or planning paralysis.

Tailored to you

Plans are generated based on your industry, goals, budget, and focus—ensuring high relevance and clarity.

No guesswork

Instead of starting from a blank slate, you get a structured portfolio that reflects your strategic intent.

Scales with your work

Use your plan as a foundation and build on it using other Portfolio Stack features.

FAQs

Ready to build your portfolio plan?

Get started now and receive a tailored project portfolio plan built around your goals, industry, and timeline.

Generate your plan

Build a tailored project portfolio in minutes

A guided experience from start to finish

Choose your industry

Select from over 300 industries, including 18 of the most in-demand sectors. Use the typeahead field to search or add your own.

Personalize your experience

Enter your company name and job title to tailor your plan to your role and business context.

Add basic info

Provide your name and email so we can notify you when your plan is ready—no spam, just your results.

Select your focus area

Based on your selected industry, you’ll choose a relevant focus area, then answer four follow-up questions to help us fine-tune your plan’s scope and purpose.

Define budget & timeline

Add your budget range and preferred timeline to ensure the plan aligns with your project constraints.

Why teams love the Plan Builder feature

Fast, guided setup

Tailored to you

No guesswork

Scales with your work

Plan Builder

FAQs

Ready to build your portfolio plan?

Sign up for email updates

Build a tailored project portfolio in minutes

A guided experience from start to finish

Choose your industry

Select from over 300 industries, including 18 of the most in-demand sectors. Use the typeahead field to search or add your own.

Personalize your experience

Enter your company name and job title to tailor your plan to your role and business context.

Add basic info

Provide your name and email so we can notify you when your plan is ready—no spam, just your results.

Select your focus area

Based on your selected industry, you’ll choose a relevant focus area, then answer four follow-up questions to help us fine-tune your plan’s scope and purpose.

Define budget & timeline

Add your budget range and preferred timeline to ensure the plan aligns with your project constraints.

Why teams love the Plan Builder feature

Fast, guided setup

Tailored to you

No guesswork

Scales with your work

Plan Builder

FAQs

How long does it take to generate a plan?

Is the Plan Builder free to use?

What if my industry isn’t listed?

Can I update my inputs later?

What do I get in my plan?

Ready to build your portfolio plan?

Sign up for email updates