Project Pipeline & Gantt Roadmap Tool on PerchBase

In this video, we walk through the PerchBase Project Pipeline & Gantt tool— including how to visualize timelines, identify dependencies, and improve portfolio decision-making for PMOs and project managers.

What Is the PerchBase Project Pipeline & Gantt Tool?

The Project Pipeline & Gantt tool on PerchBase gives project managers and PMO leaders a single place to track all pipeline activities, planned projects, and in-flight work. Each initiative appears on a visual Gantt-style timeline so you can quickly see start and end dates, overlaps, and the health of your portfolio.

Instead of managing a patchwork of spreadsheets, slide decks, and emails, you maintain one living project pipeline that updates as dates, priorities, and status change.

• View your entire portfolio on one interactive Gantt-style roadmap.
• Compare timelines across business units, portfolios, or product lines.
• See project health, priority, and status alongside dates.
• Spot bottlenecks and risky overlaps before they create issues.

Key Features of the Project Pipeline Gantt

The tool is designed for real-world portfolio management — not just pretty charts.

• Pipeline list + Gantt view: See projects as structured data and as a visual timeline.
• Date-driven roadmap: Every pipeline item includes start and end dates to drive the Gantt.
• Status & health indicators: Track risk, health, and progress along the timeline.
• Filters for focus: Filter by portfolio, business unit, pipeline, or status to reduce noise.
• Activities & dependencies: Drill into activities that feed the Gantt and show relationships.
• PM-friendly design: Built for project managers, not just data teams.

How the Project Pipeline & Gantt Tool Works

1. Create a PerchBase account or log in to your workspace.
2. Add projects to your pipeline with start and end dates, status, priority, and business unit.
3. Optionally add pipeline activities to capture more detailed phases, milestones, or streams of work.
4. Open the Gantt view to see your project pipeline visualized over time with context.
5. Filter by pipeline, portfolio, or status to answer specific questions from sponsors and executives.

Within a few minutes, you have a clean, portfolio-level Gantt that you can use to drive steering committee sessions, roadmap reviews, and resource conversations.

Why Project Managers and PMOs Use a Pipeline Gantt

A project pipeline Gantt connects strategy to execution. It helps you answer questions like:

• “When does this project actually fit in with everything else we’re doing?”
• “Where do we have too many large initiatives at the same time?”
• “Which business units are overcommitted across the year?”
• “What happens to the roadmap if we delay or pull a project forward?”

With PerchBase, you can visually discuss trade-offs with stakeholders instead of scrolling through spreadsheets or static PowerPoint slides.

Connect Your Pipeline to Project Sensai Artifacts

The pipeline tool becomes even more powerful when you connect it to your project documentation in Project Sensai.

• Use the business case builder to justify why a project belongs in the pipeline.
• Create a clear project charter for items you move from pipeline to active.
• Build risk, resource, change, and quality management plans for approved initiatives.

Together, Project Sensai and the pipeline Gantt give you a full lifecycle view: from idea intake and justification all the way through planning and execution.

Use Cases for the PerchBase Project Pipeline Tool

• PMO portfolio dashboards: Provide leadership with a single view of all strategic projects.
• Annual planning: Map out planned initiatives across the calendar year and align on timing.
• Capacity conversations: Highlight busy periods where teams or functions will be overloaded.
• Roadmap communications: Share a simple visual timeline with sponsors and stakeholders.
• Change impact analysis: See how shifting one project affects other initiatives on the roadmap.

Get Started with the Project Pipeline & Gantt Tool

If you are tired of stitching together project lists, ad-hoc timelines, and last-minute status decks, the PerchBase pipeline Gantt gives you a stable, reusable view of your portfolio.

Build a project pipeline that you can update once and re-use for every executive review, prioritization discussion, and roadmap check-in.