Software OpenProject como «PM²»: página de resumen de una cartera que muestra los objetivos y otras métricas clave.

Una solución informática basada en PM² para el sector público europeo

Tiempo estimado de lectura: 12 minutos

¿Cómo es una solución de software que permite a los empleados del sector público priorizar, gestionar, implementar y reportar con éxito iniciativas estratégicas?

En OpenProject, exploramos esta cuestión durante un hackatón la semana pasada. En este artículo le ofrecemos un resumen de nuestros resultados.

Los requisitos que definimos se basan en PM², la metodología de gestión de proyectos de código abierto facilitada por la Comisión Europea.

Watch this video to get an impression of OpenProject for public sector project and portfolio management:

Este vídeo está actualmente disponible solo en inglés.

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Wanted: A software solution for the strategic implementation of digitalization initiatives

Transparency is one of our core values, so in this article we want to share an overview of the hackathon, the requirements, and of course our proposed solutions.

Requirements included:

  • Compatibility to PM² (tailoring)
  • Consistency across portfolio, program, and project levels
  • Cross-agency collaboration
  • Agility
  • Enjoyable user experience

Challenges for us:

  • Only one week to develop additional features, comprehensive demo material, documentation, and (video) presentation. All of this alongside our daily business, including the release of version 16.2.
  • Immersing ourselves in the working environment and various user stories from public administration, which operates very differently than we do internally. Here, our extensive experience with the public sector, especially in connection with openDesk, was a major advantage.

Overview of the required user stories:

Several user stories were provided, each with associated data like budget, status, target states, and more. Every user story included at least one fictional persona, from whose perspective the solution needed to be demonstrated.

  1. Prioritize portfolio elements
  2. Manage portfolio
  3. Report program status
  4. Report project status

In addition to the predefined user stories, we also showcased how the solution could be used on the go via the mobile app.

Delivered: Full commitment for ten new PM² features

Alongside 19 developers, many other OpenProject team members were fully engaged in the PM² hackathon. Despite — or perhaps because of — the short timeframe and complex requirements, the energy and team spirit were tangible across all days, even across our globally distributed remote workspaces.

For Rosanna Sibora, who had her very first week at OpenProject as Chief Product Officer during the hackathon, the team’s commitment, creativity, and passion made a strong impression:

“During the hackathon, I was impressed by how well the self-organized teams collaborated. It clearly showed me how well-aligned the OpenProject team is and how open and empowering the culture is. We proved that 2+2 is definitely more than 4 — and what can be achieved with great collaboration and empowerment.” – Rosanna Sibora, CPO, OpenProject GmbH

OpenProject implementation – behind the scenes:

  • Full energy and passion, not just from developers
  • 15,000+ lines of new code
  • Team formation for developing new features, building a demo instance, and designing product mockups for additional features
  • Daily hackathon stand-ups, retros, and pulse checks with the PM² experts and other stakeholders, 100% remote collaboration using other open source tools like Big Blue Button and Element
  • Daily operations continued in parallel: support and release of OpenProject 16.2

OpenProject implementation – on the product level:

While the current version of OpenProject already supports the majority of requirements, we identified several aspects we wanted to expand or develop from scratch during the hackathon week. Especially relevant across all user stories was the development of features for reporting and managing goals, risks, and budgets.

Here is an overview of our main development focuses during the hackathon:

Let’s take a closer look at what these features and requirement implementations looked like by the end of the hackathon week.

Importante

Please note that this is a summary of key developments. Additional features were also planned, designed, and developed during the hackathon. As these features were created in a very short time, they are not yet fully tested or finalized.

Planning and managing portfolios and programs

To support PM², OpenProject needed to manage not just projects but also portfolios and programs. Modeling these was the first step during the hackathon. Portfolio, sub-portfolio, and program extend the existing project hierarchy with the ability to group projects and manage them collectively.

Captura de pantalla: Menú desplegable «Proyectos favoritos» que muestra una lista jerárquica de carteras, subcarteras, programas y proyectos.

Enhancing portfolio and program dashboards

On the overview pages for portfolios, (sub-)programs, or even projects, managers want to see key information about goals, milestones, risks, and budgets at a glance. To enable this, we created widgets during the hackathon that visually aggregate this data: charts for budgets and risks, listings of components with their priority, status, and goal progress. These widgets were implemented as prototypes in a new dashboard using the OpenProject Design System.

Screenshot: Portfolio overview page showing, among other things, a goals widget with percentage progress (19%) in different colors and counts of goals by status (18 on track, 3 critical, etc.)

Portfolio management with proposal functionality

We created a dedicated module for portfolio management where managers can first create portfolio proposals and then submit them for review. These can be downloaded as PDFs or added to a meeting.

Screenshot: “Portfolio management” module with a savable and filterable list of proposals, including attributes like status, budget, and overall rating. Dropdown on “Submit for review” button offers options to download as PDF, add to meeting, or create approval document.

Linking and improved display of budget planning and overviews

OpenProject already supports extensive budgeting and cost tracking, but previously limited this to individual projects. During the hackathon, we added cross-project budgeting, distinctions between planned and booked costs, and modeling of sub-budgets. The overview page and project lists can now display total budgets and their components.

Screenshot: Saved project list with filters and columns showing budget overview: Planned budget, Assigned to sub-budgets, Spent budget, and Available budget.

Calculated project scoring

Portfolio managers want to calculate project scores automatically based on project attributes, allowing better evaluation, prioritization, and communication of decisions. This functionality was further developed during the hackathon and activated on the demo instance to display ranking values for project weighting.

It is now possible to apply formulas to freely configurable values that together generate a score. This increases transparency and comparability of evaluations.

This feature is still in development (thanks City of Cologne for their support here), so we’re showing a design draft here:

Mockup OpenProject: Calculated project score A with formula “Project factor A + 0.25 * Project factor B - Project factor C”

Risk management and overview

Dado que la gestión de riesgos es un requisito fundamental para el sector público, hemos creado un módulo dedicado a los riesgos. It includes a risk matrix that visualizes project, portfolio, or program risks with color-coded severity.

Modeling is based on probability (1–5) and impact (1–5). The system calculates a risk level from these values.

This also means: Risks now have their own data type and are a core part of OpenProject. Users are encouraged to document risks, monitor them regularly, and take countermeasures.

Screenshot: Newly created “Risks” module displaying risk work packages in a color-coded matrix (X-axis: Impact, Y-axis: Probability) and a tabular risk list

Create status report meetings

Status reports are a key element of PM². But they are not just documents — they are often discussed in meetings. That’s why we created a feature to automatically generate status report meetings.

Directly from the overview page, managers can create proposals for a status report meeting with the steering committee. They can select a baseline timeframe and add currently relevant information from the portfolio. The system generates an agenda based on selected changes for further editing.

Screenshot: Portfolio dashboard with modal for creating a status report meeting. Includes baseline timeframe (e.g., last month) and toggles for changes to portfolio, budget, or milestones.

Documents module with real-time editing

A few weeks ago, OpenProject successfully participated in Hack Days 2025 in Paris, organized by the French government’s digital directorate, DINUM (direction interministérielle du numérique). We’ve now extended those features to enable collaborative real-time editing for multiple users.

To support collaborative creation and sharing of typical documents, the OpenProject documents module was completely redesigned. It now allows for automatically updated content and real-time collaborative editing.

Mobile app enhancements for portfolio/program management

We have been working on a mobile app (iOS/Android) for OpenProject for some time. During the hackathon, we also developed new functionality to differentiate between portfolio, program, and project levels in the app.

Please note that developing a high-quality mobile app takes time, and we want to ensure the best experience before release. Of course, we will announce availability as soon as it’s ready for users.

AI foundations and support for documents and project/portfolio management

OpenProject was extended with two core services: Haystack to gather relevant information, and a custom LLM (Large Language Model). Both services operate within the same network as OpenProject and have no internet access. No data leaves the cluster for AI usage.

Detailed AI features developed during the hackathon include:

AI-generated status report drafts

  • Create drafts of status reports based on work packages and attributes visible to the respective user, using a local AI trained on PMflex

AI assistance in project and portfolio management

  • Display of PMflex-based best practices on the overview page, based on analysis of project data and work packages
  • A secure local AI assists with introducing best practices and provides timely management recommendations

Screenshot: Portfolio overview page with new modules: “Latest status report” and “PMflex suggestions”, e.g., “Update portfolio plan” or “Complete documentation”

AI support in documents

  • Writing tools in the OpenProject editor (translate, rephrase, spell check, generate drafts, etc.)
  • Familiar AI editing features directly inside the editor
  • The documents module uses the LLM to perform simple text tasks like summarizations

Screenshot: Documents module with highlighted text and the following options: Ask AI anything, Improve writing, Fix spelling, Translate…, Simplify.


PDF export of portfolio and program status

We believe in a single source of truth for project data. However, there many use cases where an export is extremely helpful, e.g. when information needs to be documented in external systems. Así que durante el hackatón construimos un motor de informes de estado que crea archivos PDF perfectos a partir de los datos del sistema.

  • Información de estado
  • Presupuesto
  • Risks
  • Objectives
  • KPIs
  • Hitos
  • Custom attributes
  • […]

Kudos go to the German Federal Ministry of the Interior who sponsored the pdf export of work packages in 2023. The PDF export library we developed laid the foundation for this feature.

PDF export portfolio status report

As an outlook, we are working on more configuration options to adjust the export to the specific needs. Additionally, we plan to add further charts and illustrations.

Found? – What happens after the hackathon?

All released features will be available either in OpenProject itself or in openDesk, the secure office and collaboration suite designed specifically for the public sector.

The rollout would likely proceed as follows:

  • Distribution via ZenDiS as a module in openDesk:
    • Monthly releases
    • Security concepts
    • Maintenance
    • Soporte
    • Alojamiento
  • Demo environments provided through OpenProject’s SaaS infrastructure

Even though the work is progress this hackathon clearly demonstrated how OpenProject, as an open source solution, can meet the concrete requirements of public administration — quickly, competently, and collaboratively.

There is a visible shift toward data sovereignty, open standards, and independent software solutions — not only, but especially in the public sector.

Anyone looking for a future-proof, sovereign solution will find a strong and experienced partner in OpenProject. Learn more about OpenProject for public administration.

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