Abstract: A Portfolio and Project Management and new product development system is disclosed. In particular, the system in one embodiment includes a user, a user computing device, a client application, an operating system, a network interface, a server, a software-as-a-service (“SaaS”) platform, applications such as contact lists, documents, mail, etc., project management software which contains various views and sub-views, and sets of rules and criteria that interact with the project management software to manage the project management software output. In particular, the system of the present invention provides additional intelligence for customizing project management solutions for environments that use structured development methodologies, such as a stage and checkpoint process.