Portfolio Feature
The new portfolio feature in InLoox Enterprise Plus provides a centralized overview of cross-project contexts – ideal for PMOs, executives, or controlling departments managing and evaluating multiple projects simultaneously.
Within a portfolio, you can organize, group, and analyze both active projects and project requests. This gives you a clear, consolidated basis for prioritization, resource planning, and risk assessment at a glance.
You can tailor each portfolio to its specific purpose by customizing the visible columns:
- Strategic evaluation of project requests: Display fields such as Score, Value, Risk, and Size to systematically compare initiatives.
- Financial oversight of active projects: Show fields like Total Expenses (Actual) and Total Expenses (Planned) to perform clear cost comparisons and analyses.
- Resources and progress at a glance: Add columns such as Project Manager, Start and End Date, Project Status, or % Complete for hands-on project tracking.
Thanks to this flexible column configuration, every portfolio can be precisely tailored to your specific information needs – from strategic top-down management to detailed operational control.
Available exclusively in InLoox Enterprise Plus & InLoox On-Premise Editions.
Help article: Portfolio