Portfolio Management

A portfolio or project-group is a group of projects and process-instances belonging together. You can group projects together that belong to a specific customer, customer group, division or any other way you want to group them. Create portfolio status report and get total group statistics.

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<b>CREATE NEW PROJECT GROUPS</b>. Projects and process-instances can be linked to a specific portfolio or project group giving you the possibility to aggregate status information on the total portfolio.<b>SAMPLE: EMEA PROJECT GROUP</b>. After creating portfolios or also called project groups, you can link projects or process instances to a group. In this example, some projects are grouped together in the EMEA (Europe, Middle East and Africa) group. The proejct group overview page gives you an overall insight into the current status of this specific portfolio.<b>GROUP PERFORMANCE CHARTS</b>. Charts give quick insight into performance of the portfolio as a whole.
<b>SAVE STATUS REPORT TO MICROSOFT WORD</b>. Generate status reports and save them to a Microsoft Word or PDF document.<b>SAMPLE REPORT IN WORD</b>. Adjust the report as exported to Word. Crocus allows you to adjust the reporting templates as well, thus giving you the opportunity to create your own reports and templates. 

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