Sometimes, even with online project management, it can become overwhelming to see an abundance of projects without a proper grouping of whether or how each one fits together. That’s why, amongst our many features, Easy Projects offers Project Portfolio Management. Grouping together similar projects into organized portfolios which can be located with one click of a button, is a great way for project managers to segment projects based on team, department, client, content category and more!
You can appoint any project member as a portfolio manager. This role can create, delete or edit existing portfolios and any of the properties within them. The Portfolios section comes with a complete set of filters so that each specific team member can view only the portfolios relevant to them with very little time or effort. This makes collaborative project management and task management even more simple and user friendly.
Once created and defined, portfolios are available for reports and dashboard widgets and all data can be easily analyzed.
To make portfolio management more flexible and adaptable you can use portfolio-based custom fields, a unique feature of Easy Projects. For example, projects belonging to the Marketing portfolio will have one set of custom fields and IT projects will use another set. This way each team will work only with the information relevant to them, while keeping all projects under the same company umbrella for easy reporting.
Easy Projects can integrate with a host of other software tools that allow for more effective management and execution of project portfolios. Data can be imported from programs like Excel or Project Management Tools like MS Project, Outlook, and more. This way, your portfolio can include all data that is relevant for completion of projects, even if it wasn’t originally created in Easy Projects. So, all related information can be grouped in one place and accessible with just one click, once imported.
Within each portfolio, you can track and measure the progress of all projects and even the performance of individual team members. Thus, if a new project that would fit into a certain portfolio needs to be started; the timeline, work allocation and expectation for progress can be immediately assessed and assigned.
Want to see how these features can be personalized to best suit you and your team? Get started today!
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