Portfolio Management with Zoho Projects
Not every project in your portfolio brings equal value. With Zoho Projects, prioritize, select, and execute the right project at the right time, every time.
Get Started
Leave your portfolio of projects in our care
Portfolios hold diverse projects at multiple stages. Zoho Projects gives a holistic view to choose projects with strategic fit and high returns.
- Standardize your project intake process to align with your vision.
- Tailor your own version of portfolio success with customizable modules.
- Optimize resources, weigh financial risks, and analyze portfolio performance.
Manage your portfolio in your preferred way
Different projects grow market share, drive innovation, or support green goals. Custom Modules prioritize each using your own parameters.
- Link modules like cost-benefit analysis or risk register with work items.
- Associate them with suitable modules and centralize relevant information.
- Pin customizable views, automate actions, and generate data-driven reports.
Track every piece of your project portfolio
Portfolios comprise projects moving at different paces. Track each project in real time with KPIs, reports, and views that enable quick decisions.
- Use aggregate options in Reports to display key metrics in your unique way.
- Present metrics like capacity planning and risk analysis on Custom Dashboards.
- Gain real-time visibility into progress that you can share with stakeholders.
Know where your projects stand
Every project undergoes feasibility analysis to join a portfolio. Zoho Projects flags threats, forecasts risks, and ensures project readiness.
- Validate organizational feasibility and prioritize projects accordingly.
- Capture capacity bottlenecks, spot burnout employees, and rebalance work.
- Evaluate your project's financial soundness with real-time budget tracking.
Keep your portfolio organized
There's no limit to projects in a portfolio, so organization matters. Group similar projects, break down work, and map timelines on Gantt charts.
- Organize every Project, Milestone, and Task as lists, charts, or boards.
- Group portfolios, store documents, and start contextual discussion threads.
- Visualize portfolio progress on Gantt charts and keep up with project trends.
Let AI look out for impending risks
Unbalanced portfolios can ripple into strategic setbacks. Enhanced AI in Zoho Projects brings a proactive layer of intelligence to your portfolio management.
Model Context Protocol
Model Context Protocol (MCP) lets you integrate Zoho Projects to the Generative AI model of your choice. Query project data, pull task histories, and generate insights without switching windows.
- Predict portfolio performance
- Identify underperforming projects
- Spot resource conflicts
- Get answers that reference your data
- Analyze historical project outcomes
- Seamlessly integrate with third-party tools
Agentic AI
Agentic AI takes this further by enabling Zia to act autonomously on your behalf.
- Identify misaligned projects
- Surface cost overruns across initiatives
- Anticipate delivery risks impacting the portfolio