Craft io Enterprise Portfolio Walkthrough

Learn how to bring multiple portfolios, divisions, and product lines together into one unified space using the Enterprise Portfolio in Craft.io.

In this video, we cover:

• Unified Views: View and track initiatives from across every portfolio in a single list, table, or timeline.
• Super Initiatives: Connect your company's biggest strategic bets to the initiatives, epics, and features delivering them.
• Flexible Hierarchy & Grouping: Group work by portfolio, year, or super initiative to see how projects connect across teams.
• Joint Portfolio Fields: Automatically merge fields with identical names across portfolios for unified reporting.
• Cross-Portfolio OKRs & Dashboards: Track progress and review OKRs from multiple portfolios in one central place.
• Actual vs. Planned Comparison: Compare real-time execution against saved plans to track portfolio delivery over time.

Happy Crafting!