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Project portfolio management: every project in one view.

Group related projects into a portfolio and see health, timelines, budget, workload and risk roll up live. Built for the people who answer “how is the programme doing?” every single week.

Book a demoExplore Kroolo Work
78%
Programme health
AI Transformation
On track
Projects
5
Budget used
64%
At risk
2
✦ AI INSIGHT
Fraud Detection will miss its Aug 15 date unless 2 tasks move to Lena this week. Want me to draft the update for the steering group?
SaaS Infrastructure
On Track
72%
CDue Jun 14€48k
Customer Order System
On Track
58%
MDue Jul 02€92k
AI Chatbot
At Risk
41%
ADue Jul 28€35k
Fraud Detection
Off Track
23%
JDue Aug 15€61k
Built for programmes

One portfolio for every kind of programme.

If it is a group of projects with a shared outcome, it belongs in a portfolio.

Product releases
Group sprints, components and launch tasks into one release view.
RoadmapLaunchQA
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
Client programmes
Track every client engagement, budget and deliverable side by side.
DeliveryBillingSLA
Open deals
128
+12
Avg. cycle
47 d
-3 d
Digital transformation
Run AI, cloud and process projects as one coordinated programme.
AICloudChange
Collect vendor quotesDone
Approve contract termsWaiting
Send to legalTo do
Company objectives
Link initiatives to goals so leaders see progress at a glance.
OKRsStrategyBoard
NameValue
Quote #1042$8,400Sent
Quote #1043$21,900Approved
Quote #1044$5,150Draft
Marketing campaigns
Follow spend, effort and results across every campaign.
SpendContentResults
Revenue by regionThis year
EMEA
APAC
AMER
LATAM
Openings and rollouts
Pull everything for a new store, office or region into a single plan.
SitesVendorsDates
Connect your dataDone
Build the viewDone
Share with the teamNext
The old way

Status is scattered across a dozen places.

Spreadsheets, decks, email chasers and chat pings. Every update is already out of date by the time it is shared.

Status spreadsheetWeekly deckEmail chasersChat pingsBudget fileRisk log
→
Kroolo Portfolio
One live view, always current
HealthTimelineBudgetWorkloadRisksAI summary
Overview

Every project in one living table.

Status, priority, owner, budget and effort side by side
Group by status, owner, priority or client
Add a project from here and it joins the roll-up
Group by: Status ▾FilterColumnsSearch projects+ Add project
ProjectOwnerStatusPriorityBudgetEffort
On track 3 projects
SaaS InfrastructureCOn trackMedium
budget 48%
223h of 427h
Customer Order SystemMOn trackUrgent
budget 85%
1,089h of 1,273h
AI IntegrationAOn trackHigh
budget 60%
2,454h of 3,631h
At risk 2 projects
AI ChatbotJAt riskLow
budget 35%
103h of 667h
Fraud DetectionKAt riskUrgent
budget 22%
53h of 258h
Group by: Status ▾FilterSearch projects
Status
Owner
Priority
Client
Start date
Group, filter, search

Slice the programme your way.

Group by status, owner, priority, client or dates
Filter and search to the projects you care about
Save the view and share it with your team
Dashboard

Health in numbers, not slides.

Status, budget, hours, trend and risk widgets
Everything rolls up from the projects underneath
Add the widgets your steering group asks for
Projects by status
On track 3
At risk 2
Budget used
64%
€236k of €370k
Hours logged by project
Completion trend
Projects by priority
Urgent
High
Medium
Low
Risks by severity
ComplianceUrgent
Vendor delayHigh
Scope changeLow
GanttTimelineToday
MayJunJulAugSepOct
SaaS Infrastructure
Customer Order System
AI Chatbot
Fraud Detection
⚠ Fraud Detection depends on AI Chatbot, which is slipping. Milestone moves 9 days.
Gantt and timeline

See the whole plan, and where it slips.

Gantt and timeline views across every project
Milestones and dependencies, with slippage called out
Switch between detail and roadmap in one click
Workload and resourcing

Balance people across every project.

Capacity for each person across all projects
Overload flagged before it becomes burnout
Hours by project, so you know what each really needs
Wk 43Wk 44Wk 45Wk 46
CClive90%100%95%100%
MMaya50%60%55%40%
AArjun70%115%120%70%
LLena30%40%45%35%
Arjun is over capacity in weeks 44 and 45. Move 2 tasks to Lena?
Hours by project this month
SaaS Infrastructure
140h
Customer Order
180h
AI Chatbot
80h
Planned
€280k
Spent
€236k
Forecast
€271k
SaaS Infrastructure€48k of €60k
Customer Order System€92k of €100k
AI Chatbot€35k of €50k
Fraud Detection€61k of €70k
Budget and financials

Planned against actual, for the whole programme.

Project budgets and spend roll up automatically
Forecast the finish before you overspend
Time, expenses and invoices feed straight in
Risks

See risk across the whole programme.

One risk register for every project, owner and severity
Probability and impact on a single heat map
Escalate the risks that need a decision
Low impactMediumHigh impactHigh
Data quality
Compliance
Medium
Vendor delay
Low
Scope change
Docs · Programme charter
AI Transformation charter
Steering notesRisk reviewWeekly update
Chat · # ai-transformation
M
Licences arrive next week.
A
Updating the chatbot plan.
C
Add it to the steering notes.
Docs and chat

The charter and the conversation, right here.

Keep the programme charter, notes and decisions with the portfolio
Chat with the team without leaving the view
Everything stays linked to the projects it is about
Your tabs, your way

Add the views you need.

Overview, Dashboard, Workload, Gantt, Docs, Chat, Risks and Timeline
Add Table, Kanban, Calendar, Embed or Files with the plus button
Each portfolio can have its own set of tabs
OverviewDashboardWorkloadGanttDocsChatRisksTimeline+
Add a view
Table
Kanban
Calendar
Embed
Files
Write this week’s programme update
AI Transformation · Week 43
3 of 5 projects on track. Budget 64% used, forecast within plan.
Needs attention: AI Chatbot (vendor licences) and Fraud Detection (data quality).
Send to steering groupEdit
Ask AI

Your programme analyst, always on.

Ask in plain language and get answers built from live project data, then turn them into a report in one click.

“Which projects are at risk?” answered in seconds
Weekly updates drafted from real data
Suggested next steps you can act on
Who it is for

The view each role actually needs.

Program managers
Run the programme day to day.
Spot slipping projects early
Rebalance people across projects
Ask AI for the weekly update
Review Q3 launch planDone
Sign off budgetIn review
Brief the design teamTo do
PMO and operations
Keep every programme consistent.
One view across all portfolios
Shared status, risk and budget rules
Reports without chasing teams
GR1Auth context enforcedCritical
GR2Source citation requiredHigh
GR3PII masked in outputMedium
Executives
Stay informed without the meeting.
Health and budget at a glance
Plain-language AI summaries
A live link instead of a deck
Connect your dataDone
Build the viewDone
Share with the teamNext
Share with stakeholders

A review page everyone can read.

Share a live link instead of emailing a deck
Control who sees what, per person
Export to PDF for the board pack
Programme review · Week 43
AI Transformation
Share linkExport PDF
Health
78%
On track
3
At risk
2
Budget used
64%
✦ Commentary. Delivery is steady. Two projects need a decision this week.
SaaS InfrastructureOn Track
Customer Order SystemOn Track
AI ChatbotAt Risk
Fraud DetectionAt Risk
Why teams switch

Spreadsheets and decks versus a live portfolio.

Spreadsheets and decksKroolo Portfolios
StatusCollected by handRolls up live
TimelineA separate chartGantt across projects
BudgetAnother fileBuilt into each project
RisksA log nobody opensOne register with owners
Weekly updateHours of writingDrafted by AI

FAQs on Kroolo Portfolios

Can I put any project in a portfolio?
Yes. A portfolio groups related projects so you can review them together, and the projects keep working normally for their own teams.
Can I see budget across the portfolio?
Yes. Budgets roll up from each project so you can compare planned and actual spend for the whole programme.
Does it replace my weekly status deck?
Status, dashboards and AI summaries are built from live project data, so most of the deck builds itself.
Can executives view a portfolio without editing it?
Yes. You can share a portfolio with view access only.
Can I choose which tabs a portfolio shows?
Yes. Start with Overview, Dashboard, Workload, Gantt, Docs, Chat, Risks and Timeline, and add or hide tabs for each portfolio.

See your programmes in one view.

Start free, or see it on your own projects in a demo.

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