Syntech Portfolio Insights for Creatio 1.2.0: Matrix and Grid views are now available
We have released Syntech Portfolio Insights for Creatio 1.2.0, adding Matrix and Grid views for portfolio planning and analysis.
The new views allow users to visualize:
- team and project capacity;
- current workload;
- resource allocation;
- utilization by team, project, role, or time period.
Why we added the new views
Project lists are useful for accessing individual records, but portfolio decisions often require a broader perspective.
Portfolio managers need to understand not only the status of each project but also how resources and workloads are distributed across the organization.
Matrix and Grid views make it easier to compare planning data, identify capacity constraints, and analyze resource utilization without exporting information to separate spreadsheets.
Portfolio management inside Creatio
Syntech Portfolio Insights provides a centralized workspace for managing strategic initiatives, programs, projects, and investments.
In addition to the new Matrix and Grid views, the component includes:
- Executive Portfolio Visibility - monitor initiatives, delivery status, risks, and investment allocation;
- Portfolio Hierarchy View - navigate portfolios, programs, and projects using an interactive hierarchy;
- Project Summary Preview - access progress, status, budget utilization, project manager information, and health indicators without opening the full record;
- Contextual Team Communication - discuss portfolio updates, tasks, and project activities in one workspace;
- No-Code Setup - configure the component inside Creatio and connect it to existing Portfolio, Program, and Project sections.
Release details
- Version: 1.2.0
- Release date: September 16, 2026
- Compatibility: Creatio 8.3.0 and later
- Deployment: cloud and on-site
Learn more and install the new version on the Marketplace:
https://syntech.digital/en/products/syntech-portfolio-insights-for-creatio
We welcome your feedback on the new planning views.