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Data management

Departments, BUs and groups

Mirror your org structure in the portfolio — by department, BU, or owner — and run costs, forecasts, and evaluations on any subgroup with custom tags.

Decide how to group your portfolio

Think about how you want to group your IP rights. You can set up several overlapping groupings and switch between them depending on the analysis or report you need.

Organisational structure

Assign your IP rights to business units, departments, institutes, or other organisational entities so each team can see the IP that is relevant to them.

Technical field

Group your IP rights by technical field as well — for example, distinguishing methods from devices, or electrical from mechanical components — so you can analyse your portfolio along the lines of your R&D structure.