Portfolio dashboard
The Dashboard screen is the showcase of a project portfolio. It aggregates on one page the key indicators of the projects it contains: overall health, progress, budgets, team workload.
Reached through the Dashboard menu of a project portfolio.
It is the same dashboard builder as the project one — same block types, same 3-step wizard, same period options. The difference lies in the data being consolidated across all the projects of the portfolio, and in a few specific blocks. Refer to the project Dashboard for the details of creating and configuring a block; this page describes what is specific to the portfolio.
The scenario: choosing which projects count
The Scenario button, top left, opens a side panel listing the projects of the portfolio as a tree. There you tick the projects to include in the computations.
Every block of the dashboard — indicators, charts, tables — is recomputed on that selection. This is the lever to compare scopes: the whole portfolio, a subset of a programme, or only the projects of one department.
Blocks specific to the portfolio
On top of every block of the project dashboard, the portfolio offers:
| Block | Type | Content |
|---|---|---|
| Projects weather | Classic | The weather of each project of the portfolio (overall, delivery, schedule, budget, resource indicators) |
| Number of projects | Tag | The count of projects in the selection |
| Project staffing | Classic | The consolidated workload, broken down project by project |
| Progress by project | Table | The % complete of each project |
| Workload by state | Chart | Workload in cost or revenue, split by project state |
Task tables (Task list, Deadline tracking, Tasks with a predecessor in another project…) display an additional "Project" column at portfolio level, absent in project mode.
Conversely, the two indicators specific to the project — project weather and overall progress — do not exist at portfolio level: they are replaced by their consolidated equivalents above.
Shared blocks
The same block families as at project level are available, computed over all the selected projects:
- Budget indicators — approved, forecast, planned and actual costs and revenues, and the matching margins
- Ratios — Forecast costs / Approved cost, Forecast revenus / Approved revenus
- Charts — budget comparisons by dimension, workload by resource
- Resource staffing — groupable by Resource, Department, Team, Position, Profile or Company, as a table, a chart or cards
Periods and cumulative values
Period configuration is identical to the project one: a period in months, in years (with optional month granularity) or variable — that is, recomputed at each opening relative to today's date.
The Cumulative values option is also available on time-based charts: each series becomes a running total, giving the portfolio S-curve. At portfolio scale this is the most telling reading of consolidated budget consumption: the widening gap between cumulative approved and cumulative actuals shows at a glance.
See Cumulative values for the details.
Draft, favourites and export
- Open draft — work on a copy without saving anything, then close the draft to return to the reference layout.
- ★ Favourites — save several named layouts for the same portfolio and switch between them. A shared favourite you do not own opens in read-only mode.
- Export to PDF — a printable image of the whole page, for a committee or a periodic report.
See also
- The project Dashboard — detailed block creation and configuration
- Project weather — the consolidated indicator on the dashboard
- Arbitrations — turn indicators into actions
- Report — the exportable consolidated report
Create one favourite per audience: an "executive committee" dashboard with the indicators and the weather, a "budget tracking" one with the cumulative curves. The scenario then lets you replay each of them on a narrower scope without rebuilding anything.