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.
As soon as at least one project is unticked, an orange badge next to the "Scenario" label shows the number of excluded projects, whether the panel is open or closed. Its tooltip spells it out: "N project(s) excluded by the scenario. Open the Scenario panel to change the selection."
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.