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 dashboard shipped by default
A brand-new portfolio does not open on a blank page: as long as its dashboard is empty, it displays the shared favorite "Project portfolio dashboard (default)", shipped to every workspace. It has ten blocks — number of projects, number of resources, the Forecast / Approved ratio, approved budget, actual budget, projects weather, budget comparison, work by resource, risk matrix and detailed project weather. Workspaces shipped before this last block received it once, at the end of the favourite: a portfolio that had already adopted the template keeps its own dashboard.
It is a starting point: add, move or remove a block and the dashboard becomes the portfolio's own. The administrator can edit this template or assign it to other groups (see Default dashboards).
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 overall indicator of each project's latest weather report |
| Detailed project weather | Classic | Each project's latest report, one project per row, with the items you choose |
| 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.
Detailed project weather
A table comparing the portfolio's projects based on their latest weather report (the one with the most recent Report date): one project per row, one report item per column.
The picker at the top of the block chooses the items shown: the Report date, the Overall, Delivery, Schedule, Budget and Resource indicators, and the progress comment of each. By default, the date and the five indicators. The choice is saved with the block: it survives a reload and follows the dashboard in a favourite.
Columns use the field names of your workspace, and the scenario applies: only the selected projects appear. Projects with no report yet are listed at the bottom, with their count in the block header. The block is only offered on a project portfolio dashboard.
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 (download icon, left of the favorite) → Export to PDF — a printable image of the whole page, for a committee or a periodic report.
- Export → Export to PowerPoint (.pptx) — an editable presentation: cover, indicators as cards, one slide per block, charts converted into native PowerPoint charts (blocks with no equivalent, such as the Value / Risk bubble or the weather, are included as images).
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.