Report (Portfolio weather)
The Report screen produces a consolidated weather synthesis of the portfolio. It aggregates the individual weather indicators (see Project weather) into a single view tailored to committee reporting.
Reached through the Report menu of a project portfolio.
Synthesis table
Each row represents a project of the portfolio with its weather indicators:
| Project | Global | Delivery | Schedule | Budget | Resource | Comment |
|---|---|---|---|---|---|---|
| Project A | ☀️ | ☀️ | ☀️ | ⛅ | ☀️ | "Minor supplier delay resolved…" |
| Project B | ⛅ | ☀️ | ⛅ | ☀️ | ⛅ | "Tight workload plan in Q2…" |
| Project C | ⛈️ | ⛈️ | ⛈️ | ⛅ | ⛈️ | "Sponsor in arbitration…" |
Comments are written by project managers on their respective weather records.
Period and history
- Date picker — Choose the report's reference date
- Historical view — Compares current weather to 1, 3 or 6 months ago to visualise improvement or deterioration
- Evolution — ↗ ↘ → indicator between two dates
PDF / PowerPoint export
The Export button generates a document ready for the executive committee:
- PDF or PowerPoint format
- Customizable pagination template
- Includes the table, charts and each project manager's comments
See also
- Project weather — per-project source
- Dashboard — dynamic web view
- Arbitrations — act on projects in difficulty