Report (Portfolio weather)
The Report screen gathers in a single grid the status reports of every project in the portfolio. Each row is a report; the columns are the indicators and the progress comments written by the project leaders.
Reach it from the Report menu of a project portfolio.
The columns
The columns are the fields of the Report entity: one date and five indicator / comment pairs.
| Column | Content |
|---|---|
| Report date | The date the report was drawn up |
| Overall indicator / Overall update | The general weather and its comment |
| Delivery indicator / Delivery update | The deliverables side |
| Schedule indicator / Schedule update | The timing side |
| Budget indicator / Budget update | The financial side |
| Resource indicator / Resource update | The capacity side |
Indicators take the values Green, Amber, Orange and Red. The comments come from each project's Weather record — they are not entered here.
Latest project weather
This is the command specific to this screen. The Latest project weather switch, at the top of the grid, keeps only the most recent report of each project.
- On — one row per project: the state of the portfolio right now, the review reading.
- Off — every report of every project: the trajectory, report after report.
Turning it off and sorting on Report date is how you follow one project over time.
The screen shows no delta, no trend arrow, no comparison to one or three months back. The grid shows the reports; the chronological reading gives the trend.
Analysing, exporting
- Sort and filter on any column — for instance isolate the red Overall indicator rows.
- Group by dragging a header into the grouping bar.
- Scenario — the funnel narrows the scope to a selection of projects. An orange badge on the button shows the number of unticked projects, hence missing from the list.
- View settings (⚙️) — Column management, Display, Project hierarchy management.
- Export — Excel (.xlsx) or CSV (.csv).
The only formats offered are Excel and CSV. For a committee document, the practice is to export to Excel and lay it out in your presentation tool.
See also
- Project weather — the source record, where indicators and comments are entered
- Portfolio dashboard — the consolidated graphical reading
- Trade-offs — acting on the projects in difficulty
Keep Latest project weather on to open the review, then switch it off on the single project that is a problem, to unfold its history.