Please find below the description of the themes and reports available in the Portfolio Dashboards workspace.
The Project Monitoring theme provides a series of reports that allow users to review the overall situation regarding the selected Portfolio Folder(s) projects.
Report | Description | Specificity |
|---|---|---|
Overview | The Overview report provides graphs and key attributes regarding the Published Projects belonging to the selected Portfolio folder(s). | Published version of projects only. |
Pipeline | The Pipeline report aims at helping the Portfolio Manager to review the selected Portfolio Folder(s) Business Cases that are considered for validation and would likely be promoted to the project phase. | Published version of projects only. Projects of "Business Case" Nature that have been added to the "In Scope" section in the Portfolio Ranking workspace. |
Status Overview | The Status Overview report has been designed to help Stakeholders and Portfolio Managers keep track of the status of the projects belonging to the selected Portfolio folder(s). | |
Roadmap | The Roadmap report displays the projects of the selected Portfolio Folder(s) in the form of a Gantt chart so that the user can see when they will take place and whether they are up to date or not. | Published version of projects only. |
Milestone Trend Analysis | The Milestone Trend Analysis report allows the user to review the evolution of a specific type of milestone. | Tasks belonging to the selected Portfolio Folder(s) Published Projects. Monitored Milestones only (i.e., Tasks whose Duration is equal to 0 and that have been added to the Watch List, or Tasks whose Workflow has been set to “Gate”). To be selected, Milestones must have the same names across the selected Portfolio Folder(s) Projects. |
The Controlling theme gathers a series of reports allowing the user to review the potential slippage in terms of time, effort, and costs for each project of the selected Portfolio Folder(s).
Report | Description | Specificity |
|---|---|---|
Performance | The Performance report aims at providing the user with all relevant information regarding the selected projects shift as compared to their Baseline values. | Published version of projects only. |
Capacity Planning | The Capacity Planning report allows the user to review the Capacity Forecast and Available Effort for the selected time period and Portfolio Folder(s). | Total Effort from Published version of projects only. Resource availability from Resource definition & calendar. Capacity Forecast as entered in the Organization Center workspace, Capacity Forecast tab. |
Project Effort Breakdown | The Project Effort Breakdown report shows a matrix allowing the user to easily review the effort of the selected projects. | Effort values from the resources assigned to the selected Portfolio Folder(s) published projects. |
Baseline Comparison | The Baseline Comparison report gives the user the opportunity to compare two different Baselines in terms of dates, effort, and cost for each selected projects. | Published version of projects only. |
Budget Controlling | The Budget Controlling report compares the consolidated budget of the selected Portfolio Folder(s) (coming from Portfolio Center budget) with the combined cost/effort of the Published Projects. | Portfolio Budget from the Portfolio Center workspace, Budget tab. Selected Portfolio Folder(s) published Projects Cost. If some project costs are not associated with a Cost Center, they will not be displayed when the Cost Center ( |
The Agile theme allows the user to review the projects for which the Agile feature is enabled belonging to the selected Portfolio Folder(s).
Report | Description | Specificity |
|---|---|---|
Releases | The Releases report allows the user to review the progress of the Releases, and more specifically the status of the Iterations attached to the Releases. | Iteration and Releases. Published Projects whose Agile feature is activated. |
Epics | The Epics report allows the user to review the progress of the Epics, and more specifically the status of the Backlog Items belonging to those Epics. | Backlog Items and Epics. Published Projects whose Agile feature is activated. |
Roadmap | The Roadmap report allows the user to review whether or not the Agile phases of the projects are properly synchronized with the rest of the project when combining the Agile methodology with another methodology (such as Waterfall, for instance). | Epics, Iterations, and Releases. Published Projects whose Agile feature is activated. |
The Phases & Gates theme provides all the tools to review the Phases and Gates of the selected Portfolio Folder(s) projects.
Report | Description | Specificity |
|---|---|---|
Overview | The Overview report provides the list of projects with at least one Phase or one Gate in the form of cards. | Published version of projects only. Project has at least one Task identified as a Phase or a Gate. |
Gantt | The Gantt report provides a Gantt chart allowing the user to review the progress of the Phases & Gates projects. | Published version of projects only. Project has at least one Task identified as a Phase or a Gate. |
Status | The Status report provides a spreadsheet listing the selected Portfolio Folder(s) Phases and Gates, grouped by projects for the user to review. | Published version of projects only. Project has at least one Task identified as a Phase or a Gate. |
Supervision | The Supervision report provides a synthetic list of all projects using the Phases & Gates feature and contains the same information as the Portfolio Center workspace, Project Supervision tab, in addition to the following indicators: Current Phase, Next Gate, and OTD Status. | Published version of projects only. Project has at least one Task identified as a Phase or a Gate. |
The Finance theme provides a series of reports dedicated to reviewing financial information regarding the selected Portfolio Folder(s) projects.
Report | Description | Specificity |
|---|---|---|
Cash Flow | The Cash Flow report shows the breakdown of the Project Cash Flow over the selected time frame. | Published version of projects only. Cash Flow is computed as follows: Savings - Total Cost. Note For projects whose Nature is "Business Case", the Forecast Cost is taken into account instead of the Total Cost. |
Earned Value | The Earned Value report shows the traditional EV indicators for all the active Published Projects of the selected Portfolio Folder(s). | Published version of projects only. |
Forecast | The Forecast report displays the detailed Forecast of the projects belonging to the selected Portfolio Folder(s), facilitating the comparison with the corresponding Budget and Total Cost (or Effort) at the Portfolio level. | Published version of projects only. Forecast values are entered in the project Finance workspace. |
Billing | The Billing report provides the Billing forecast from all published projects of the selected Portfolio Folder(s). The Billable elements are sorted as follows: Billed, Confirmed, and Planned. | Published version of projects only. To be taken into account, projects must have some Revenues, the Billing feature must be enabled (Setup options), and the Billing Mode has to be set to any other value than "None". |
Savings | The Savings report provides a time-distributed view of the selected Portfolio Folder(s) Savings (Project Savings and Transactions whose Type is “Savings”), as well as the detailed Savings for each project. | Published version of projects only. To be taken into account, projects must have some Revenues, the Billing feature must be enabled (Setup options), and the Billing Mode has to be set to any other value than "None". Project Savings are entered in the project Finance workspace. |