Nodes & Links introduces a revamped Portfolio experience that turns a wall of projects into a ranked shortlist of where you are needed most. By combining configurable thresholds with live trend indicators, Portfolio shows you which projects are outside your rules and whether performance is recovering or getting worse, so project teams can move from scanning numbers to taking action in seconds.
The moment you define what “good” looks like, your portfolio should reorganise itself around it.
Instead of scanning projects and deciding what matters, the new Portfolio experience starts with a simpler question: Which projects actually need attention today?
Two updates work together to answer that question: configurable thresholds that reflect your rules, and trend indicators listen to those configurations and show you which projects are recovering and which are sliding.
A score for every project. But where do you actually start?
A portfolio grid with scores for every project sounds helpful. In practice, it often looks like this:
- Dozens of projects on one page
- A single number for each project
- No clear starting point
You see a project with a 72 percent integrity score. You still do not know if it is improving toward your target or slipping away from it. You cannot see if a contractor is recovering after a bad month or if the decline is accelerating. You are left to decide which projects belong on today’s agenda and which can wait.
You define what good looks like. Portfolio shows you where to focus next.
Every organization has its own rules for when a project is okay and when it’s a problem.
With KPI Thresholds, you can:
- Set how fresh schedule data must be (data freshness and maximum delay)
- Define minimum Integrity Scores across all Integrity Checks
- Configure limits for cost performance, progress variance and critical path length
- Control how many delayed or bookmarked milestones are acceptable
Portfolio uses those thresholds as the line between “fine” and “needs attention”. Projects that sit inside your rules fall into the background. Projects that do not are clearly marked and pushed to the top of the list. Filters let you focus on delay, integrity, staleness and other specific issues.
You define what good looks like. Portfolio shows you where to focus next.
Portfolio Trends: from snapshot to trajectory
A single portfolio number shows you the current state of every project. But a number without direction is only half the picture.
Portfolio Trends adds a trend indicator for every KPI on the Projects page, so your team knows which projects are:
- Recovering: moving back toward your thresholds
- Flat: holding steady
- Deteriorating: moving away from your thresholds
You no longer need to compare old exports or rely on memory to understand trajectory. A contractor at 70% integrity no longer looks identical whether they climbed from 60% or fell from 85%. Trend direction answers “is this getting better or worse?” immediately, so portfolio conversations can move straight to “what do we do about it?”
Turn portfolio KPIs into a clear action list
With thresholds and trends working together, Portfolio becomes less about seeing everything and more about knowing where to start.
- Attention goes first to the projects that sit outside your rules.
- Direction is clear: you can reward recovery and intervene in decline.
- Meetings move faster because the “is this a problem?” argument has already been settled by the way you’ve defined “good.”
For project controls teams and leaders running complex portfolios, this is a step toward a portfolio view that behaves more like a triage list than a static report, and that matches how decisions are actually made.
Know what “good” looks like in your portfolio from day one. If you want a view that surfaces the projects outside your thresholds and shows whether they are recovering or deteriorating, our team can walk you through it in a short session.