Portfolio project controls

Every project’s health, on one screen.

Portfolio brings delay, integrity and update status for every project together, against thresholds your organization sets once, so you always know where to look first.

Portfolio Overview
24 projects
Portfolio overview
Programme: Data centers
PROJECTS
24
DELAYED
9
AVG INTEGRITY
86%
STALE UPDATES
3
MOST DELAYED
DC Charlie
+64d
Rail Package B
+41d
MOST STALE
Substation 4
38 days
DC Golf
21 days
WORST INTEGRITY
DC Charlie
79%
Grid Upgrade
82%

Why teams choose it

Three reasons it earns its place.

01

Know where to look first.

A map colored by health, plus the most delayed, most stale and worst-integrity projects ranked for you.

Ranked every update
02

One standard for everyone.

Set the KPI thresholds that define good and bad once, apply them to every user, and decide who can change them.

Shared KPI thresholds
03

From signal to project in a click.

Click any KPI to open the projects behind it, already filtered, and export the table for your steering pack.

Click-through and export

Technical specification

Portfolio control, built in.

Overview
Headline KPIs, good and bad and delayed and on-time charts, recent activity, and a map with a health pie chart at each location
Ranked lists
Most delayed, most stale and worst-integrity projects
KPI thresholds
Good and bad rules per KPI, applied to all users, with an admin toggle for contributor edits
Projects list
Programme and project tree with KPI columns, trend indicators, coordinators and last updated, with your expanded state remembered
Filters
Programme or portfolio, coordinator and last updated
Click-through
Any KPI on the overview opens the projects list filtered to the same scope
Structure
Portfolios, programmes and projects, each with a named coordinator, and a portfolio scope for what counts in the calculations
Export
Projects list to Excel, with account names and headline KPIs

KPI thresholds

Decide once what good looks like.

Define good and bad rules for each KPI, apply them to every user so everyone reports against the same standard, and choose whether contributors can change them.

  • Good and bad rules
  • Apply to all users
  • Contributor edit toggle
KPI thresholds
Apply to all users
Integrity
Good at 85% or more
Bad below 75%
Delay
Good under 10 days
Bad over 30 days
Update age
Good under 14 days
Bad over 30 days
Allow contributors to edit thresholds

Projects

Every project, with the trend behind the number.

The projects list shows each KPI with a trend indicator over recent uploads, a coordinator for every project, and an export ready for your steering pack.

  • Trend indicators
  • Coordinators
  • Excel export
Projects
Coordinator: A. Patel
Export
PROGRAMME / PROJECT
INTEGRITY
DELAY
TREND
COORDINATOR
Data centers
DC Alpha
92%
+3d
↑
A. Patel
DC Charlie
79%
+64d
↓
J. Moreno
DC Echo
85%
+21d
→
A. Patel
Rail Package B
82%
+41d
↓
S. Okafor

Structure

Ownership that’s visible to everyone.

Organize projects into programmes and portfolios, give each one a named coordinator, choose which projects count in the portfolio calculations, and require a programme on every new project if you want to.

  • Portfolios and programmes
  • Named coordinators
  • Portfolio scope
Structure and scope
PORTFOLIO
Global infrastructure
M. Chen
PROGRAMME
Data centers
A. Patel
PROJECT
DC Alpha
A. Patel
PROJECT
DC Charlie
J. Moreno
PROGRAMME
Rail
S. Okafor
Portfolio scope
Require a programme on new projects

FAQ

Questions, answered.

Technical questions about Portfolio.

Talk to our team

Headline KPIs, delayed and on-time and good and bad charts, recent activity, a map with a health pie chart at each location, and the most delayed, most stale and worst-integrity projects.

Admins set good and bad rules for each KPI, apply them to every user, and choose whether contributors can edit their own thresholds.

Yes. Group projects into programmes and portfolios, give each a named coordinator, and choose which projects count in the portfolio calculations.

Yes. Export the projects list to Excel with account names and headline KPIs, ready to drop into a steering pack.