Portfolio reports

Portfolio Manager Dashboard provides portfolio level reports about open risks, open issues, active projects, key milestones, and demand pipeline for the portfolio. The dashboard displays reports only for the portfolios managed by the portfolio manager.

To view different type of data, you can generate reports by grouping or by stacking. Each report has different filters for grouping and stacking. You can use a combination of Group by filter and Stack by filter to generate the reports.

Open Risk report

Provides information about open risks of the programs, projects, and demands that are part of the portfolio.

Filter Description
Top portfolio Displays open risks by top portfolio.
Top program Displays open risks by top programs.
Task Displays open risks by tasks.
Probability Displays open risks by probability.

Open Issues report

Provides information about open issues of the programs, projects, and demands that are part of the portfolio.

Filter Description
Top Portfolio Displays open issues by top portfolio.
State Displays open issues by state.
Impact Displays open issues by impact.
Priority Displays open issues by priority.

Active Projects report

Provides information about active projects per portfolio.

Filter Description
Portfolio Displays the active projects by portfolio.
Short Description Displays the active projects by short description.
Project Manager Displays the active projects by project managers.

Key Milestones by Program report

Provides information about project and program key milestones per portfolio.

Filter Description
Top Portfolio Displays the key milestones by top portfolio.
State Displays the key milestones by state.
Project Displays the key milestones by projects.

Demand Pipeline by Portfolio report

Provides information about demands that are in pipeline per the portfolio according to when the demand was requested to be fulfilled.