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Portfolio Manager Dashboard

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Portfolio Manager Dashboard

Portfolio Manager Dashboard provides a central location to a portfolio manager to generate different graphical reports of the portfolios managed by them.

Portfolio Manager Dashboard, contains two different tabs to view the portfolio level reports and portfolio financials reports.

  • Portfolio tab: Provides reports about open risks, open issues, active projects, key milestones, and demand pipeline for the portfolio. It also provides information about total open risks, total open issues, and total key milestones.
  • Portfolio Financial tab: Provides reports about portfolio costs, and budgets. It also provides information about total programs, projects, and demands that are part of the portfolio.

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