Portfolio Management Firm & Enterprise
Which Engagement Is Actually in Trouble
Running one implementation is a delivery problem. Running six is a different one, and opening six projects in turn to answer it is how a practice finds out about a slipping go-live in week nine instead of week three.
Portfolio Dashboard
The View a Principal Needs, Not the One a Delivery Lead Needs
The project dashboard answers "how is this engagement going". The portfolio dashboard answers a different question: of everything we are running, what needs me today.
Readiness by Project
What Rolls Up
The Same Numbers, Summed Across the Book of Work
Nothing new to maintain. Every figure here already exists on the individual projects; the portfolio view just stops you opening six tabs to assemble it by hand.
Readiness, Compared
Every engagement's weighted score against the same threshold, so "which go-live is at risk" is a glance rather than a meeting. Scores computed the same way on every project is what makes the comparison mean anything.
Next Gate, Every Project
Each project's next open gate and its date sit in the Schedule column, beside the project's start and finish dates, and each row counts its overdue tasks. Gate discipline stops depending on whoever remembers to chase.
People Across Projects
A consultant allocated to three projects is over-committed in a way no single project can see. People Across Projects adds up the hours each person logged in a week on every project, sets them against their weekly capacity, flags anyone over 100% and shows where the hours went. Step back and forward a week at a time.
P1 Defects and Live Risks
Open P1 defects, open risks and high-scoring risks (6 or more out of 9) for every project, with automatic red, amber or green health on each row, so the weekly practice review starts from a list rather than from memory.
Hours, Cost and Timesheets
Logged against planned hours for every project, flagged when hours burn well ahead of progress. Planned cost for roles with Financials access. Hours logged this week and timesheet weeks waiting for approval.
Sorted the Way You Ask
Sort the list by health, name, progress, hours burned, finish date, risks, readiness or hours this week. Each project name opens that project's dashboard, and the page refreshes on its own while it is open.
The Practice Problem
Six Projects, One of Them Lying to You
Every engagement reports itself as fine until it is not. The one in trouble is rarely the one being discussed, because the delivery lead closest to it is the person least able to see it from the outside.
A portfolio view does not fix that by adding reporting. It fixes it by making the same numbers comparable across engagements (health, progress against hours burned, readiness against threshold, high risks and P1 defects) so the outlier is visible without anyone having to raise it.
The reason it works here is that every project runs the same method. Comparing readiness scores between two engagements only means something when both were scored against the same criteria, with the same weights, by the same rules.
Included with Firm and Enterprise
Portfolio management and portfolio dashboards come with the Firm plan. Shared editing is on every plan; Firm and Enterprise add the cross-project view.
See Your Whole Book of Work at Once
Bring two live engagements and look at them side by side.