One picture without assembling it by hand in a spreadsheet
The situation
Every direction reports its own way and consolidating takes a week. A portfolio answers the margin question with the same data the project manager already uses.
Division projects are grouped into portfolios with one reporting currency.
The risk traffic light shows reasons: overdue work, overruns, a project with no team, hours without a rate.
Scheduled reports reach division heads and are built with the rights of each recipient.
The result
Division margins are compared on the same data the project manager uses, and consolidating reports no longer takes a week.
- Portfolios with a summary of dates and budget and a risk indicator that names reasons
- Projects in a portfolio compared by actual margin
- Scheduled reports are built under the permissions of each recipient separately
- Projects in different currencies roll up to the reporting currency at the rate on the report date
Features used
Other use cases
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