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Portfolio Overview

The Portfolio Overview page allows you to see the current performance and progress of a Portfolio, with all its associated Folios and Portfolios.

The main page or Dashboard is subdivided into seven sections: Traffic Light IndicatorsProgress, RoadmapFinanceStaff, Additional Information and Notes.

The Header of the page provides you with the name of the selected portfolio and lets you access detailed information on its associated /wiki/spaces/HCBUDGETS/pages/3394208804/wiki/spaces/HCBUDGETS/pages/3394208429/wiki/spaces/HCBUDGETS/pages/3393750930 and /wiki/spaces/HCBUDGETS/pages/3393717471.

To do so, click the desired button to obtain more information on this area.

Traffic Light Indicators

The following table describes the traffic light indicators available under the Portfolio Overview page:

Traffic LightInformation
ScheduleThe difference between the planned and projected dates. If there are several folios available in the portfolio, the number displayed indicates the worse schedule performance among all the folios in this portfolio.
CostsThe percentage of variation between the budget and the actual cost to date. The percentage displayed is the sum of the actual costs to date of all folios in this portfolio compared to their total planned costs and multiplied by their completion ratio.
RevenueThe percentage of variation between planned and actual revenue to date. The percentage displayed is the sum of the actual revenue to date of all the folios in this portfolio compared to their total planned revenue multiplied by their completion ratio.  
Profits/Gross MarginThe gross profit margin to date. The percentage displayed indicates the total profit to date divided by the total revenue to date. 

The system uses the following color schemes to indicate statuses:

  • GreenOn track. All aspects of portfolio viability are within tolerance. 
  • AmberSome issues are having a negative effect on the portfolio. Viability is at risk 
  • RedProblematic. Serious, high-risk concerns are threatening the overall performance of the portfolio. 
  • GreyNo data available for the time being 

If all the folios within the portfolio use the Earned Value Management (EVM) functionality, you hover your cursor over the ellipsis () of the traffic light to obtain more at a glance information.


You can also click the traffic light to drill down and obtain more detailed information on this particular area of the portfolio.

Progress

This section compares the schedule and the scope completion progress. 

  • The Schedule progress bar displays the workings days elapsed/remaining working days in the planned portfolio time-frame.
  • The Scope progress bar displays the completion ratio. For example : how much progress has been made completing the issues that are part of this folio's scope.  

Note: The Scope progress becomes red if lower than the Schedule progress.

Click the Show/hide breakdown link of the Scope progress bar to display or hide the scope completion of each element of the portfolio:

Click the folder or folio in the list to view its dashboard. 

Roadmap

This section displays a timeline to illustrate the roadmap of all the folios included in this portfolio. It indicates the planned time frames of each folio and portfolio as well as its projected due date according to current schedule performance.

Folios or portfolios that are over budget are identified using the icon.  

1. The red vertical line indicates the current date.

2.Click the folio or folder to view its dashboard.

3. Click the planned time frame of a folio or portfolio to display more information on it:

You can then click the traffic lights (4.) and values in the Planned and Cost columns (5.) to drill down for more information.

Finance

This section displays two charts which provides the current financial picture of the portfolio. The first chart bars allow you to compare various values to date (bright bar portions) along with projected values at completion (pale bar portions), such as estimated costs or revenue at completion.

The second chart shows you the evolution over time of various amounts, showing trends and projections. That chart can be toggled in three modes: Costs, Revenues or Profits, each one showing the relevant curves.

Finances to Date: Bar Chart

The following table describes the metrics displayed in the Finances to date chart: each bar is colour coded to represent a specific metric.

MetricDefinition
Remaining value to earnThe sum of the remaining value to earn for all EVM folios in this portfolio.
Earned value to dateEarned value to date is equal to the total earned value of all EVM folios in this portfolio.
Remaining planned costs or revenuetotal remaining planned costs or revenues to date for all the folios in this portfolio.
Planned costs or revenue to dateIndicates the sum of the planned revenue of all then folios in this portfolio that should have been realized to date or the total planned costs to date for all folios in this portfolio.
Projected remaining cost or revenue The sum of the forecast based on prior sales numbers and anticipated increases in expense.
Actual costs or revenue to dateIndicates the sum of the actual costs to date of all the folios in this portfolio.
Profit or loss to dateIndicates the profit or loss to date for all the folios in this portfolio.
Click the values above the bars and numbers to go to the corresponding screen (Cost/Revenue summary or forecast)
Click the   icons next to the X-axis labels to go to the corresponding forecast chart which shows the detail over time for the whole time frame.

Finances trend: Line Chart

The line chart of the Finances section shows the trend over times of costs, revenues and profits, both planned and actual. A dashed vertical line indicates today's date. Past values appear as solid lines while projected values appear as dashed lines. Hovering one of the lines of the chart brings up a tooltip with precise values for that specific dates. For more in-depth trend and forecast information, visit the /wiki/spaces/HCBUDGETS/pages/3394045672 pages (Costs > Forecast and Revenue > Forecast) of the portfolio. The legend items are clickable and allow you to show/hide certain line portions in the chart.

The Costs mode of the chart compares planned costs, actual costs and costs earned value (blue).


The Revenue mode of the chart compares planned revenues (green), actual revenues (yellow) and revenues earned value (blue).



The Profit mode of the chart compares actual costs (red), actual revenues (orange) and profit (yellow).

Staff

This section gives you an overview of the current states of this portfolio's staff. The staff activity status and remaining capacity is based on each member's specified availability.


The section on the right side of the screen provides the following information on the members assigned to this portfolio: 



Worked hoursIndicates the total sum of worked hours to date for the allocated members.
Remaining CapacityIndicates the total remaining capacity of all staff members until the planned end date, based on their specified availability.
Average hourly rateCurrent average cost rate weighted by the current availability percentage of all active staff members. 
Over allocatedThe number of over allocated members, meaning: the number of members whose total specified availability for all folios in this portfolio is greater than 100%.  

1. Click the Members link to display the the Portfolio Staff summary capacity chart.

2. Click the Active or Inactive link to display information on the Staff Members.

Additional Information

This section provides you with additional information on the Portfolio (for example: the currency used, the project director, etc.) and lets you enter a description by clicking inside the Description field.

Note: Whether or not you can modify the specified information in this section depends on your user rights. 

 Notes

This section lets you add additional notes. 

To do so: 

1. Click the Add a note link.

2. Enter the note.

3. Select the Level (Information, warning, success, important).

4. Click the Add Note button.

Your note will be added to the Portfolio.

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