Portfolio Overview
RAG status, health scores and strategic summary
Project Health — RAG Status
| Project | RAG | Phase | Task Progress | Budget Health | Schedule | Risk | KPI Score | Stage | PM |
|---|
Portfolio Budget Snapshot
Portfolio Risk Heatmap
Stage Gates
Project lifecycle approval tracking
KPI Benchmarks
Compare project performance across the portfolio
Performance Comparison
| Project | SPI | CPI | Productivity | Safety | Quality | Client Sat. | Overall |
|---|
SPI vs CPI Chart
Capacity Planning
Worker allocation across all projects — spot over-allocation
Worker Allocation Matrix
| Worker | Role | Type | Allocation | Projects | Status |
|---|
Allocation Detail
| Worker | Project | Role | Allocation % | Start | End | Actions |
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Lessons Learned
Capture and search knowledge across all projects
Document Register
Contracts, drawings, permits and specifications
Document Register
| Title | Project | Category | Doc No. | Rev. | Status | Expiry | Uploaded By | Actions |
|---|
Task Dependencies
Link tasks that must finish before others can start — cascade warnings auto-flag delays
Dependency Map
| Predecessor Task | Project | Progress | Status | → | Successor Task | Project | Progress | Status | Dep. Type | Warning | Actions |
|---|
Tasks Blocking Others
| Blocked Task | Waiting For | Predecessor Progress | Est. Impact | Action |
|---|
Stakeholder Report
Generate a professional PDF for clients, executives or board members
Report Settings
Report Preview
Select a project to preview the report summary
Project Tracker
Milestones, deadlines and progress updates — daily, weekly and monthly
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Select a project to view its tracker
Track milestones, deadlines and daily/weekly/monthly updates in one place