ZilicusPM has a distinct portfolio dashboard that gives high level information about various portfolios of projects to senior management. Before we get into the details of portfolio dashboard, note that portfolio owners, managers can check health of all portfolios as shown below and in turn also check status of all projects in a given portfolio as shown in subsequent image below. One need to open portfolio details pages.
As you click on the given portfolio name, it will open details page for selected portfolio as shown below. This is where you can track status of all projects in a given portfolio, along with other information such as who is the project owner, planned start date, due date, percentage completion, team size, etc.
Portfolio managers can also track value earned (EV) at each individual project almost real time, and also effective earned value at a portfolio level, as displayed below.
This is one central place to know health of your portfolio of projects. Get near real time status of your project. ZilicusPM provides you - stylish and informative dashboard that you get a clear picture about progress you have made in your portfolio of project.
There are important aspects of portfolio that a business or executive manager can track using Dashboard in ZilicusPM - such as
- Portfolio budget
- Status of various milestones across portfolio of projects
- Portfolio financials in terms of estimated cost vs actual cost
- Risks across portfolio of projects
- Change requests across portfolio of projects
- Status of issues reported across portfolio of projects
Milestones across Project Portfolios
This portfolio timeline summary dashboard is interactive, which means you can click on the portfolio name to find out details of various milestones across projects in different status as shown below.
Issues Across Project Portfolios
Risks Across Project Portfolios
Change Requests Across Project Portfolios
Navigate Dashboard > Show Project Dashboard
Users with role, Portfolio Manager will by default be shown portfolio dashboard and users with role Project Manager will by default be shown multi-project dashboard. However if portfolio managers would like to check multi-project dashboard, ZilicusPM can let them access the multi-project dashboard by clicking on Show Project Dashboard. Upon clicking this link, on the same screen (without change of navigation), users will be able to view various status indicators for various projects.
Navigate Dashboard > Health
Each gauges horizontally, in this box presents health of a given project. The health in terms of timeline how far it is lagging behind or leading ahead of schedule, how far resources are utilized, how many issues are open as a percentage of total issues, what is aggregate risk exposure for a project. Portfolio manager can look at this box to understand health of all projects in his portfolio.
Navigate Dashboard > Time
This chart depicts how far each project in your portfolio is leading head of or lagging behind the schedule. It is calculated based on aggregate of percentage of tasks completed at a given moment against planned completion of tasks in given project.
Navigate Dashboard > Tasks
This chart shows how many tasks in each project in your portfolio are in ‘Not Started’, ‘In Progress’ and ‘Completed’ state. As portfolio manager hovers mouse over the bar charts, it shows the number. In one snapshot, you can see for each project how many tasks are in different state and you can focus on projects that need your push.
Navigate Dashboard > Progress
This chart shows reality of each project in your portfolio. It compares actual completion of project schedule against planned completion at a given time. Thus in one snapshot, you can see how each project is nearing completion or still there is a long way to go.
Navigate Dashboard > Resource Utilization
This chart shows how resources are utilized in each project in your portfolio. The x-axis shows name of project and corresponding number on Y-axis shows % utilization of resources in given project. Hovering a mouse on each bar gives a number as shown below.
Interactive Portfolio Dashboard
Users can use portfolio dashboard in more interactive manner. When portfolio manager sees that certain project has actual progress considerably lesser than that of planned one, and if he would like to know what, why, how details of such lag, he can simply click on the project bar/column to drill down further. Portfolio and project managers can click on individual chart like Time, Resources, Progress, Budget & Cost, except Health and can drill down further.
e.g. Clicking on 'Completed Tasks' for a given project shows list of completed task in the box. The tasks also are linked back to task details.
Clicking on other charts like Resource, Time will take project manager to project specific dashboard. Whereas clicking on Progress will take him to project schedule and clicking on budget/cost chart will take him to project specific 'Budget & Cost View'
New to ZilicusPM?
Explore ZilicusPM project portfolio management software (PPM tool) that gives you ability to select right projects in your portfolio, track projects status in holistic perspective, keep a tab on portfolio financials as well. ZilicusPM can be your best project portfolio management software.
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