Reporting on Project Portfolios
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‎10-10-2023 01:55 AM
We have a requirement to provide a monthly update on the status of projects in each portfolio.
Is there a way to collate the data from the project status reports into a single report based on the portfolio they belong to?

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‎10-10-2023 10:57 PM
Hi @Kev9 Please have a look at the OOTB PMO dashboard which might be helpful for you to understand how your portfolio is doing in terms of pipeline demands and active projects. It also provides you with some health KPIs that will help you drive meaningful decisions.
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‎10-11-2023 01:28 AM
Hi Dhiren,
Thanks for the reply. What we're looking for is a high level report similar to the project status report that we can forward to management as a pdf for example, rather than make them access a dashboard.
Regards,
Kev

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‎10-11-2023 01:40 AM
@Kev9 I know for sure we have OOTB Program status report similar to Project Status report which summarizes key KPIs for a Program and associated Projects. However I doubt we have anything at a Portfolio level.
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‎10-16-2023 02:07 PM - edited ‎10-16-2023 09:06 PM
@Kev9 Have you explored export to PPT that lets you pull out the status for portfolios into a PPT anytime, that you can share with your stakeholders? You can create your own template and export the status of all the projects within a portfolio plan.