Portfolio Reporting

The PD-Trak project portfolio management system can track a large number of projects – a mature system would contain Proposed projects (either being assessed as possible candidates for future investment or are waiting for resources to become available), Active projects, Post Launch projects (completed but waiting for final assessments to be performed) and Closed projects. Data related to these projects can be viewed/analyzed in web based reports and using a variety of downloadable files.

Web Based Portfolio Reports

The primary web based portfolio report is the Project List. This report can be configured to display the metrics that are most important to your Management team. Alternatively, users can select their own default metrics that they want displayed when they open this report.

Additional reports available in the web interface include Project Count Stats (number of project in each phase, today compared to a base date), Project Timing Stats (displays the average time projects spend in each phase with comparisons of planned vs. actual and statistical variation) and Project Priority.

Project prioritization is a key portfolio management activity. Managers must trade off long term and short term metrics with strategic importance. This report allows the relevant metrics to be mapped in to 5 columns for consideration during the ranking discussion. The overall rank, as agreed to by the participating managers is entered into the overall Rank column (yellow) and is saved to the database after which the Project Priority can be viewed in other reports.

Downloadable Reports

The Portfolio Downloads page includes several downloadable file options including the following:

Portfolio Analyzer – an Excel based tool for conducting in-depth portfolio analysis
Project Data Extract – a CSV download of portfolio data that can be used to build external reports
Portfolio PowerPoint – a customizable portfolio presentation report

The Portfolio Analyzer generates a series of powerful charts and tables related to portfolio analysis as shown in the following sample screen shots: