Looking for project, business or people insights instead?

The portfolio insights category is used to setup insight reports concerning the portfolio overall, and how every project is progressing towards your business goals. Look through the list of components below, and setup the best insight report for your business.

Budget list

List of financial data for each project in your portfolio. Select between money and hours in the dropdown.

Client list

Configurable list of client data for the entire account, e.g. client name, budget, and spend.

Notes

Notes field to use for commenting and providing information.

People list

Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.

Projects list

Configurable list of project data for the entire account, e.g. project name, progress, time reported, and budget.

Reported time

Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.

Utilization bar chart

Utilization chart showing number of available hours and allocated hours.

Utilization list

Configurable list of people utilization data for the entire account, e.g. available, scheduled, and registered hours.

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