Create reports for the entire organization
Portfolio insights are used to create reports on your entire organization. To create one, navigate to the Reports tab in your Forecast account, click on New Report, scroll down to the bottom and click on Portfolio. You can create as many reports as you like.
Below you can find all of the components that can be added to the portfolio report and help you with reviewing data across your organization.
Configurable list of task data, e.g. title, progress, time reported, and deadline.
Configurable list of client data for the entire account, e.g. client name, budget, and spend.
Configurable list of expenses for your portfolio, e.g. expense category, quantity and price.
Notes field to use for commenting and providing information.
Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.
Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.
Weekly Time shows you the time reported by team members versus the time they have available in a given week.