Portfolio Insights

Create reports for the entire organization

Looking for project, business or people insights instead?

Portfolio insights are used to create reports on your entire organization. Look through the list below, and select the components that fit your report. You can create as many reports as you'd like.

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Budget List

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

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Card List

Configurable list of card data, e.g. title, progress, time reported, and deadline.

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Client List

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

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Monthly Utilization

Monthly Utilization shows you how your team members are being utilized. Edit the insight to define the colors and percentage values you want to use.

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Notes

Notes field to use for commenting and providing information.

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People List

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

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Project List

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

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Reported Time

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

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Utilization Bar Chart

Utilization chart showing number of available hours and allocated hours.

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Utilization List

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

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Weekly Time

Weekly Time shows you the time reported by team members versus the time they have available in a given week.

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