Portfolio View Dashboard
Organisation-wide view across all clusters, objectives, and projects.
Portfolio View is the top of the hierarchy — everything across every cluster.
Portfolio Overview
- Portfolio Summary
- Active Clusters Report
- Clusters By Cluster Lead chart
- Active Objectives Report
- Objectives By Target chart
- Objectives By Tier chart
Projects Overview
- Total Projects
- Projects By Status chart
- Projects By Phase chart
- Projects By Type chart
- Active Projects Report
- Overdue Tasks by Status chart
- Overdue Tasks Report
Financials
- Budget Information
- Budget vs Contracted vs Actuals chart
Risks & Incidents
- Open Risks By Rating chart
- Open Incidents By Priority chart
- Critical & High Risks report
- High Incidents report
Outcomes & Impacts
- Projects by Contribution chart
- Projects by Impact chart
- Intended & Actuals by Intended Outcome report
- Intended & Actuals by Target report
Portfolio View has no filters to maintain. Unlike cluster and objective dashboards, it isn't built from a template — it reads everything. Nothing to re-point when you add a cluster.
Related articles
- The Cluster Dashboard
- The Objective Dashboard
- My Dashboard