Review alignment, gate outcomes, funding and observed benefits.
HealthScore distribution (Green / Amber / Red) across all active Portfolios → Programs → Initiatives, paired with AlignmentScore and KPIAttainment. Drills from Portfolio summary into Program summary into the per-Initiative grid. The Executive's daily landing report.
Strategy and portfolios · View preview
| Portfolio Code | Name | Status | Alignment Score | KPIScore | Health Score |
|---|---|---|---|---|---|
| PC-722 | Portfolio 748 | Active | 35 | 60 | Green |
| PC-717 | Portfolio 884 | Paused | 90 | 25 | Amber |
| PC-328 | Portfolio 902 | Sunsetting | 35 | 80 | Red |
| PC-472 | Portfolio 326 | Closed | 25 | 80 | Unknown — derived nightly by kpi-rollup |
| PC-522 | Portfolio 564 | Active | 10 | 45 | Green |
| PC-394 | Portfolio 762 | Paused | 90 | 80 | Amber |
Matrix of Initiatives × StrategicGoals weighted by GoalAlignments. AlignmentWeight, summarized per Portfolio. Highlights Goals with too few aligned Initiatives (under-funded strategy) and Initiatives with low total AlignmentScore (orphan bets that should be re-justified or killed in the next PortfolioReview).
Strategy and portfolios · Explore module
Proposals ranked by WeightedScore with BacklogRank, EstimatedCost, EstimatedBenefit, Cost-to-Benefit ratio, and Strategic Fit dimension score. Filterable by ProposedPortfolio and Source. The Portfolio Manager's working list for the next funding cycle.
Proposal intake and scoring · View preview
Snapshot-over-snapshot delta on Initiatives.TargetEndDate from RoadmapTimeline rows. Lists Initiatives whose TargetEndDate has slipped > 14 / 30 / 60 days vs. the snapshot from N weeks ago, sliced by Portfolio, Program, and Owner. Surfaces systemic slip patterns.
Roadmaps and dependencies · View preview
| Initiative | Start Date | Target End Date | Current Stage | Health Score | Percent Complete |
|---|---|---|---|---|---|
| INT-55585 | 15 Sep | 22 Sep | CS-580 | Green | 87 |
| INT-51818 | 07 Sep | 09 Sep | CS-520 | Amber | 68 |
| INT-90368 | 09 Sep | 13 Sep | CS-258 | Red | 92 |
| INT-99941 | 29 Sep | 06 Oct | CS-826 | Green | 95 |
| INT-79610 | 07 Sep | 11 Sep | CS-451 | Amber | 62 |
| INT-40644 | 27 Sep | 04 Oct | CS-314 | Red | 96 |
Per Stage × Quarter: count of GateReviews by Status (Approved / ConditionallyApproved / Rejected / Deferred), pass rate, average WeightedScore, and median time-in-stage. Identifies stages where Initiatives systematically stall (Discovery hairball, Approve bottleneck) and Stages where the bar may have drifted too low or too high.
Stage-gate governance · View preview
Per Portfolio × FiscalYear: TotalAmount → AllocatedAmount → SpentAmount with RemainingAmount and burn rate. Drills into per-Initiative BudgetAllocations and per-Initiative spend feed from Finance. Finance's reconciliation view; Portfolio Manager's funding-headroom view.
Funding and budgets · View preview
Funding approval waits for the portfolio manager and finance.
Per KPI: BaselineValue → CurrentValue → TargetValue with Status (Green / Amber / Red / Achieved), rolled up per Initiative, per Program, per Portfolio. Time-series view shows trajectory; outlier view flags KPIs with no measurement in the last cadence period as stale. The benefit-realization scoreboard.
Benefits and reviews · View preview
Per PortfolioReview: DecisionsSummary parsed into structured action counts (Greenlit / Paused / Killed / Refunded / Deferred), tied back to the affected Initiatives and the next-quarter RebalanceActions. Trend across quarters shows portfolio velocity and decision discipline.
Benefits and reviews · Explore module
No reports are assigned to this role. Select Everyone to see all reports.
Use report periods and scope consistently. Imported spend and delivery health are observations with a source and refresh time; a stale feed must remain identifiable.
HealthScore distribution (Green / Amber / Red) across all active Portfolios → Programs → Initiatives, paired with AlignmentScore and KPIAttainment. Drills from Portfolio summary into Program summary into the per-Initiative grid. The Executive's daily landing report.
| Portfolio Code | Name | Status | Alignment Score | KPIScore | Health Score |
|---|---|---|---|---|---|
| PC-722 | Portfolio 748 | Active | 35 | 60 | Green |
| PC-717 | Portfolio 884 | Paused | 90 | 25 | Amber |
| PC-328 | Portfolio 902 | Sunsetting | 35 | 80 | Red |
| PC-472 | Portfolio 326 | Closed | 25 | 80 | Unknown — derived nightly by kpi-rollup |
| PC-522 | Portfolio 564 | Active | 10 | 45 | Green |
| PC-394 | Portfolio 762 | Paused | 90 | 80 | Amber |
Matrix of Initiatives × StrategicGoals weighted by GoalAlignments. AlignmentWeight, summarized per Portfolio. Highlights Goals with too few aligned Initiatives (under-funded strategy) and Initiatives with low total AlignmentScore (orphan bets that should be re-justified or killed in the next PortfolioReview).
Proposals ranked by WeightedScore with BacklogRank, EstimatedCost, EstimatedBenefit, Cost-to-Benefit ratio, and Strategic Fit dimension score. Filterable by ProposedPortfolio and Source. The Portfolio Manager's working list for the next funding cycle.
Snapshot-over-snapshot delta on Initiatives.TargetEndDate from RoadmapTimeline rows. Lists Initiatives whose TargetEndDate has slipped > 14 / 30 / 60 days vs. the snapshot from N weeks ago, sliced by Portfolio, Program, and Owner. Surfaces systemic slip patterns.
| Initiative | Start Date | Target End Date | Current Stage | Health Score | Percent Complete |
|---|---|---|---|---|---|
| INT-55585 | 15 Sep | 22 Sep | CS-580 | Green | 87 |
| INT-51818 | 07 Sep | 09 Sep | CS-520 | Amber | 68 |
| INT-90368 | 09 Sep | 13 Sep | CS-258 | Red | 92 |
| INT-99941 | 29 Sep | 06 Oct | CS-826 | Green | 95 |
| INT-79610 | 07 Sep | 11 Sep | CS-451 | Amber | 62 |
| INT-40644 | 27 Sep | 04 Oct | CS-314 | Red | 96 |
Per Stage × Quarter: count of GateReviews by Status (Approved / ConditionallyApproved / Rejected / Deferred), pass rate, average WeightedScore, and median time-in-stage. Identifies stages where Initiatives systematically stall (Discovery hairball, Approve bottleneck) and Stages where the bar may have drifted too low or too high.
Per Portfolio × FiscalYear: TotalAmount → AllocatedAmount → SpentAmount with RemainingAmount and burn rate. Drills into per-Initiative BudgetAllocations and per-Initiative spend feed from Finance. Finance's reconciliation view; Portfolio Manager's funding-headroom view.
Funding approval waits for the portfolio manager and finance.
Per KPI: BaselineValue → CurrentValue → TargetValue with Status (Green / Amber / Red / Achieved), rolled up per Initiative, per Program, per Portfolio. Time-series view shows trajectory; outlier view flags KPIs with no measurement in the last cadence period as stale. The benefit-realization scoreboard.
Per PortfolioReview: DecisionsSummary parsed into structured action counts (Greenlit / Paused / Killed / Refunded / Deferred), tied back to the affected Initiatives and the next-quarter RebalanceActions. Trend across quarters shows portfolio velocity and decision discipline.
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