Executive Portfolio Overview
Live KPIs computed from project data · COSO-aligned governance indicators
RAG Status
Portfolio Health
Portfolio Metrics
Financial & Delivery Control
All KPIs are computed live from entered project data. Thresholds: Budget Utilization >90% = RED; Delay Rate >30% = RED; Over-budget exposure >15% = RED.
Portfolio Composition
Project status breakdown by count
Budget vs Actual vs Forecast
Top projects — values in entered currency units
Schedule Performance — Progress %
Weighted progress vs. planned baseline per project
Risk Register — Severity Distribution
Open risk items by classification
Budget Utilization by Project
Actual spend as % of approved budget — RED > 100%, AMBER 85–100%
Schedule Delay by Project
Days overdue vs. planned end date — positive = delayed
Project Registration
Enter and manage capital projects · All values in consistent currency units · Stored locally
▸ New Project Registration
Unique identifier
Financial Data
Approved total CAPEX amount
Cumulative actual spend
Value carried from previous fiscal year
Estimate at completion
Timeline
Revised expected completion
Physical progress 0–100%
Risk & Notes
Project Register
All Registered Projects
| # | Proj. No. | Name | Category | Status | Budget | Actual | Util% | Variance | Progress% | Planned End | Forecast End | Delay(d) | Risk | RAG | Actions |
|---|
Deep Portfolio Intelligence
Multi-dimensional analysis · CFO · COO · CCO · All metrics derived live from project data
CFO
Capital Allocation & Cost Control
Variance Analysis — Budget vs Actual vs EAC
Budget deviation per project — bars above zero = overrun exposure
Cost Exposure Summary
Portfolio-level financial risk indicators
COO
Delivery Performance & Execution Health
Progress vs Plan — Execution Gap
Planned progress (time-elapsed) vs. actual completion %
Schedule Delay Distribution
Projects by delay severity bucket
CCO
Risk & Governance Compliance
Governance Radar — COSO Dimensions
Portfolio governance health across control pillars
Risk Register — Active Items
Projects with elevated risk levels
Forensic
Detailed Variance & Exception Table
| Project | Category | Budget | Actual | EAC | Budget Var% | EAC Var% | Progress% | Planned% | Schedule Gap | Risk | RAG |
|---|
No project data available — add projects in Data Entry tab
Print & Export
Export to Excel (XLSX) with full formatting · 4 sheets: Register, KPI Summary, Variance, Risk
Preview
Export Data Preview
| Proj.No. | Name | Category | Status | Budget | Actual | Carried | EAC | Budget Util% | Variance% | Progress% | Planned End | Forecast End | Delay(d) | Risk | Approval | RAG |
|---|
No data to export — register projects in Data Entry