Stop rebuilding the board pack every month
Portfolio dashboards and project health reporting generated from live delivery data — schedule, cost, risk and approvals — so the monthly report is a review of the position rather than three days of consolidation.
Three days to answer a question the data already knows
The monthly portfolio report is assembled by hand. Someone chases each project manager for a status, copies numbers out of a cost spreadsheet, re-types the top risks, and formats it into a deck. It takes days, and the moment it is finished it starts going stale.
Worse, it is not reproducible. Two people would produce different numbers because the definitions live in habit rather than in the system. Leadership ends up making portfolio decisions on a document that is part data, part recollection, and entirely out of date.
Reporting as a by-product of the work
Because schedule, cost, risk, contracts and approvals already sit in one platform, portfolio reporting stops being a consolidation exercise. Project health snapshots with RAG status are generated from the underlying data, and the portfolio dashboard reflects the position as it stands rather than as it was reported.
Where you need a specific view, the SQL-template report engine produces it against your own data, on a schedule, exported to CSV or PDF. The definitions live in the system, so the same question returns the same answer every month.
What you actually get
Project health with RAG status
Health snapshots generated from schedule, cost and risk data, so RAG status reflects measured position rather than the reporter's mood.
Portfolio dashboard
Every active project in one view with the metrics leadership actually governs against — updated continuously rather than monthly.
SQL-template report engine
Build a report once against your own data and reuse it. Definitions live in the system, so the same question returns a consistent answer.
Scheduled reports
Reports generated and distributed on a cadence, so the board pack arrives without anyone assembling it.
CSV and PDF export
Export for the stakeholders who will always want a document, without rebuilding the content by hand to produce it.
Traceable back to source
Every figure on a dashboard traces to the transaction, activity or risk that produced it — so 'where did that number come from' has an answer.
Where teams go next
Reporting is a revealing entry point, because it immediately exposes which upstream data is thin. PMO teams that start here typically move next to the RAID register and formal approval workflows — the two sources that make a status report defensible rather than anecdotal.
Reporting & Analytics — common questions
Can we report across projects that use different delivery methods?
Do we have to adopt every module for reporting to be useful?
Can our clients get their own reporting view?
Start with the module that hurts most
Scheduler & CPM →
Activity-level CPM scheduling with critical path, float analysis and baselines — connected to budget and earned value so schedule slip shows up as a cost signal.
Contract Management →
Contracts, line items, variations, claims, notices, determinations, retention and securities — with cash flow forecasting per contract item.
EDMS →
Document register, transmittals, version control and an external party portal — with every document traceable back to the contracted party that issued it.
See Reporting & Analytics against your own data
Bring a real example from your projects to a walkthrough and we will show you the fix for your situation — not a generic demo.