Audience category: Program Managers
Subject category: Reporting
News feed for this listing: Syndicate content

PDF Reports - Risk Trend Graphs

Project risks can be displayed as graphs mapping the risk score over time.

Portfolio PDF Reports

A Portfolio PDF Report collects information from a selected portfolio and its' sub-portfolios. Many sub-reports also collect information about the projects contained within these portfolios.

How do I access the Portfolio PDF Report and Portfolio Reviews?

The ability to generate a Portfolio PDF Report and create or view a Portfolio Review is not part of any i-lign Organisational Security Role by default and must be added for the functionality to become active.

Portfolio Reviews

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects.

It's the end of the financial year, how do I separate financial and project data between years?

When i-lign was implemented at your organisation, financial years were set up. You can view the list, and the start/end dates for each year, on the Financial Years page.

End dates and display defaults

Resources, goals, strategies, teams and portfolios all have an end date assigned to them.