Audience category: Program Managers
Subject category: Corporate Reports
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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.