Subject category: Corporate Reports
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Reporting enhancements

Further improvements to programme & project PDF reports increase flexibility and consistent approaches to reports.

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.

Planning Confidence

The level of confidence in the overall accuracy of the planning estimates can be recorded as part of a Project or Portfolio review.

PDF Sub-report - Overall Programme of Work

The Overall Programme of Work sub-report displays a status list of all current portfolios with information such as the number of projects in the portfolio, and the overall budget.

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.