Portfolio Dashboard
Workspace-wide health dashboard showing every project at a glance.
The portfolio dashboard at /projects/portfolio is the single view where you can see how every project is doing — without opening each one. Tiles, stats, and a velocity chart make it obvious where to focus.
Screenshot needed — add an annotated image showing this UI
What You See
The dashboard has three main sections.
Project Health Tiles
One tile per active project, color-coded by overall health:
| Color | Health |
|---|---|
| Green | On track — progress matches timeline, no breached SLAs, budget healthy |
| Yellow | At risk — slipping schedule, warnings on SLAs, or budget over 75% |
| Red | Behind — breached SLAs, over budget, or target date passed |
Each tile shows:
- Project name and lead
- Status and priority
- % complete (tasks done / tasks total)
- Target date
- Budget usage bar
- SLA breach count (if any)
Portfolio Stats
Aggregate numbers across all active projects:
- Total active projects
- Tasks in flight
- Overdue tasks
- Breached SLAs
- Logged hours this week
- Approved hours this week
Velocity Chart
A multi-project velocity trend showing completed estimate per week over the last 12 weeks. Filter by team or project group.
Filtering
Filter the portfolio by:
- Team
- Project lead
- Priority
- Status
- Tag / custom field value
Save filter combinations as presets so different stakeholders can jump to their version of the dashboard.
Drill-Down
Click any tile to open the project. Click any stat to see the underlying list (e.g. clicking Overdue tasks opens a filtered task list).
Next Steps
- Reports — deeper analytics on velocity, throughput, and predictability
- Predictive ETA — forward-looking completion forecasts
- Projects — manage individual projects