Portfolio Status

This report shows you the health of your entire portfolio, based on whether your projects are on time and under budget. Resources and tasks are also factored in when determining your portfolio health. The report displays the following information when viewed:

  • Title: This is the name you wish to call the report.
  • Sort By: This allows you to choose which column you want to sort the report by.
  • Status: You can choose to filter the Portfolio Report by your project status - including any custom statuses you have created. Select the statuses you wish to include in your report.
  • Include: You can choose to include the health chart, cost or custom columns.
  • Columns: You can choose which columns to include in the report.
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