Portfolio Dashboard
The Portfolio Dashboard rolls up every project (or every project in a folder) you can see into a single view. Use it to understand your company's current tender pipeline, backlog and portfolio-level carbon.
Accessing
Projects → Portfolio Dashboard or the 🏠 icon in the nav.
KPIs
Drawn from PortfolioDashboard:
| KPI | Formula |
|---|---|
| TotalProjects | Count of visible projects. |
| ActiveProjects | Count with Status = In Progress. |
| DraftProjects | Status = Draft. |
| CompletedProjects | Status = Completed. |
| TotalPortfolioValue | Σ TotalSellValue across all visible projects. |
| TotalDirectCosts | Σ of each project's TotalDirectCosts. |
| TotalOverheads | Σ of each project's TotalOverheads. |
| TotalEmissions | Σ of each project's TotalEmissions. |
Collections
| Collection | Content |
|---|---|
| RecentProjects | ProjectSummaryItem list — ten most recently modified. |
| ProjectsByStatus | StatusCount list — for a status pie chart. |
Folder Scope
GetPortfolioDashboardAsync(folderId) scopes the dashboard to a specific folder tree. Pass null for the whole-company view.
Permissions
Only projects the current user has permission to see are included. A junior estimator scoped to one folder sees a dashboard for that folder only.
Use Cases
- Bid / No-Bid Review: see overall tender pipeline, win rate, margin across Drafts.
- Regional Rollup: folder scoped to a region.
- ESG Reporting: portfolio-wide emissions.
- Capacity Planning: count of active projects vs completed.
Exporting
Portfolio Dashboard → Export generates a PDF across all projects in scope, with the same layout options as the per-project PDF.
Refreshing
The dashboard has a manual refresh button and an auto-refresh toggle. Large portfolios (100+ projects) are slower to roll up; leaving auto-refresh off is safer on lightweight machines.