See Your Portfolio Clearly - and Act on It
Turn your portfolio data into actionable insights with advanced reporting, dashboards and Power BI integration. We help you with your PPM reporting, like real-time visibility into project health, resources, strategic performance and more.
The value of PPM analytics and business intelligence
Most organizations already have the data they need - it's just scattered across project plans, spreadsheets, finance systems and status slides. By the time it has been collected and consolidated, it's old news. PPM analytics closes that gap: portfolio data is pulled from the source, presented the same way every time, and available when the decision is actually being made.
With the right reporting setup you get:
Real-time visibility into project health, milestones, risks and issues across the entire portfolio
Resource dashboards that show capacity, demand and overallocation before it becomes a delivery problem
Financial insight into budgets, actuals, forecasts and estimate at completion, reconciled with your finance data
Strategic performance views that connect projects to objectives, so leadership can see what the portfolio is delivering
One version of the truth - the same numbers in the steering committee, the PMO and the board pack
Hours given back to project managers and the PMO, who no longer assemble reports by hand
Get started with PPM reporting
We start with the decisions you need to support, not with the charts. When it is clear who needs to know what, and how often, the reporting almost designs itself - and it stays maintainable.
Our approach follows three steps.
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Reporting problems often stem from the same issues; every project reports status differently, the numbers are hard to collect, and the reports don't answer the question leadership asks.
We work with your PMO, portfolio owners, finance, and leadership to define the questions each audience needs answered, the metrics behind them, and the data quality required to make them reliable. We also review your existing reports and retire the ones nobody uses.
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We connect your PPM platform to the surrounding systems and build a data model that holds up over time with consistent definitions, clear ownership, and automated refresh. Depending on your needs, we design Power BI dashboards that fit the needs we've identified together. Visual design follows your brand, so you'll look good and make great decisions.
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Dashboards create value when they replace manual reporting. We ensure that the reports are available where people work, and flexible and scalable for when you frow. The goal is reporting that is part of your portfolio rhythm and a solid data foundation.
Reporting that can grow
You don't need to start big. We make sure the fundementals that every company needs are in place: project health, status, milestones, deadlines, resourcing, budgets and actuals.
Once you're working with that foundation, you'll see the benefit and you will want more. So, we're ready to scale it up with benefits realization, scenario and what-if analysis, trend and history reporting, risk exposure across the portfolio, and predictive views that flag projects likely to slip. Each addition builds on the same data model, so the numbers stay consistent and the reporting effort does not grow with the ambition.
Powered by Power BI and the Microsoft platform
We build on Power BI and the Microsoft data platform, which means your portfolio reporting uses the same security, identity and licensing model as the rest of your business intelligence. There is no separate reporting silo to maintain, and your data team is not asked to learn a new toolchain.
We typically bring together:
Projectum xPM, Power Hub and Microsoft 365 as the source of project, portfolio and resource data
Power BI for dashboards, row-level security, scheduled refresh and self-service exploration
Microsoft Copilot and AI capabilities for narrative status summaries and faster analysis
Let us look at your reporting
Let's look through the way your reporting works today along with the questions you want answered. Then we'll create a plan to take your reporting from basic to world-class.
