Portfolio, resources and audit: a video guide for managers

With one project, the project page is enough. With twelve, the question changes: which of them should the management meeting actually deal with today? The video guide above shows the three views that answer it — portfolio, resources and audit. They are part of the Business plan.

The portfolio view: what to deal with

Every project sits in one table: type, name, health score, progress, signals, deadline, value and last change. The health score is not a colour someone set by hand — it is computed from the project data: overdue tasks, high risks, blockers.

A practical tip from the video: in a steering meeting, start with the projects at risk and the blocked ones. The rest do not need discussion, and that is usually where half the meeting goes.

Resource planning: who is overloaded

The second view shows each team member's weekly capacity, open tasks, and planned versus actual hours. Workload is shown as a percentage, so above a hundred means overload — without anyone keeping a separate spreadsheet.

This is also where committing to a new project becomes fact-based: before saying “yes, we can fit it”, you can see whose time it would come out of.

Audit and compliance: what has happened

The third view is a single timeline of all significant changes, decisions, risks and approvals — newest first, filterable by project. Preparing for an audit no longer starts with collecting evidence: the trail is already there.

Where to go next

The product view is on the project portfolio and resource planning pages. The written chapter is in the user guide: Portfolio, resources, audit. If you would rather see how a single project comes about first, start with the project plan video guide.