Help Center
Go back to application
Help Center
Go back to application
Getting Started
👋 Your first day with Nodes & Links!👥 Users and Projects Management System🧰 Managing your projectN&L Workspaces
Navigating the platform
Home Screen
AI Reports
AI Agent
Schedule
AI QSRA
CO2 Management
Visualise
Change Control
Health
Delay Navigator
Portfolio
Accessing Portfolio & the Overview screenPortfolio TimelinePortfolio TrendsPortfolio Structure
Advanced
Carbon footprint Float calculationsModelling uncertaintyCritical and near-critical pathsComputing risk driversHealth Checks in detailMulti-Factor Authentication (MFA)Risk Events ScoresSingle Sign-On (SSO)Handling Calendar Issues in XER Files
Releases
Release 123 – A Clearer Way to Understand DelaysRelease 122 – Standardize & Automate Your Reporting Workflows Release 121 – Smarter Milestone Tracking & Deeper Delay AnalysisRelease 118 – Introducing the new look of Nodes & LinksRelease 117 – A Smarter Home Screen & Risk Driver EnhancementsRelease 115 – Activity Code-Based Risk Management & Health GovernanceRelease 113 – AI Powered Health ReportsRelease 112 – Risk Analysis In MinutesRelease 111 – AI Reports 2.0Release 110 – Admin Portal UnlockedRelease 109 – User Event Logs

Accessing Portfolio & the Overview screen

Introduction

The Portfolio feature allows users to gain a high-level view across all their projects, aggregating data from multiple schedules into a centralized dashboard. It may be available to you depending on your subscription tier.

This article will guide you through:

  • How to access the Portfolio area.
  • What information is available on the Overview screen.

Accessing the Portfolio

To access the Portfolio, follow these steps:

  1. Navigate to the top-right corner of the platform.
  2. Click on the Portfolio icon (represented by a suitcase symbol).

Note: If you do not see the Portfolio icon, your account may not have the necessary access rights. Please contact your account administrator for more information.

 

Understanding the Overview Screen

After accessing the Portfolio, you will land on the Overview screen.

This screen provides a snapshot of your portfolio health, including:

  • Projects Delayed: A breakdown of project statuses (e.g., not delayed, delayed by less than 3 months, etc.).
  • Total Projects: The total number of projects imported into your portfolio.
  • Delayed Projects: A count of how many projects are currently behind schedule.
  • Portfolio Health Score: An aggregated health percentage calculated across all projects.

The Projects Delayed bar chart helps quickly identify risk across the portfolio, while the key metrics at the bottom offer at-a-glance insights into portfolio performance.

 

On This Page
Accessing Portfolio & the Overview screen
Introduction
Accessing the Portfolio
Understanding the Overview Screen
Powered by Product Fruits