Executive Overview
Portfolio-level view across projects, actions, risks, decisions and delivery confidence.
AI taps you on the shoulder before portfolio drift becomes a meeting surprise.
Instead of waiting for you to ask a question, this watches overdue, stale, blocked and decision-sensitive commitments.
✅ Total vs Completed %
📦 Completion by Project
🔄 Actions by Status
Department Heatmap
One-line department command strip. Click any department to open the filtered action table.
Highest Risk PHI Items
Lowest health items ranked by PHI, RAG exposure, deadline pressure and delivery progress. Click a card to edit the action.
From “ask the AI” to “AI watches the portfolio”.
This page automatically surfaces the commitments that need attention: stale updates, overdue objectives, blockers, dependencies, red/amber risk and decision items. It is designed to give you the “tap on the shoulder” before senior management asks.
Objective Family Link Groups
Link different objectives under one parent family even when their workstream names or commitments are different. This keeps related work together for governance, AI summaries and senior-management updates.
Family Cards
Click a family to filter the assignment tableObjective Linking Table
Assign each objective to the correct family| Link | Objective Ref | Current Family | Workstream | Commitment / Notes | Owner | Change Family |
|---|
Create / Move Objective Family
Create parent families and move selected objectives into them. Family names are independent from workstream names.
Portfolio Command Centre
Main working view for active weekly governance. Completed actions are kept in a separate Completed Actions tab so this page stays focused on live commitments, risks, decisions and next steps.
Objective Cards
Click a card to inspect full detailsKanban Board
Second working view showing active objectives by delivery status. Completed actions are held in the separate Completed Actions tab.
Completed Actions
Completed objectives are kept separate from the Command Centre so active work stays clean. This page is your delivery evidence archive for completed commitments, latest notes and final next-step comments.
Completed Objective Cards
Click any card to open/edit the completed objectivePortfolio Actions
Control all commitments using project, department, status, RAG and priority filters.
| A | B | C | D | E | F | G | H | I | J | K | L | M | N | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Objective Reference | Objective Family | Action Ref | Workstream | Ownership | Commitment | Accountable Lead | Priority | Delivery Status | Days Remaining ↕ | Risk | Progress | PHI (Portfolio Health Index) | Immediate Next Step |
Project Register
Add, edit and archive projects. New projects appear across all controls automatically.
Projects
| Project | Status | Departments | Actions |
|---|
Add / Update Project
Department Matrix
Executive ownership view across all functions. See which departments are carrying the most actions, where risk is concentrated, and click any department to open its filtered objectives.
Functional Ownership Cards
Click a card to view linked objectivesAdd Department
Add new functional areas. They will appear in the action form, filters and department heatmap.
Highest Attention
Weekly Governance Log
Add weekly meeting notes without overwriting previous updates.
Risk Radar
Automatically highlights Red, blocked and cross-functional delivery risk.
| ID | Project | Risk | Owner | Flag | Health |
|---|
Decision Escalation Queue
Actions requiring leadership decision or governance escalation.
| ID | Project | Decision / Action | Owner | RAG | Next Step |
|---|
Change Control Log
Every save, note, project or department change is recorded locally.
| Date/Time | User | Type | Detail |
|---|
Integration Hub
Use with Power Automate HTTP trigger to write to SharePoint Lists.
Connection Placeholder
Paste your OpenAI API key to enable the AI Portfolio Advisor. Stored locally in your browser only — never sent anywhere except OpenAI.
The app opens by loading the latest portfolio data from SharePoint through Power Automate. When you edit or close the app, it saves the latest data back to the same SharePoint JSON file.
Recommended SharePoint Lists
PM_Projects, PM_Actions, PM_Departments, PM_WeeklyNotes, PM_AuditLog, PM_Risks, PM_Decisions.
HTML App → Power Automate HTTP → SharePoint Lists → Power BI / Teams Alerts\n\nIMPORTANT: Use objectiveUID as the unique SharePoint key. Power Automate should Get items where ObjectiveUID eq objectiveUID. If found: Update item. If not found: Create item.
AI Portfolio Advisor
Your executive copilot for weekly governance, leadership updates, decisions, risks and next steps across the full portfolio.
AI Portfolio Advisor
Portfolio Snapshot
⚡ Quick Actions
✨ What this AI can do
- Build a full weekly meeting packCreates a readable all-project update for senior management using your live workstreams, notes and next steps.
- Surface attention areasHighlights overdue, blocked, delayed or decision-dependent items without you manually searching the register.
- Write management-ready wordingTurns raw portfolio data into concise executive updates, emails and governance summaries.