Edition: Business, Enterprise
User-level: Project Manager and above
Overview
Project Portfolio gives you a single, sortable, filterable view of every project you are responsible for, with the financial metrics that matter most surfaced as columns. Whether you are a director with a global view or a project lead of a single project, you can click any project in your list to open the Financial Summary side sheet - a focused, visual breakdown of fee, invoiced, WIP, budget, recovery, and profit, alongside a Revenue vs Cost / Revenue vs Charge chart.
We built this to replace the current cycle of exporting reports, tabbing between screens, and stitching numbers together in spreadsheets. Project Portfolio brings the answers you need into one place, with realtime data so you can quickly spot which projects need attention, and act on them.
Accessing Project Portfolio
Project Portfolio is available from the Projects dropdown of the left navigation panel. It sits alongside your existing Projects list as a dedicated portfolio-level view.
Visibility of projects in the table follows the standard Synergy project access model - users will only see projects and details that they're permitted to see via the security matrix.
The Project Portfolio table
The table provides an overview of each project you can access and its health. Each row represents a project, and each column shows a metric you can scan, sort, and act on.
Columns
Out of the box, the table includes columns for:
Project Health - On Track / Monitor / Attention traffic-light indicator
Project number and name
Project status and stage status
Office, Cost Centre, and Discipline
Fee / Cap - agreed fee and current cap
Invoiced - total invoiced to date
WIP - current work in progress
Budget - budget consumed vs available
Recovery - recovery rate
Profit - current profit position
Progress - project progress indicator
Sorting and searching
Click any column header to sort the table by that metric. Use the search bar at the top of the table to quickly find projects by number or name.
Pagination
The table paginates as you scroll, so even very large portfolios stay responsive.
How Project Health is calculated
Project Health blends four per-stage financial metrics - WIP ageing, Profit, Recovery %, and Budget - into a stage score, rolls those up by Agreed Fee, and combines them with project-level financials and outstanding-invoice (Debtors) ageing to produce a final score mapped to On Track (Low), Monitor (Medium), or Attention (High).
This is calculated server-side from your live data, so the rating you see in the table always reflects the current state of the project.
Filtering your portfolio
Filters let you narrow the table down to just the slice of the portfolio you care about. The following filters are available in this release:
Filter | What it does |
Project Status | Show only projects in selected statuses (e.g. Active, On Hold, Completed). |
Stage Status | Filter by the status of the project's current stage. |
Stage Manager | Filter by the stage manager assigned to individual stages - useful for projects where different stages are owned by different PMs. |
Discipline | Filter by the discipline assigned to the project. |
Cost Centre | Filter by the cost centre the project rolls up to. |
Office | Filter by the office the project belongs to. |
Filters combine - selecting more than one filter narrows the result set further. The total project count updates as filters are applied so you always know how many projects are in view.
The Financial Summary side sheet
Click any row in the table to open the Financial Summary side sheet for that project. The side sheet keeps the table visible behind it, so you can move between projects without losing your place.
Revenue vs Cost / Revenue vs Charge chart
The top of the side sheet shows a chart comparing Revenue against Cost or Revenue against Charge over time. Use the toggle to switch between the two views depending on whether you're focused on profitability or recoverability.
Financial cards
Below the chart, a set of cards summarise the project's current financial position, each with a tooltip explaining what the value represents and how it's calculated:
Fee / Cap - agreed fee, current cap, and the headroom between them.
Invoiced - total invoiced to date and what remains uninvoiced.
WIP - current WIP, including aged WIP breakdown.
Budget - budget consumed vs remaining.
Recovery - recovery rate against billable time and expenses.
Profit - current profit position for the project.
Each card is read-only in this release and is designed to give you a quick, scannable view - not to replace the underlying detail screens.
Feedback
Your feedback shapes where Project Portfolio goes next. We're particularly interested in:
Which columns and filters you reach for most
What you're using the side sheet to answer
What's missing from your day-to-day portfolio review
Head to our Feedback Forum to share your thoughts and feature requests.