Portfolio

Every project, one command centre.

A company-wide dashboard that rolls up portfolio value, earned value, schedule and budget risk, and health — so leadership sees the whole picture at a glance.

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Company-wide rollupSchedule & budget riskPortfolio health score
Portfolio
12 projects · SAR 4.2B
12
PROJECTS
On track8
At risk3
Delayed1
VALUE
4.2B
SPI
0.91
HEALTH
82
SAR 4.2B
Inside OPTEAM

The whole portfolio, at a glance.

Portfolio value, earned value, at-risk exposure, schedule risk and health — with schedule and budget status broken down across projects.

app.opteam.ai/dashboard
14 days remaining in your free trial  PURCHASE LICENCES Meridian Group
Portfolio overview
$4.2B
Across 12 projects
$2.8B
65.8% of contract
$312M
Across 3 at-risk
$184M
3 delayed projects
78
Portfolio avg (0–100)
PORTFOLIOS
12
8 on track
EARNED VALUE
0% of contract
$2.8B
↑ On track
AT-RISK BUDGET
Across 3 at-risk
$312M
⚠ Action needed
SCHEDULE RISK
Delayed projects
$184M
3 projects late
HEALTH SCORE
Portfolio avg (0–100)
78
Good standing
STATUS — Schedule status
8
On-Time8
Behind3
Ahead1
STATUS — Budget status
9
On-Budget9
Over Budget2
Under Budget1
Health score · 78 1 project behind
Why it works

Leadership clarity without the status meeting.

One rollup, every project

Portfolio value, EV and exposure aggregated across the whole company in real time.

Risk, surfaced early

Schedule and budget risk exposure flagged before it reaches the boardroom.

Health at a glance

A portfolio health average and per-project distribution, color-coded.

How it works

From scattered files to one live view.

Each project schedule feeds the rollup automatically — no consolidation deck, no copy-paste.

Connect

Every project schedule feeds into one organization.

Aggregate

OPTEAM rolls up value, earned value, risk and health continuously.

Decide

Spot the projects that need attention and drill straight in.

Portfolio overview · live
PORTFOLIO HEALTHAVG
780–100
BEHIND SCHEDULESTATUS
3 projectsneeds action
AT-RISK EXPOSUREBUDGET
$48Mflag raised
The difference

From consolidation decks to a live rollup.

Before OPTEAM
Monthly scramble to consolidate project status by hand.
Risk discovered in the boardroom, too late to act.
No single source of truth across the portfolio.
With OPTEAM
Company-wide performance in one live dashboard.
Schedule and budget risk surfaced as it emerges.
One health score per project and across the portfolio.
By the numbers

Proof, not promises.

Seconds
To spot your at-risk projects
Zero
Spreadsheets to reconcile
1 view
Health, earned value & risk, portfolio-wide
Questions

Good to know.

How are portfolio metrics calculated?
Each project schedule feeds the rollup. Portfolio value, earned value, at-risk exposure and health are aggregated continuously across every project in your organization.
Can I drill into a single project?
Yes. Every card and chart links straight to the underlying project overview, schedule and reports.
Which currency does it use?
You choose the reporting currency for the portfolio view; per-project values are converted automatically.
Who should use the dashboard?
Executives, PMOs and portfolio managers who need company-wide performance and risk without chasing each project team.