Portfolio rollup: every project on one screen
3 min read · Updated 3 Jun 2026
Your whole book, ranked
When you run more than one site, the question is always "which one needs me today?". The rollup answers it: one row per project, the headline KPIs across, sortable by the number you care about. Sort by S/E and the project bleeding hours floats to the top.
Open it
When you have more than one project, your landing dashboard shows the portfolio summary across all of them. Owners and PMs get the company-wide picture.
Order by S/E, % complete, or value, and the colour bands (green / amber / red around 1.00) let you triage without doing the maths.
What next?
Send the rollup to your leadership team automatically: Schedule reports to clients →
Frequently asked
Who can see the portfolio rollup?
Owners and PMs see the company-wide picture. The rollup always respects permissions — it only shows projects the viewer is allowed to access.
How are projects ranked?
You can sort by S/E, % complete or value. Sorting by S/E floats the project losing ground to the top, with green/amber/red bands around 1.00 for fast triage.
Can I get the rollup emailed to me?
Yes — schedule it as a recurring PDF so it reaches your leadership team automatically.