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See every project in real time.

Portfolio dashboards for the executive, the commercial manager and the project manager — from one data foundation, because the transactions behind them were recorded on one platform.

The problem

Contracting groups usually consolidate a portfolio view by asking each project to submit a monthly report in a common template. The template is common; the definitions behind it are not.

Portfolio analytics is only credible when “progress”, “committed cost” and “forecast margin” mean the same thing on every project — which is a definition problem before it is a reporting problem.

Core workflow

From transaction to decision.

01
Capture
Site, commercial and financial transactions recorded once.
02
Definition
One agreed definition per indicator, group-wide.
03
Project view
Each role sees the metric it can act on.
04
Portfolio view
Projects, divisions and companies side by side.
05
Exception
Threshold alerts routed to a named owner.
06
Review
A weekly cycle where the number changes a decision.
What it covers

Executive

Portfolio contract value and revenuePortfolio margin and forecast marginCash flow and receivablesDelayed and at-risk projectsProcurement exposure

Commercial

Cost vs. budget by projectVariation and claim pipelineCertification and WIPRetention across the portfolioMargin erosion alerts

Delivery

Progress vs. programmeOpen RFIs and submittalsQuality and HSE indicatorsResource and plant utilisationSite reporting compliance
Operational outcomes
1
Definition per indicator, group-wide
Live
Portfolio cost and margin
−12 FTE-days
Monthly reporting effort
Weekly
Exception review cycle

Ranges observed on Al Jawad engagements. Targets agreed in assessment.

Agree ten indicators before building a dashboard.

We run the definition workshop first, then build the views your project and commercial teams will actually act on.