The overview
Overview opens first. The line at the top gives the Position as at date, says it is the Published board view, and names the Next board.
Four figures follow:
- Active projects, with how many are in delivery or later.
- Approved budget, with the forecast and the spend to date. Projects whose budgets you may not see are left out, and the card says how many.
- At risk or off track: the projects marked amber or red.
- Value awaiting a decision: what hangs on the open questions and pending decisions.
Open How this is calculated under that figure to see its working. Each open consideration counts the cost of the option marked SELECTED or RECOMMENDED, or its largest costed option if none is. Each pending decision counts the £ figure in its impact or wording, unless it relates to a consideration already counted. Costs with no £ figure cannot be added up, so they are listed as uncosted.
Below them:
- Portfolio at a glance: every project with its phase, status, progress, owner, forecast spend and next gate. Select a row to open the project.
- Decisions taken, the four most recent. Full log opens the Decision Log.
- On the table, the questions still open.
- Next board: each project's ask at its next gate.
- The stage gates and How to read this tracker: the governance model behind the data.
The roadmap
Roadmap shows three years. Each bar runs from a project's start to its target, its shading shows progress, and diamonds mark stage-gate milestones (filled when complete). A dashed bar means the dates could not be read, so a default window is shown. The dashed line is today.
Under it:
- Delivery this term: projects in Delivery or Transition, with their latest update.
- Approval points in the next 90 days, counted from the position date: gates, board asks and questions needed by then.
- Schedule pressure to watch: slipped or overdue milestones, contracts expiring within a year, and overdue questions.