Portfolio

See the whole portfolio. Act on the exceptions.

One dashboard for the whole company: progress, headcount, open issues, spend, pending approvals and a health check on every project, so you can see which ones need you today.

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  • Six headline numbers across every project
  • Health checks on budget, schedule, safety and quality
  • A dashboard built for each role

Company Dashboard

All projects

Sample data

6

Active Projects

47%

Overall Progress

128

Workers Today

14

Open Issues

₹9.60 Cr

Budget Utilized

7

Reports Today

Project health

Lakeview Commercial Block

Budget ✓ · Schedule ✓ · Safety ✓ · Quality ✓

Healthy

Riverside Road Package 4

Budget ✓ · Schedule ✕ · Safety ✓ · Quality ✓

At Risk

Harbour View Apartments

Budget ✕ · Schedule ✓ · Safety ✓ · Quality ✕

Critical
Across the portfolio

The whole company, on one screen.

Six headline numbers

Active projects, overall progress, workers today, open issues, budget utilised and reports today.

Expenses vs payments

A trend of money going out against money coming in.

Projects by status

How many projects sit in each status, plus your overall completion rate.

Pending approvals

What's waiting for approval across every approval-based document, in one list.

Multi-level approvals

Rules like "POs over ₹5 lakh: Project Manager, then Director". Each level approves in order and the next approver is notified (Business plan).

Budget overview

Budget, spent, remaining and forecast across your projects.

Upcoming milestones

The next milestones due, with the project each belongs to.

Today's workforce

Present, absent, on leave and total, from today's attendance.

Today's report summary

Reports filed, photos, workers, equipment in use and issues raised today.

Recent activity

What has just happened across the company.

Health and roles

Know which projects need you.

A rule-based health rating

Critical if there are overdue invoices, critical open issues or spend over budget. At Risk if there are overdue tasks or milestones, high-severity issues or spend above 90% of budget. Otherwise Healthy.

A dashboard for each role

Admin, field, client and employee dashboards, each built for the people using it.

Permission-aware

What each person can see follows their role's permissions.

The projects list

Every project as cards or a table, with headline counts, search and filters.