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The SPM Report analyzes the health of your entire portfolio of projects. This report aligns to the SPM solution configuration. Dive into portfolio details for financials, resource capacity, work assignments, issues, risks, and more. This report will typically be seen by those users who are portfolio managers, program managers, and project managers, who will view and analyze multiple projects for health, status, etc.

This Financial Summary report page compares planned and actual costs. View which projects have their forecast over budget and actual spend over budget.  Filter data by Portfolio, Program, and Project Priority.

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Interested in this report pack?  Go to OnePlan Report Pack for Strategic Portfolio Management Template to download the report pack files.

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