01
Select the relevant period
Portfolio Management / Open portfolio / Overview / Projects
Use the management snapshot that matches the decision context.
Portfolio Manager
QUICK GUIDE 30
Analyse the portfolio
Review status, economy, risk, milestones and timelines from multiple management perspectives.
02
Review overall status
Portfolio Management / Open portfolio / Overview / Projects
Identify concentrations of red or amber conditions and understand their causes.
03
Examine economy and forecast
Portfolio Management / Open portfolio / Overview / Financials
Compare financial expectations and significant deviations.
04
Review risk and milestones
Portfolio Management / Open portfolio / Overview / Risk Profile or Milestones
Identify shared exposure, critical timing and overdue commitments.
05
Form a management conclusion
Portfolio Management / Open portfolio / Tools / Analysis
Summarize what the portfolio needs to decide, change or monitor.