01
Start with the consolidated picture
Portfolio Management / Open portfolio / Overview / Projects
Review status, progress, milestones, risks and reporting coverage.
Portfolio Manager
QUICK GUIDE 28
Use Portfolio Overview
Turn project signals and reports into a focused management agenda.
02
Find exceptions
Portfolio Management / Open portfolio / Main / Morning Brief
Identify high-risk projects, overdue milestones, missing reports and decisions needed.
03
Open the underlying project
Portfolio Management / Open portfolio / Overview / Projects
Validate each signal against source information.
04
Create the management agenda
Portfolio Management / Open portfolio / Main / Morning Brief
Select projects and matters for discussion, decision or follow-up.
05
Follow development over time
Portfolio Management / Open portfolio / Status reporting / Reporting periods
Use history to distinguish recurring challenges from temporary deviations.