Andy Parsons

Andy Parsons

September 2018


3 Tips for rolling up portfolio info - even from your PPM!

I recently had a fascinating conversation with a PPM Solution Architect in which we explored why large organisations struggle to roll up portfolio information for the Executive team with the global, market leading PPM tool that he specialises in.

The two questions we explored were: Why is this such a problem when there are perfectly good executive reporting modules in perfectly good PPM tools? And, why is a PPM tool with so much capability reverting to timesheet recording and maybe a little bit more?

Our main conclusion was that it is less to do with the tool and more to do with simple practicalities, behaviours and the basic facts of life. For example:

  • The project community is transient: It is common for one-third of the project management team to be external contractors who don't know the PPM tool when they arrive on site. 
  • Project Plans aren't kept up to date: You could rightly say "well they should be..." but firstly, Utopia is sometimes a dangerous expectation, and secondly, enforcing this across a large delivery team in different locations and different reporting lines becomes very tricky.
  • Achieving 100% current and accurate data in the ‘detail layer’: Most PPM tools need this in order to roll up anything of any great value to present to the executive team. It is hard enough getting quality information input at the beginning of a project but within a single, standalone projec across a portfolio it is almost impossible and across a large business even more so.

So what's the solution? You can keep struggling, which inevitably will only result in continuing to frustate your exec team, or find a solution that gives them what they want. And here's to deliver it:  

1. Be concise and visual

Delivering concise, visual portfolio intelligence whenever they want it is key to happy execs. Your solution needs to be help them see what what they want in seconds rather than being hidden in a slide pack.It also needs to be dynamic, engaging and simple enough to provide an idea of what is happening in the portfolio within a couple of minutes.

2. Ensure it's available on their devices 

The nature of execs' work means they most likely work off a tablet or laptop on the go. It's therefore key to ensure your reporting solution is accessible on these devices and allows them to access the data they want wherever they are, be it an airport lounge, on a train, or on the sofa on a Sunday night.

3. Keep it simple and automated

Execs will largely demand visibility of ‘Level 1’ project and programme information. They will always ask for more detail if they want it but remember that the vast majority don’t have time to read long-winded reports. So ensure you have a simple automated portfolio roll up that doesn’t rely on all the detail being posted into a detailed module.

These three steps will help you present your executive and wider leadership team with automated, concise, visually engaging project portfolio reporting and information that is accessible anytime and anywhere. We like to think that you can aim for 20 minutes to do a monthly report and 10 minutes for a weekly report, with no fiddling around with slides and full focus on delivery – happy days!

To discover a solution to this challenge, watch our video below:



Related posts


PPM| Blog

PPM Implementation – Choose the fast lane or the slow lane?

When it comes to Project Portfolio Management (PPM) tools, you have no shortage of choices. There are many vendors with viable products out there, ...

by Andy Parsons May 2019


Portfolio Management| Blog

Preparing for Brexit – it may be easier than you think

It was the Greek philosopher Heraclitus who first observed that change is the only constant in life. That was over two thousand years ago. Had he ...

by Rupert Taylor May 2019

Kivue  PMO Flashmob Webinar Bridging the Chasm Between Execs and PMOs

PPM| Webinars

Kivue & PMO Flashmob Webinar: Bridging the Chasm Between Execs and PMOs

We teamed up with PMO Flashmob to explore the key pain-points affecting both execs and PMOs in a webinar – Exec Level Portfolio Reporting: 5 ways to ...

by Rupert Taylor April 2019