KPIs and financial view
The portfolio brings together what executives need to understand an investment initiative.
- Portfolio-specific KPIs
- Budget allocation and financial tab
- Pending-publication cost warning on the card and in the table
Plan
Portfolio management: A portfolio is more than a list of projects.
- The problem
- When the portfolio lives in spreadsheets, each project is seen in isolation. It’s hard to know how much each initiative consumes, how the whole is doing and what comes next.
- With LUWEE
- Portfolios group projects with their own KPIs, budget allocation and a financial view, and new requests go through a funnel with measured decisions.
How it works
The flow, step by step.
- 01
Structure the portfolios
Group projects according to your organization’s investment logic.
- 02
Allocate the budget
Use the portfolio’s budget allocation and track the financial tab.
- 03
Track the KPIs
Each portfolio has its own KPIs, in cards or a table.
- 04
Receive requests
Intake requests follow a funnel from request to decision.
- 05
Compare performance
The executive view compares portfolios by performance.
Key features
What makes the difference day to day.
Request funnel
Adding new items to the portfolio has a process and metrics.
- Flow from request to decision
- Measured decision time
- Approval rate calculated on decided requests
A single project list
The portfolio’s projects tab is the same list as the Projects screen, with the same filters and columns.
- Schedule, cost and risk signals per project
- Card or table view
- A never-published project appears as “Awaiting planning”
Cross-module integration
How it connects to the rest of the platform.
- Project managementThe portfolio’s projects are the same ones in project management, with no copies.
- Cost and financialsThe financial tab consolidates what each project records in costs and events.
- Analytics and reportingThe executive view compares portfolios by performance.
- Demand and prioritizationPrioritized demands feed the portfolio with clear criteria.
Who it’s relevant for
Executives
See each investment initiative as a whole.
PMO
Organizes the portfolio and measures the intake funnel.
Finance
Tracks allocation and the financial view per portfolio.
FAQ
Before the demo.
What is the difference between a portfolio and a project in LUWEE?
The project is the unit of execution, with schedule, team, costs and risks. The portfolio groups projects to track the KPIs, budget and financial view of the whole.
How is the request approval rate calculated?
On requests that have already been decided. Requests still under review are left out, so the rate isn’t skewed by what is pending.
Can I compare portfolios with each other?
Yes. The executive view includes the “Portfolios by performance” panel, with filters for period, client company and unit.
Explore other modules
View the whole platformDemo
See LUWEE applied to your challenge.
Tell us how your organization works today. We’ll show you Portfolio management with the platform’s real screens and how the module connects to the rest.
- Led by the challenge you point out
- With people who know the product inside out
- No purchase commitment