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    Reports Dashboard

    Executive Report

    Weekly PMO artifact — executive summary, schedule health, financial P&L, what changed this week, and next 4 weeks forward look. One-click PDF export for board decks and stakeholder emails.

    Project Profitability

    Per-project P&L — cost, revenue, margin and margin % from worklog snapshots. RAG status. Click a project to drill down to task-level breakdown.

    Schedule Adherence

    Point-in-time schedule health — 12 KPIs with task-level detail table showing working-day variances per task.

    Capacity Heatmap

    Week-by-week resource utilisation grid — colour-coded by load %. Includes cross-portfolio tasks for accurate capacity visibility.

    Utilisation Trend

    Month-over-month planned vs actual utilisation per resource — shows trends over 3 to 12 months with cross-portfolio load.

    Hours by Project

    Planned · Actual · Variance · Cost · Revenue · Margin per project and epic. The primary T&M invoice driver — pick the period and see what to bill.

    Hours by Resource

    Logged hours vs capacity per team member with utilisation %, cost, revenue, and margin. Pick the period to scope it.

    Detailed Resource Worklogs

    Every worklog entry with hours, cost, and revenue. Pivot by resource, project, or issue — the T&M invoice line-items source.

    Jira Sync Status

    Per-project sync timestamps for assignments and backlog, worklog sync status, and all tasks with locally-modified fields pending a push back to Jira.

    Scheduled Without Effort

    Calendar tasks that have dates assigned but no effort estimate — a data quality check to ensure capacity calculations are accurate.

    Unscheduled Backlog

    Backlog tasks not yet scheduled on the calendar, grouped by project. Flags items missing effort estimates or dates.

    Outside-Team Contributors

    Worklogs logged to this portfolio's projects by people who aren't on the team — loaned engineers, misdirected time, or unmapped Jira users.

    Allocated Time Off Pending Holiday Conflict Overloaded Weekend
    Last import: Never
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