Data Models and Reports
Data Models
Among the three new data models, the Strategy model and Portfolio Model is fully developed and is now ready for use.
It adopts the architecture described in the New Standard Reports page leveraging a hybrid connection to Dataverse with DirectQuery applied to core tables (Portfolio, Program, and Project) to enable row-level security and provide live data access while all other tables use Import mode for optimal performance. Reference to the New Architecture
Data Models - January 2026 Release 3.2
Updated Portfolio model can be accessed via the following link: Download ⬇️
Reports
Reports - January 2026 Release 3.2
Latest reports can be downloaded from:
Portfolio Dashboard: Download ⬇️
Program Dashboard: Download ⬇️
Project Governance Dashboard: Download ⬇️
Strategy Report (Only Prioritisation) can be downloaded from Download ⬇️
Portfolio Governance Dashboard
The Portfolio Dashboard provides a consolidated, high-level view of portfolio performance, financial health, and delivery status across programs and projects. It is designed to support PMOs and leadership with quick insights and data-driven decision-making.
Key Highlights for Portfolio Dashboard
Active Portfolios, Programs, and Projects – showing current counts with month-on-month trend indicators.
Portfolio Budget – total approved budget with comparison against the previous month.
Portfolio EAC (Estimate at Completion) – forecasted total cost with trend direction highlighting cost increases or reductions.
Active Risks, Active Change Requests, and Overdue Decisions – providing immediate visibility into governance and delivery health.
Financial Performance & Forecasting
Forecast vs Actual vs Budget by Month visualises how spend is tracking over time, enabling comparison between planned, actual, and projected costs.
EAC by Portfolio highlights across portfolios, helping identify where financial risk or overspend may exist.
Detailed Portfolio Breakdown
A tabular portfolio summary presents effort, budget, actuals, and EAC at a portfolio level, with roll-ups to total values for transparency and reconciliation.
Expandable rows support drill-down analysis where required.
Delivery Timeline & Workload - A project timeline (Gantt-style view) shows project durations supporting capacity planning and delivery sequencing.Projects that are grouped under portfolios can be expanded or collapsed for focused analysis.
Program Governance Dashboard
The Program Dashboard provides a centralised view of program governance, bringing together delivery status, financial performance, and risk oversight in one place. It enables program managers and PMOs to monitor progress, costs, and identify risks early.
Key Highlights for Program Dashboard
Visibility of active issues, risks, and change requests to support early identification of delivery concerns.
Clear indicators of program status to highlight programs that are on track, require attention, or are experiencing challenges.
Financial Performance & Control - provides a comprehensive view of program financials by comparing budget, actual spend, forecast, and estimated completion costs. Enables users to identify variances, monitor cost trends over time, and assess financial exposure at program level.
Performance Trends & Progress - Tracks program performance trends over time, helping stakeholders understand whether program health is improving, stable, or deteriorating. Displays delivery progress alongside key status dates and planned finish dates to support milestone tracking and accountability.
Program Summary & Detail - A detailed program table presents progress, status, and aligned financial information in a single view. Supports drill-through to deeper levels of detail where further analysis is required.
Program Timeline & Delivery View - A timeline view visualises program durations and overlaps.
Project Governance Dashboard
This dashboard delivers a comprehensive high-level view of project health consolidating critical insights into a user friendly interface.
Key Highlights for Project Governance Dashboard
Project Summary - The landing page offers a consolidated view of project health and status across all projects. Key metrics and visuals include:
Project Status by Overdue Updates
Project KPI Trends
Budget Variance
Active Risks, Issues, and Change Requests
Milestones and Deliverables
A table visual showing individual projects, which supports drill-through to project-specific details
Budget Variance Page - Provides financial tracking through:
Forecast, Actual, and Budget by Month
Estimate at Completion (EAC) by financial category
A matrix table showing - Budget, Forecast, Actuals, Total Budget, EAC, and Variance for the last 2 months
Issues
Its shows the status summary and Key information
Risks
This page provides a Risk matrix visual, Risk status and other key information
Change Requests
This page is similar to Risks and Issues which provides the status and other key information.
Milestones
It shows milestone insights like:
Top Milestones by Project and by Sponsor
Milestones Completed
Upcoming Milestones
Calendar View of milestones (dedicated page)
Deliverables
This page shows information like Deliverable status and other key inforamtion.
Project on a Page (Drill-Through View)
Drilling into a specific project from the main table provides a dedicated, one-page summary view of that project, mirroring the same KPIs, risks, financials and other metrics—filtered for the selected project.
Lessons Learned
This page shows the lessons elarned by category and Projects and other key information.
Missing Status Updates
Highlights all projects without any status updates, enabling PMOs to quickly identify where follow-up is needed.
Strategy Report
Strategy Report has two pages - (related to Prioritisation). Rest of the report which will have Strategic Goals will be released at a later part of the year.
Note
Strategy reports are currently released with Prioritisation page and rest of the Strategy report will be released at a later stage.
References
The latest Standard Reports and Models can be found here: