Table of Contents

Standard Power BI Reports

Standard Power BI reports have been designed without the use of dataflows opting instead for a direct connection to Dataverse using a hybrid storage mode.

Key tables — Portfolio, Program, and Project — run in DirectQuery to support live, RLS-secured data via Dataverse's native security framework while all remaining tables use Import mode for optimised performance.

The report suite covers Portfolio, Program, Project, Strategy and Resource management delivering governance dashboards with visibility into financials, health, risks, milestones and resourcing across the organisation.

This setup also ensures that these critical tables provide live up-to-date data. The remaining tables are configured in Import mode to optimise performance and efficiency.

Storage Mode Tables
DirectQuery Portfolio, Program, Project — live data with native Dataverse RLS security
Import All remaining tables — optimised for performance and efficiency

1. Portfolio Governance Dashboard

Provides a consolidated high-level view of portfolio performance, financial health, and delivery status across programs and projects. Designed to support PMOs and leadership with quick insights and data-driven decision-making.

  • Active Portfolios, Programs, and Projects – 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 – immediate governance and delivery health visibility
  • Financial Performance & Forecasting
    • Forecast vs Actual vs Budget by Month — spend tracking over time
    • EAC by Portfolio — highlights financial risk or overspend across portfolios
  • Detailed Portfolio Breakdown
    • Tabular portfolio summary: effort, budget, actuals, and EAC at portfolio level with roll-ups to total values
    • Expandable rows support drill-down analysis
  • Delivery Timeline & Workload – Gantt-style project timeline showing durations, capacity planning, and delivery sequencing; projects grouped under portfolios can be expanded or collapsed for focused analysis

2. Program Governance Dashboard

Provides a centralised view of program governance, bringing together delivery status, financial performance, and risk oversight in one place. Enables program managers and PMOs to monitor progress, costs, and identify risks early.

  • Active Issues, Risks, and Change Requests – early identification of delivery concerns
  • Program Status Indicators – clear on track / attention required / challenged flags
  • Financial Performance & Control
    • Budget, actual spend, forecast, and EAC in a single view
    • Variance identification and cost trend monitoring at program level
  • Performance Trends & Progress
    • Program health trends over time (improving, stable, or deteriorating)
    • Delivery progress with key status dates and planned finish dates for milestone tracking
  • Program Summary & Detail – table with progress, status, and aligned financials; supports drill-through to deeper levels of detail
  • Program Timeline & Delivery View – visualises program durations and overlaps

3. Project Governance Dashboard

Delivers a comprehensive high-level view of project health, consolidating critical insights into a user-friendly interface with multiple dedicated pages.

  • Project Summary (Landing Page)
    • Project Status by Overdue Updates
    • Project KPI Trends
    • Budget Variance
    • Active Risks, Issues, and Change Requests
    • Milestones and Deliverables
    • Project table with drill-through to project-specific detail
  • Budget Variance Page – Forecast, Actual, and Budget by Month; EAC by financial category; matrix table showing Budget, Forecast, Actuals, Total Budget, EAC, and Variance for the last 2 months
  • Issues – status summary and key information
  • Risks – Risk Matrix visual, Risk Status, and key information
  • Change Requests – status and key information (consistent layout with Risks and Issues)
  • Milestones
    • Top Milestones by Project and by Sponsor
    • Milestones Completed and Upcoming Milestones
    • Calendar View (dedicated page)
  • Deliverables – deliverable status and key information
  • Project on a Page (Drill-Through) – single-page project summary with the same KPIs, risks, and financials filtered for the selected project
  • Lessons Learned – by category and project
  • Missing Status Updates – highlights projects without status updates for PMO follow-up

4. Strategy Report

The Strategy Report currently comprises two pages focused on Prioritisation. The remaining strategic goals content will be released at a later stage of the year.

Note: Strategy reports are currently released with the Prioritisation page only. The remainder of the Strategy report will be released at a later stage.

5. Resource Report

  • Financial Analysis – weekly comparison of Project vs Non-Project hours; tracks Resource Cost, Resource Sell, and Resource Margin over time; tabular breakdown by timesheet period with expandable rows for resource-level drill-down and grand total reconciliation
  • Resources Dashboard – headcount by role and distribution across line managers; full personnel listing showing Resource Name, Target Utilisation, Role, Location, Department, and Manager
  • Availability – Resource Capacity Hours overlaid against Draft, Proposed, and Committed demand by month; toggle between Hours, Days, and FTE; pivot table showing Availability, Proposed, and Committed hours per resource across rolling months with expandable project-level breakdown
  • Timesheet Compliance
    • Timesheet status breakdown across Approved, Submitted, Draft, and Rejected
    • Project vs Non-Project hours split across the selected period
    • Compliance matrix of resources by timesheet period; colour-coded to highlight approved submissions, rejected entries, and missing periods for targeted follow-up
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