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.

Across the models, key tables such as Portfolio, Program and Project are configured in DirectQuery mode to support row-level security (RLS) by leveraging Dataverse's native security framework. This setup ensures 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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