Portfolio Level Program Heatmap

How to build a Portfolio Level Program Heatmap

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Written by Blake Hester
Updated over a week ago

A Portfolio Level Program Heatmap is a visual tool used in portfolio management to provide an overview of the status and performance of multiple programs within a portfolio. A Portfolio Program Heatmap uses color-coded indicators to represent different metrics or aspects of program management, allowing stakeholders to quickly assess the health and progress of the portfolio's programs. This can aid in decision-making, resource allocation, and identifying areas that may require attention or intervention.

Let's look at the Data and Chart options for the Portfolio Level Program Heatmap example above. A Portfolio Level Program Heatmap displays Program data, therefore it will default to and utilize the Program-pm_program table.

Conditions: Setting conditions allows you to query the table you are building the chart off of.

Order by: Determines how the Portfolio Level Program Heatmap will be populated. This is example is ordering by Priority-priority. Order by can be set to Active, State, and Risk among other options.

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