Portfolio dashboard
Pipeline, projects in delivery and completed projects — kept separate
Cash-flow forecast
Next 12 quarters · committed vs pipeline (click legend items to hide)
Needs attention
Failed gates, overruns, overdue, high risks
In delivery
Approved & under construction · budget locked at approval · click a row for payments & scheduleCompleted
Selling, renting or exited · actuals vs forecastPipeline
Prospecting, due diligence & negotiation · not committedPipeline comparison
Click a column to sort · click a row to open the project
IRR by pipeline project
vs target
Pipeline capex
By cost category, if all approved
Projects
Open a project to work through its stages, requirements and feasibility
Settings
Defaults applied to every project — each project can override them