Understand portfolio/program progress

Understand portfolio/program progress (04:46)

Portfolios area
Portfolio-Program Managers

Try It!

As portfolio results are delivered by the related programs and projects, and program results are delivered by the related projects, you will need to review and understand the overall rollup progress from related components such as key performance indicators for each sub-program and project, status of risks, issues, change requests, etc., financial performance and status of all related project milestones.

To understand the overall portfolio (and program) progress:

Select the Portfolio (or Program) Overview report from Portfolios > Leadership > Insights.
Right-mouse click on the appropriate Portfolio (or Program).
Select Drill-through > Portfolio (or Program) Status.
Review the Overview sub-page to understand the KPIs for all sub-programs and sub-projects and their impact on the Portfolio (or Program).
Review the Details sub-page to understand the status of all Portfolio (or Program) support items and their impact on the Portfolio (or Program).
Review the Tracking sub-page to understand the status of support items for all sub-programs and sub-projects and their impact on the Portfolio (or Program).
Review the Financials sub-page to understand the overall financial picture of the Portfolio (or Program) based on the rollup of the financials from all the sub-projects.
Return to the Portfolio (or Program) Overview report and right-mouse click on the appropriate Portfolio (or Program).
Select Drill-through > Project Milestones.
Review the Sub Project Milestones sub-page to understand the status of all the project milestones and their impact on the Portfolio (or Program).

Download Job Aid: Understanding Portfolio/Program Status

Related Lessons

Validate portfolio/program key dates (02:49)

Set program KPIs and compose status narratives (05:45)

Adjust the portfolio/program (03:49)

View and verify portfolio/program status report (02:30)

Was this information helpful?

Back to top

Disclaimer: Altus™ is a registered product of Altus. Some images used in the instructional videos and text instructions contained herein may appear different from (or not available) in your organisation’s platform due to specific custom configurations, enhancements and/or continuous product updates. References to the old product name Sensei IQ™ (now Altus™) may still appear as we gradually update this website. Check out the What’s New section for more detailed updates. We also refer to specific Microsoft products that are integrated in our platform with their original spelling in U.S English across this website and recognise these are registered products of Microsoft and acknowledge their ownership of the products and trademarks. Whilst precautions have been taken in the preparation of the content, we assume no responsibility for errors or omissions, or for damages resulting from the use of the information contained in this website. Contact your administrator for any assistance. © 2025 Altus ~ All rights reserved.