Access your portfolio data from any device
As a cloud service, heatfolio can be accessed from any device like a tablet or mobile phone, at any time and from anywhere — simply by using your web browser. This allows you to access heatmaps or report projects on the go.
Covering multiple states
Comprehensive reporting options
The portfolio reporting methodology used by heatfolio covers multiple options that status reports can be based on for each period, assuring both a flexible and unified approach.
What is the current status of a project?
As financials & relevant project data become available only at the beginning of each month for the one that just passed, heatfolio collects the entire status of a project right when this information becomes final for the project managers. The current status (period) always refers to the status registered at the end of the previous month.
What is the predicted status of a project?
Portfolio reporting requires a timeframe of at least a few days in each period to allow project managers to fully compile their project reports. Depending on the organization, this period can increase to 2-3 weeks. The predicted status covers the progress a project makes from the beginning of the ongoing month to the date of the status report, and also includes the project manager’s estimation regarding the status the project will achieve by the end of the ongoing month.
Why reporting both current and predicted statuses?
Time may pass between the date when current project information becomes available and the date it is reported by the project manager. By addressing these periods individually, top management always has a comparison view (delta) in its reports that shows how a project progressed during the previous month as well as whether any potential issues might arise for the month in due.
Never miss a thing
Reporting current and predicted periods
heatfolio allows portfolio reporting to focus on two periods: the current period, which refers to the full status registered by a project at the end of the previous month, and the predicted period, which allows a project manager to report its status estimation for the month in due.
This allows top management to always have the most up-to-date information in its reports.
Status reporting in a focused 3-step procedure for each project.
Monthly heatmap outline and full detailed report.
Fast portfolio overview
Always stay abreast of the current status of your project portfolio.
Assign users to roles & departments based on your organization.
Custom project fields
Adapt the reporting procedure to your needs by defining custom fields.
Responsive & secure
heatfolio uses responsive functionalities and secure operations.
Subscribe to our newsletter
Become part of our community
Looking for ways to improve your portfolio reporting procedures and empower project managers? Subscribe to our newsletter and discover news, portfolio reporting highlights and opportunities. Plus, you’ll get to learn about new features we plan to release.
* Don’t worry, we don’t like spam either. And we won’t send any ourselves.