Collecting relevant information about ongoing projects and providing a swift periodical report to the top management, while making status reporting useful, intuitive and fast for project managers.
heatfolio is a portfolio reporting solution owned and operated by Sourcing International, focused on collecting the status of projects from project managers on a monthly basis and providing brief heatmap or detailed reports to top management and stakeholders concerned with the evolution of specific portfolio items.
The application presents itself to a user through a web interface where an organisation benefits of its own workspace. Several user roles are available for use, together with a workspace administrator role. Upon logging in, the application adapts itself based on each user’s workspace, role & access rights.
A project manager can login into the application and report on a monthly basis the status of the projects that are already created and assigned to him. If any new projects need to be added into the application, a project manager can create the project and assign it to a project proponent for approval. Upon approval, the project manager can start the monthly status reporting. Users can act as either project delegates, project proponents, heads of departments or top management.
A reporting period can be flexibly set in the workspace, through which the project managers will be able to report the current status of their projects at the end of the previous month, together with an estimation (predicted status) for the month in due. After the reporting period has been closed, project stakeholders (proponents, department directors, top management) will be able to browse and review the according projects and status inputted by the Project Managers on either a heatmap or a detailed report basis directly in the web application.
heatfolio can be used for multiple departments or projects in an organisation.