Module · Portfolio Intelligence
Answer "how is our firm doing?" in seconds, not days.
Workspace-wide portfolio view, per-project executive intelligence, cross-system insights, and benchmarking against your own portfolio history. The board pack stops being a fortnight of consolidating spreadsheets.
Why portfolio reporting is broken at most consultancies
The board wants a number. The team needs two weeks to assemble it.
When every project lives in its own workbook, the firm-level questions take forever. Variance against budget across the portfolio. Margin by sector. Pipeline at risk this quarter. None of it is two clicks away.
Board packs eat the QS team
Quarterly board pack = three days of senior QS time consolidating data from 40 project workbooks. The numbers age the moment they're collated.
Risk surfaces in the wrong order
You find out about the £200k overrun in the monthly review. By then the variation has been signed.
Sector benchmarks are anecdote
"That QSR project should land at £X/m²" — based on what? Three projects from memory.
What's inside
The intelligence layer for the firm-level questions.
Portfolio view
Workspace-wide live view of every project — value, phase, variance, top risks. Answer "how is our firm doing?" in seconds.
Executive intelligence
Per-project executive dashboard: health score, top risks, cost variance, programme drift, recommended actions.
Cross-system insights
Patterns across modules within a project (variations clustering with delays clustering with package overrun) surfaced as plain-English narratives.
Sector benchmarks
Benchmarking pulled from your own portfolio history. Compare new projects to your firm's actual track record.
Top-attention projects
Sorted "what needs attention this week?" view across the portfolio.
Sector + client roll-ups
Slice the portfolio by sector, client, director, phase.
Who uses it
Built for the people answerable to the firm — and the people running the projects.
Directors / Partners
Open the portfolio view, get the answer. Stop waiting for the QS team to assemble the board pack from 40 workbooks.
Commercial Managers
See every PCSR's drift in one screen. Spot the project drifting before it becomes a £200k surprise.
Heads of Operations
Sector and client roll-ups answer the strategic questions: "where is our margin best?", "which clients are most profitable?".
See your portfolio answer the questions your board asks.
A 30-minute walkthrough — bring a list of live projects; we'll show you what the portfolio view surfaces.
Frequently asked questions
Where do the portfolio metrics come from?
Live from the project records — cost reports, programmes, variations, packages, risks. Nothing is re-keyed.
How do benchmarks work?
Benchmarks are pulled from your own portfolio history. External benchmarks are configurable but the default is your own data.
Is the executive view client-facing?
No — executive intelligence is internal. A redacted client-facing summary lives in the Client Portal.
How does cross-system intelligence find patterns?
Pre-defined relationship rules look for clusters across modules. Surfaces as a narrative card, not a black-box ML score.
Connects to
Other Projavio modules that work alongside this one.
Benchmarking
Sector-keyed benchmarks pulled from your own portfolio history. Compare new projects to your firm's actual track record.
Cost Reports (PCSR)
Live PCSR consolidating committed (POs), anticipated (variations), forecast (cashflow) and out-turn cost.
Project Reports
Composable monthly project report packs combining cost report, programme, variations, risks and narrative — branded per workspace.
Stop running your firm off spreadsheet consolidation.
A portfolio intelligence layer built around how UK consultancies actually need to answer firm-level questions.