Portfolio Dashboard
Delivery status, financial health, and resourcing across the practice.
| Project | Type | Status | Revenue (INR) | Cost (INR) | Profit (INR) | Profit % | Revenue (AUD) | Profit (AUD) |
|---|
⚠ Some figures may be incomplete — an FX rate is missing for one or more months in this range. Add it under Masters → FX Rates.
| Name | Allocated % |
|---|
Portfolio Tracker
Every project — status, priority, progress, milestones, risks.
| Project | PM | Status | Priority | Progress | Coming Milestone | Risks | Planned End | Chapters | Technology |
|---|
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| Name | Due | Status | Billing | Amount |
|---|
| Title | Severity | Status | Owner | Identified |
|---|
| Team Member | Role | Allocation % | Start | End | Billable Rate | Calculated Rate |
|---|
| Month | Revenue (INR) | Cost (INR) | Profit (INR) | Profit % | Revenue (AUD) | Profit (AUD) |
|---|
⚠ FX rate missing for one or more months — figures may be incomplete.
Team
Resource master — roles, rates, CTC, technologies.
| Name | Role | Designation | Technology | Rate | CTC (Annual) | Start Date | End Date | Status |
|---|
Resource Allocation Matrix
Each team member's current allocation %, by project — edit a cell and Save. Feeds the Income by Team Member calculation, so keeping this current keeps that report accurate.
Enter a percentage to allocate a team member to a project — a brand-new allocation's Start/End date is taken from that project's own dates (Masters → Projects), not chosen here. Clear a cell (blank/0) to unallocate. Only team members with at least one current allocation are listed; use "+ Add team member" to bring in someone new. A cell shown as read-only text (not an input) has more than one overlapping allocation record for that pairing — fix it on the project's own Allocations tab first.
Users
Who can log into this app, and with what access level.
| Role | Vendor | Modules | Status | Added |
|---|
Vendor Management
Register vendors, raise job cards, and assign jobs to vendors.
| Name | Category | PAN/CIN | Docs Signed? | Status |
|---|
| Vendor | Name | Phone | Status |
|---|
| Job Id | Type | Chapter | Location | Opened On | Need By | Assignments | Status |
|---|
The same job can be assigned to more than one vendor. When a vendor's own assignment is marked Closed, the parent Job Card is automatically bumped to Fulfilled (if it isn't already in a final state).
| Job Id | Assign Type | Vendor | Assigned On | Expected Closure | Deal Size | Status |
|---|
Vendor Management
Job cards and assignments for your company.
Job cards that have at least one assignment to your company. Read-only — a Job Card itself is managed by Vendor Management.
| Job Id | Type | Chapter | Location | Need By | Status |
|---|
| Job Id | Job Type | Description | Need By | Assigned On | Expected Closure | Status |
|---|
Masters
Reference lists used across projects and team records.
| Name | Type | Location | Total Deal | Status |
|---|
| Name | Chapters | Status |
|---|
| Name | Status |
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| Name | Status |
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Which group company's resources execute/deliver a project — set per project on the Project form. Separate from Owner (who owns the sales relationship).
| Name | Status |
|---|
Used on the Project form's Chapters field. Separate from the Technology master's own Chapters tagging, which stays as its own fixed list.
| Name | Status |
|---|
| Role | Technology | Project | Headcount | Needed by | Status |
|---|
| Month | From | To | Rate |
|---|
Leave days reduce revenue on T&M projects only, for that resource's billable time that month. Cost/CTC is unaffected (paid leave).
| Team Member | Project | Month | Leave Days | Notes |
|---|
Reports
Excel reports for portfolio-wide review over a chosen period.
Project-by-project revenue per month in AUD, so you can see how cash flow looks over time. Defaults to the current financial year (Apr–Mar).
⚠ Some figures may be incomplete — an FX rate is missing for one or more months in this range. Add it under Masters → FX Rates.
One row per resource + project, with that pair's allocation % for each month in the period.
One row per project + month, with a subtotal per project and a grand total. Figures in AUD.
Every team member's role, designation, technology, rate, and CTC — annual and monthly (CTC ÷ 12).
Invoice Export
Generate an Excel sheet for Finance — milestone billing and monthly T&M billing for the selected period.
Income by Team Member
Each team member's income by month, across their projects. T&M uses each member's own billed revenue; Fixed-Price (and any other non-T&M project) splits that project-month's revenue by each member's allocation share for the month.
Fixed-Price (and other non-T&M) income rows are each member's allocation share of that project-month's revenue, applied independently — they are not forced to add up to the project's total revenue for the month if allocations for that month don't sum to 100%. CTC (AUD) is each member's CTC for only the months in the selected range they were actually employed (per their Start/End date on the Team page), converted to AUD month by month — not their full annual CTC. Profit/Loss % is (Total − CTC) / Total. Members are ordered lowest to highest total income.
⚠ Some figures may be incomplete — an FX rate is missing for one or more months in this range. Add it under Masters → FX Rates.