Portfolio Reporting
Manage your IT project portfolio
In brief
KaliaOps provides a consolidated view of your IT project portfolio. The dashboard shows active project count, filters allow analysis by type, status or organization, and export facilitates reporting to external tools.
Portfolio overview
The Projects module provides a consolidated view of your IT portfolio.
Access
Menu Organization → Projects
Dashboard indicators
The main dashboard displays:
- Active projects: Projects in progress
- Planning projects: Upcoming projects
- Completed projects: Recently closed projects
- Overdue projects: Projects past their end date
Project list
The list shows for each project:
- Name and code
- Type (Infrastructure, Application, etc.)
- Status with visual indicator
- Project manager
- Start and end dates
- Progress percentage
Filters and search
Text search
Search by:
- Project name
- Project code
- Description
Available filters
| Filter | Options |
|---|---|
| Type | Infrastructure, Application, Security, Migration, Upgrade, Other |
| Status | Planning, Active, On Hold, Completed, Cancelled, Archived |
| Priority | Critical, High, Medium, Low |
| Organization | Tenant organization list |
| Project manager | User list |
Combining filters
Filters are cumulative. Example:
- Type = "Infrastructure" AND Status = "Active"
- Shows only active infrastructure projects
Filter persistence
Filters are preserved during your session for easier navigation.
Tip: Use favorites to quickly access projects you follow regularly.
Statistics
Distribution by status
Visualize your project distribution:
- Active: Projects in execution
- Planning: Projects in preparation
- Completed: Successfully delivered projects
- On Hold / Cancelled: Suspended or abandoned projects
Distribution by type
Analyze your portfolio by category:
- Proportion of infrastructure vs application projects
- Share of security and compliance projects
- Balance between migrations and new developments
Health indicators
- Projects on time: % of projects without delays
- Projects on budget: % of projects without overruns
- Average progress: Overall portfolio progress
By organization
Consolidate data by entity:
- Number of projects per organization
- Total budget by entity
- Resources deployed
Export
Available formats
- CSV: For analysis in Excel or BI tools
- PDF: For governance reports
Exporting the portfolio
- Apply desired filters (optional)
- Click the "Export" button
- Select format (CSV or PDF)
- File is generated and downloaded
Export content
Export includes:
- General information (name, code, type, status)
- Dates and duration
- Project manager and organization
- Allocated and spent budget (if authorized)
- Progress percentage
Data protection
Sensitive fields (budgets) are filtered based on your permissions. Only authorized users can see financial information.
Common uses
- Executive committee: Portfolio progress status
- Monthly reporting: Active project tracking
- Budget analysis: IT cost consolidation
Key points
- Centralized dashboard with active project count
- Multi-criteria filters: type, status, organization, priority
- Distribution statistics by status and type
- CSV/PDF export for external reporting