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The "Liste des portfeuilles / Business lines List" report is displayed in table form, allowing you to view the list of your portfolios grouped on the chosen axis, with the list of selected fields, filters, period and sorting options.

Example of use case: This report can be used at a macro level to monitor the progress of your portfolios, with meteo and progress information and an "Overview" text field to comment on portfolio progress.

The slide is divided into 3 zones, represented by the orange areas in the image above:

1. The title area displays the slide object, the chosen axis and the slide title
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2. This second field represents a header which can be modified using the additional parameters listed below. You can display meteo, progress or an overview of the element concerned by the slide.
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3. This last zone, in table form, displays the list of portfolios, which can be configured in different ways with :

choice of columns to display and display order,

the ability to filter by period, to take into account portfolios with a due date within the month, for example,

the ability to filter on different fields such as status, or any other available field as required,

the ability to sort the table in ascending or descending order on one or more fields.

Header (title) : Add a header line containing the indicators or fields for the chosen level (Axis / Axe, project portfolio / Business Line, Projet / Project, workpackage / Workpackage), e.g. progress / progression, meteo / meteo, tendance / trend, Overall status / Vue d'ensemble...

Layout 1st column: Used to differentiate the layout of the 1st column.
The color used is based on the template's graphic charter.

Formatting 1st line: Used to differentiate the formatting of the 1st line.
The color used is based on the template's graphic charter.

meteo display mode: Select meteo display mode (sun, cloud...) or traffic light mode (green, orange, red...).

• Project hierarchy: N/A
• Resource: N/A
• Axis: Portfolio consolidation

• Nothing displayed? Check that you have correctly defined the fields to be displayed and that portfolios are due to expire during the defined period.