Portfolio Executive Summary
End-to-end IT work stream snapshot - Projects, Emerging Work, JIRA, Incidents, Problems & Demands
Work Stream Pipeline - Intake to Delivery
Incidents by State
Problems by State
Demands by State
Incident Priorities
Roadmap
In Progress
Completed
Overdue
Future
No Target Date
Projects
Active and completed IT projects with health status and timelines
Total Projects
12
Tracked in portfolio
In Progress
10
Actively delivered
Completed
2
Closed this quarter
At Risk
1
IT Cost Recovery
All Projects
| Project Name | Description | Category | Stage | Status Briefing | Health | PM | Start | Target | Closed |
|---|
Emerging Work
Business and IT emerging work across all stages
Total
35
All emerging work
In Progress
7
Active delivery
On Hold
6
Paused
Completed
5
This quarter
Backlog Emerging Work
0
Stage: Upcoming or Backlog
By Stage
By Sub-Category (Top 10)
All Emerging Work
| Emerging Work Name | Description | Category | Sub-Category | Stage | Status Briefing | Jira link (for infra only) | Health | Reporter |
|---|
IT Demands
Intake, prioritisation and delivery of IT demand requests via ServiceNow
Demands by State
Demands Closed Per Month Trend
IT Demand Register (with JIRA Dev ID)
| RITM # | Short Description | State | Stage | Assigned to | Latest Notes | Created | Board | Swim lane | JIRA (Dev ID) | Closed |
|---|
Incident Management
All incidents with state, priority and JIRA correlation via Dev ID
Incidents Created Per Month
Incident Priorities
Incidents with JIRA Dev ID Correlation
| Incident # | Short Description | State | Priority | JIRA (Dev ID) | Problem | Assignment Group | Opened |
|---|
Problem Management
Problems linked to incidents and JIRA tickets via Dev ID for root cause tracking
Problems Created Per Month
Problems Solved Per Month
Problem Register Active & RCA (Dev ID Mapped)
| Problem # | Problem Statement | State | Priority | JIRA (Dev ID) | Related Incidents | Group |
|---|
Sprint Reports
Delivery tracking across sprints and JIRA workflow stages
Overview Filters
Velocity Trend (Planned vs Delivered)
Delivery Rate by Sprint
Sprint Summary
| Sprint | SP Planned | SP Delivered | Tickets Planned | Tickets Delivered | Delivery Rate | Tickets Added | Tickets Moved |
|---|
Trends Filter
Scope Changes (Added vs Moved)
Sprint Stability Index
Cumulative Planned vs Delivered
Squad Filter
Squad Performance (Planned vs Delivered)
Squad Delivery Rate %
Squad Details
| Squad | SP Planned | SP Delivered | Delivery Rate | Tickets Added | Tickets Moved | Avg/Sprint |
|---|
Sprint Ticket Filters
0 tickets
Dev Work Allocation by Tickets
Dev Work Allocation by Story Points
QA Work Allocation by Tickets
QA Work Allocation by Story Points
BA Work Allocation by Tickets
BA Work Allocation by Story Points
Sprint Tickets
| Issue Key | Summary | Assignee | QA Assignee | BA Assignee | Squad | Status | Story Points | Sprint |
|---|
Releases Filter
Items Released per Month by Group
Total Items Released per Month (All Groups)
Monthly Release Summary
| Month | Data | Engineering Squads | Salesforce | Total |
|---|
Engineering Squads — Development vs QA & DevOps (Monthly)
Engineering Squads Breakdown
| Month | Development | QA & DevOps | Total |
|---|
Release Details
| Change # | Description | Group | Planned End Date | Tickets / Items | Count | State |
|---|
Delivery Comparison Filters
Delivery Comparison (This Year vs Last Year)
Based on Sprint End/Complete date. Only delivered sprints with dates are included.
Tickets Planned vs Delivered (This Year vs Last Year)
| Month | This Year Delivered | Last Year Delivered | This Year Planned | Last Year Planned |
|---|
Risks, Issues & Milestones
Active portfolio risks, open issues and milestone tracking
Active Risks
11
3 High | 5 Med | 3 Low
Open Issues
0
From issues register
Milestones
4
1 Off Track | 3 On Track
Risk Level Distribution
Milestones
Risk Register
| ID | Risk Name | Project | Level | Impact | Probability | Status | Owner |
|---|
Issues Register
| ID | Name | Projects | Issue Description | Issue Status | Submitted Date |
|---|
Resource Management
Team allocation and capacity across active projects
Total
49
All resources
Assigned
43
87.8% utilization
Unassigned
2
Available capacity
Starting Soon
3
Onboarding
By Team
By Status
Resources by Project
| Project Name | Resources Count | Resources List |
|---|
Project Allocation by Resource
| Resource Name | Projects Count | Project List | Total Allocation % |
|---|