From status report to portfolio summit - reporting that consolidates itself
Structured status reports, approved under a four-eyes principle, roll up automatically into earned-value metrics, cost consolidation and PMO dashboards. You report once - the portfolio sees it instantly.
12
Approved
4
In review
1
Overdue
ERP migration
ApprovedRollout Plant South
SubmittedPortal relaunch
ApprovedGrid expansion 2026
DraftReporting eats the time that should go into the project
The more projects there are, the more free text, spreadsheet snapshots and follow-up questions - and the later leadership sees where things are really burning.
Every report looks different
Free-form prose instead of fixed core metrics - reports can neither be compared nor rolled up.
Numbers gathered from ten sources
Dates, costs and progress are re-copied from spreadsheets for every report - error-prone and never quite current.
The PMO sees the portfolio status too late
By the time individual reports are aggregated by hand, the situation has already changed. Steering then means only reacting.
Approvals without a trail
Who approved what, and when? Without a documented process the reported status stays open to challenge.
One path from a single report to a portfolio decision
Four steps WORKSPACE.PM holds together for you - instead of four tools you connect yourself.
Capture
The project lead reports in a structured way: progress, schedule, cost and performance ratings and next steps - every time to the same template.
Approve
Draft, submit, approve: a four-eyes process that locks in the reported status as of the cut-off date.
Consolidate
Approved reports, costs and earned value roll up automatically across programs to the enterprise portfolio.
Decide
The PMO reads the status from dashboards and multi-chart analyses - without a single export.
Status reports
Status reports that speak the same language every time
A project-level register of status reports - each with progress, schedule, cost and performance ratings and next steps. Filterable by status, author and period, so reports can be compared rather than deciphered.
- Fixed core metrics in every report instead of free-form prose
- Report fields capture the state of key extra metrics as of the cut-off - even if the project changes later
- Filter by status, author and period
- Summary of approved container reports included
ERP migration
M. Weber · Period W28
Portal relaunch
S. Klein · Period W28
Grid expansion 2026
T. Roth · Period W27
Draft
Submitted
Approved
approved by PMO lead
Approval workflow
Four eyes, not just a status indicator
Every report moves through draft, submitted and approved. From approval onward the metric snapshots are locked - the reported status as of the cut-off stays immutable and auditable.
- Three-stage process: draft, submitted, approved
- From “approved” onward the report values are locked
- Status change as an event - a trigger for notifications and workflows
- Traceable record of who approved when
Earned value management
Schedule and cost variance, calculated rather than guessed
Capture planned value, earned value and actual cost as of a cut-off date - WORKSPACE.PM derives an earned-value dashboard with trend curves and metrics. Classic EVM for projects that want to prove variance, not just feel it.
- Planned value, earned value and actual cost per cut-off date
- Cost and schedule efficiency (CPI/SPI) calculated automatically
- Trend curves right on the status-reports page
- No spreadsheets - the metrics emerge from the captured data points
Requirements v2
Planned Aug 12
Test concept
Planned Aug 20
Training material
Planned Sep 03
Acceptance record
Planned Sep 15
Deliverables
Agreed results that don't vanish into free text
A dedicated, trackable register for deliverables - with planned date, progress, status and owner. What was promised stays visible instead of drowning in report prose.
- Deliverables as their own register instead of hidden in the report
- Planned date, progress and status per result
- One clear owner per deliverable
- Filterable by status
Portfolio analytics
Seven angles on one portfolio - without a single export
Examine the entire project inventory from seven chart types: bubble, radar, parallel coordinates, sunburst, heatmap, Sankey and box plot. Axes and metrics freely configurable - from score, financial metrics and categories.
- Seven chart types over the same data set
- Choose axes freely from score, financial and category metrics
- Server-aggregated - fluid even with thousands of projects
- Analysis in the browser instead of exporting to a spreadsheet
Portfolio dashboard & PMO cockpit
The portfolio every leader assembles for themselves
An individually arrangeable dashboard with pre-built widgets - status, status changes, risk matrix, budget, reports, programs - and your own tiles that you build in code and test live. Costs roll up as plan versus actual across cost types and capex/opex.
- Arrange widgets by drag and show or hide them
- Your own metric tiles via a code editor with live preview and templates
- Cost consolidation: plan versus actual, cost types, capex/opex
- From program to enterprise portfolio - metrics roll up automatically
Reporting should lighten the load - not become a second full-time job
That's why WORKSPACE.PM takes the busywork off your desk before it lands there.
The numbers flow in on their own
Budget consumption, progress and earned value are derived from the project data - you no longer gather anything from spreadsheets.
One report instead of ten documents
A structured template replaces the sprawl of slide decks, emails and spreadsheet snapshots.
The system reminds you of due reports
Due reports flag themselves and can trigger workflows - you don't have to keep deadlines in your head.
From the container level to the enterprise summit - one reporting thread
Approved container reports feed into the project status report, which rolls up across programs to the enterprise portfolio. Every level sees the same truth - just at its own altitude.
Frequently asked questions
What PMOs and project leads want to know before switching.
No - you replace them. Instead of re-copying numbers for every report, you capture them once in a structured way; WORKSPACE.PM handles consolidation and portfolio roll-up. Existing figures can be taken over as a starting point.
Less, not more: core metrics such as budget consumption and earned value are derived from the project data. The report follows a fixed template, so no report starts from scratch.
Yes. Planned value, earned value and actual cost are captured per cut-off date and computed into CPI/SPI and trend curves - classic EVM. Schedule, cost and performance ratings follow a traffic-light scheme.
Yes. Every report moves through draft, submit and approve; from approval onward the values are locked. Status changes are logged as an event and can trigger notifications or workflows.
No. Approved reports, costs and metrics roll up automatically across programs to the enterprise portfolio. The PMO reads the status from configurable dashboards and multi-chart analyses - without an export.
Report once - the portfolio sees it instantly
Try WORKSPACE.PM free for 30 days and see how status reports consolidate themselves into a portfolio decision.