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Portfolio Overview dashboard

Portfolio (under Workspace in the sidebar) puts every project on one screen. It's the view for whoever is accountable across sites — scan for what needs attention instead of opening each project in turn.

It comes into its own once you run more than one project. Use the project filter (top right) to narrow to a subset, and Refresh to re-fetch.

Portfolio Pulse​

Alongside this dashboard, whoever owns the portfolio (set during key contact setup) gets a Portfolio Pulse — every project rolled into one WhatsApp message each morning, ranked by urgency rather than one slot per project. A quiet project contributes nothing to it; a project with three urgent flags gets three lines.

Reply to the pulse to ask for more detail on any item, send a reminder, or check a due date with the team — Velora replies in the same thread.

Two views​

Switch with the tabs under the title. Your choice is remembered.

Health​

For the standing question "where should I look today?"

  • A summary strip: total projects, and how many are at risk / behind / on track / not started.
  • Schedule card — at-risk work fronts, blocking issues, and actions overdue by more than 3 days, listed per project.
  • Quality & Safety card — open safety issues and NCRs, per project. Click a project to see the issues.
  • A projects table: Project · Health · Schedule · Quality / Safety · Updated.

Operations​

A fuller cross-project readout.

  • Five KPI cards: Project Health, Active Blockers, Needs Attention, Targets, Progress Activities — each aggregated across the portfolio.
  • Billing & Contracts (early access): Pending Checklists, Potential Entitlements, and Potential Risks — each a count aggregated across every project in the portfolio.
  • A wider projects table: Project · Health · Targets done · Behind · Work front health · Headcount · Issues · Blockers · Updated.

Drilling in​

  • Click a project row — opens that project's Dashboard.
  • Click an Issues or Blockers count — opens a panel listing those issues, each with its source WhatsApp messages.
  • Sort any table by clicking a column header.

What's next​