Uncover hidden insights, stay in control, and steer your projects - all with your Default Project Report ⛵
Prerequisites ✅
Before we show you how to become a Portfolio Management Master, here's a quick checklist. If you've not done any of these steps, complete them first then come back here.
- Use the template we've made for you to create your Default Project Report with our template reports
- Set up a Power BI online workspace
- Publish your report
- Set up scheduled refresh (optional)
So, if you've ticked those things off... well done!
You've got a new report, full of data, and you're probably wondering "where do I begin?". Good news; we're gonna walk you through each page.
Warning: Only data created using the out-of-the-box "Default Project" template will be shown in this report. To get data from the rest of your edison365 software, please check out our API documentation and the API portal to understand how to connect to and surface your custom data.
Tip: Need a recap on navigating the Power BI online user interface? Use Your Report
Summary
Begin your journey into project insights with the "Summary" page, your gateway to a comprehensive overview of your project portfolio. Quickly assess project health, key milestones, and overall performance. Perfect for executives and project managers seeking a bird's-eye view.
A few suggestions to try:
- Click on a Project Name to go straight to it in edison365
- Use the Program or Portfolio filters on any page to narrow your results
Status
Delve into project status on the "Status" page, where you can effortlessly track individual project progress and identify upcoming milestones. Color-coded indicators simplify understanding, aiding project managers in making timely decisions.
Get an overview of all projects:
Or drill down on a specific project:
Open Projects
The "Open Projects" page is your go-to for active project development. Easily spot ongoing initiatives, view their status, and assess resource allocation. Ideal for project managers prioritizing and optimizing resource usage. 
Highlight
Emphasize critical aspects of your projects on the "Highlight" page. Showcase key achievements, address critical issues, and spotlight upcoming milestones. Streamline communication by focusing on the most important project elements.
Stakeholder Map
Uncover your project's network on the "Stakeholder Map." Visualize relationships, identify influencers, and enhance stakeholder engagement. An essential tool for project managers looking to foster effective communication. 
Costs
Navigate the financial landscape of your projects on the "Costs" page. Break down expenditures, assess budget adherence, and ensure financial transparency. Vital for finance teams and project managers keen on financial oversight.
A few suggestions to try:
- Restrict the time period to reflect your current quarter, then check how it compares to last quarter
- Click on a cost to select it and pull up corresponding data
Benefits
Explore the "Benefits" page to track anticipated and realized gains. Clearly see the value each project brings, aiding decision-making and strategic planning. Essential for teams focused on maximizing project outcomes.
A few suggestions to try:
- Swap the Benefit Category to explore other types of benefits.
- Similarly, select a specific project to pull up its benefits
Schedule
Efficiently manage project timelines with the "Schedule" page. Visualize project plans, milestones, and dependencies. Perfect for project managers orchestrating complex timelines.
Risks
Proactively identify and mitigate risks using the "Risks" page. Categorize, prioritize, and strategize risk responses. Valuable for project managers safeguarding project success.
Actions
Stay on top of corrective measures with the "Actions" page. Track actions taken or planned in response to project challenges. A vital tool for teams ensuring effective issue resolution.
Assumptions
Clarify the foundation of your projects on the "Assumptions" page. Detail underlying assumptions, aiding in risk assessment and decision-making. Crucial for project managers navigating uncertainty.
Issues
Tackle project challenges head-on with the "Issues" page. Transparently document and manage project issues for quick resolution. Essential for maintaining project momentum.
Decisions
Understand pivotal choices made during project execution with the "Decisions" page. Document decision dates and rationales. Perfect for maintaining an audit trail of project choices.
Changes
Monitor project evolution on the "Changes" page. Document alterations to project plans or scopes. Valuable for teams adapting to evolving project requirements.
Lessons Learned
Cap off your project journey with the "Lessons Learned" page. Reflect on successes, challenges, and best practices. A key resource for continuous improvement.
Value Management
Maximize project outcomes with the "Value Management" page. Understand the real impact of your projects on organizational goals. Ideal for stakeholders focused on value-driven initiatives. 
Resource Management
Efficiently consume insights on resource allocation with the "Resource Management" page. Ensure your projects have the right people at the right time. Crucial for resource managers optimizing team productivity.
Costed Resource Management
The "Costed Resource Management" page offers insights into resource costs. Understand the financial implications of your resource allocations. Essential for finance teams and project managers aligning resources with budget constraints.