Use when the user asks to "create portfolio dashboard", "report portfolio status", "generate portfolio heatmap", "build executive portfolio view", "aggregate project metrics", or mentions portfolio reporting, portfolio view, portfolio metrics, multi-project dashboard. Triggers on: aggregates project health into portfolio heatmap, produces resource utilization views, creates budget rollup summaries, visualizes risk concentration across portfolio, generates governance action items for steering committee.
From pmnpx claudepluginhub javimontano/mao-pm-apexThis skill is limited to using the following tools:
evals/evals.jsonexamples/README.mdexamples/sample-output.mdprompts/metaprompts.mdprompts/use-case-prompts.mdreferences/body-of-knowledge.mdreferences/knowledge-graph.mmdreferences/state-of-the-art.mdSearches, retrieves, and installs Agent Skills from prompts.chat registry using MCP tools like search_skills and get_skill. Activates for finding skills, browsing catalogs, or extending Claude.
Searches prompts.chat for AI prompt templates by keyword or category, retrieves by ID with variable handling, and improves prompts via AI. Use for discovering or enhancing prompts.
Designs and optimizes AI agent action spaces, tool definitions, observation formats, error recovery, and context for higher task completion rates.
TL;DR: Produces portfolio-level reporting including aggregated health heatmaps, resource utilization across projects, budget rollup, risk exposure, and strategic alignment visualization. Provides executives with a single view of portfolio health enabling governance decisions.
El portfolio dashboard no es la suma de status reports — es la vista de sistema. Muestra patrones que los reportes individuales no revelan: sobreasignación sistémica, concentración de riesgo, desviación estratégica. El dashboard debe responder la pregunta del ejecutivo: "estamos invirtiendo correctamente y ejecutando bien?"
executive-dashboard [PLAN]/pm:portfolio-dashboard $PORTFOLIO_NAME --view=executive
/pm:portfolio-dashboard $PORTFOLIO_NAME --view=resource-utilization --period=Q1-2026
/pm:portfolio-dashboard $PORTFOLIO_NAME --view=full --format=html
Parameters:
| Parameter | Required | Description |
|---|---|---|
$PORTFOLIO_NAME | Yes | Target portfolio identifier |
--view | No | executive / resource-utilization / risk / full (default: full) |
--period | No | Reporting period (default: current) |
--format | No | markdown / html (default: markdown) |
{TIPO_PROYECTO}: PMO uses full portfolio dashboard; Portfolio uses multi-program view; Steering committees use executive portfolio summary; PMO-Setup designs the dashboard framework.
*status* across all portfolio projects — collect current project health data [METRIC]portfolio-risk — include risk concentration data [PLAN]Good Portfolio Dashboard:
| Attribute | Value |
|---|---|
| Health heatmap | 15 projects x 5 dimensions with RAG and trend arrows [METRIC] |
| Resource view | 3 roles overallocated by 120% highlighted in amber [METRIC] |
| Budget rollup | 12 projects aggregated; portfolio at 95% of planned spend rate [METRIC] |
| Exception list | 3 projects requiring steering committee attention with specific decisions needed [PLAN] |
| Read time | Executive can assess portfolio health in under 3 minutes [PLAN] |
Bad Portfolio Dashboard: A spreadsheet with 100 rows of project data and no aggregation, no heatmap, no exception reporting. Executive cannot extract insight without 30 minutes of analysis.
| Resource | When to Read | Location |
|---|---|---|
| Body of Knowledge | When designing portfolio reporting frameworks | references/body-of-knowledge.md |
| State of the Art | When implementing modern portfolio visualization | references/state-of-the-art.md |
| Knowledge Graph | When mapping dashboard to portfolio governance cycle | references/knowledge-graph.mmd |
| Use Case Prompts | When generating dashboards for specific portfolio types | prompts/use-case-prompts.md |
| Metaprompts | When adapting dashboards for non-standard governance | prompts/metaprompts.md |
| Sample Output | When reviewing expected dashboard quality | examples/sample-output.md |
This agent collects quantitative metrics from every active project in the portfolio and synthesizes them into consolidated portfolio-level KPIs. It normalizes heterogeneous project data (different currencies, schedule units, risk scales) into a unified measurement framework, producing budget utilization rates, aggregate SPI/CPI indices, weighted resource utilization, and composite risk exposure scores that give executives a single-pane-of-glass view of portfolio performance.
## Portfolio Metrics Summary — {Period}
| KPI Category | Current | Prior | Delta | Trend | Threshold | Status |
|---|---|---|---|---|---|---|
| Budget Utilization | {%} | {%} | {+/-%} | {↑↓→} | {target%} | {RAG} |
| Aggregate SPI | {n} | {n} | {+/-n} | {↑↓→} | ≥0.95 | {RAG} |
| Aggregate CPI | {n} | {n} | {+/-n} | {↑↓→} | ≥0.95 | {RAG} |
| Resource Utilization | {%} | {%} | {+/-%} | {↑↓→} | {target%} | {RAG} |
| Risk Exposure Index | {n}/5 | {n}/5 | {+/-n} | {↑↓→} | ≤3.0 | {RAG} |
| Portfolio Health Score | {n}/100 | {n}/100 | {+/-n} | {↑↓→} | ≥70 | {RAG} |
### Threshold Breaches
- {List of KPIs breaching defined thresholds with severity and recommended action}
### Trend Analysis
- {3-period trend narrative per KPI category with projected end-of-quarter values}
This agent synthesizes outputs from the metric aggregator, heatmap builder, and strategic alignment scorer into a cohesive executive narrative suitable for steering committee consumption. It translates quantitative data into business language, highlights the 3–5 items requiring executive attention, surfaces resource conflicts across projects, identifies strategic coverage gaps, and proposes a prioritized list of executive actions — delivering a story that enables decision-making rather than merely reporting status.
[SUPUESTO] evidence tags.## Portfolio Executive Narrative — {Period}
> **TL;DR**: {2–3 sentence portfolio health summary with key call-to-action}
### Overall Portfolio Health
{Single paragraph synthesizing composite health score, financial performance, schedule trajectory, and risk posture. Every claim tagged with evidence source.}
- **Health Score**: {n}/100 ({trend} from {prior})
- **Budget**: {utilization%} utilized, {variance} from baseline
- **Schedule**: Aggregate SPI {n} — {interpretation}
- **Risk**: Composite exposure {n}/5 — {interpretation}
### Items Requiring Executive Attention
| # | Item | Project(s) | Urgency | Severity | Recommended Action |
|---|------|-----------|---------|----------|-------------------|
| 1 | {issue title} | {project(s)} | {High/Med} | {$impact or scope} | {specific action} |
| 2 | {issue title} | {project(s)} | {High/Med} | {$impact or scope} | {specific action} |
| ... | ... | ... | ... | ... | ... |
### Resource Conflicts
{Narrative paragraph describing cross-project resource contention patterns.}
- **{Resource/Role}**: Allocated to {Project A} ({%}) + {Project B} ({%}) = {total%}. Resolution: {recommendation}
- **Skill Bottleneck**: {skill} needed by {n} projects, {m} available. Gap: {delta}
### Strategic Coverage Gaps
{Narrative paragraph translating uncovered objectives into business risk language.}
- **{Objective}**: No active projects. Business risk: {consequence with time horizon}
- **{Objective}**: Underfunded by {FTE-months}. Impact if unaddressed: {consequence}
### Recommended Executive Actions
| # | Action | Owner Role | Deadline | Expected Outcome | Decision Type |
|---|--------|-----------|----------|-------------------|---------------|
| 1 | {directive} | {role} | {date} | {outcome} | {Approve/Redirect/Escalate/Defer} |
| 2 | {directive} | {role} | {date} | {outcome} | {Approve/Redirect/Escalate/Defer} |
| ... | ... | ... | ... | ... | ... |
*Evidence: {list of source artifacts consumed}*
This agent constructs a visual heatmap matrix that plots every project in the portfolio against five health dimensions — schedule, budget, scope, quality, and risk — assigning RAG (Red/Amber/Green) status to each cell with directional trend indicators. The heatmap enables portfolio managers to instantly identify which projects need intervention, which dimensions are systemic weak points across the portfolio, and where health is improving or deteriorating over time.
## Portfolio Health Heatmap — {Period}
| # | Project | PM | Phase | Schedule | Budget | Scope | Quality | Risk | Composite |
|---|---------|-----|-------|----------|--------|-------|---------|------|-----------|
| 1 | {name} | {pm} | {phase} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {score}/100 |
| 2 | {name} | {pm} | {phase} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {RAG}{↑↓→} | {score}/100 |
| ... | ... | ... | ... | ... | ... | ... | ... | ... | ... |
**Legend**: 🟢 Green (on track) · 🟡 Amber (at risk) · 🔴 Red (critical) · ↑ Improving · → Stable · ↓ Deteriorating
### Attention Required (Bottom 3)
1. **{Project}** — Composite {score}/100. Root cause: {brief hypothesis}
2. **{Project}** — Composite {score}/100. Root cause: {brief hypothesis}
3. **{Project}** — Composite {score}/100. Root cause: {brief hypothesis}
### Systemic Patterns
- {Dimension}: {count} of {total} projects at Amber/Red — {pattern description}
- {Recommended portfolio-level intervention}
This agent evaluates every project in the portfolio against the organization's declared strategic objectives, producing an alignment score per project and a portfolio-level strategic coverage map. It identifies which strategic themes are well-funded and actively pursued, which themes have no project coverage (strategic gaps), and which projects contribute weakly to any strategic objective — enabling portfolio rebalancing decisions grounded in strategic intent rather than operational convenience.
## Strategic Alignment Dashboard — {Period}
### Coverage Matrix
| Strategic Objective | Weight | # Projects | Budget Allocated | Coverage % | Gap | Status |
|---|---|---|---|---|---|---|
| {Objective 1} | {high/med/low} | {n} | {$amount} | {%} | {$delta or "—"} | {Covered/Partial/Gap} |
| {Objective 2} | {high/med/low} | {n} | {$amount} | {%} | {$delta or "—"} | {Covered/Partial/Gap} |
| ... | ... | ... | ... | ... | ... | ... |
### Project Alignment Scores
| Project | Primary Objective | Score | Secondary Objectives | Avg Score | Alignment Tier |
|---|---|---|---|---|---|
| {name} | {objective} | {n}/10 | {obj1, obj2} | {n}/10 | {Strong/Moderate/Weak/Misaligned} |
| ... | ... | ... | ... | ... | ... |
### Strategic Gaps
- **{Objective}** — Zero active projects. Recommended: {action with investment estimate in FTE-months}
- **{Objective}** — Coverage at {%}, target is {%}. Delta: {$amount or FTE-months}
### Misaligned Projects (Max Score <4)
- **{Project}** — Highest alignment: {objective} at {score}/10. Recommendation: {realign / sunset / defer}
### Portfolio Strategic Health
- Objectives fully covered: {n} of {total}
- Objectives with gaps: {n} — requiring estimated {FTE-months} additional investment
- Misaligned projects consuming {%} of portfolio budget