> For the complete documentation index, see [llms.txt](https://portavi.gitbook.io/portavi-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://portavi.gitbook.io/portavi-docs/tracking-delivery/overview-dashboard.md).
# The Overview dashboard
Overview is your home page: everything being delivered, in one place.
## Pulse
Across the top sits Pulse: a board of widgets you choose and arrange. Each widget answers one question about your workspace, and you keep the ones you want to watch.
Until you customise it, Pulse shows a starting set for your role: delivery status, deadlines, priority attention, target dates and health by portfolio. Executives start with the shape and direction of the portfolio instead, budget attention included.
While Pulse loads, it shows a row of placeholder cards. Budget and capacity widgets fetch their own figures a moment later and show a dash until they arrive.
### Customising Pulse
Select the **Customise** button (the sliders icon) above the widgets. Every widget is then outlined and can be moved or removed:
* **Move**: drag a widget to a new place, from anywhere on it. On a touch screen, press and hold first. With a keyboard, Tab to the widget, press Space or Enter, move it with the arrow keys, and press Space or Enter again to drop it.
* **Remove**: the round button on the widget's corner takes it off your Pulse.
**Add widgets** opens the widget picker:
* Widgets are listed alphabetically, each with an icon in its category's colour.
* Search, or filter by category with the chips at the top.
* Select a widget to add it to your Pulse; select it again to take it off. Widgets already on your Pulse are outlined and carry a check mark.
* A widget you cannot use is greyed out, with the reason: its feature is switched off, or it is for PMO managers and executives only.
* Each tile shows the widget's size on the desktop board, in columns by rows.
**Reset to default** returns to your role's starting set. Select **Done** when you are finished.
Your layout is yours alone, kept per workspace, and follows you to any device you sign in on. Changing it changes nothing anyone else sees.
### Widget sizes
On a computer, Pulse is four columns wide, and each row is the height of a single figure. A single figure takes 1×1, a chart 2×2, and the longer lists up to the full width and three rows; each widget's size is shown beside it below. A row grows if a widget's content needs more room, and smaller widgets fill any space left beside a taller one.
On a tablet or phone, Pulse is two columns wide: two single-figure widgets sit side by side, and every larger widget takes the full width, as tall as its content.
### The widgets
**Delivery**
* **Delivery status** (2×1): projects and programmes by health. A portfolio has no health of its own, so it is not counted.
* **Deadlines** (1×1): what is past its target date, and what falls due in the next 30 days.
* **Priority attention** (1×1): high-priority work that is at risk or delayed.
* **Needs attention** (4×3): the five components most worth a look, ranked by how late and how unhealthy each one is. A row earns its place by being past its target date, by a failed sync, by delayed or at-risk health, by a target date within two weeks while unhealthy, by high priority in trouble, or, for a programme, by delayed projects inside it.
* **Target dates** (2×2): target dates falling due each week for the next twelve weeks, with overdue set apart.
* **Health by portfolio or programme** (2×2): one bar per portfolio, coloured by the health of the projects beneath it; by programme where the workspace has programmes but no portfolios.
* **Dependency health** (1×1): how many [dependencies](/portavi-docs/governance/dependencies.md) are slipping, with the rest split into on track and no date. Satisfied dependencies are left out, since their predecessor is finished. **View all** opens Governance › Dependencies.
* **Most depended on** (2×2): the five components the most other work waits on, with how many links each holds up and how many of those are slipping. A finished component holds nothing up, so it is left out. Select a name to open it.
Both dependency widgets are offered once programmes or portfolios are switched on.
**Momentum**
* **Health changes**, **Completed · 30 days**, **Updates posted** and **At risk or delayed** (1×1 each): what moved in the last 30 days.
* **At risk or delayed · 12 weeks** and **Health changes per week** (2×2 each): how those have run over twelve weeks.
* **Moved** (4×2): the latest projects whose health changed, with where they moved from and to.
* **Estimation accuracy** (1×2), **Throughput** (2×2) and **Median cycle time** (2×2): the headline figures of the [Delivery performance report](/portavi-docs/reports-and-notifications/reports.md#delivery-performance), which their titles open. Estimation accuracy is offered once the workspace has a Scrum project, Median cycle time once it has a Kanban one. For PMO managers and executives.
Health changes are counted by day: a project that changes several times in one day, in the workspace's timezone, counts once, from where the day started to where it ended, and not at all if it ended where it started. Portavi began keeping this history on 24 September 2026; earlier weeks are left blank rather than guessed.
**Signals**
* **Flagged items** (2×2): what the sync flagged, by reason, with how many flags are new this week.
* **Communication signals** (2×2): blockers, issues and progress updates per day from your communication tools over the last seven days, with the latest ones and a link back to the message.
**Budget** (when budgeting is on)
* **Budget attention** (1×1): budgets spending beyond their plan.
* **Forecast overruns** (2×2): the dated budgets forecast to finish furthest over their baseline.
* **Spend over time** (2×2): actual spend recorded each month over the last twelve months, as a curved line. Hover a month for its exact figure. The month in progress appears once spend has been recorded against it, so an empty current month does not read as a drop to zero.
* **Reserve health** (1×2): how much contingency and management reserve has been drawn.
* **Overdue check-ins** (1×1): budgets whose spend check-in is late, with the most overdue named.
Budget widgets count budgets or add up actual spend; none of them adds budgets together, because a monthly rate and a total cannot be summed.
**Capacity** (when capacity is on)
* **Team load** (1×1): how many people are over-allocated, how the team's load is spread, and how many open tasks have no assignee.
* **Most loaded people** (2×3): the five people with the most open work. Select a name to open their profile.
* **Work due · next 14 days** (2×2): open tasks due each day for the next two weeks, with overdue first.
{% hint style="info" %}
**Some widgets are for PMO managers and executives only.** All Budget widgets except Budget attention, all Capacity widgets, and Dependency health and Most depended on read figures only those roles can see. Others see them in the picker, greyed out with the reason, as they do any widget whose feature is switched off.
{% endhint %}
Every widget counts active work only; completed and inactive items are left out.
## View modes
The same data, arranged five ways. Switch with the toggle above the grid.
| View | Best for |
| ---------- | -------------------------------------------------------------------- |
| **Cards** | Browsing: each project as a card with its identity, health and owner |
| **List** | Scanning many items quickly |
| **Rows** | A denser list with more fields visible |
| **Board** | Grouping by health, category, owner or priority |
| **Nested** | Seeing the portfolio → programme → project structure |
| **Map** | A zoomable tree of how everything connects |
Your choice is remembered between visits.
## Filtering and search
The search box matches names. Filter chips narrow by health, category, owner, integration and priority; they combine, and **Reset** clears them all.
## Creating things
**+ New** creates a project, programme or portfolio. What you can create depends on your role.
## What executives see
Executives get a simplified read-only version: portfolio and programme health at a glance, without editing controls or the creation actions.
## Budget attention
If any budget in the workspace needs attention (overspending, or a check-in overdue), a summary appears here linking to the budgets concerned. See [Check-ins and spend](/portavi-docs/budgets/check-ins-and-spend.md).
