Portfolio Manager 2.0

Author(s): Barry Cousins

The Portfolio Manager 2.0 architecture delivers a solution in four tiers:

  1. Project, resource, and allocation data in Excel.
  2. A common dataset tier in Power BI that aggregates your Excel data into a relational database
  3. A series of three Power BI report sets that get their data from the Power BI layer described above in 2.
  4. A dynamically replaceable stylesheet for controlling font, presentation style, and colors.