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When you are leading a client services team, you need a fast way to see how your full project portfolio is performing so you can make confident decisions without digging through multiple tools. The Project Portfolio Performance Template in Teamwork gives you one portfolio level view of status, utilization, budget, and profitability across all your client projects.
Instead of stitching together reports from spreadsheets, time tracking, and billing tools, you use a single template that surfaces which projects are healthy, which are drifting, and where margins are under pressure. You can scan portfolio performance at a glance, then drill into the projects that need attention.
Use it as your regular portfolio review hub in Teamwork so you move away from reactive firefighting. Over time, you build a consistent rhythm where leadership can quickly spot risk, rebalance resources, and keep your client portfolio aligned with revenue and profit goals.
What is the Project Portfolio Performance Template and why is it important?
The Project Portfolio Performance Template is a structured way to track multiple client projects in one place, rather than monitoring each project in isolation. It brings together status, effort, and financial indicators so you can understand how your overall portfolio is performing, not just whether an individual project is on track.
For client services leaders, this is important because decisions about hiring, pricing, and which projects to prioritise depend on seeing the big picture. A portfolio template turns scattered project data into a focused view that supports those decisions.
How do I use this template in Teamwork to review my portfolio?
You start by creating a project from the Project Portfolio Performance Template in Teamwork. The template is set up so you can:
Add or connect the client projects you want to track in your portfolio
Capture key fields such as current status, budget, projected margin, and utilisation
Group or tag projects by client, team, or service line so you can slice the view in different ways
Once the data is in place, you use Teamwork views and filters to create a portfolio style dashboard. During a weekly or fortnightly review, you open this view, scan for projects that are over budget, under utilised, or frequently delayed, and then assign follow up actions inside the same workspace.
Which signals show that my portfolio is under performing?
Common signs that your portfolio needs attention include:
Several projects regularly overrunning their planned hours or budget
Rising workload on key roles without corresponding increases in billable revenue
Projects with healthy delivery metrics but consistently weak margins
Frequent scope changes or extensions that are not matched with additional budget
When you see these signals in the template, you can dig into specific projects, adjust scope or pricing, reassign resources, or pause lower priority work. The goal is to resolve issues while they are still small, instead of discovering them after month end reporting.
Can this template scale for larger agencies with many teams and clients?
Yes, the Project Portfolio Performance Template is designed to scale from a small portfolio to a large multi team agency. You can tag and group projects by client, region, service, or team, then use filters in Teamwork to switch between a high level leadership view and more focused views for specific departments.
As your agency grows, you can create different saved views for leadership, operations, and team leads, all powered by the same underlying portfolio data. That way everyone works from one source of truth while still seeing the level of detail that matches their role.
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