Portfolio view

A portfolio view answers the question that no single project plan can answer: how the studio as a whole is loaded right now and through the next planning horizon. Projects share the same talent pool, so a healthy-looking project plan in isolation can still be the one that pushes a department into over-allocation. The portfolio view shifts attention from individual schedules to the aggregate picture, with capacity, demand and utilization rolled up across every active engagement.

Most useful portfolio views can be sliced as well as summed. Leadership can switch from a studio-wide read to a per-department or per-trade cut without leaving the screen and can filter to confirmed work only or include tentatives to see what the slate would look like if more pitches close. That movement between aggregate and detail is what lets a portfolio view drive both quarterly hiring decisions and weekly producer escalations.

Related: executive view, capacity matrix, executive horizon.