Portfolio Home

Layout

States

Acceptance criteria

• The summary panel shows active project count, completed project count, total budget, total actual spend, estimated profit, and capital committed, aggregated across all projects.
• The summary panel shows the total number of open alerts/attention items across the portfolio.
• Summary figures reflect live project, payment, document, and insight data — never a stale or manually-refreshed snapshot.
• With zero projects, the screen shows an empty state with a clear path to create the first project, not zeros with no explanation.
• While portfolio data is loading, a loading state is shown rather than a blank screen.
• If portfolio data fails to load, an error message with a retry action is shown.
• Each project renders as a card with its name and a health status badge of "On track", "Needs review", or "At risk".
• Each card shows the project's budget position at a glance.
• Each card shows the project's most recent or most severe flagged risk, if one exists.
• Each card shows a recommended next action when one exists.
• Health status reflects spend, timeline, missing data, and insight severity together, not a single input.
• A project with incomplete setup data shows "Needs review", never a default "On track" it hasn't earned.
• The card list is ordered by urgency by default, most urgent project first.
• Ranking factors in overspend, delayed timeline, missing documents, unreconciled payments, and profit erosion.
• "At risk" projects rank above "Needs review", which rank above "On track".
• The top-ranked flagged project's card shows a plain-English reason for the flag (e.g., "Renovation spend 14% above baseline, $6,200 awaiting review") without requiring the project to be opened.
• When no project is flagged, the list renders in default order with no fabricated urgency indicator.
• The list can be filtered by status (active, completed, at risk).
• The list can be filtered by exit strategy, location, project type, and budget size/stage.
• The list can be sorted by budget size, risk level, or status, in addition to the default risk-ranked order.
• Applied filters are visibly indicated and can be cleared individually or all at once.
• A filter/sort combination with no matches shows a distinct "no matching projects" empty state, not a blank list.
• Tapping a project card navigates to that project's dashboard.
• If the tapped project has a flagged risk or top-priority issue, its dashboard opens with that issue highlighted.
• If the tapped project has no outstanding issues, its dashboard opens at its normal default view.
• Returning from the project dashboard restores this screen's scroll position, filter, and sort state.
• If the destination dashboard fails to load, an error with retry is shown there — the user is not silently returned to this screen.

Powered by — endpoints · the Backend agent owns these

In flows