Project Portfolio Dashboard Agent
The Project Portfolio Dashboard Agent pulls programme status, cost reports, cash flow, risks, safety records and open actions from every project into one consistent red, amber and green dashboard. It highlights the projects slipping on time or budget, explains why in plain language, and drafts the monthly director or client report, so leaders spend their review on decisions rather than on assembling the numbers.
Ideal forProgramme directors
The difference
From 2-3 days per monthly portfolio report to 2-4 hours
Directors get the portfolio picture at the start of the month and spend their review meeting deciding where to intervene.
Done by hand
2-3 days per monthly portfolio report
With the Vanine agent
2-4 hours
Time returned to your team
85%
Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.
One version of the truth
Each project manager reports differently, which makes projects hard to compare. The agent applies the same RAG rules across the portfolio so problems stand out consistently.
Early sight of trouble
Slipping critical paths, eroding contingency and overdue actions show up in the detail long before they reach the headline. The agent surfaces them while there is still time to act.
Reports without the month-end scramble
Compiling portfolio reports from dozens of spreadsheets takes senior time every month. The agent drafts the report so your project managers only confirm and comment.
Capabilities
Every project, one honest view, ready for the directors each month.
Built for directors and project managers at South African project management firms and principal agent practices, and for developers', corporates' and public entities' property and infrastructure teams running many projects at once.
Programme status roll-up
Reads baseline and updated programmes from Primavera P6 or MS Project and reports forecast completion, float consumed and slippage against key milestones for each project.
Cost and cash flow consolidation
Consolidates budget, commitments, forecast final cost, contingency and cash flow S-curves from each project's cost report into one portfolio view.
Consistent RAG rating
Applies your firm's red, amber and green thresholds for time, cost, risk, safety and quality to every project, with the reason for each rating shown.
Risk, safety and actions
Summarises top risks, safety incidents and statistics, open NCRs and overdue actions from registers and meeting minutes across all projects.
Director and client reports
Drafts the monthly portfolio report and project one-pagers in your house style, with commentary on movements since the last period.
Portfolio questions answered
Lets directors ask questions such as which projects are forecasting over budget or late on practical completion, with answers linked to the source report.
How it works
From your systems to a result you sign off
Each project manager confirms their project's status and commentary, and a director approves the report before it goes to the board or client.
Connect the places your portfolio data already live.
Programmes from Primavera P6 or MS Project, cost reports from Candy, Excel or your ERP, and risk registers, safety records and minutes from Procore, Aconex or SharePoint. Already use something else? We connect that too.
- OpenAI Frontier
- Your own AI platform or models
- Microsoft 365 (Teams, SharePoint, Outlook, Excel)
- Copilot Studio
- Power BI
- Primavera P6 and MS Project
- Procore and Aconex
- Candy and ERP cost data
Runs on a schedule at each reporting cut-off, or on request in Teams, Copilot Studio or OpenAI Frontier.
A Power BI or Excel RAG dashboard, a draft director report in Word and project one-pagers filed in SharePoint.
Step by step
- 01
The reporting cut-off arrives and the agent starts on schedule.
- 02
It collects programme, cost, risk, safety and action data from every project.
- 03
It applies your RAG rules and flags projects that have moved or are at risk.
- 04
It drafts the dashboard, project one-pagers and director report.
- 05
Project managers confirm their status and a director approves the report.
- 06
The approved dashboard and report are published to the board, client or team.
Deployment
Runs inside the tools your team already uses
The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.
In the frontier assistant you already pay for
We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.
"Pull status from every project"
- portfolio
- 27 projects
- tool
- Power BI
On a model you host yourself
Run the agent on open-weight models in your data centre or private cloud. Your portfolio data never leave your network, which keeps POPIA and data residency straightforward.
- Llama
- Mistral
- Ollama
- or any OpenAI-compatible endpoint
Inside your own software
Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.
- REST API
- Webhooks
- Batch jobs
- Embeddable review panel
Governed the same way, every route
Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.
- Single sign-on through Entra ID, Okta or Google Workspace
- Reads only the documents each user is already allowed to open
- Every tool call written to an audit log you can export
How we deliver it
One agent, three ways to hold it
Start where your team already works, then take it as far into your systems as the value justifies.
DATA SECURITY & PRIVACY
Your portfolio data stay yours.
The agent runs inside your tenancy, reads only what each task needs, and never trains on your portfolio data. Every step is logged so your auditors can see exactly what it touched.
Built for regulated work.
+YOUR PORTFOLIO DATA NEVER LEAVE YOUR ENVIRONMENT
More agents
More agents we build for South African enterprises
Each one is built on the same foundation: your documents, your rules, and your people signing off.
Precision AI for Institutional Workflows
