Sensei Portfolio Advisor™

The Sensei Portfolio Advisor™ provides automated governance & compliance reports to monitor data quality and ensure compliance to industry standards and best practices. A high quality Portfolio can greatly improve timely delivery, reduce cost overruns, improve scope management and resource capacity/demand management.

The ‘Checks’ are based on industry standards and best practices, including Sensei’s Proactive Scheduling™ and the Project Management Institute’s Practice Standards for WBS and Scheduling. The Sensei Portfolio Advisor™ utilizes both Compliance checks and Governance checks to ensure these guidelines are being followed. A Compliance check ensures that the tasks inside of a Project are following best practices, and a Governance check ensures that an entire Project is following best practices.

There are four categories of Compliance checks, and two categories of Governance Checks. The Compliance check categories are “WBS,” “Schedule,” “Resources,” and “Links.” The Governance check categories are “Standard” and “Advanced.” Both the Compliance and Governance checks are ranked by importance by using a severity:

• ‘Problem’ – has a high impact to the project and likely is producing an inaccurate forecast or affecting the ability to easily maintain the schedule and track progress.

• ‘Warning’ – has a potential for negatively impacting the project and should be reviewed in order to assure the most accurate forecast and proactive model of the schedule.

• ‘Message’ – should not negatively impact scheduling, but could improve the quality of the schedule to fully align with industry standards.

This add-in requires "Portfolio Managers" permission to properly view all projects.