Monday portfolio read

Cadence: Weekly · Who: Managers and Owners

Situation

It's Monday. You want the weekly snapshot of everything you manage — projects in flight, how each one's tracking, and anything that moved over the weekend.

This is the single read that tells you whether your book of work is healthy, and where to focus the next five days.

Example phrasings

• "portfolio read"
• "how's everything looking"
• "my projects, sorted by health"

What VERA returns

A table of every active project you manage:

| Project | Client | Type | Hours used / budget | % used | Status | Deadline |

Sorted: critical first, then warning, then on-track.

Plus:

• Summary line: "N projects active, M over budget, K at warning"
• Projects whose status changed since the previous Monday, called out explicitly
• For retainers and agile engagements: the active period, not the parent — so you're reading the burn that matters now

Who can run it

• Owners see all projects across the business
• Managers see only projects they're assigned as PM on
• Dollar amounts (revenue, cost, margin) are hidden for Managers — only percentages shown

Related plays

• Retainer burn check — drill into just the retainers
• Team availability for the next two weeks — who can pick up the slack
• Project health probe — deep dive on any one project from this list