Reporting

Portfolio Health Index

Compute a composite Portfolio Health Index combining average CPI, SPI and risk-burndown across the portfolio.

Calculator
PHI = 100 × (0.4·CPI + 0.4·SPI + 0.2·RiskBurn) / 1.2
Enter values to compute.

Interpretation Guide

  • 80 – 100Green.
  • 60 – 79Amber.
  • < 60Red.

Example

Average CPI 0.95, SPI 0.92, Risk 0.7 → PHI ≈ 74 (amber).

Real-world use cases

  • PMO dashboards
  • Steering committees
  • Investment-board briefings

Common mistakes

  • Averaging across projects of widely different sizes without weighting

Professional tips

  • Weight by budget for an accurate portfolio view
FAQ

Frequently asked questions

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