The Portfolio Dashboard is your one-stop view of all projects, giving you a clear snapshot of overall health and progress at a glance. It highlights the biggest blockers through the Top Issue field, shows how projects are tracking against key milestones, and makes it simple to take quick action by reassigning owners or sending follow-ups. This means you can stay on top of issues, keep teams accountable, and ensure projects move forward without needing to dive into every detail.

The Portfolio Dashboard is divided into two main sections:

This section provides a high-level summary of how your projects are performing. Here you’ll find:

You’ll also see a snapshot of key health markers, including:

This gives you an at-a-glance view of project performance without needing to drill down.

The bottom section of the Portfolio Dashboard gives you a more detailed view of each project. For every project listed, you’ll see:

You’ll also find an elastic search bar for searching keywords, along with filter options that let you refine results by project health, quality health, top issue, completion status, and start date.

In Matrak’s Portfolio Dashboard, traffic light colour indicators are used as a quick, visual way to show project or company status. Here’s how they typically work:

🟢 Green – On Track

🟡 Amber/Yellow – At Risk

🔴 Red – Off Track

When you expand a project, additional details also become available including:

This gives you a clear view of how different companies are tracking within the same project, making it easier to identify where support or action is required.

When you click on an individual company within a project, a detailed information pop up window will open, giving you data to better understand performance at the company level.

At the top of the pop-up window, you’ll find a row of tabs that let you switch between different information summaries

At the bottom of the company detail window, you’ll see Quick Action Buttons that remain visible as you scroll through each tab. These buttons let you send quick, pre-written emails that are tailored to the current status of your project:

The Portfolio Dashboard sends automated email alerts to flag projects that may be at risk of missing their planned start date. These notifications are triggered by two “green diamond” milestones that appear ahead of each trade’s planned Go-Live date.

Together, these milestones act as readiness checks, helping ensure key dates are defined early enough to support a smooth and on-time project kickoff.

This milestone confirms that a planned Go-Live Date has been populated for the trade.

The Go-Live Date represents the intended start point for activity on the project. If this date is missing, Matrak cannot assess whether upstream supply chain activities are aligned, increasing the risk of delays. Ensuring this date is set allows the system to anchor all readiness checks and timeline monitoring.

This milestone verifies that a Supply Chain Commencement Date has been entered.

The Supply Chain Commencement Date indicates when suppliers are expected to begin engaging with the project (for example, receiving documentation, uploads, or requirements). This date must fall far enough ahead of the Go-Live Date to allow adequate time for onboarding, data readiness, and coordination. If this date is missing or misaligned, it may signal that the supply chain is not prepared in time to support the Go-Live.

If either milestone is Red, it means something is missing ahead of the Go-Live date.
When this happens, the system automatically sends email alerts.

These alerts continue until:

If your team is receiving automated notifications requesting documents but you already know the project is delayed, there’s no need to manually disable anything.

Simply update the project’s Go-Live date to the correct future date.

You can do this directly from the Portfolio Dashboard under the Overview tab of the project.
Once the date is adjusted, the alerts will stop automatically.

Below is a breakdown of each possible Top Issue and how it’s determined.

✅ On Track

• What it means: The project is progressing well with no major issues.

• Why it matters: No action required beyond regular onboarding steps.

​🚧 Project Not Created

• What it means: No project has been created in Matrak yet.

• Action needed: Your team should create the project in Matrak to begin onboarding.

​👥 Company Not Invited

• What it means: A company (e.g. subcontractor) expected to collaborate hasn’t been invited to the project yet.

• When it’s flagged: If the Go-Live date is within 4 weeks and no companies are invited.

⚙️ Project Setup Not Started

• What it means: The project exists, but no data templates (record types) have been created.

• Action needed: Begin setup by adding record types like façade panels or windows.

🛑 Project Setup Blocked by Customer

• What it means: Matrak is waiting on your team to provide missing info or approvals.

• Action needed: Check with your team and respond to any outstanding requests.

📦 No Items Created

• What it means: Project setup has begun, but no materials/items (IDs) are being tracked.

• Example: Data from packing lists or drawings hasn’t been uploaded.

🧍 No Active Users

• What it means: No users have logged in (via web or mobile) for 30+ days.

• Why it’s critical: It’s a key sign the project isn’t being used.

✍️ No Recent Updates

• What it means: People are viewing the project but not updating data.

• Timeframe: No updates made in the last 30 days.

🧩 Incomplete Setup – Items Still to Be Created

• What it means: Some record types have no data loaded yet.

• Example: Façade panels record type created, but no panel data uploaded.

🔄 Some Items Not Being Updated

• What it means: Data exists, but only some items are regularly updated.

• Action needed: Review which categories are falling behind and why.

📅 No Go-Live Date

• What it means: The project doesn’t have a Go-Live date set.

• Why it matters: Go-Live date is used to track onboarding progress.