Portfolio boards, roll-ups and reports

Watch

You will be able to

• Read rolled-up boards
• Use the portfolio summary
• Build and schedule reports

Step by step

1. Open Boards Workspace › Work › Boards
   Boards in structure order; rolled-up boards combine everything below.
2. Portfolio summary Portfolio › Work › Summary
   Work across the portfolio and open items, highest value first.
3. Reports Work › Reports and dashboards
   Build dashboards and schedule report packs.

Try it yourself

Practise as Hannah Lee in the demo.
Open the Digital portfolio summary. Which unit has the most open defects?

Open the demo as Hannah Lee Password pulse-demo-2026. The demo resets every night.

The examples use a made-up healthcare organisation. DelPulse is not only for healthcare: it can be set up for any industry, with your own names for every portfolio, programme, product and team.

Part of

Viewers · SROs and Executive Sponsors · PMO and assurance · Network leads