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Portfolio Status Summary

Table output

Summarize many projects for leadership.

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Create a portfolio summary for leadership. Project data (name, owner, budget, spend, forecast, schedule status, risks): [PROJECT_DATA]. Strategic priorities: [PRIORITIES]. Decisions leadership must make: [DECISIONS].

Calculate, showing the arithmetic: the count and share of projects by RAG status; total budget, spend, and forecast, and the variance between forecast and budget; average schedule variance in days; the number of high risks; resource conflicts.

Output format:
1. The first paragraph (60 words) names the two projects needing executive attention this month and the decision needed on each.
2. A table sorted by risk: Project | RAG | Budget variance % | Schedule variance days | Top risk | Recommended action (stop, fix, accelerate, continue).
3. A text heat map of projects by strategic value and health.
4. Data-quality problems found (missing fields, inconsistent definitions).
5. A monthly cadence for the review.
Label every inference as an inference, and where a project has missing fields, list the field and the person who can supply it rather than guessing.

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