aggregate_portfolio
Group projects by status, priority, methodology, or manager and compute portfolio metrics such as project count, average progress, total budget, and actual spend for ITM Platform reporting.
Instructions
Portfolio-level analytics: group projects by any field and compute metrics (count, avgProgress, totalBudget, totalActual). Uses DataMart aggregation -- no REST equivalent. Available groupBy fields: statusLabel, priorityLabel, methodology, customTypeLabel, isClosed, managers.name.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max groups to return (default 50, max 1000) | |
| filter | No | Additional MongoDB filter to narrow the portfolio (merged with componentType: project) | |
| groupBy | Yes | Field to group by (e.g. "statusLabel", "methodology", "customTypeLabel") | |
| metrics | Yes | Metrics to compute per group |