portfolio_health
Retrieve portfolio-wide project data with raw health signals, enabling custom health scores from your thresholds. Filter by manager, customer, and include or exclude on-hold/done projects.
Instructions
Portfolio overview: one row per project, joined by id server-side.
Replaces the project_status_report + project_profitability pair the overview tab used to call and join BY NAME in JS (which broke on duplicate project names). Returns raw signals only — the client computes its own health score from user-configured thresholds.
Args: manager: Optional project-manager filter (user_id.name ilike). customer: Optional customer filter (partner_id.name ilike). include_on_hold: Keep on_hold projects (default True). include_done: Keep done projects (default False). lookahead_days: "due soon" window for derived health (default 7). timezone_offset: UTC offset for dates (default 7).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| manager | No | ||
| customer | No | ||
| include_done | No | ||
| lookahead_days | No | ||
| include_on_hold | No | ||
| timezone_offset | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |