Key	Summary	Status	Project	Created
B4OARE-7	Link update	With Client	bvl-4327 OHE Adherence Reminder Email	2026-09-08
BVL-94	Thank you for attending OHE speaker meeting Fixed Fee Email Dev	With PM	BroadView Labs	2026-09-08
BVL-92	APL.0015.USA.22V4.0 – Aplenzin Dual Indication Rep - Feedback	Task Ready	BroadView Labs	2026-09-07
BVL-91	00022-06-03 _ RX Confusion RTE - Feedback	In QA	BroadView Labs	2026-09-07
BVL-90	APL.0052.USA.25 – Saving & Access RTE - Feedback	In QA	BroadView Labs	2026-09-07
DW4HA-3	Las Palmas - Add Holiday Link to Nav Bar	PM Review	[Dev] wgrm-4358 Holiday Addition	2026-09-04
DW4HA-2	Rio Mar - Add Holiday Link to Nav Bar	PM Review	[Dev] wgrm-4358 Holiday Addition	2026-09-04
BVL-89	IBS In America Email Dev	In QA	BroadView Labs	2026-09-04
BVL-88	WXL.0058.USA.25 – RT Email Medicare Part D	Task Ready	BroadView Labs	2026-09-03
E4LQI-4	LivaNova Efficacy	PM Review	ele-4354 LivaNova - QOL IVA	2026-09-02

Portfolio Health KPIs

Acceptable Projects ✓ On Target

91%

Target: ≥75%

Projects ≤105% of budget

Overrun Projects ✓ Within Limit

Max: ≤25%

Projects >105% of budget

Budget Status Distribution

3 Critical Overrun > 110%

1 Warning Overrun 105-110%

3 Acceptable 100-105%

2 At Limit 95-100%

8 Needs Attention 80-95%

30 Healthy < 80%

10 No Budget —

Invoiced Revenue (Period) $43,636

Paid $0 Balance $43,636 Projects Invoiced 14

Project	Client	Budget	Spent	Remaining	%	State	Status
hea-sla-4027 HealthPro Alert Mirikizumab 20260601 Industry Omvoh	Healio Strategic Solutions LLC	10.5 hrs	24.75 hrs	-14.25 hrs	235.7%	Active	🔴🔴
bvl-wxl-4064 Wellbutrin RTE Updates Priority 1 and 2	Broadview Labs	35.5 hrs	51.5 hrs	-16 hrs	145.1%	Active	🔴🔴
bvl-4336 00002-130 IBS In America RTE	Broadview Labs	8.5 hrs	10.25 hrs	-1.75 hrs	120.6%	Active	🔴🔴
bvl-4327 OHE Adherence Reminder Email	Broadview Labs	11.5 hrs	12.25 hrs	-0.75 hrs	106.5%	Active	🔴
pav-dun-4267 Duncaster submission support	Pavone Agency	2 hrs	2 hrs	0 hrs	100%	Active	🟠
bvl-xfx-4004 CLM with Video Demo	Broadview Labs	4 hrs	4 hrs	0 hrs	100%	Active	🟠
tcm-3805-casgevy-canada-hcp-iva	The Change Makers	6 hrs	6 hrs	0 hrs	100%	Active	🟠
wgrm-wyn-4011 Rio Mar SEO Implementation	Wyndham Grand Rio Mar	27 hrs	26 hrs	1 hrs	96.3%	Active	🟠
bvl-4258 Xifaxan IBDS - PCP GI updates	Broadview Labs	10 hrs	9.5 hrs	0.5 hrs	95%	Active	🟠
bvl-xfx-3851 Xifaxan iVA CLM Tracking - ClickStream Tagging	Broadview Labs	43 hrs	40.25 hrs	2.75 hrs	93.6%	Active	🟡
bvl-4283 Wellbutrinxl IVA Animation Update	Broadview Labs	12 hrs	11 hrs	1 hrs	91.7%	Active	🟡
wgrm-4307 Debugging and Fixing Dine Form	Wyndham Grand Rio Mar	5 hrs	4.5 hrs	0.5 hrs	90%	Active	🟡
wgrm-4358 Holiday Addition	Wyndham Grand Rio Mar	4 hrs	3.5 hrs	0.5 hrs	87.5%	Active	🟡
spe-4303 Ionis Zanvatro Branded HCP IVA	Spectrum Science	71.5 hrs	62.5 hrs	9 hrs	87.4%	Active	🟡
tcm-jan-3996 DARZALEX® MAIA TIE eDetail Aid Update (Eng and FR)	The Change Makers	73.5 hrs	63.55 hrs	9.95 hrs	86.5%	Active	🟡
bvl-bau-4236 SLQ AI Updates research	Broadview Labs	11 hrs	9.5 hrs	1.5 hrs	86.4%	Active	🟡
bvl-4287 XIFAXAN CABTREO TOGGLE	Broadview Labs	12 hrs	9.75 hrs	2.25 hrs	81.3%	Active	🟡
bvl-cab-4286 CABTREO XIFAXAN TOGGLE	Broadview Labs	9 hrs	7 hrs	2 hrs	77.8%	Active	🟢
tcm-4272 CARVYKTI CARTITUDE-1 eDetail Aid Update	The Change Makers	77 hrs	56.5 hrs	20.5 hrs	73.4%	Active	🟢
bvl-4361 Thank you for attending OHE speaker meeting	Broadview Labs	8 hrs	5.75 hrs	2.25 hrs	71.9%	Active	🟢
bvl-wxl-4363 Wellbutrinxl ISI Update	Broadview Labs	1.5 hrs	1 hrs	0.5 hrs	66.7%	Active	🟢
bvl-xfx-4241 Xifaxan iVA OHE CLM Updates	Broadview Labs	55 hrs	35.25 hrs	19.75 hrs	64.1%	Active	🟢
ele-4354 LivaNova - QOL IVA	Elevate Healthcare	59.5 hrs	38 hrs	21.5 hrs	63.9%	Active	🟢
bvl-wxl-3997 Wellbutrinxl IVA	Broadview Labs	162 hrs	102.75 hrs	59.25 hrs	63.4%	Active	🟢
bio-corp-3998 Biodesix - GEO-LLM Visibility Improvements	Biodesix	120 hrs	69.5 hrs	50.5 hrs	57.9%	Active	🟢
bvl-wxl-4302 BVL - RTE Updates WLX and Aplenzin	Broadview Labs	68.75 hrs	39.25 hrs	29.5 hrs	57.1%	Active	🟢
spe-ver-3981 Vertex Updates	Spectrum Science	43 hrs	24 hrs	19 hrs	55.8%	Active	🟢
bvl-wxl-4328 Wellbutrinxl IVA Key Message updates	Broadview Labs	6 hrs	3.25 hrs	2.75 hrs	54.2%	Active	🟢
bvl-4351 CABTREO IVA Missing Slide Rebuild	Broadview Labs	2 hrs	1 hrs	1 hrs	50%	Active	🟢
cohe-rhy-4239 Patient Retention Emails	Coefficient Health	52.5 hrs	25.25 hrs	27.25 hrs	48.1%	Active	🟢
bvl-4234 Arestin benchmarker CLM	Broadview Labs	33 hrs	15.75 hrs	17.25 hrs	47.7%	Active	🟢
bvl-cab-4055 CABTREO IVA RTE Email Functionality	Broadview Labs	59 hrs	27 hrs	32 hrs	45.8%	Active	🟢
bio-corp-4353 Biodesix Website Monthly Maintenance Sep-26 to Aug-27	Biodesix	17 hrs	7.5 hrs	9.5 hrs	44.1%	Active	🟢
bvl-xfx-4325 Xifaxan iVA CLM Tracking Update	Broadview Labs	24.5 hrs	10.75 hrs	13.75 hrs	43.9%	Active	🟢
kco-4304 Kiddom Landing Page Engagement	Kiddom Co	50 hrs	21.5 hrs	28.5 hrs	43%	Active	🟢
olo-4322 Coastal Windows Website Optimization	Olomana Loomis ISC	79 hrs	28.75 hrs	50.25 hrs	36.4%	Active	🟢
bio-corp-4346 Biopharma Services webpage Updates	Biodesix	19.5 hrs	6.5 hrs	13 hrs	33.3%	Active	🟢
bvl-xfx-3847 Xifaxan iVA GI CLM Updates	Broadview Labs	28.5 hrs	9.25 hrs	19.25 hrs	32.5%	Active	🟢
kco-4324 Kiddom Product Page	Kiddom Co	36.5 hrs	10.5 hrs	26 hrs	28.8%	Active	🟢
PMAX-2026Q1 TKG Corporate Website Quarterly Maintenance - 2026 Q1 [January] Fixed Fee	Petauri MAx	8 hrs	2 hrs	6 hrs	25%	Active	🟢
bvl-slq-4065 SLQ.0122.USA.20V8.0-SILIQ CVA Updates and Design	Broadview Labs	87.5 hrs	20.5 hrs	67 hrs	23.4%	Active	🟢
wgrm-4345 Wyndham Riomar Stay Page Updates	Wyndham Grand Rio Mar	6 hrs	0.75 hrs	5.25 hrs	12.5%	Active	🟢
bvl-slq-4257 SLQ 0122 USA 20V8 0-SLIQ CVA	Broadview Labs	48.75 hrs	3.75 hrs	45 hrs	7.7%	Active	🟢
wgrm-4232 Wyndham Rio Mar Monthly SEO GEO Custom Plan	Wyndham Grand Rio Mar	27 hrs	2 hrs	25 hrs	7.4%	Active	🟢
tcm-4268 ALCYONE Updates	The Change Makers	7 hrs	0.5 hrs	6.5 hrs	7.1%	Active	🟢
wpal-4240 Wyndham Las Palmas SEO GEO Custom Plan	Wyndham Palmas	27 hrs	1 hrs	26 hrs	3.7%	Active	🟢
bvl-xfx-3974 Xifaxan CLM Flashing issue (IBDs)	Broadview Labs	14 hrs	0.5 hrs	13.5 hrs	3.6%	Active	🟢
wgrm-4362 Wyndham: Rio Mar Events Component v2	Wyndham Grand Rio Mar	No budget	0.75 hrs	-	-	Active	⚪
Web Audits - Sales	Assemble & Partners	No budget	0 hrs	-	-	Active	⚪
AP Int Nonbillable \| PTO, Holidays & Leave	Assemble & Partners	No budget	1392.25 hrs	-	-	Active	⚪
AP Int 00101 QA Assessments	Assemble & Partners	No budget	162.5 hrs	-	-	Active	⚪
AP Int 013 New Business Operations	Assemble & Partners	No budget	476.4 hrs	-	-	Active	⚪
AP 00100 int Internal Design Projects	Assemble & Partners	No budget	1280.4 hrs	-	-	Active	⚪
AP Int 0099 Placeholder	Assemble & Partners	No budget	180.5 hrs	-	-	Active	⚪
AP Int 018 Standby Time	Assemble & Partners	No budget	4522.93 hrs	-	-	Active	⚪
AP Int 007 Management Time	Assemble & Partners	No budget	2209 hrs	-	-	Active	⚪
AP Int 003 Non Billable Internal Time	Assemble & Partners	No budget	1767.35 hrs	-	-	Active	⚪

Total Hours

Delivery (Adj.)

Adjusted Utilization

Projects

PM Overhead

Projects Worked (36)

Hours by Task

Monthly Trend

Jira Activity

Tickets Created

Projects (57)

Projects Led

Current Workload

Completed in Period

Open Tickets by Status

Recent Tickets

Portfolio Health KPIs

Budget Status Distribution