Resource Allocation Dashboard

Project Portfolio Budget & Spend Efficiency — Meridian Infrastructure Partners

May 2025
14 Active Projects
FY2025 Portfolio: $14.2M
Portfolio CPI Trend
0.87
-7.4% 5mo decline
Budget Consumed YTD
68.3%
Milestone Velocity Index
0.54
-12% vs plan
Spend Efficiency Index
1.26
Burn/Milestone ratio
Contingency Utilized
47.2%
Of $1.8M reserve
Labor Cost Variance
+$890K
Actual vs. planned
Change Orders
18.4%
Of original budget

Spend Efficiency Scatter Plot

Budget Consumption Rate vs. Milestone Velocity — Projects in red quadrant require immediate reforecast

Resource Category Spend Split

Labor
62%
Software
24%
Third-Party
14%

Portfolio CPI Trend (6 Months)

Contingency Utilization Rate by Project Phase

Project Budget Table — Top 10 by Size

Project Sponsor Budget Spent % Consumed CPI Efficiency Index Status
Orion Diana Ramos $3.1M $2.5M 80.6% 0.72 1.67 Critical
Horizon Marcus Chen $2.4M $1.6M 66.7% 0.98 0.89 On Track
Catalyst Sarah Kim $1.9M $1.1M 57.9% 1.02 0.76 On Track
Nexus Ahmed Hassan $1.6M $1.2M 75.0% 0.84 1.19 At Risk
Phoenix Lisa Torres $1.3M $780K 60.0% 1.06 0.82 On Track
Summit James Park $980K $720K 73.5% 0.91 1.04 Watch
Apex Rachel Moore $850K $480K 56.5% 1.09 0.71 On Track
Vanguard David Wu $740K $560K 75.7% 0.86 1.14 At Risk

Phase Gate Pass Rate (First Attempt)

Reforecast Frequency Index

Reforecasts YTD
23
Avg per Project
1.64

Portfolio Budget Concentration Risk

Budget allocation by project — Top 5 represent 67% of total portfolio
Orion
$3.1M
21.8% • Tier-1
Horizon
$2.4M
16.9% • Tier-1
Catalyst
$1.9M
13.4% • Tier-1
Nexus
$1.6M
11.3% • Tier-2
Phoenix
$1.3M
9.2% • Tier-2
Summit
$980K
6.9% • Tier-2
8 Other Projects
$2.9M
20.4% combined

Immediate Actions Required

Orion — Mandatory Reforecast
Efficiency index 1.67 exceeds threshold. Trigger sponsor conversation with Diana Ramos by June 3.
Nexus & Vanguard — Scope Review
Both projects showing efficiency >1.14. Schedule phase gate review within 2 weeks.
Contingency Burn Rate
47.2% of reserve consumed at 42% through fiscal year. Activate reserve management protocol.

Resource Hour Estimation Accuracy

Avg Accuracy
76.2%
Variance
+23.8%