Automated Celoxis Weekly Portfolio Scorecard
Every Friday, WebRun opens Celoxis, pulls the health status and schedule variance for every active project across the portfolio, posts the weekly scorecard to the PMO's Telegram channel, and texts the PMO lead directly through Twilio for anything now delayed, so portfolio risk is visible before Monday's planning starts.
How do I get a weekly portfolio health scorecard from Celoxis?
WebRun checks Celoxis every Friday for the health status and schedule variance of every active project, posts the ranked weekly scorecard to the PMO's Telegram channel, and texts the PMO lead directly through Twilio for anything now delayed, so portfolio risk surfaces before Monday's planning instead of during it.
- Portfolio risk is visible before Monday's planning starts
- Delayed projects get a direct text instead of waiting for a report
- The PMO channel keeps a running weekly scorecard
Built for PMO leads · portfolio managers · enterprise project teams · program managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.celoxis.comin a real browser with your saved login - no setup, no API keys. -
1
Celoxis - pull the health status of every active project
celoxis.com
WebRun opens Celoxis to pull the health status of every active project. - Open the portfolio dashboard
- Collect each project's health status and schedule variance
- Flag projects marked delayed or at risk
Done when Every active project has a health status for the week.
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2
Telegram - post the weekly portfolio scorecard
telegram.org
WebRun opens Telegram to post the weekly portfolio scorecard. - Rank projects by health status
- Post the full scorecard to the PMO channel
Done when The PMO channel has this week's portfolio scorecard.
-
3
Twilio - text the PMO for anything delayed
twilio.com
WebRun opens Twilio to text the PMO for anything delayed. - Check for any project marked delayed this week
- Text the PMO lead naming each delayed project
Done when The PMO lead has been texted for every delayed project.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun update project schedules or statuses?
No. It only reads the health status and schedule variance already recorded in Celoxis. Updating a project is left entirely to the project manager.
How is a project marked delayed?
Based on the schedule variance already visible in Celoxis, not a separate calculation. WebRun just reports it consistently every week.
Who gets texted about delays?
Only the internal PMO lead. It's never sent to a client or anyone outside the portfolio team.
Related templates
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