excel project portfolio management template

EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE HOW TO
EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE MANUAL
EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE FREE

Suggested from Techno-PM - Consider using detailed Project Status Reports. Status can be used to configure the project status you want to see on the dashboard. Decisions, Actions, and Change requests have information about pending decisions, actions, and change requests.Ĩ. Risks and Issues contain a count for High, Medium, and Low risks and issues.ħ. There are two columns, planned and actual.Ħ. Budget Information - Should contain the budget every month. You should be able to get this information from your plan.ĥ. The Task Information has the number of tasks On the track, Delayed and Not started. The schedule should be high-level rather than details.Ĥ. The datasheet has a Schedule section which task name, start, end and duration.

Data has all the fields to be entered so that the graphs work on the dashboard.ģ. The dashboard sheet has the actual status with a timeline and graphs. The excel spreadsheet has two tabs - dashboard and data.Ģ.

EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE HOW TO

How to Use the Project Dashboard Excel Templateġ. Limit to displaying only high-level timeline tasks. The recommendation is to limit the number of tasks in the timeline.The scheduled timeline can be complicated to change if you want to add additional tasks.In a busy management schedule, this task can be overheard.

EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE MANUAL

As it is a separate document, the dashboard is not linked to the project plan and will need manual data entry.

EXCEL PROJECT PORTFOLIO MANAGEMENT TEMPLATE FREE

Feel free to edit the template to create your own excel template.ĭisadvantages of the Project Dashboard Excel Template As it is in excel, it can easily be email or shared with someone.

Easy to configure and use as it is excel based.

This information helps the management in understanding what items are pending.

The dashboard also displays decisions, actions, and change requests pending.

For both risks and issues, the total number of High, Medium, and Low.

Display the total count for risks and issues, which again allows the management to focus on the areas where there are problems.

Budget is one of the critical parameters for senior management. Displaying the project budget in a monthly fashion allows natural interpretation of the budget is tracking.

The dashboard also tracks the budget on a month by monthly basis, which makes it easy to access if the budget is still on track.

This information will help the management in understanding how many tasks are pending. The details include tasks on track, delayed, and not started. The schedule should be used to display only the high-level phases. It is easier to understand the timeline as it is like a Gantt chart.

Displays the schedule as a timeline which makes it easy to visualize the schedule.

The project dashboard has an overall project status indicator that can set the dashboard's overall project status. This should be short and crisp and should give a clear message to the management.

Has a commentary section that can be used to enter a free-form update.

The senior management always wants to have a quick overview rather than a detailed analysis.

The excel project dashboard gives a birds-eye view of the critical parameters and their status using graphs and timelines, making management easy.

Advantages and Features of the Project Dashboard Excel Template We recommend the following dashboards for multiple or portfolio of projects - Portfolio Management Dashboard Excel, Multiple Project Portfolio PPT, Executive Portfolio Dashboard, and Multiple Project Tracking Template Dashboard. We recommend the following dashboards for single projects - Project Dashboard Template in PPT, Dashboard with Heatmap dashboard for Project Management, and Agile Project Management Dashboard with Excel.

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Excel project portfolio management template