Excel Portfolio Management Dashboard




Follow the below steps start using the Excel Portfolio Management Dashboard:

Project Portfolio dashboard provides an effective update on portfolio projects.

The Template has the following Key sections-

  • Delivery Roadmap (Auto Updated)
  • Project Health Card
  • Project Financials (Auto Updated)
  • Resource Allocation (Auto Updated)
  • Portfolio Risk Meter (Auto Updated)
  • Other Key Project Parameter (Auto Updated)

Delivery Roadmap:

  • Displays the delivery timeline of each project.
  • Edit the delivery timeline of each project in the data tab.
  • Each project in the timeline displays different colors to make it easy to visualize.

Project Health Card:

  • The project health card covers key project parameters - Schedule, Budget, Resources, Risks, and Issues.
  • Change the traffic light as per the priority of the project 1.for green 2.for amber and 3.for red.

Project Financials:

  • Project Financials displays the Planned Budget, Actual Budget, and Remaining Budget of each project.
  • Edit the data of the Financial graph in the data tab.

Resource Allocation :

  • Resource Allocation gives an idea of how many resources are allocated to each project.
  • Edit the data of the resource allocation graph in the data tab.

Portfolio Risk Meter :

  • Portfolio Risk Meter displays open risks for high, medium, and low severity.
  • Edit the data of the Portfolio Risk Meter graph in the data tab.

Other Key Projects Parameters :

  • Capture open issues, pending change requests, and action items.
  • Edit the data of each parameter in the data tab.

1. Is it safe to provide my credit card/payment information?

YES, our store is powered by Shopify which is one of the most trusted e-commerce platforms. Shopify is certified Level 1 PCI DSS compliant. All Shopify stores include an SSL certificate that uses industry standard 256-bit encryption technology. This is the same level of encryption used by large banks to keep your information secure.  

2. Will I get support if I have an issue or a query?

Definitely, yes, we have a dedicated support team who will happily assist. It can be an issue or any help with our templates. Our support policy is to address the customer query ASAP regardless of the product they purchase.  

3. Is this a one time payment or monthly membership?

All our products are ONE TIME PAYMENT. We do not offer subscriptions so whatever you pay will be be one time.  

4. How do I access my downloads?

After you checkout, you will be taken to a download page. You will also get a download link in your email.

5. What if the download link does not work?

Sometimes links can be blocked by a corporate firewall so please try using the link from a different network or from home. If you still cannot access drop an email to support@techno-pm.com and use our Contact Us Page.  

6. Do you provide refunds?

We will REFUND the full amount in the following scenarios - 

  1. Templates don't work as described, and we cannot fix your problem in a reasonable time. 
  2. Templates are missing from your download and we cannot provide you the same templates shown on the site.
  3. You are not able to access the download. We will try to provide different mediums but if none of them work for you then we will refund your amount. Check our Refund Policy.  

7. What are the different types of payments accepted?

We accept PayPal, Apple Pay, Google Pay, Master Card , Amex and VISA. 

8. Do these templates work with Excel?

Yes, the templates are built using MS Office so will work on Excel.

9. Can the templates be customized or edited?

Yes, our templates can be edited and changed as you need. There are no restrictions.

10. Why do you have a logo on the documents?

The Techno-PM logo is only visible on the template images. We do not use logos on templates so you can customize the template as needed.

9. How will I get my FREE monthly updates?

We will send download links to your email in the first few days of the month. We will send it to the email provided when making the purchase.

Payment & Security

American Express Apple Pay Google Pay JCB Mastercard PayPal Shop Pay Visa

Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.