Excel Portfolio Management Dashboard is a powerful template that has the ability to change your business. It allows you to manage all of your projects and campaigns in one place, as well as monitor what's going on with each project.
The Project Portfolio Dashboard template built in excel allows a project manager to provide an effective update on a portfolio of projects. The dashboard covers project road map, project health, financials, resource allocation and risk meter.
Format: MS Excel
- The project portfolio dashboard has project delivery road map, project health card, financials, resource allocation, project risk meter and other key parameters.
- Can handle up to 10 projects and all the data for the projects is defined in a single tab.
- Easy to update project information.
- The timeline or road map can be expanded on collapsed as per the dates. You can use different colors for different projects to make it easy to visualize.
- The project health card covers key project parameters - Schedule, Budget, Resources, Risks and Issues.
- Project Financials covers Planned Budget, Actual Budget and Remaining Budget.
- Resource Allocation gives an idea on how many resources are allocated to each project.
- Portfolio Risk Meter displays the open risks for high, medium and low severity.
- Other Key Projects Parameters include open issues, pending change requests and action items.
How to use 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)
- 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 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.
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