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.
- 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.
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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