How to use the Multiple Project Status Report Excel
Follow the below steps to start using the Multiple Project Status Report Template
Multiple Project Status Report template enables a project manager to report up to 5 Projects in one go and can be modified to add more projects.
This template has the following sections
- Portfolio Delivery Roadmap
- Portfolio Status
- Portfolio Financials
- Project Status
Portfolio Delivery Roadmap:
- The Delivery Roadmap captures a high-level view of when the project will be delivered.
- Enter the exact date for the delivery and use different colors so that people can easily distinguish between the projects.
- Portfolio Status captures the information about the KPIs for all the projects.
- Select each project Status (Red, Green, Amber) for schedule, Budget, Resources, and Risks.
- You need to add colors manually in the table as per the status.
- This table captures the Budget information about all the individual projects.
- For each Project Enter Planned cost, Actual cost, forecast. Variance is auto populated.
- The individual project budgets are then rolled up into the portfolio level budget this is auto populated.
- Enter the individual project Status in the respective section.
- Enter the Project Name, Phase of the Project, Start and End date in the respective column.
- Update the % of Progress of the project phase.
- Select the Status of the Project phase from the dropdown list i.e., On the track or Concern or Delayed or Pending.
- Risks, Issues, Dependencies, and Concerns is a general section which can be used to detail different risks or issues the project is facing. Each of the items can be marked as on the track, delayed, or concern.