Portfolio Management Dashboard with Heatmap
When managing multiple projects in a portfolio, it is always challenging to communicate various projects and their KPIs. The Portfolio Dashboard allows a project manager to deliver the portfolio status with ease.
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Portfolio Management Dashboard |
About the Portfolio Management Dashboard for Multiple Projects
- It's PowerPoint-based, so easy to use and present. Can handle up to 8 projects.
- Covers the portfolio delivery roadmap, which gives the readers an idea of when which project will be complete.
- Covers the portfolio financials by reporting on planned, spent, and remaining funds for each project.
- Displays the project risks and issues count for high, medium, and low open items.
- Each project in the portfolio has a separate section for reporting the status of schedule, budget, risks, and issues. Each KPI within the project can be red, green, or amber.
Using the Portfolio Management Dashboard for Multiple Projects
- The timeline is built from boxes, so you can move them by dragging them. You can also change their colors so that it is easy to visualize and manage multiple projects.
- The project financials, risks, and issues are charts so can be changed by right-clicking and selecting Edit Data. You can choose to edit the data in excel, giving you some flexibility when updating the data.
- The bottom section for individual projects is made from tables to change the text and colors by using standard formatting.
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