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October 11, 2015

Project Portfolio Management Template Excel

Project Portfolio Management

The dashboard template built in excel allows a project manager to provide an effective update on a project portfolio. The dashboard covers the project roadmap, project health, financials, resource allocation, and risk meter.
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Project Portfolio Dashboard, project portfolio dashboard template excel, project portfolio management
Project Portfolio Dashboard
Project Portfolio Management, project portfolio dashboard template excel
Project Portfolio Management Template

Features of the Project Portfolio Dashboard Excel Template

  1. The project portfolio dashboard has a project delivery road map, project health card, financials, resource allocation, project risk meter, and other key parameters.
  2. Can handle up to 10 projects, and all the data for the projects are defined in a single tab.
  3. Easy to update project information.
  4. The timeline or road map can be expanded on collapsed as per the dates. You can use different colors for various projects to make it easy to visualize.
  5. The project health card covers key project parameters - Schedule, Budget, Resources, Risks, and Issues. Changing the traffic light s very easy enter 1 for green, 2 for amber, and 3 for red.
  6. Project Financials covers Planned Budget, Actual Budget, and Remaining Budget.
  7. Resource Allocation gives an idea of how many resources are allocated to each project.
  8. Portfolio Risk Meter displays open risks for high, medium, and low severity.
  9. Other Key Projects Parameters include open issues, pending change requests, and action items.

How to use the Project Portfolio Dashboard Excel Template

Project Portfolio Dashboard Excel Template, project portfolio template excel
Project Portfolio Dashboard Data Section
  • The dashboard is simple to use and can be configured using the data tab. 
  • Each project can be set a start date and end date. 
  • Budget Planned, Actual, and Remaining can be set. 
  • Resource headcount is the number of people working on the project.
  • Risks can be captured in terms of high, medium, and low.
  • Lastly, no issues, open change requests, and pending actions.

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9 comments

  1. asOctober 5, 2016 at 4:27 AM

    How do i make the dashboard adjust to the timeline of my project?

    ReplyDelete
    Replies
    1. Swapnil WaleOctober 10, 2016 at 12:05 AM

      In the data section there are start and end dates which drive the the first timeline. Also, this is a portfolio dashboard and not well suited for single projects.

      Delete
  2. UnknownNovember 25, 2016 at 6:34 AM

    Thanks for this very useful tool. It is just what is necesary for a short Executive update meeting. Thanks

    ReplyDelete
  3. UnknownNovember 25, 2016 at 6:54 AM

    How do you quantify the risk? Are you following any model for that?

    ReplyDelete
  4. AnonymousFebruary 7, 2017 at 7:56 AM

    I can't download the Project Portfolio Dashboard Excel template. Can you help me with what I may be doing wrong.

    ReplyDelete
  5. UnknownMay 17, 2018 at 7:01 AM

    after i enter in the start and end dates for each project, the timeline does not adjust under the delivery roadmap section. In fact, the months are no longer in order. It starts with dec 27 as in the picture above but then it odes to july 15, 31, jan. How can I fix that?

    ReplyDelete
  6. Swapnil WaleMay 17, 2018 at 7:04 AM

    Hi Traci,

    Will have a look at get back ASAP.

    Thanks,
    Swapnil

    ReplyDelete
  7. UnknownMay 17, 2018 at 7:21 AM

    ok, I got a little further, your horizontal axis assumes a three year period for the delivery roadmap. is there a way to have it assume just one year?

    ReplyDelete
    Replies
    1. Swapnil WaleMay 17, 2018 at 7:58 AM

      Hi Traci - Yes, there is. Can you please email me on swapnil@techno-pm.com?

      Delete

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