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.
![Project Portfolio Management Template Excel](https://cdn.shopify.com/s/files/1/3007/4332/files/project-portfolio-dashboard_6c175fa5-1a6a-4f32-8ea5-e5682796e7e4_600x600.png?v=1635223596)
Project Portfolio Dashboard
![Project Portfolio Management Template Excel](https://cdn.shopify.com/s/files/1/3007/4332/files/project-portfolio-management-template_3f87d17d-4ff7-45b2-99c8-ce7c8f4fe5d0_600x600.png?v=1635223675)
Project Portfolio Management Template
Features of the Project Portfolio Dashboard Excel Template
- The project portfolio dashboard has a 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 are 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 various projects to make it easy to visualize.
- 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.
- Project Financials covers Planned Budget, Actual Budget, and Remaining Budget.
- Resource Allocation gives an idea of how many resources are allocated to each project.
- Portfolio Risk Meter displays open risks for high, medium, and low severity.
- Other Key Projects Parameters include open issues, pending change requests, and action items.
How To Use Project Portfolio Dashboard Excel Template
![Project Portfolio Management Template Excel](https://cdn.shopify.com/s/files/1/3007/4332/files/Portfolio-Data-Section-project-portfolio-management-template_065e9c4e-25ed-421e-84b8-942d55fbc9a1_600x600.png?v=1635223751)
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.
Consider the following - Project Management Dashboard Excel, Free Excel Project Management Templates, Portfolio Dashboard PPT, Excel Project Management Template.