How to use the Project Portfolio Dashboard

Follow the below steps to start using the Project Portfolio Dashboard-

Template has the following Key sections:

  • Project Delivery Road map
  • Project Health Card
  • Project Funding (Auto updated)
  • Resource Allocation (Auto Updated)
  • Portfolio Risk (Auto Updated)

Project Delivery Road map:

  • Displays the Project timeline to indicate the time taken for each project.

Project Health card:

  • Covers the critical parameters of the Project -Schedule, Budget , Resource , Risk, and changes
  • Depending on the status of the project change the color of the traffic light.
  • Traffic Light: Red-when situation is out of control, Amber -it is a concern, Green-if all OK

Project Funding:

  • Displays the cost of each project.
  • To edit the cost of the project in the graph right-clicking and selecting Edit Data.
  • The edit data can be used to do an edit in PowerPoint or do an edit in excel. Doing it in Excel will allow changing formulas.

Resource Allocation

  • Represent the resource allocations are allocated to each project
  • To edit the Resource of the project in the graph right-clicking and selecting Edit Data.
  • The edit data can be used to do an edit in PowerPoint or do an edit in excel. Doing it in Excel will allow changing formulas.

Portfolio Risk:

  • Displays Risk Count for High, Medium, Low and also use to show the Open changes requests, issues, and total no.of risks open
  • To edit the Resource of the project in the graph right-clicking and selecting Edit Data.
  • The edit data can be used to do an edit in PowerPoint or do an edit in excel. Doing it in Excel will allow changing formulas.