The dashboard template built in excel allows a project manager to provide an effective update on a portfolio of projects. The dashboard covers project road map, project health, financials, resource allocation and risk meter.
| Project Portfolio Dashboard |
| Project Portfolio Dashboard |
Features of the Project Portfolio Dashboard Excel Template
- The project portfolio dashboard has 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 is 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 different 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 on how many resources are allocated to each project.
- Portfolio Risk Meter displays the open risks for high, medium and low severity.
- 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 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 of issues, open change requests and pending actions.
