Portfolio status report template


  • Project Status Report Template to Keep Your Workflow on Track
  • 21+ Printable Project Status Report Templates- Google Docs, Apple Pages , PDF
  • PMO Reports: Examples of Project and Portfolio Management Reports
  • A Forward Looking Project Portfolio Status Report
  • Atlassian Confluence Tutorial : Build a Project Portfolio Dashboard
  • Project Status Report Template to Keep Your Workflow on Track

    Confluence is a single collaboration tool where teams can organize, create documents and discuss project work in one single place. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. Below is a sample snapshot of a small program with 3 projects.

    If I click on the project title, I can also drill down to the specific status report for further analysis. The benefit of this solution is program managers can roll up individual status reports into summary level report.

    If the underlying status report changes, the dashboard is automatically updated. To create a project portfolio dashboard, follow these steps: Step 1: Create individual status reports Step 1. Confluence is flexible so feel free to modify the format as necessary. Status can be entered just by typing text or content in the cells. If you want to tag someone simply use the sign short cut and tag them. Below is the sample status report. Step 1. Format the macro with the desired text and colors.

    Step 2 Create the Portfolio Page With the individual project status report pages created, you want to create a portfolio page that will display the summary view of individual status reports. I prefer to keep all status reports in a single page hierarchy, but you could distribute this template across Confluence pages and Confluence spaces and still develop a portfolio view across multiple pages.

    Step 2. The table will link to each individual page and display specific columns from the status report. I also like to sort by Launch Date. Click the Preview icon to refresh the report summary. Remember any row in the status report can be pulled into the summary view by simply typing the field name in the Page Properties report. It may not seem like much but getting real-time visibility into a portfolio instead of consolidating PowerPoint driven status reports or having to resend a new status report with a last minute change is a time saver.

    Imagine the time saved if you were running a PMO and had to review 60 projects each week?

    21+ Printable Project Status Report Templates- Google Docs, Apple Pages , PDF

    Tip: As the PMO, it is wise to keep an eye on the number of reports. Over time, this is very likely increase, as new ones tend to be added continually. A periodic consolidation can ensure that your reporting retains its efficiency as a whole. In a multi-project environment, the selection is the challenge. From the project portfolio, which can be very substantial, you need to select certain projects. These need to be the ones which can be covered during the portfolio meeting. This ensures that the need for decisions is identified early enabling you to make the necessary decisions, too.

    Possible Contents for Reports of Individual Projects What information should the reports of individual projects contain? Budget: available or too low continue only after increase?

    Resources: committed or too few escalation or postponement? Risk situation: manageable or unfavorable any known alternatives? Chosen option: Method A or B documentation of the decision including reasons Once the PMO has prepared the meeting, it is important to ensure one thing. Tip: The report after a meeting is also an important medium. Communicate the results of the meeting to all parties concerned. This is the only way to make them adjust their further actions to the results of the meeting.

    Efficient Data Collection as the Basis for PMO Reports At many companies, collecting the data for the reports takes longer than the actual analysis and preparation. This can be handled much more efficiently once you do not have to collect various Excel files and consolidate them. It is best to work with a suitable database from the start. This database should allow integration with other systems and a central data evaluation for reports.

    This leaves more time for the analysis of the reports. This analysis in turn enables well-founded and fast decisions based on up-to-date data. But how do you recognize whether the data of a project report are complete, correct and up to date?

    The challenge is to determine which projects vary from the plan, e. Is the stage of completion, which the project manager indicated in the project report, actually correct? Only these should undergo a detailed scrutiny in the portfolio meeting. Among others, the following information can help to check whether the data are complete, correct and up to date: 1.

    PMO Reports: Examples of Project and Portfolio Management Reports

    Over time, this is very likely increase, as new ones tend to be added continually. A periodic consolidation can ensure that your reporting retains its efficiency as a whole.

    In a multi-project environment, the selection is the challenge. From the project portfolio, which can be very substantial, you need to select certain projects. These need to be the ones which can be covered during the portfolio meeting.

    This ensures that the need for decisions is identified early enabling you to make the necessary decisions, too. Possible Contents for Reports of Individual Projects What information should the reports of individual projects contain? Budget: available or too low continue only after increase?

    A Forward Looking Project Portfolio Status Report

    Resources: committed or too few escalation or postponement? Risk situation: manageable or unfavorable any known alternatives? Chosen option: Method A or B documentation of the decision including reasons Once the PMO has prepared the meeting, it is important to ensure one thing.

    Tip: The report after a meeting is also an important medium. Communicate the results of the meeting to all parties concerned. Leaders need to make decisions and take action. What is important, do NOW. This is a forward-looking statement established by the initiative owner. These are for tasks that need to be done to make the initiative successful. It follows any yellow or red traffic lights.

    If the initiative accountable writes it in black, then there is no special need nor decision expected from the executive committee. If the initiative accountable writes it in red, there is a need for help from the executive committee. It requires a decision and an action. How this Project Status Template is Used in Practice A global company had more than 1, business improvement projects running in the world.

    More than entities managed these projects in as many portfolios. The Enterprise PMO implemented a simple Project Portfolio Management System that allowed them to monitor the project performance based on the template. Not only the entity portfolio managers, but their entity leadership team, the project managers, and the team members received the full write and read permission on the project data progress, impact, WIN.

    It is important to note that the strategic initiative accountable updates the information, not the PMO. The PMO helps the strategic initiative accountable to choose the right updates. Yet, the accountable carries the full accountability for the information provided and communicated. Krunker hub who needed to access specific data may also receive a read permission from the system administrator. User acceptance was excellent.

    Atlassian Confluence Tutorial : Build a Project Portfolio Dashboard

    The results went above expectations. A common language allowed the company population to access a single version of truth and a joint understanding of the performance of all projects. The leadership team used the report during short and focused reviews where they were able to take informed decisions based on forward-looking information they felt comfortable with.

    The template will help you divide your tasks according to how far along they are as well as their potential impact on success.


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