Project Portfolio Template

Resource Overview

Use this template to analyze and collectively manage a group of current or proposed projects based on numerous key characteristics.


Related Resources

Your Problem

You need to keep your project management office (PMO) organized by managing tasks and projects in the most efficient way possible. In this initiative, it is important that you determine the current status of your projects, the people who are responsible for each initiative, and how a number of factors align with your business objectives.

Our Solution

A Microsoft Excel project portfolio management template that will help you to achieve your organization’s goals. This template will allow you to monitor tasks more effectively and it will help you identify the optimal resource mix. Creating a simple system for managing all projects in the department will increase the chances of project success and it will facilitate reporting on critical business priorities with senior management. This template also includes a "Project Incubator" tab so that you can effectively document and manage new project ideas.

Key Benefits

  • easy color-coded format
  • automated status indicator
  • simple Excel project management system
  • save 12 hours on formatting
  • prioritize projects with a drop list


Microsoft Excel Spreadsheet

Estimated Time Required: 4 Hours

Skills Required: Excel (Advanced)