Portfolio Manager Template

Stay On Course, Track Your Progress with Ease.

Visualize a portfolio of up to 1,000 projects all in one place and track project progress with interactive dashboard, automated timeline, project reports, calendar and more.

About

Inspired by Smartsheets & MS Project, our Portfolio Manager template efficiently illuminates up to 1,000 projects with real-time updates, alerts, and a centralized view, giving you a commanding position over the milestones, resources, deadlines, risks, teams, and decisions spanning your entire portfolio.

• Manage a portfolio of 1,000 projects with high-level dashboards that illuminate schedules, personnel, tasks, and risks in one place.
• Set your goals in Calendar, Timeline, and Gannt view with visual milestone icons
• Manage resources & man-hours across projects to assure that your work is always moving forward
• The multi-project dashboards offer a centralized view, allowing for streamlined resource allocation, proactive risk mitigation, and enhanced communication and collaboration across multiple teams.
• Calculate insights and make informed decisions with one specific project’s status, timelines, and workload so you can stay on top of everything.
• Leverage tools, terms, and template elements that follow the standards set by the Project Management Institute.

Who is this template designed for?

The Portfolio Manager template is a perfect tool for portfolio managers, project managers, team leaders, small business owners, and freelancers tracking up to 1,000 projects, 20 phases & and 50 personnel.

Key Features

What's Included in This Template

The file contains 7 main Tabs & 1 additional User Guide tab.

• Tab 1: Portfolio Dashboard

  

  
  
• Tab 2: Project Reports
  

  

  
  
• Tab 3: Timeline
  

  

  
  
• Tab 4: Workflow Kanban
  

  

  
  
• Tab 5: Calendar View
  

  

  
  
• Tab 6: Task Tracker
  

  

  
  
• Tab 7: Settings
  

Tech Specs

FAQ

How do I receive the file?

Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.

Can I customize the spreadsheet to my preference?

Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.

As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.

To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.

What if I need customization support for the template ?

Kindly email us at contact@hellotemplately.com and let us know the details. Once we know what you need, we can get you where you want to be.

About the Creators

We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.

Visit hellotemplately.com/#about to learn how we can help your team move forward.

For any questions, get in touch with us at contact@hellotemplately.com