Excel Portfolio Management Dashboard
Excel Portfolio Management Dashboard is a powerful template that has the ability to change your business. It allows you to manage all of your projects and campaigns in one place, as well as monitor what's going on with each project.
Template Details:
The Project Portfolio 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.
Format: MS Excel
Features:
- 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.
- 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.
FAQ
1. Is it safe to provide my credit card/payment information?
YES, our store is powered by Shopify which is one of the most trusted e-commerce platforms. Shopify is certified Level 1 PCI DSS compliant. All Shopify stores include an SSL certificate that uses industry standard 256-bit encryption technology. This is the same level of encryption used by large banks to keep your information secure.
2. Will I get support if I have an issue or a query?
Definitely, yes, we have a dedicated support team who will happily assist. It can be an issue or any help with our templates. Our support policy is to address the customer query ASAP regardless of the product they purchase.
3. Is this a one time payment or monthly membership?
All our products are ONE TIME PAYMENT. We do not offer subscriptions so whatever you pay will be be one time.
4. How do I access my downloads?
After you checkout, you will be taken to a download page. You will also get a download link in your email.
5. What if the download link does not work?
Sometimes links can be blocked by a corporate firewall so please try using the link from a different network or from home. If you still cannot access drop an email to support@itsm-docs.com and use our Contact Us Page.
6. Do you provide refunds?
We will REFUND the full amount in the following scenarios -
- Templates don't work as described, and we cannot fix your problem in a reasonable time.
- Templates are missing from your download and we cannot provide you the same templates shown on the site.
- You are not able to access the download. We will try to provide different mediums but if none of them work for you then we will refund your amount. Check our Refund Policy.
7. What are the different types of payments accepted?
We accept PayPal, Apple Pay, Google Pay, Master Card , Amex and VISA.
8. Do these templates work with Excel?
Yes, the templates are built using MS Office so will work on Excel.
9. Can the templates be customized or edited?
Yes, our templates can be edited and changed as you need. But reselling of templates is not allowed.
10. Why do you have a logo on the documents?
The ITSM Docs logo is only visible on the template images. We do not use logos on templates so you can customize the template as needed.
