Project Portfolio Management Summary Dashboard Template
Download a Project Portfolio Management Summary Dashboard Template for
Excel
| Google Sheets
When to Use This Template: Executives and portfolio managers can use this template in quarterly reviews to help balance risk, performance, and financial return across the portfolio of projects, and assess what adjustments they need to make.
Notable Template Features: This template provides both detailed and high-level summaries of portfolio performance, with a focus on health, financial and strategic alignment, and risk management. The template includes a spreadsheet that shows the health level, priority, status, planned vs. actual budget comparison, progress, and other data for each project. The dashboard provides visual charts and graphs that illustrate this data for the portfolio as a whole.
For related tools and resources, see our collection of project portfolio management templates and guide to project portfolio management.
Project Portfolio Management Dashboard Slide Template
Download a Project Portfolio Management Dashboard Slide Template for
PowerPoint
| Google Slides
When to Use This Template: This project portfolio slide template provides stakeholders with an overview of achievements, financial performance, and project health. Use this template in Agile and traditional settings for weekly status updates and overall performance tracking.
Notable Template Features: This template includes a project health card that you can use to highlight key metrics, as well as a portfolio risk meter, resource allocation chart, and project funding graph. Plus, use the milestone tracker to visualize project events over four quarters.
Check out our guide on the various kinds of project portfolio dashboards to learn more.
Operational Project Portfolio Dashboard Template
Download an Operational Project Portfolio Dashboard Template for
Excel
| Google Sheets
When to Use This Template: Use this dashboard template to display project status updates and monitor multiple projects at once. Identify bottlenecks, resource constraints, or delays that need immediate action.
Notable Template Features: This template includes a Gantt chart with delivery timeline, risk analysis section, resource allocation chart, and space to track project financials. With this layout, you can monitor high-risk projects, stay on top of pending actions, control costs, and get insights into timelines and task prioritization.
Operational Project Portfolio Dashboard Slide Template
Download an Operational Project Portfolio Dashboard Slide Template for
PowerPoint
| Google Slides
When to Use This Template: Choose this template for executive presentations or portfolio review meetings to visually communicate project metrics. You can tailor the presentation to the needs of different stakeholders, ensuring you surface the right information for your audience.
Notable Template Features: This template breaks down complex portfolio details into digestible slides for easy comprehension. Bar and pie charts display data such as team size, project timelines, risk totals, and budget distribution and performance.
Resource Utilization Project Portfolio Dashboard Template
Download the Resource Utilization Project Portfolio Dashboard Template for Excel
When to Use This Template: Use this portfolio dashboard template to assess whether resources are being under- or overutilized, ensure that team workloads are balanced, and adjust resource allocation in response to project demands.
Notable Template Features: This template compares planned versus actual resource utilization for individual projects and the entire portfolio. The dashboard graph demonstrates resource usage trends over time. The template also shows billable hours and total available hours to help you track financial efficiency.
PowerPoint Risk Management Project Portfolio Dashboard Template
Download the Risk Management Project Portfolio Dashboard Template for PowerPoint
When to Use This Template: Use this risk management dashboard to identify and address risks in each project that could impact the success of the portfolio as a whole.
Notable Template Features: This template includes a risk matrix, which provides a clear visual of risk likelihood and potential impact across the portfolio. It also includes a chart that shows risk by status, which will help ensure accurate tracking across your risk mitigation efforts.
Project Portfolio Status Report Dashboard Template
Download a Project Portfolio Status Report Dashboard Template for
PowerPoint
| Google Slides
When to Use This Template: Use this status report template in monthly or quarterly portfolio reviews to give stakeholders a high-level overview of project progress. The straightforward, visual layout makes it easy to quickly assess which projects are on track and which need intervention.
Notable Template Features: This template combines progress tracking with risk management in a clean, easy-to-understand format. The template shows the timeline, current progress, risks, and planned versus actual hours for multiple projects.
IT Project Portfolio Dashboard Template
Download an IT Project Portfolio Dashboard Template for
Excel
| Google Sheets
When to Use This Template: Use this IT project portfolio dashboard to assess resource allocation, delivery timelines, and the financial performance of various projects in your portfolio.
Notable Template Features: This dashboard includes a delivery roadmap, charts for tracking risks and open issues, and a financial section for monitoring budget performance. Color-coded spreadsheet columns make it easy to enter and visualize data.
Performance-Based Project Portfolio Dashboard Template
Download a Performance-Based Project Portfolio Dashboard Template for
PowerPoint
| Google Slides
When to Use This Template: Create an overview of portfolio-wide performance for easy stakeholder reporting. Demonstrate how projects are progressing, identify risks, and adjust strategies to stay aligned with organizational goals.
Notable Template Features: This template includes key metrics such as schedule performance index (SPI), cost performance index (CPI), and overall completion rates across the entire portfolio. With it, you’ll get a quick snapshot of portfolio health, including progress, risk exposure, and financial metrics. Customize the template to focus on executive-level reporting or operational reviews.
Financial Project Portfolio Dashboard Template
Download the Financial Project Portfolio Dashboard Template for Excel
When to Use This Template: Use this template to track financial data at the individual project and overall portfolio levels. This template makes it easy to monitor spending and adjust the budget when projects encounter cost overruns.
Notable Template Features: This template provides a financial overview for the entire portfolio, as well as planned versus actual pending for individual projects. Additionally, the budget allocation chart offers a visual breakdown of funding across all projects.
PowerPoint Financial Project Portfolio Template
Download the Financial Project Portfolio Template for PowerPoint
When to Use This Template: Use this PowerPoint financial dashboard template for presentations to stakeholders and strategic planning sessions. This template comes formatted as a slide deck, which makes it great ideal for presentations where you need to engage an audience while communicating key financial metrics.
Notable Template Features: The top section of this template provides a space to note high-level financial metrics for a quick summary. Below, use the pie chart to illustrate how the total budget is allocated across multiple projects, and a detailed portfolio summary table provides a breakdown of each individual project.
Project Portfolio Dashboard with Budget Tracking Template
Download the Project Portfolio Dashboard with Budget Tracking Template for Excel
When to Use This Template: Use this template to manage costs at the task and project levels. With it, you can easily monitor how each project is performing financially and ensure that costs remain within the allocated budget.
Notable Template Features: This template allows you to track project costs, including labor, materials, and other expenses such as travel or equipment. A color-coded balance column provides an easy-to-read summary of budget variance for each task. The template also provides charts that display budgeted versus actual spending for individual projects and tasks, as well as at the portfolio level.
Excel Project Portfolio Task Management Dashboard Template
Download the Project Portfolio Task Management Dashboard Template for Excel
When to Use This Template: Select this template when you need to manage individual tasks across a portfolio of projects. Monitor progress, identify bottlenecks, prioritize activities, and manage overall resource allocation among multiple tasks at once.
Notable Template Features: This template uses a combination of bar charts and pie charts to display the status of each task. Each status is color-coded so you can quickly identify the tasks that need immediate attention. A portfolio-wide view of tasks allows project managers to oversee multiple projects from a single dashboard.
Agile Project Portfolio Dashboard Template
Download an Agile Project Portfolio Dashboard Template for
Excel
| Google Sheets
When to Use This Template: Agile teams can use this template during sprint planning and in daily stand-up meetings to get an overview of stories, tasks, bugs, and other work items across the portfolio. Executives or portfolio managers can use this template to assess whether teams are on track, identify risks, and evaluate overall performance.
Notable Template Features: This template provides a clear visual breakdown of items by type and priority. The template also tracks monthly trends for bugs resolved, features delivered, and tasks completed, so you can gain insights into performance changes over time. Additionally, you can view backlog items alongside in-progress and completed work to aid planning.
Create Your Project Portfolio Dashboard With Smartsheet
From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.