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Ben Phlipot Sr. Director, PMO| TRG Columbus, Oh, United States

What are the best tools/templates to use to present project status on multiple projects. At any given time my team and I are managing 10-15 projects under a single portfolio and I am finding it difficult to find a template as a starting point to present status. Thanks!

Posted: Apr 30, 2019 11:56 AM

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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada

I agree with Yenny. define some KPIs and monitor them.

Posted: May 1, 2019 7:55 AM

Sergio Luis Conte Helping to create solutions for everyone| Worldwide based Organizations Buenos Aires, Argentina

The best tools/templates are those that show what your stakeholders need to visualize as information, which is not the same than data. You need to make stakeholder an stakeholder analysis first. The same information could be shown in different format depending on your audience.

Posted: May 1, 2019 8:38 AM

Sante Delle-Vergini, PhD Senior Project Manager| Infosys Melbourne, Victoria, Australia

Apr 30, 2019 2:00 PM

Replying to Melissa Johnson

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My organization has just adopted WorkOtter. It's a brand new platform for me, but seems to have some cool features. Does require collaboration with all Project Managers for each Project, but once everyone is synchronized to updating their projects the same way, can provide some good data on status.

Thanks for that, I will check out WorkOtter.

Posted: May 1, 2019 3:38 PM

Crystal Davies None Bahamas

Apr 30, 2019 3:21 PM

Replying to Keith Novak

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I agree with Alyne. We often use a combination of Excel and PowerPoint. With Excel we can easily show all the milestones for each project and the status at each milestone, providing a 1-page view of the portfolio. For more details we will have a deck of 1 page PowerPoint files for each project. To integrate across the different projects, Project can track the schedule dependencies.

Hi Keith, is there a visual template you can share? I'm having this issue at work and we're trying to figure out what variables to include on our dashboard and how these can be shown for one portfolio.

Posted: Jan 24, 2024 3:32 PM

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