Nelly TioIT Team Leader| Canada Revenue AgencyOttawa, Ontario, Canada
Hello,
Does anyone have any suggestions or sample/examples of how to dashboard report for sr management on a program with 50-100 IT projects using Excel or MS Project? Our organization has implemented project gating, and the dashboard must show the progress by gates rather than phases.
I think using MS Project should be fine. Saving Changes...
Bruce Wilkinson MBA, PMPExpert Project Manager / Trustworthy Executive Assistant / Business Coach| goBRUCE Business ServicesCuenca, Azuay, Ecuador
The Canadian govt. PM site has some good info on both gating and dashboard reporting using Excel, but I see you are from Ottawa, so you are probably already using this and looking for something more? http://www.tbs-sct.gc.ca/hgw-cgf/oversight.../index-eng.asp. Have you considered feeding the Excel and MS Project info into a Sharepoint project dashboard? Saving Changes...
Nelly TioIT Team Leader| Canada Revenue AgencyOttawa, Ontario, Canada
Thanks Bruce. I did see the executive dashboard on the TBS website. However, I''m looking for templates or samples to consolidate multiple programs/projects into one dashboard. I''m not familiar with Sharepoint project dashboard. From what I can tell, it is a 3rd party software? Unfortunately, I won''t be able to use a 3rd party software. Saving Changes...
Anderson BorgesProject & Program Manager| D2L CorporationToronto, Ontario, Canada
Hello Nelly,
In my opinion, to build and keep a good and trustfull portfolio dashboard is very important adopt a good project management tool (PPM). In the last 6 months I''ve been studying the main project management tools available (HP-PPM, Microsoft-EPM and Planview Enterprise) all of then leaders according the Gartner Magic Quadrant and I liked a lot the approach of Planview Enterprise.
I hope that this information it can help you. Saving Changes...
alan rossneyProject Manager| jacobs EngineeringDublin, Dublin, Ireland
Just my view but if you are a running a pmo with a couple of managers reporting on multiple projects you will need a dashboard. Nothing fancy mind. A simple Web accessible spreadsheet on your intranet tabling each projects performance against effort, cost, schedule, risk has worked well before. If the table us filtered it can easily be sorted by qny key performance indicator. Thus you cwn use the 80/20 rule to ensure key projects or issues are getting your attention. You could post it on a share point site with templates and other resources.
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1 reply by Nelly Tio
Dec 18, 2015 2:03 PM
Nelly Tio
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Thanks.
Alan - Can you give me more info on web accessible spreadsheets?
Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
I've been able to use Visio effectively to report my Project data in a more graphical way. It's a great dashboard maker. Saving Changes...
@Nelly I'm not very sure on dashboard tools except that of PMIS, SharePoint but make sure any system that you use particularly for the dashboard the data is getting automatically integrated from your tracking system, or there are ways to represent directly from your tracking system. Saving Changes...
Nelly TioIT Team Leader| Canada Revenue AgencyOttawa, Ontario, Canada
Dec 17, 2015 7:36 PM
Replying to alan rossney
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Just my view but if you are a running a pmo with a couple of managers reporting on multiple projects you will need a dashboard. Nothing fancy mind. A simple Web accessible spreadsheet on your intranet tabling each projects performance against effort, cost, schedule, risk has worked well before. If the table us filtered it can easily be sorted by qny key performance indicator. Thus you cwn use the 80/20 rule to ensure key projects or issues are getting your attention. You could post it on a share point site with templates and other resources.
Thanks.
Alan - Can you give me more info on web accessible spreadsheets?
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1 reply by alan rossney
Dec 20, 2015 3:02 PM
alan rossney
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I was thinking of a simple dahsboard tabling KPI's for each of the projects.Excel will allow sorting and filtering by any column. I was thinking it could be posted on an internal sharepoint page where multiple PM's could check out the file, update and check back in. But, this could be done (without checkin/out facility) at any network location or intranet page on an internal web server. If you talk to your IT crowd they may be able to make the spreadsheet accessible on a server that has broad access....hope that help
