Examples · PMO
PMO portfolio dashboard
Twelve projects, one page, and a rule behind every status color.
The decisionWhich projects need the steering committee's help this week?
Sample data · not a real company
Portfolio status, week 41Click a number
W36
W37
W38
W39
W40
W41
Projects on track by week
Receipt
Projects on track, week 41
- Definition
- Status is green in the latest weekly update
- Source
- portfolio.xlsx, 12 projects
- Left out
- 2 archived projects
- Check
- Updates through Oct 10
The numbers in this example
Each one with its full receipt.
- Projects on track9 of 12
- Definition
- Status is green in the latest weekly update
- Source
- portfolio.xlsx, 12 projects
- Left out
- 2 archived projects
- Check
- Updates through Oct 10
- Milestones hit86%
- Definition
- Done by the due date ÷ milestones due
- Source
- portfolio.xlsx, 36 milestones
- Left out
- 3 with no due date
- Check
- Updates through Oct 10
- Budget used$1.42M
- Definition
- Spend to date ÷ approved budget
- Source
- portfolio.xlsx, 184 spend rows
- Left out
- 1 totals row
- Check
- Budgets add up to $2.33M
- Open risks14
- Definition
- Risks not marked closed, any rating
- Source
- portfolio.xlsx, 22 risks
- Left out
- 8 closed risks
- Check
- Updates through Oct 10
How it was built
- 1
The decision
The steering committee picks the two or three projects that need help.
- 2
The metrics
Projects on track, milestones hit, budget used, open risks, and a weekly trend.
- 3
The cleaning
Two archived projects, three undated milestones, and a totals row were left out and listed.
- 4
The receipts
Each status links to the weekly update it came from, and the rule that set its color.