PROJECT PORTFOLIO MA

ANALYSISTABS
PROJECT MANAGEMENT TEMPLATE

@ TEMPLATE OPTIONS

4 LABEL PREFERENCES
Executive Dashboard gives Select a project to view
you a high-level overview every aspect (Budget,
of projects, resource and Hours, Timelines, Risks,
4 DEFAULT VALUES
budget Progress) of a project.

4 ORG. WEEK ENDS PORTFOLIO DASHBOARD

EXECUTIVE DASHBOARD
PROJECT DASHBOARD
EXECUTIVE DASHBOARD
4 CALCULATIONS

PORTFOLIO DASHBOARD
4 CALCULATIONS Add and Manage your Add and Manage your
Resources and Client Portfolios, Projects,
details. Milestones, Tasks and
PROJECT DASHBOARD Project Risks and Issues.
4 CALCULATIONS

RESOURCE MANAGEMENT
4 RESOURCE DASHBOARD
CALCULATIONS PORTFOLIO MANAGEMENT

PROJECT MANAGEMENT
CLIENT MANAGEMENT
4 GANTT CHART CALCULATIONS

TASK MANAGEMENT

4 HELP? RISK LOG

RTFOLIO MANAGEMENT TEMPLATE

a project to view Monitor if your team Visual representation of

y aspect (Budget, meeting the timelines. the progress of project
, Timelines, Risks, Check their workload & tasks , milestones and their
ress) of a project. progress of own tasks. timelines .

FOLIO DASHBOARD
RESOURCE DASHBOARD GANTT CHART
JECT DASHBOARD

and Manage your Add and Manage Your Add and Manage Company
tfolios, Projects, Invoices and Billable Holidays and Project Lists.
stones, Tasks and Expenses.
t Risks and Issues.

LIO MANAGEMENT
INVOICE MANAGEMENT HOLIDAYS
CT MANAGEMENT

K MANAGEMENT EXPENSES (BILLABLE) LISTS

RISK LOG
BACK TO
MAIN SHEET

How to use this template?

STEP 1

STEP 2

STEP 3

Field
Field

Field

Field

Field

Field

How to additional Columns to the Tables?

You can add more columns at the end of the [Link]; after the last column.
Right Click on the last column of the table and Insert Column to the Right
 HELP?

use this template?

Add CLIENTS in the Client Management Sheet

Add PROJECTS in the Project Management Sheet
Add RESOURCE in the Resource Management Sheet

Then go to 'Task Management' Sheet to add your Project Milestones and Tasks
Select a Project - Add a Milestone - > Add Tasks

Now you can veiw the updated Dashboards, Gantt Chart and Summary Worksheets

Color Description
Data Entry Fields: Manually Type your entries.

Data Selection Fields: You can select the items from the drop down. You can manage the lists in
the respective worksheets (specified in the comments).

Change as per Requirement: You can change the data of these fields to suit your needs.

Formulas: Do not clear the data in these cells.

Do Not Change: Do not change the data under these fields.

additional Columns to the Tables?

can add more columns at the end of the [Link]; after the last column.
ht Click on the last column of the table and Insert Column to the Right
 EXECUTIVE DASHBOARD BACK TO MAIN
SHEET

BUDGET 64 TASKS
12 PROJECTS 10 CLIENTS 5284 PLAN HOURS
$59,300

21 OF 64 TASKS COMPLETED ALL TASKS BY PRIORITY ALL TASKS BY STATUS

8 TASKS

72%
13 TASKS
22 TASKS
OVERALL
PROGRESS 13 of 64 tasks
InProgress

ALL TASKS BY COMPLEXITY

Level 3 4
Open InProgress Completed
Level 2 15
On Hold Cancelled OTHER
Low Medium High
Level 1 45

- 3 WEEKS | THIS WEEK | +7 WEEKS

TASKS DUE

TASKS COMPLETED

TASKS IN PROGRESS 0 0 0 0 0 0 0 0 0 0 0

WK-3 WK-2 WK-1 THIS WEEK WK+1 WK+2 WK+3 WK+4 WK+5 WK+6 WK+7

PROJECT TIMELINES
15-May-19
18-Aug-16

22-Sep-17

10-Apr-18

27-Oct-18
31-Jan-16

18-Jun-20
6-Mar-17

1-Dec-19
15-Jul-15

4-Jan-21

Project Title 1; 1-Jun-17

Project Title 2; 10-Jul-17

Project Title 3; 10-Oct-17

Project Title 4; 1-Jan-18

Project Title 5; 5-Jan-18

Project Title 6; 10-Jan-18

Project Title 7; 24-Jul-18

Project Title 8; 22-Sep-18

Project Title 9; 21-Nov-18

Project Title 10; 20-Jan-19

Project Title 11; 21-Mar-19

Project Title 12; 20-May-19

 Person Name 1

483
Project Title 1 Project Title 1

$300
$4,900
$6,500
$1,600
Person Name 2

PROJECT BUDGET
501

BILLABLE EXPENSES
Project Title 2
RESOURCE WORKLOAD

Project Title 2

$200
$2,800
$6,800
$4,000
Budget: 59300
Person Name 3
914

PROJECT BUDGET & HOURS

Project Title 3 Project Title 3

$800
$4,500
$4,000

$(500)

$5,550
Person Name 4
686

Project Title 4 Project Title 4 Person Name 5

317

$400
$2,700
$5,000
$2,300
Spent: 21200
Person Name 6
348

Project Title 5 Project Title 5

$300
$4,700
$6,000
$1,300
Person Name 7
179

Project Title 6 Project Title 6

$400

$400
$1,600
$2,000
Person Name 8
258

Balance: 38100

$-
Project Title 7 Project Title 7

$500
$4,400
$4,400
Person Name 9
340
Project Title 8; 22-Sep-18

Project Title 9; 21-Nov-18

$-
Project Title 8 Project Title 8
Project Title 10; 20-Jan-19

Person Name 10
273

$4,000
$4,000

$1,600
Project Title 11; 21-Mar-19

Project Title 12; 20-May-19

Person Name 11

$-
162

Project Title 9 Project Title 9

$800
$5,000
$5,000
Person Name 12
231

$-
Project Title 10 Project Title 10

$100
$6,000
$6,000
Person Name 13
190

$-
Project Title 11 Project Title 11

$50
$6,000
$6,000

Person Name 14
216

$-

Project Title 12 Project Title 12

$100
$3,600
$3,600

Person Name 15
186
 $400 $400
$300 $300
$200
$100 $50 $100

Project Title 1

Project Title 2

Project Title 3

Project Title 4

Project Title 5

Project Title 6

Project Title 7

Project Title 8

Project Title 9

Project Title 10

Project Title 11

Project Title 12
PLNNED VS ACTUAL HOURS

PLAN HOURS: 4290 ACTUALL HOURS: 4272

847
800
763

735
594

533
773

600

789

542

823

763

0
0

0
1

e8

e9

2
e1

e1

e1
e

le

e
itl
itl

itl

itl

itl

itl

itl

itl
Tit

itl

itl

itl
tT

tT

tT

tT

tT

tT

tT

tT

tT

tT

tT
ct
ec

ec

ec

ec

ec

ec

ec

ec
oje

ec

ec

ec
oj

oj

oj

oj

oj

oj

oj

oj

oj

oj

oj
Pr

Pr

Pr

Pr
Pr

Pr

Pr

Pr

Pr

Pr

Pr

Pr
PROJECT RISKS & ISSUES

! TOTAL OUTSTANDING RISKS/ISSUES 29 IMPACT

Insignificant Minor Moderate Major Severe

RISKS MATRIX 0% 2% 11% 41% 71%

1% 10% 40% 70% 100%
Almost Certain
6 18
LIKELIHOOD

51% 100%
Likely
TOTAL 1
26% 50%
RISKS/ISSUES
36 Possible
1
11% 25%
Rare
3
6% 10%
Unlikely
7
2% 5%
Very Unlikely
0% 1%
Requested Approved Planning In Progress
Complete On Hold #RISKS/ISSUES LOW MEDIUM HIGH EXTREME

RISK TYPE RISK LEVEL

Amend 2 12

Issue 10 9 9

6
Risk 11

Question 7

Other 6 Low Medium High Extreme

 6
Risk 11

Question 7

Other 6 Low Medium High Extreme

RISKS & ISSUES BY PROJECT

7 7

4 4
3 3
2 2 2
1 1
0
 PROJECT PORTFOLIO DASHBOARD

PROJECT SUMMARY

Open
PROJECTS

12
InProgress

PROJECTS BY Completed 2
STATUS
On Hold 0

Cancelled 0

BUDGET
SPENT
$21,200
$38,000
BALANCE $16,800

PORTFOLIO BUDGET vs SPENT

BUDGET SPENT BALANCE

$16,000 $15,000
$14,000 $5,400
$12,000

$10,000

$8,000

$6,000 $5,000 $5,000 $5,000

$4,000 $500 $5,000
$2,000
$9,600 $(2,100)
$7,100 $4,500 $-
$-
ortfolio Name 1

ortfolio Name 2

ortfolio Name 3

ortfolio Name 4
$2,000
$9,600 $(2,100)
$7,100 $4,500 $-
$-

Portfolio Name 1

Portfolio Name 2

Portfolio Name 3

Portfolio Name 4
PROJECT BUDGET vs SPENT

BUDGET SPENT BALANCE

$8,000

$6,800
$7,000 $6,500
$4,000 $6,000
$6,000 $1,600
$5,000 $1,300 $5,0
$5,000
$2,300 $4,400 $5,0
$4,000 $4,000
$4,000 $4,400
$4,000
$3,000
$2,000
$2,000
$400
$1,000
$4,900 $2,800 $4,500
$(500) $2,700 $4,700 $1,600 $- $- $-
$-
Project Title 1

Project Title 2

Project Title 3

Project Title 4

Project Title 5

Project Title 6

Project Title 7

Project Title 8

Project Title 9
OARD BACK TO MAIN
SHEET

Open 6

ress 4

eted 2

Hold 0

elled 0

$4,290

$4,272

PLAN HOURS HOURS SPENT

BALANCE
$16,000

$14,000

$12,000

$10,000

$8,000

$5,000 $5,000 $6,000

$5,000 $3,000 $5,000 $4,000

$3,000 $2,000
$- $- $-
$-
ortfolio Name 4

ortfolio Name 5

ortfolio Name 6
 $3,000 $2,000
$- $- $-
Portfolio Name 4 $-

Portfolio Name 5

Portfolio Name 6
BALANCE
$8,000

$7,000
$6,000 $6,000
$6,000
$5,000 $6,000 $6,000
$5,000
400 $5,000
$4,000
400 $3,600 $4,000
$4,000
$3,600 $3,000

$2,000

$1,000
- $- $- $- $- $-
$-
Project Title 12
Project Title 10

Project Title 11
Project Title 7

Project Title 8

Project Title 9
 START 17-Oct-17 BACK TO MAIN
STATUS

Project Title 1
SHEET
END 26-Oct-00
CLIENT Person Name 1 COMPLETED

TASKS by STATUS

Open 0
71% 3 12 InProgress 3
Completed 9
On Hold 0
OVERALL 2 OF 3 MILESTONES 9 OF 12 TASKS
COMPLETED Cancelled 0
PROGRESS COMPLETED

773
PROJECT BUDGET SPENT BALANCE

763 $6,500 $4,900 $1,600

PLAN HOURS HOURS SPENT

MILESTONES & TASKS PROGRESS

100%

100%

100%
100%

100%

100%

100%

100%

100%
90%

50%

Project Testing 0%

0%
Testing Task 1 0%

Testing Task 3 0%
Project Design

Development Task 1

Development Task 3
Design Taks 2

Development Task 2

Development Task 4
Project Development
Design Taks 1

Design Taks 3

Design Taks 4

Design Taks 5

Testing Task 2

PROJECT TIMELINE
15-May-19

10-Mar-20
23-Aug-19

01-Dec-19

26-Sep-20

14-Apr-21
18-Jun-20

04-Jan-21

23-Jul-21

Project Design; 26-Feb-20

Design Taks 1; 27-Feb-20

Design Taks 2; 11-Mar-20

Design Taks 3; 24-Mar-20

Design Taks 4; 20-Apr-20

Design Taks 5; 21-Apr-20

Project Development; 19-May-20

Development Task 1; 20-May-20

Development Task 2; 14-Jul-20

Development Task 3; 7-Sep-20

Development Task 4; 30-Nov-20

Project Testing; 24-Feb-21

Testing Task 1; 25-Feb-21

Testing Task 2; 10-Mar-21

Testing Task 3; 6-Apr-21

 Project Testing; 24-Feb-21

Testing Task 1; 25-Feb-21

Testing Task 2; 10-Mar-21

Testing Task 3; 6-Apr-21

TASKS BY %PROGRESS

1
0 0 0 0 0 0 0 0
0 1%-10% 11%-20% 21%-30% 31%-40% 41%-50% 51%-60% 61%-70% 71%-80% 81%-90% 91%-100%

TASKS & RISKS | RESPONSIBLE

PROJECT TASK PROJECT RISKS

4

3 3

1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0
e1

e2

e3

e4

e5

e6

e7

e8

5
e9

e1

e1

e1
e1

e1

e1
am

am

am

am

am
am

am

am

am

am

am

am
am

am

am
nN

nN

nN

nN

nN

nN

nN

nN

nN

nN

nN

nN

nN

nN

nN
r so

r so

r so

r so
rso

rso

rso

rso

rso

r so

r so

r so
rso

rso

rso
Pe

Pe

Pe

Pe
Pe

Pe

Pe

Pe

Pe

Pe

Pe

Pe
Pe

Pe

Pe

! TOTAL OUTSTANDING RISKS/ISSUES 2 RISK TYPE RISK LEVEL

Amend 1
3

Issue 0
TOTAL
RISKS/ISSUES
4
Risk 3

Question 0

0 0
Requested Approved Planning
Other 0 Low Medium High Extreme
In Progress Complete On Hold
 1

Question 0

0 0
Requested Approved Planning
Other 0 Low Medium High Extreme
In Progress Complete On Hold

THIS YEAR PROJECT STATUS REPORT: PROJECT TITLE 1

TASKS DUE THIS YEAR: 4

STATUS PRIORITY COMPLEXITY

Level 10

4
Level 20

Level 30

Open InProgress Completed 0

Low 0
Medium 0
High
On Hold Cancelled OTHER

TASKS STARTS THIS YEAR: 3

COMPLEXITY PRIORITY STATUS

STATUS
Level 1 0

Level 2 0
3

Level 3 0 0 0 0
Low Medium High Open InProgress Completed
On Hold Cancelled OTHER

Notes:
Write important notes here when you wants to print.
Write important notes here when you wants to print.
Write important notes here when you wants to print.
Write important notes here when you wants to print.
Write important notes here when you wants to print.
Write important notes here when you wants to print.
 RESOURCE OVERVIEW BACK TO
MAIN SHEET

RESOURCE WORKLOAD | TOTAL TASKS & PLAN HOURS

PLAN HOURS TASKS

S
SK
TA
11

S
1000 12

SK
S

TA
900
SK
TA

10

9
800
8

700
8
600
S

S
SK

SK

SK
SKS

S
SKS

SKS

SKS

SKS
TA

TA

TA
500 6

SK
SKS

SKS

S
TA

TA

TA

TA

TA
TA
400
4

SK
TA

TA

TA
4
3

3
300

2
200
2
100
483 501 914 686 317 348 179 258 340 273 162 231 190 216 186
0 0
Person Name 1

Person Name 2

Person Name 3

Person Name 4

Person Name 5

Person Name 6

Person Name 7

Person Name 8

Person Name 9

Person Name 10

Person Name 11

Person Name 12

Person Name 13

Person Name 14

Person Name 15
*Select an Employee EMP NAME

TASK PROGRESS
TASKS ASSIGNED TASKS COMPLETED
64 21
1 TASKS
3 TASKS

DUE THIS MONTH DUE NEXT MONTH

21 TASKS 72% 26 TASKS

0 1 OVERALL
PROGRESS

13 TASKS

DUE THIS YEAR DUE NEXT YEAR

11 0
Open InProgress Completed On Hold Cancelled
OTHER

- 3 WEEKS | THIS WEEK | +7 WEEKS

TASKS DUE TASKS COMPLETED TASKS IN PROGRESS

 0 0 0 0 0 0 0 0 0 0 0
K- 3 K- 2 K- 1 EEK K +1 K +2 K +3 K +4 K +5 K +6 K +7
W W W W W W W W W W W
IS
TH

HEATMAP| PLANNED HOURS

*Select an
YEAR 2020 TIMEFRAME PLANNED EMP NAME
Employee
Aggregate HOURS 3 HOURS=LOW(Green) | 6 HOURS=AVERAGE (Orange) | 9 HOURS=HIGH(Red)

2020 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTAL

1
6.6 0 0 2.3 9 4.5 4 0 3.1 8.7 0 5.9 44.1

2
6.6 0 19.1 2.3 0 4.5 4 0 3.1 8.7 8.4 5.9 62.6

3
6.6 15.5 19.1 2.3 0 4.5 4 3.1 3.1 0 8.4 5.9 72.5

4
0 15.5 19.1 0 9 4.5 0 3.1 3.1 0 8.4 5.9 68.6

5
0 15.5 19.1 0 9 4.5 0 3.1 0 8.7 8.4 0 68.3

6
6.6 15.5 19.1 3.8 9 0 4 3.1 0 8.7 8.4 0 78.2

7
6.6 15.5 0 3.8 9 0 4 3.1 4.5 8.7 0 5.9 61.1

8
16.1 0 0 3.8 9 4.5 4 0 3.5 8.7 0 5.9 55.5

9
9.5 0 19.1 4.5 0 4.5 4 0 3.5 8.7 8.4 5.9 68.1

10
9.5 15.5 11.7 4.5 0 4.5 4 3.1 3.5 0 8.4 5.9 70.6

11
0 27.9 18.7 0 9 4.5 0 3.1 3.5 0 8.4 5.9 81

12
0 12.4 12 0 9 4.5 0 3.1 0 8.7 7.6 0 57.3

13
9.5 12.4 12 4.5 9 0 4 3.1 0 8.7 7.6 0 70.8

14
9.5 12.4 0 4.5 9 0 5 3.1 3.5 8.7 0 5.9 61.6

15
9.5 0 0 4.5 9 4.5 2.7 0 3.5 8.7 0 5.9 48.3

16
9.5 0 12 4.5 0 4.5 2.7 0 3.5 8.7 6.6 5.9 57.9

17
9.5 12.4 12 4.5 0 4.5 2.7 3.1 3.5 0 6.6 5.9 64.7

18
0 12.4 12 0 6.8 4.5 0 3.1 3.5 0 6.6 5.9 54.8

19
0 12.4 12 0 2.2 4.5 0 3.1 0 8.7 6.6 0 49.5

20
9.5 12.4 12 6.7 4.5 0 2.7 3.1 0 8.7 6.6 0 66.2

21
9.5 12.4 0 9 4.5 0 2.7 3.1 3.5 8.4 0 5.9 59

22
9.5 0 0 9 4.5 4.5 2.7 0 3.5 8.4 0 5.9 48

23
9.5 0 12 9 0 4.5 2.7 0 3.5 8.4 6.6 5.9 62.1

24
9.5 12.4 9.3 9 0 4.5 2.7 3.1 3.5 0 6.6 1.5 62.1

25
0 12.4 2.3 0 4.5 4.5 0 3.1 3.5 0 6.6 1.5 38.4

26
0 12.4 2.3 0 4.5 4.5 0 3.1 0 8.4 6.6 0 41.8

27
9.5 19.1 2.3 9 4.5 0 2.7 3.1 0 8.4 6.6 0 65.2

28
0 19.1 0 9 4.5 0 2.7 3.1 3.5 8.4 0 1.5 51.8

29
15.5 0 0 9 4.5 4 3.8 0 3.5 8.4 0 3.4 52.1

30
15.5 0 2.3 9 0 4 3.1 0 3.5 8.4 5.9 6.6 58.3

31
15.5 0 2.3 0 0 0 3.1 3.1 0 0 0 8.7 32.7
 TOTAL 219.1 295.5 261.8 128.5 144 98 78 65.1 76.4 189 154.3 123.5 1833.2

DAILY AVERAGE 9.5 14.8 11.9 5.8 6.9 4.5 3.4 3.1 3.5 8.6 7.3 5.4 7.0

WORKING DAYS 23 20 22 22 21 22 23 21 22 22 21 23 262

 Portfolio Name PORTFOLIO NAME Status

Project Name PROJECT NAME Complexity

Responsible Person EMP NAME Priority

✘ Show Milestones ✘ Show Tasks ✘ Color Bars

✘ Multiple Colors A Show Project Labels Highlight Holidays (Daily View)

SCROLL 6 MILESTONE
UP/DOWN WBS TASK PROJECT
.

P1.M1 Project Design Project Title 1

CURRENT SCROLL OFFSET: 0

P1.T1 Design Taks 1 Project Title 1

P1.T2 Design Taks 2 Project Title 1
P1.T3 Design Taks 3 Project Title 1
P1.T4 Design Taks 4 Project Title 1
P1.T5 Design Taks 5 Project Title 1
P1.M2 Project Development Project Title 1
P1.T6 Development Task 1 Project Title 1
P1.T7 Development Task 2 Project Title 1
P1.T8 Development Task 3 Project Title 1
P1.T9 Development Task 4 Project Title 1
P1.M3 Project Testing Project Title 1
P1.T10 Testing Task 1 Project Title 1
P1.T11 Testing Task 2 Project Title 1
P1.T12 Testing Task 3 Project Title 1
P2.M1 Phase 1 Project Title 2
P2.T1 Phase 1 Task 1 Project Title 2
P2.T2 Phase 1 Task 2 Project Title 2
P2.T3 Phase 1 Task 3 Project Title 2
P2.T4 Phase 1 Task 4 Project Title 2
P2.M2 Phase 2 Project Title 2
P2.T5 Phase 2 Task 1 Project Title 2
P2.T6 Phase 2 Task 2 Project Title 2
P2.T7 Phase 2 Task 3 Project Title 2
P2.T8 Phase 2 Task 4 Project Title 2
P3.M1 Project Design Project Title 3
P3.T1 Design Taks 1 Project Title 3
P3.T2 Design Taks 2 Project Title 3
P3.T3 Design Taks 3 Project Title 3
P3.T4 Design Taks 4 Project Title 3
 STATUS FLAG NONE

COMPLEXITY BACK TO MAIN Time Frame NONE

SHEET
PRIORITY Time Frame Based On PLAN END

✘ Project Divider Start Date 5-Apr-2019 Gantt. View Quarterly Plot Gantt ACTUAL PROGRESS

Highlight Holidays (Daily View) SCROLL GANTT 4

LEFT/RIGHT CURRENT SCROLL OFFSET: 0
1-Jan-19

1-Apr-19

1-Jan-20

1-Apr-20

1-Jan-21

1-Apr-21

1-Jan-22

1-Apr-22

1-Jan-23

1-Apr-23
1-Oct-19

1-Oct-20

1-Oct-21

1-Oct-22
1-Jul-19

1-Jul-20

1-Jul-21

1-Jul-22

1-Jul-23
PROGRESS

1
1
1
1
1
1
0.9
1
1
1
0.5
0
0
0
0
0.85
1
1
0.9
0.5
0.7
1
1
0.5
0.25
1
1
1
1
1

GANTT COLORS PLAN ACTUAL COMPLETE INPROGRESS

Style 1 Colors
Style 2 Colors
1-Oct-23

NONE
NONE
1-Jan-24

PLAN END

ACTUAL PROGRESS
1-Apr-24

URRENT SCROLL OFFSET: 0

1-Jul-24

1-Oct-24

1-Jan-25

1-Apr-25

1-Jul-25

1-Oct-25
IN

1-Jan-26

1-Apr-26
6

1-Jul-26
PROJECTS

1-Oct-26

1-Jan-27

1-Apr-27

1-Jul-27

1-Oct-27
16
MILESTONES

1-Jan-28

1-Apr-28

1-Jul-28

1-Oct-28
64

1-Jan-29
TASKS

1-Apr-29
72%

1-Jul-29
1-Oct-29

1-Jan-30

1-Apr-30

1-Jul-30

1-Oct-30

1-Jan-31

1-Apr-31

1-Jul-31

1-Oct-31

1-Jan-32

1-Apr-32

1-Jul-32

1-Oct-32

1-Jan-33

1-Apr-33

1-Jul-33

1-Oct-33

1-Jan-34

1-Apr-34

1-Jul-34

1-Oct-34

1-Jan-35

1-Apr-35
 BACK TO
MAIN SHEET RESOURCE MANAGEMENT

SNO EMP NAME EMP TYPE DEPARTMENT

1 Person Name 1 Full Time Network

2 Person Name 2 Part Time Coding
3 Person Name 3 Full Time Testing
4 Person Name 4 Full Time Network
5 Person Name 5 Full Time Network
6 Person Name 6 Part Time Coding
7 Person Name 7 Full Time Testing
8 Person Name 8 Full Time Network
9 Person Name 9 Full Time Network
10 Person Name 10 Part Time Coding
11 Person Name 11 Full Time Testing
12 Person Name 12 Full Time Network
13 Person Name 13 Full Time Testing
14 Person Name 14 Full Time Coding
15 Person Name 15 Full Time Network
GEMENT

EDB_Caclulations
RATE PER HOUR Max Hours Per Day Workload PROJECT TASK PROJECT RISKS

200 8 483 4 1
300 8 501 2 1
500 10 914 3 1
400 12 686 3 0
200 5 317 0 0
300 8 348 0 0
500 10 179 0 0
400 12 258 0 0
200 5 340 0 0
300 8 273 0 0
500 10 162 0 1
400 12 231 0 0
300 8 190 0 0
300 10 216 0 0
500 12 186 0 0
ALL TASKS

4
8
11
9
3
3
2
3
4
4
2
3
3
2
3
 BACK TO
MAIN SHEET CLIENT MANAGEMENT

SNO NAME COMPANY COUNTRY

1 Customer Name 1
2 Customer Name 2
3 Customer Name 3
4 Customer Name 4
5 Customer Name 5
6 Customer Name 6
7 Customer Name 7
8 Customer Name 8
9 Customer Name 9
10 Customer Name 10
NT

ADDRESS EMAIL PHONE

 BACK TO
MAIN SHEET PROTFOLIO MANAGEMENT

SNO PORTFOLIO NAME RESPONSIBLE START DATE

1 Portfolio Name 1 Person Name 1 01-Jun-17

2 Portfolio Name 2 Person Name 2 10-Jul-17
3 Portfolio Name 3 Person Name 3 10-Oct-17
4 Portfolio Name 4 Person Name 4 01-Jan-18
5 Portfolio Name 5 Person Name 5 05-Jan-18
6 Portfolio Name 6 Person Name 6 10-Jan-18
7
8
9
10
11
12
NAGEMENT

END DATE HEALTH BUDGET SPENT BALANCE PLAN HOURS

03-Mar-18 $ 15,000 $ 9,600 $ 5,400 1596

17-Mar-18 $ 5,000 $ 7,100 $ (2,100) 1905
23-May-18 $ 5,000 $ 4,500 $ 500 789
24-Aug-18 $ 5,000 $ - $ 5,000 0
02-Oct-18 $ 3,000 $ - $ 3,000 0
03-Aug-18 $ 5,000 $ - $ 5,000 0
$ - $ - 0
$ - $ - 0
$ - $ - 0
$ - $ - 0
$ - $ - 0
$ - $ - 0
ACTUAL HOURS DURATION

1610 276
1862 251
800 226
0 236
0 271
0 206
0
0
0
0
0
0
 BACK TO
MAIN SHEET PROJECT MANAGEMENT

SNO PROJECT NAME PORTFOLIO RESPONSIBLE

1 Project Title 1 Portfolio Name 1 Person Name 1

2 Project Title 2 Portfolio Name 2 Person Name 2
3 Project Title 3 Portfolio Name 3 Person Name 3
4 Project Title 4 Portfolio Name 2 Person Name 4
5 Project Title 5 Portfolio Name 1 Person Name 5
6 Project Title 6 Portfolio Name 2 Person Name 6
7 Project Title 7 Portfolio Name 3 Person Name 7
8 Project Title 8 Portfolio Name 6 Person Name 8
9 Project Title 9 Portfolio Name 4 Person Name 9
10 Project Title 10 Portfolio Name 5 Person Name 10
11 Project Title 11 Portfolio Name5 Person Name 11
12 Project Title 12 Portfolio Name 2 Person Name 12
CT MANAGEMENT

Formula
CLIENT BUDGET START DATE DAYS End Date COMPLEXITY

Customer Name 1 $ 6,500 1-Jun-17 300 27-Jul-18 Level 1

Customer Name 2 $ 6,800 10-Jul-17 350 13-Nov-18 Level 2
Customer Name 3 $ 4,000 10-Oct-17 400 24-Apr-19 Level 3
Customer Name 4 $ 5,000 1-Jan-18 50 9-Mar-18 Level 1
Customer Name 5 $ 6,000 5-Jan-18 100 25-May-18 Level 2
Customer Name 6 $ 2,000 10-Jan-18 120 27-Jun-18 Level 3
Customer Name 7 $ 4,400 24-Jul-18 350 25-Nov-19 Level 1
Customer Name 8 $ 4,000 22-Sep-18 300 14-Nov-19 Level 2
Customer Name 9 $ 5,000 21-Nov-18 200 27-Aug-19 Level 3
Customer Name 10 $ 6,000 20-Jan-19 200 24-Oct-19 Level 1
Customer Name 9 $ 6,000 21-Mar-19 400 30-Sep-20 Level 2
Customer Name 8 $ 3,600 20-May-19 200 21-Feb-20 Level 3
 Formula:
PRIORITY STATUS SPENT BALANCE INVOICED BUDGET
REMAINING
Medium Completed $ 4,900 $ 1,600 $ 400 $ 4,500
Medium Completed $ 2,800 $ 4,000 $ 400 $ 2,400
Low InProgress $ 4,500 $ (500) $ 600 $ 3,900
Low InProgress $ 2,700 $ 2,300 $ 500 $ 2,200
High InProgress $ 4,700 $ 1,300 $ 500 $ 4,200
High InProgress $ 1,600 $ 400 $ 200 $ 1,400
Medium Open $ - $ 4,400 $ 400 $ (400)
Medium Open $ - $ 4,000 $ 500 $ (500)
Low Open $ - $ 5,000 $ 300 $ (300)
Low Open $ - $ 6,000 $ - $ -
High Open $ - $ 6,000 $ - $ -
High Open $ - $ 3,600 $ - $ -
TASK MILESTONES MILESTONES TASKS TASKS PLAN ACTUAL BILLABLE
PROGRESS COMPLETED COMPLETED HOURS HOURS EXPENSES
71% 3 2 12 9 773 763 $ 300
77% 2 1 8 4 600 594 $ 200
54% 3 1 12 5 789 800 $ 800
100% 2 1 8 1 542 533 $ 400
85% 3 0 12 2 823 847 $ 300
54% 3 0 12 0 763 735 $ 400
0% 0 0 0 0 0 0 $ 500
0% 0 0 0 0 0 0 $ 1,600
0% 0 0 0 0 0 0 $ 800
0% 0 0 0 0 0 0 $ 100
0% 0 0 0 0 0 0 $ 50
0% 0 0 0 0 0 0 $ 100
RISKS ActDays

4 421
2 491
2 561
7 67
2 140
1 168
0 489
7 418
4 279
1 277
3 559
3 277
 BACK TO
MAIN SHEET TASK MANAGEMENT
Validations:

FORMULA

SNO WBS PROJECT MILESTONE_TASK

1 P1.M1 Project Title 1 Project Design

2 P1.T1 Design Taks 1

3 P1.T2 Design Taks 2

4 P1.T3 Design Taks 3

5 P1.T4 Design Taks 4

6 P1.T5 Design Taks 5

7 P1.M2 Project Development

8 P1.T6 Development Task 1

9 P1.T7 Development Task 2

10 P1.T8 Development Task 3

11 P1.T9 Development Task 4

12 P1.M3 Project Testing

13 P1.T10 Testing Task 1

14 P1.T11 Testing Task 2

15 P1.T12 Testing Task 3

16 P2.M1 Project Title 2 Phase 1

17 P2.T1 Phase 1 Task 1

18 P2.T2 Phase 1 Task 2

19 P2.T3 Phase 1 Task 3

20 P2.T4 Phase 1 Task 4

21 P2.M2 Phase 2

22 P2.T5 Phase 2 Task 1

23 P2.T6 Phase 2 Task 2

24 P2.T7 Phase 2 Task 3

25 P2.T8 Phase 2 Task 4

26 P3.M1 Project Title 3 Project Design

27 P3.T1 Design Taks 1

28 P3.T2 Design Taks 2

29 P3.T3 Design Taks 3

30 P3.T4 Design Taks 4

31 P3.T5 Design Taks 5

32 P3.M2 Project Development

33 P3.T6 Development Task 1

34 P3.T7 Development Task 2

35 P3.T8 Development Task 3

36 P3.T9 Development Task 4

37 P3.M3 Project Testing

38 P3.T10 Testing Task 1

39 P3.T11 Testing Task 2

40 P3.T12 Testing Task 3

41 P4.M1 Project Title 4 Project Design

42 P4.T1 Design Taks 1

43 P4.T2 Design Taks 2

44 P4.T3 Design Taks 3

45 P4.T4 Design Taks 4

46 P4.T5 Design Taks 5

47 P4.M2 Project Development

48 P4.T6 Development Task 1

49 P4.T7 Development Task 2

50 P4.T8 Development Task 3

51 P5.T1 Project Title 5 Development Task 4

52 P5.M1 Project Testing

53 P5.T2 Testing Task 1

54 P5.T3 Testing Task 2

55 P5.T4 Testing Task 3

56 P5.M2 Phase 1

57 P5.T5 Phase 1 Task 1

58 P5.T6 Phase 1 Task 2

59 P5.T7 Phase 1 Task 3

60 P5.T8 Phase 1 Task 4

61 P5.M3 Phase 2

62 P5.T9 Phase 2 Task 1

63 P5.T10 Phase 2 Task 2

64 P5.T11 Phase 2 Task 3

65 P5.T12 Phase 2 Task 4

66 P6.M1 Project Title 6 Project Design

67 P6.T1 Design Taks 1

68 P6.T2 Design Taks 2

69 P6.T3 Design Taks 3

70 P6.T4 Design Taks 4

71 P6.T5 Design Taks 5

72 P6.M2 Project Development

73 P6.T6 Development Task 1

74 P6.T7 Development Task 2

75 P6.T8 Development Task 3

76 P6.T9 Development Task 4

77 P6.M3 Project Testing

78 P6.T10 Testing Task 1

79 P6.T11 Testing Task 2

80 P6.T12 Testing Task 3

 FORMULA

PLAN
IS MILESTONE RESPONSIBLE PLAN START DURATION PLAN END PLAN BUDGET

YES Person Name 1 26-Feb-2020 60 19-May-20 $500

Person Name 2 27-Feb-2020 10 11-Mar-20 $200

Person Name 3 11-Mar-2020 10 24-Mar-20 $400

Person Name 2 24-Mar-2020 20 20-Apr-20 $100

Person Name 3 20-Apr-2020 20 15-May-20 $200

Person Name 4 21-Apr-2020 20 18-May-20 $500

YES Person Name 3 19-May-2020 200 22-Feb-21 $100

Person Name 3 20-May-2020 40 14-Jul-20 $100

Person Name 1 14-Jul-2020 40 7-Sep-20 $200

Person Name 4 7-Sep-2020 60 27-Nov-20 $200

Person Name 4 30-Nov-2020 60 19-Feb-21 $500

YES Person Name 1 24-Feb-2021 40 20-Apr-21 $500

Person Name 1 25-Feb-2021 10 10-Mar-21 $100

Person Name 1 10-Mar-2021 20 6-Apr-21 $400

Person Name 1 6-Apr-2021 10 19-Apr-21 $200

YES Person Name 5 6-Apr-2020 350 6-Aug-21 $200

 Person Name 2 6-Apr-2020 60 26-Jun-20 $300

Person Name 3 29-Jun-2020 100 13-Nov-20 $200

Person Name 4 5-Apr-2019 100 22-Aug-19 $500

Person Name 5 5-Feb-2021 130 5-Aug-21 $500

YES Person Name 6 9-Apr-2020 300 2-Jun-21 $200

Person Name 6 9-Apr-2020 80 29-Jul-20 $500

Person Name 8 29-Jul-2020 60 20-Oct-20 $400

Person Name 9 21-Oct-2020 100 9-Mar-21 $100

Person Name 10 10-Mar-2021 60 1-Jun-21 $300

YES Person Name 1 7-Oct-2019 20 1-Nov-19 $400

Person Name 2 8-Oct-2019 10 21-Oct-19 $300

Person Name 3 9-Oct-2019 10 22-Oct-19 $100

Person Name 2 10-Oct-2019 10 23-Oct-19 $500

Person Name 3 23-Oct-2019 8 1-Nov-19 $200

Person Name 4 23-Oct-2019 8 1-Nov-19 $100

YES Person Name 11 5-Nov-2019 60 27-Jan-20 $400

Person Name 12 6-Nov-2019 10 19-Nov-19 $300

Person Name 13 19-Nov-2019 20 16-Dec-19 $500

Person Name 14 19-Dec-2019 15 8-Jan-20 $200

Person Name 15 8-Jan-2020 14 27-Jan-20 $400

YES Person Name 9 28-Jan-2020 40 23-Mar-20 $100

Person Name 10 29-Jan-2020 10 11-Feb-20 $200

Person Name 11 11-Feb-2020 20 9-Mar-20 $200

Person Name 12 11-Feb-2020 30 23-Mar-20 $400

YES Person Name 1 30-Sep-2019 10 11-Oct-19 $100

Person Name 2 30-Sep-2019 5 4-Oct-19 $300

Person Name 3 1-Oct-2019 5 7-Oct-19 $300

 Person Name 2 2-Oct-2019 2 3-Oct-19 $300

Person Name 3 3-Oct-2019 2 4-Oct-19 $400

Person Name 4 30-Sep-2019 10 11-Oct-19 $100

YES Person Name 3 7-Oct-2019 20 1-Nov-19 $500

Person Name 3 8-Oct-2019 10 21-Oct-19 $100

Person Name 3 9-Oct-2019 10 22-Oct-19 $200

Person Name 4 22-Oct-2019 8 31-Oct-19 $200

Person Name 4 25-Oct-2019 6 1-Nov-19 $400

YES Person Name 5 1-Nov-2019 10 14-Nov-19 $300

Person Name 5 4-Nov-2019 10 15-Nov-19 $300

Person Name 6 5-Nov-2019 5 11-Nov-19 $500

Person Name 7 6-Nov-2019 7 14-Nov-19 $500

YES Person Name 5 1-Oct-2020 60 23-Dec-20 $400

Person Name 2 1-Oct-2020 30 11-Nov-20 $500

Person Name 3 1-Oct-2020 30 11-Nov-20 $200

Person Name 4 12-Nov-2020 30 23-Dec-20 $300

Person Name 5 12-Nov-2020 30 23-Dec-20 $200

YES Person Name 6 23-Dec-2020 40 16-Feb-21 $200

Person Name 6 29-Dec-2020 20 25-Jan-21 $400

Person Name 8 30-Dec-2020 30 9-Feb-21 $400

Person Name 9 31-Dec-2020 20 27-Jan-21 $500

Person Name 10 27-Jan-2021 15 16-Feb-21 $200

YES Person Name 8 7-Oct-2019 20 1-Nov-19 $100

Person Name 9 8-Oct-2019 10 21-Oct-19 $400

Person Name 10 9-Oct-2019 10 22-Oct-19 $100

Person Name 11 10-Oct-2019 10 23-Oct-19 $200

Person Name 12 23-Oct-2019 8 1-Nov-19 $500

 Person Name 13 23-Oct-2019 8 1-Nov-19

YES Person Name 14 5-Nov-2019 60 27-Jan-20

Person Name 15 6-Nov-2019 10 19-Nov-19

Person Name 7 19-Nov-2019 20 16-Dec-19

Person Name 8 19-Dec-2019 15 8-Jan-20

Person Name 9 8-Jan-2020 14 27-Jan-20

YES Person Name 12 28-Jan-2020 40 23-Mar-20

Person Name 13 29-Jan-2020 10 11-Feb-20

Person Name 14 11-Feb-2020 20 9-Mar-20

Person Name 15 11-Feb-2020 30 23-Mar-20

 FORMULA

ACTUAL START ACTUAL ACTUAL END ACTUAL BUDGET ACTUAL STATUS

DURATION PROGRESS

10-Mar-2020 60 1-Jun-20 $100 100% Completed

27-Feb-2020 10 11-Mar-20 $300 100% Completed

11-Mar-2020 10 24-Mar-20 $400 100% Completed

24-Mar-2020 20 20-Apr-20 $400 100% Completed

20-Apr-2020 20 15-May-20 $500 100% Completed

21-Apr-2020 20 18-May-20 $200 100% Completed

28-May-2020 200 3-Mar-21 $100 90% Completed

28-May-2020 40 22-Jul-20 $400 100% Completed

22-Jul-2020 40 15-Sep-20 $300 100% Completed

15-Sep-2020 60 7-Dec-20 $200 100% Completed

8-Dec-2020 60 1-Mar-21 $500 50% Completed

8-Mar-2021 40 30-Apr-21 $400 0% InProgress

8-Mar-2021 10 19-Mar-21 $400 0% InProgress

22-Mar-2021 20 16-Apr-21 $300 0% InProgress

15-Apr-2021 10 28-Apr-21 $400 0% InProgress

21-Apr-2020 350 23-Aug-21 $400 85% Completed

20-Apr-2020 60 10-Jul-20 $200 100% Completed

10-Jul-2020 100 26-Nov-20 $300 100% Completed

23-Apr-2020 100 9-Sep-20 $500 90% InProgress

18-Feb-2021 130 18-Aug-21 $100 50% InProgress

6-May-2020 300 29-Jun-21 $200 70% InProgress

27-Apr-2020 80 14-Aug-20 $200 100% Completed

13-Aug-2020 60 4-Nov-20 $300 100% Completed

12-Nov-2020 100 31-Mar-21 $100 50% InProgress

22-Mar-2021 60 11-Jun-21 $500 25% Open

7-Oct-2019 20 1-Nov-19 $500 100% Completed

8-Oct-2019 10 21-Oct-19 $300 100% Completed

9-Oct-2019 10 22-Oct-19 $100 100% Completed

10-Oct-2019 10 23-Oct-19 $200 100% Completed

23-Oct-2019 8 1-Nov-19 $500 100% Completed

23-Oct-2019 8 1-Nov-19 $400 100% Completed

5-Nov-2019 60 27-Jan-20 $300 40% InProgress

6-Nov-2019 10 19-Nov-19 $300 50% InProgress

19-Nov-2019 20 16-Dec-19 $300 80% InProgress

19-Dec-2019 15 8-Jan-20 $500 20% On Hold

8-Jan-2020 14 27-Jan-20 $100 0% Open

28-Jan-2020 40 23-Mar-20 $200 0% Open

29-Jan-2020 10 11-Feb-20 $400 0% Cancelled

11-Feb-2020 20 9-Mar-20 $200 0% Open

11-Feb-2020 30 23-Mar-20 $200 0% Open

30-Sep-2019 10 11-Oct-19 $300 100% On Hold

30-Sep-2019 5 4-Oct-19 $100 100%

1-Oct-2019 5 7-Oct-19 $300 100%

2-Oct-2019 2 3-Oct-19 $300 100% InProgress

3-Oct-2019 2 4-Oct-19 $200 100% InProgress

5-Sep-2019 10 18-Sep-19 $300 100% InProgress

10-Oct-2019 30 20-Nov-19 $100 100% Completed

8-Oct-2019 10 21-Oct-19 $400 100% Completed

9-Oct-2019 10 22-Oct-19 $500 100% On Hold

22-Oct-2019 15 11-Nov-19 $200 100% InProgress

25-Oct-2019 16 15-Nov-19 $500 100% InProgress

15-Nov-2019 15 5-Dec-19 $100 100% InProgress

18-Nov-2019 10 29-Nov-19 $500 100% Completed

19-Nov-2019 10 2-Dec-19 $100 100% Completed

22-Nov-2019 10 5-Dec-19 $400 100% On Hold

1-Oct-2020 40 25-Nov-20 $100 100%

1-Oct-2020 20 28-Oct-20 $200 100%

2-Oct-2020 20 29-Oct-20 $500 100%

29-Oct-2020 20 25-Nov-20 $100 100%

29-Oct-2020 20 25-Nov-20 $400 100%

25-Nov-2020 40 19-Jan-21 $400 56%

25-Nov-2020 20 22-Dec-20 $400 100%

26-Nov-2020 30 6-Jan-21 $300 50%

30-Nov-2020 20 25-Dec-20 $500 50%

2-Dec-2020 12 17-Dec-20 $200 25%

7-Oct-2019 20 1-Nov-19 $300 100%

8-Oct-2019 10 21-Oct-19 $200 100%

9-Oct-2019 10 22-Oct-19 $300 100%

10-Oct-2019 10 23-Oct-19 $400 100%

23-Oct-2019 8 1-Nov-19 $400 100%

23-Oct-2019 8 1-Nov-19 100%

5-Nov-2019 60 27-Jan-20 40%

6-Nov-2019 10 19-Nov-19 50%

19-Nov-2019 20 16-Dec-19 80%

19-Dec-2019 15 8-Jan-20 20%

8-Jan-2020 14 27-Jan-20 0%

28-Jan-2020 40 23-Mar-20 0%

29-Jan-2020 10 11-Feb-20 0%

11-Feb-2020 20 9-Mar-20 0%

11-Feb-2020 30 23-Mar-20 0%
 OPTIONAL FORMULA

COMPLEXITY PRIORITY FLAG PLAN HOURS ACTUAL HOURS HEATTASKS

Level 2 Low 1 38 27 0.6

Level 1 Medium 1 67 54 6.7

Level 2 Medium 1 70 65 7

Low 1 46 23 2.3

Level 3 Low 1 44 60 2.2

Level 1 Low 1 91 105 4.6

Level 1 Medium 1 99 102 0.5

Level 1 Medium 1 92 115 2.3

Level 2 Medium 1 40 17 1

Level 2 High 1 84 108 1.4

42 24 0.7

Level 2 High 1 76 71 1.9

Level 2 High 1 55 52 5.5

1 71 68 3.6

1 71 72 7.1

1 30 19 0.1
Level 1 1 88 98 1.5

Level 2 Medium 1 98 84 1

Low 1 45 65 0.5

Level 1 Low 1 98 76 0.8

Level 1 Low 1 72 81 0.2

Level 3 Medium 1 56 64 0.7

Level 1 Medium 1 64 57 1.1

Level 2 Medium 1 76 83 0.8

Level 2 High 1 75 67 1.3

Level 2 High 36 39 1.8

Level 2 High 57 72 5.7

45 19 4.5

52 37 5.2

80 65 10

Level 1 88 113 11

Level 2 Medium 63 42 1.1

Low 68 95 6.8

Level 1 Low 93 109 4.7

Level 3 Low 39 62 2.6

Level 1 Medium 50 45 3.6

Level 1 Medium 80 90 2

Level 2 Medium 99 79 9.9

Level 2 High 66 48 3.3

Level 2 High 52 56 1.7

Level 2 High 96 75 9.6

54 32 10.8

74 80 14.8
 60 48 30

Level 1 71 68 35.5

Level 2 Medium 54 68 5.4

Low 31 18 1.6

Level 1 Low 59 64 5.9

Level 3 Low 73 76 7.3

Level 1 Medium 97 97 12.1

Level 1 Medium 100 92 16.7

Level 2 Medium 30 5 3

Level 2 High 32 17 3.2

Level 2 High 87 68 17.4

Level 2 High 100 129 14.3

80 98 1.3

77 92 2.6

78 71 2.6

85 73 2.8

47 49 1.6

96 95 2.4

37 46 1.9

96 99 3.2

41 65 2.1

43 46 2.9

38 39 1.9

60 65 6

56 77 5.6

33 8 3.3

78 79 9.8
41 43 5.1

96 75 1.6

37 22 3.7

79 77 4

60 54 4

83 101 5.9

33 46 0.8

56 47 5.6

81 88 4.1

99 74 3.3
 OPTIONAL FORMULA

REMARKS Errors CPROJECT

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 1

Project Title 2
Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 2

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 3

Project Title 4

Project Title 4

Project Title 4
Project Title 4

Project Title 4

Project Title 4

Project Title 4

Project Title 4

Project Title 4

Project Title 4

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 5

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6
Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6

Project Title 6
 VALID
CPLAN DAYS CACTUAL DAYS CPROGRESS CSTATUS CCOMPLEXITY CPRIORITY
TASK

60 60 100% Completed Level 2 Low 1

10 10 100% Completed Level 1 Medium 1

10 10 100% Completed Level 2 Medium 1

20 20 100% Completed Level 1 Low 1

20 20 100% Completed Level 3 Low 1

20 20 100% Completed Level 1 Low 1

200 200 90% Completed Level 1 Medium 1

40 40 100% Completed Level 1 Medium 1

40 40 100% Completed Level 2 Medium 1

60 60 100% Completed Level 2 High 1

60 60 50% Completed Level 1 Low 1

40 40 0% InProgress Level 2 High 1

10 10 0% InProgress Level 2 High 1

20 20 0% InProgress Level 1 Low 1

10 10 0% InProgress Level 1 Low 1

350 350 85% Completed Level 1 Low 1

60 60 100% Completed Level 1 Low 1

100 100 100% Completed Level 2 Medium 1

100 100 90% InProgress Level 1 Low 1

130 130 50% InProgress Level 1 Low 1

300 300 70% InProgress Level 1 Low 1

80 80 100% Completed Level 3 Medium 1

60 60 100% Completed Level 1 Medium 1

100 100 50% InProgress Level 2 Medium 1

60 60 25% Open Level 2 High 1

20 20 100% Completed Level 2 High 1

10 10 100% Completed Level 2 High 1

10 10 100% Completed Level 1 Low 1

10 10 100% Completed Level 1 Low 1

8 8 100% Completed Level 1 Low 1

8 8 100% Completed Level 1 Low 1

60 60 40% InProgress Level 2 Medium 1

10 10 50% InProgress Level 1 Low 1

20 20 80% InProgress Level 1 Low 1

15 15 20% On Hold Level 3 Low 1

14 14 0% Open Level 1 Medium 1

40 40 0% Open Level 1 Medium 1

10 10 0% Cancelled Level 2 Medium 1

20 20 0% Open Level 2 High 1

30 30 0% Open Level 2 High 1

10 10 100% On Hold Level 2 High 1

5 5 100% Open Level 1 Low 1

5 5 100% Open Level 1 Low 1

2 2 100% InProgress Level 1 Low 1

2 2 100% InProgress Level 1 Low 1

10 10 100% InProgress Level 2 Medium 1

20 30 100% Completed Level 1 Low 1

10 10 100% Completed Level 1 Low 1

10 10 100% On Hold Level 3 Low 1

8 15 100% InProgress Level 1 Medium 1

6 16 100% InProgress Level 1 Medium 1

10 15 100% InProgress Level 2 Medium 1

10 10 100% Completed Level 2 High 1

5 10 100% Completed Level 2 High 1

7 10 100% On Hold Level 2 High 1

60 40 100% Open Level 1 Low 1

30 20 100% Open Level 1 Low 1

30 20 100% Open Level 1 Low 1

30 20 100% Open Level 1 Low 1

30 20 100% Open Level 1 Low 1

40 40 56% Open Level 1 Low 1

20 20 100% Open Level 1 Low 1

30 30 50% Open Level 1 Low 1

20 20 50% Open Level 1 Low 1

15 12 25% Open Level 1 Low 1

20 20 100% Open Level 1 Low 1

10 10 100% Open Level 1 Low 1

10 10 100% Open Level 1 Low 1

10 10 100% Open Level 1 Low 1

8 8 100% Open Level 1 Low 1

8 8 100% Open Level 1 Low 1

60 60 40% Open Level 1 Low 1

10 10 50% Open Level 1 Low 1

20 20 80% Open Level 1 Low 1

15 15 20% Open Level 1 Low 1

14 14 0% Open Level 1 Low 1

40 40 0% Open Level 1 Low 1

10 10 0% Open Level 1 Low 1

20 20 0% Open Level 1 Low 1

30 30 0% Open Level 1 Low 1

Gantt Filter

CTRUE PLAN
TASK FLTB TASK FLTC FLTPROt CPORTFOLIO
DAYS

0 1 Project Title 1 83 Portfolio Name 1

0 2 Project Title 1 13 Portfolio Name 1

0 3 Project Title 1 13 Portfolio Name 1

0 4 Project Title 1 27 Portfolio Name 1

0 5 Project Title 1 25 Portfolio Name 1

0 6 Project Title 1 27 Portfolio Name 1

0 7 Project Title 1 279 Portfolio Name 1

0 8 Project Title 1 55 Portfolio Name 1

0 9 Project Title 1 55 Portfolio Name 1

0 10 Project Title 1 81 Portfolio Name 1

0 11 Project Title 1 81 Portfolio Name 1

0 12 Project Title 1 55 Portfolio Name 1

0 13 Project Title 1 13 Portfolio Name 1

0 14 Project Title 1 27 Portfolio Name 1

0 15 Project Title 1 13 Portfolio Name 1

0 16 Project Title 2 487 Portfolio Name 2

0 17 Project Title 2 81 Portfolio Name 2

0 18 Project Title 2 137 Portfolio Name 2

0 19 Project Title 2 139 Portfolio Name 2

0 20 Project Title 2 181 Portfolio Name 2

0 21 Project Title 2 419 Portfolio Name 2

0 22 Project Title 2 111 Portfolio Name 2

0 23 Project Title 2 83 Portfolio Name 2

0 24 Project Title 2 139 Portfolio Name 2

0 25 Project Title 2 83 Portfolio Name 2

0 26 Project Title 3 25 Portfolio Name 3

0 27 Project Title 3 13 Portfolio Name 3

0 28 Project Title 3 13 Portfolio Name 3

0 29 Project Title 3 13 Portfolio Name 3

0 30 Project Title 3 9 Portfolio Name 3

0 31 Project Title 3 9 Portfolio Name 3

0 32 Project Title 3 83 Portfolio Name 3

0 33 Project Title 3 13 Portfolio Name 3

0 34 Project Title 3 27 Portfolio Name 3

0 35 Project Title 3 20 Portfolio Name 3

0 36 Project Title 3 19 Portfolio Name 3

0 37 Project Title 3 55 Portfolio Name 3

0 38 Project Title 3 13 Portfolio Name 3

0 39 Project Title 3 27 Portfolio Name 3

0 40 Project Title 3 41 Portfolio Name 3

0 41 Project Title 4 11 Portfolio Name 2

0 42 Project Title 4 4 Portfolio Name 2

0 43 Project Title 4 6 Portfolio Name 2

0 44 Project Title 4 1 Portfolio Name 2

0 45 Project Title 4 1 Portfolio Name 2

0 46 Project Title 4 11 Portfolio Name 2

0 47 Project Title 4 25 Portfolio Name 2

0 48 Project Title 4 13 Portfolio Name 2

0 49 Project Title 4 13 Portfolio Name 2

0 50 Project Title 4 9 Portfolio Name 2

0 51 Project Title 5 7 Portfolio Name 1

0 52 Project Title 5 13 Portfolio Name 1

0 53 Project Title 5 11 Portfolio Name 1

0 54 Project Title 5 6 Portfolio Name 1

0 55 Project Title 5 8 Portfolio Name 1

0 56 Project Title 5 83 Portfolio Name 1

0 57 Project Title 5 41 Portfolio Name 1

0 58 Project Title 5 41 Portfolio Name 1

0 59 Project Title 5 41 Portfolio Name 1

0 60 Project Title 5 41 Portfolio Name 1

0 61 Project Title 5 55 Portfolio Name 1

0 62 Project Title 5 27 Portfolio Name 1

0 63 Project Title 5 41 Portfolio Name 1

0 64 Project Title 5 27 Portfolio Name 1

0 65 Project Title 5 20 Portfolio Name 1

0 66 Project Title 6 25 Portfolio Name 2

0 67 Project Title 6 13 Portfolio Name 2

0 68 Project Title 6 13 Portfolio Name 2

0 69 Project Title 6 13 Portfolio Name 2

0 70 Project Title 6 9 Portfolio Name 2

0 71 Project Title 6 9 Portfolio Name 2

0 72 Project Title 6 83 Portfolio Name 2

0 73 Project Title 6 13 Portfolio Name 2

0 74 Project Title 6 27 Portfolio Name 2

0 75 Project Title 6 20 Portfolio Name 2

0 76 Project Title 6 19 Portfolio Name 2

0 77 Project Title 6 55 Portfolio Name 2

0 78 Project Title 6 13 Portfolio Name 2

0 79 Project Title 6 27 Portfolio Name 2

0 80 Project Title 6 41 Portfolio Name 2

 BACK TO
MAIN SHEET RISK & ISSUE LOG

SNO Description Project Name Owner

27 Risk Description 1 Project Title 1 Person Name 1

28 Risk Description 2 Project Title 1 Person Name 2
29 Risk Description 3 Project Title 1 Person Name 3
30 Risk Description 4 Project Title 4 Person Name 4
31 Risk Description 5 Project Title 5 Person Name 5
32 Risk Description 6 Project Title 8 Person Name 6
33 Risk Description 7 Project Title 9 Person Name 7
34 Risk Description 8 Project Title 8 Person Name 8
35 Risk Description 9 Project Title 9 Person Name 9
36 Risk Description 10 Project Title 10 Person Name 10
37 Risk Description 11 Project Title 11 Person Name 11
38 Risk Description 12 Project Title 12 Person Name 12
39 Risk Description 1 Project Title 4 Person Name 13
40 Risk Description 2 Project Title 2 Person Name 14
41 Risk Description 3 Project Title 3 Person Name 1
42 Risk Description 4 Project Title 4 Person Name 2
43 Risk Description 5 Project Title 4 Person Name 3
44 Risk Description 6 Project Title 4 Person Name 4
45 Risk Description 7 Project Title 8 Person Name 5
46 Risk Description 8 Project Title 8 Person Name 6
47 Risk Description 9 Project Title 9 Person Name 7
48 Risk Description 10 Project Title 11 Person Name 8
49 Risk Description 11 Project Title 11 Person Name 9
50 Risk Description 12 Project Title 12 Person Name 10
51 Risk Description 3 Project Title 1 Person Name 11
52 Risk Description 4 Project Title 2 Person Name 12
53 Risk Description 5 Project Title 3 Person Name 13
54 Risk Description 6 Project Title 6 Person Name 14
55 Risk Description 7 Project Title 5 Person Name 15
56 Risk Description 8 Project Title 4 Person Name 15
57 Risk Description 9 Project Title 4 Person Name 3
58 Risk Description 10 Project Title 8 Person Name 4
59 Risk Description 11 Project Title 9 Person Name 5
60 Risk Description 12 Project Title 8 Person Name 6
61 Risk Description 13 Project Title 8 Person Name 7
62 Risk Description 14 Project Title 12 Person Name 8
Likelihood Impact Identified On Last Updated Category

5% 5% 1-Apr-17 16-Apr-17 Amend

10% 10% 9-May-17 24-May-17 Risk

10% 10% 10-May-17 25-May-17 Risk

10% 10% 11-May-17 26-May-17 Question

15% 15% 12-May-17 27-May-17 Other

5% 5% 13-May-17 28-May-17 Risk

60% 50% 14-May-17 29-May-17 Risk

80% 80% 15-May-17 30-May-17 Issue

95% 95% 16-May-17 31-May-17 Other

45% 45% 17-May-17 1-Jun-17 Issue

95% 95% 18-May-17 2-Jun-17 Issue

75% 75% 19-May-17 3-Jun-17 Question

5% 5% 1-Apr-17 16-Apr-17 Amend

60% 50% 9-May-17 24-May-17 Risk

80% 80% 10-May-17 25-May-17 Risk

95% 95% 11-May-17 26-May-17 Question

5% 5% 12-May-17 27-May-17 Other

60% 50% 13-May-17 28-May-17 Risk

80% 80% 14-May-17 29-May-17 Risk

95% 95% 15-May-17 30-May-17 Issue

5% 5% 16-May-17 31-May-17 Other

60% 50% 17-May-17 1-Jun-17 Issue

80% 80% 18-May-17 2-Jun-17 Issue

95% 95% 19-May-17 3-Jun-17 Question

80% 80% 10-May-17 25-May-17 Risk

95% 95% 11-May-17 26-May-17 Question

5% 5% 12-May-17 27-May-17 Other

60% 50% 13-May-17 28-May-17 Risk

80% 80% 14-May-17 29-May-17 Risk

95% 95% 15-May-17 30-May-17 Issue

5% 5% 16-May-17 31-May-17 Other

60% 50% 17-May-17 1-Jun-17 Issue

80% 80% 18-May-17 2-Jun-17 Issue

95% 95% 19-May-17 3-Jun-17 Question

80% 80% 18-May-17 2-Jun-17 Issue

95% 95% 19-May-17 3-Jun-17 Question

* You can adjust the % figures (in green font) if required
25% <=25 ->Low
50% <=50 ->Medium
75% <=75 ->High
>75 =>Extreme

Status Score Level Reason

Requested 0% Low
In Progress 1% Low
Complete 1% Low
In Progress 1% Low
Requested 2% Low
In Progress 0% Low
Approved 30% Medium
In Progress 64% High
In Progress 90% Extreme
In Progress 20% Low
Complete 90% Extreme
In Progress 56% High
Requested 0% Low
In Progress 30% Medium
Complete 64% High
In Progress 90% Extreme
Requested 0% Low
In Progress 30% Medium
Approved 64% High
In Progress 90% Extreme
In Progress 0% Low
In Progress 30% Medium
Complete 64% High
In Progress 90% Extreme
Complete 64% High
In Progress 90% Extreme
Requested 0% Low
In Progress 30% Medium
Approved 64% High
In Progress 90% Extreme
In Progress 0% Low
In Progress 30% Medium
Complete 64% High
In Progress 90% Extreme
Complete 64% High
In Progress 90% Extreme
Effect Strategy Remarks
 BACK TO
MAIN SHEET INVOICE MANAGEMENT

SNO INVOICE NUMBER CLIENT PROJECT DATE CREATED

1 I000112 Customer Name 1 Project Title 1 4/11/2018

2 I000113 Customer Name 2 Project Title 2 4/12/2018
3 I000114 Customer Name 3 Project Title 3 4/13/2018
4 I000115 Customer Name 4 Project Title 4 4/14/2018
5 I000116 Customer Name 5 Project Title 5 4/15/2018
6 I000117 Customer Name 6 Project Title 6 4/16/2018
7 I000118 Customer Name 7 Project Title 7 4/17/2018
8 I000119 Customer Name 8 Project Title 8 4/18/2018
9 I000120 Customer Name 9 Project Title 9 4/19/2018
 AMOUNT PAID DUE REMARKS

$ 400.00 $ 200.00 $ 200.00

$ 400.00 $ 200.00 $ 200.00
$ 600.00 $ 200.00 $ 400.00
$ 500.00 $ 200.00 $ 300.00
$ 500.00 $ 200.00 $ 300.00
$ 200.00 $ 200.00 $ -
$ 400.00 $ 200.00 $ 200.00
$ 500.00 $ 200.00 $ 300.00
$ 300.00 $ 200.00 $ 100.00
 BACK TO
MAIN SHEET EXPENSES (BILLABLE)

SNO PROJECT NAME DATE MERCHANT

1 Project Title 1 13-Apr-18

2 Project Title 2 14-Apr-18
3 Project Title 3 15-Apr-18
4 Project Title 4 16-Apr-18
5 Project Title 5 17-Apr-18
6 Project Title 6 18-Apr-18
7 Project Title 7 19-Apr-18
8 Project Title 8 20-Apr-18
9 Project Title 9 21-Apr-18
10 Project Title 10 22-Apr-18
11 Project Title 11 23-Apr-18
12 Project Title 12 24-Apr-18
PURCHASE ORDER NUMBER TICKET NUMBER AMOUNT

$ 300
$ 200
$ 800
$ 400
$ 300
$ 400
$ 500
$ 1,600
$ 800
$ 100
$ 50
$ 100
REMARKS
 BACK TO
MAIN SHEET COMPANY HOLIDAYS

SNO Date Description

1 1/1/2018 New Year
2 4/2/2018
3 4/14/2017
 BACK TO
MAIN SHEET TEMPLATE LISTS

STATUS COMPLEXITY PRIORITY YESNO

Open Level 1 Low YES
InProgress Level 2 Medium NO
Completed Level 3 High
On Hold
Cancelled
EMP TYPE EMP DEPARTMENT Progress Risk Category Risk Status
Full Time Testing 0% Amend Requested
Part Time Coding 5% Issue Approved
Network 10% Risk Planning
15% Question In Progress
20% Other Complete
25% On Hold
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
 BACK TO
MAIN SHEET

Label Preferences
Actual Label
EXECUTIVE DASHBOARD
ALL TASKS BY STATUS
ALL TASKS BY PRIORITY
ALL TASKS BY COMPLEXITY
- 3 WEEKS | THIS WEEK | +7 WEEKS
PROJECT TIMELINES
RESOURCE WORKLOAD
PROJECT BUDGET & HOURS
PROJECT BUDGET
BILLABLE EXPENSES
PLNNED VS ACTUAL HOURS
PROJECT RISKS & ISSUES
TOTAL OUTSTANDING RISKS/ISSUES
RISK TYPE
RISK LEVEL
RISKS & ISSUES BY PROJECT
MILESTONES & TASKS PROGRESS
PROJECT TIMELINE
TASKS BY %PROGRESS
TASKS & RISKS | RESPONSIBLE
TOTAL OUTSTANDING RISKS/ISSUES
RISK TYPE
RISK LEVEL
STATUS
PRIORITY
COMPLEXITY
RESOURCE OVERVIEW
RESOURCE WORKLOAD | TOTAL TASKS &
TASK PROGRESS
- 3 WEEKS | THIS WEEK | +7 WEEKS
TASKS HEATMAP
PROJECT PORTFOLIO DASHBOARD
PROJECT SUMMARY
PORTFOLIO BUDGET vs SPENT
PROJECT BUDGET vs SPENT
TEMPLATE OPTIONS

Remarks New Label

Executive Dashboard: Heading 1
Executive Dashboard: TASKS BY STATUS Chart
Executive Dashboard: TASKS BY PRIORITY Chart
Executive Dashboard: TASKS BY COMPLEXITY Chart
Executive Dashboard: -3to+7 Weeks Chart
Executive Dashboard: PROJECT TIMELINES Chart
Executive Dashboard: RESOURCE WORKLOAD Chart
Executive Dashboard: Heading 2
Executive Dashboard: PROJECT BUDGET Chart
Executive Dashboard: BILLABLE EXPENSES Chart
Executive Dashboard: PLNNED VS ACTUAL HOURS Chart
Executive Dashboard: Heading 3
Executive Dashboard: BILLABLE EXPENSES Chart
Executive Dashboard: RISK TYPE Chart
Executive Dashboard: RISK LEVEL Chart
Executive Dashboard: RISK & ISSUES BY PROJECT Chart
Project Summary: MILESTONES & TASKS PROGRESS Chart
Project Summary: PROJECT TIMELINE Chart
Project Summary: TASKS BY %PROGRESS Chart
Project Summary: TASKS & RISKS | RESPONSIBLE Chart
Project Summary: TOTAL OUTSTANDING RISKS/ISSUES Chart
Project Summary: RISK TYPE Chart
Project Summary: RISK LEVEL Chart
Project Summary: STATUS Chart
Project Summary: PRIORITY Chart
Project Summary: COMPLEXITY Chart
Resource Overview: Heading 1
Resource Overview: RESOURCE WORKLOAD Chart
Resource Overview: TASK PROGRESS Chart
Resource Overview: - 3 WEEKS | THIS WEEK | +7 WEEKS Chart
Resource Overview: Heading 2
Portfolio Dashboard: Heading 1
Quick stats
Budget vs Spent Chart - Portfolio
Budget vs Spent Chart - Projects
 Default Values (If Blank)
Final Use Field
EXECUTIVE DASHBOARD Progress
ALL TASKS BY STATUS Status
ALL TASKS BY PRIORITY Complexity
ALL TASKS BY COMPLEXITY Priority
- 3 WEEKS | THIS WEEK | +7 WEEKS Days (Duration)
PROJECT TIMELINES
RESOURCE WORKLOAD
PROJECT BUDGET & HOURS
PROJECT BUDGET
BILLABLE EXPENSES
PLNNED VS ACTUAL HOURS
PROJECT RISKS & ISSUES
TOTAL OUTSTANDING RISKS/ISSUES
RISK TYPE
RISK LEVEL
RISKS & ISSUES BY PROJECT
MILESTONES & TASKS PROGRESS
PROJECT TIMELINE
TASKS BY %PROGRESS
TASKS & RISKS | RESPONSIBLE
TOTAL OUTSTANDING RISKS/ISSUES
RISK TYPE
RISK LEVEL
STATUS
PRIORITY
COMPLEXITY
RESOURCE OVERVIEW
RESOURCE WORKLOAD | TOTAL TASKS & PLAN HOURS
TASK PROGRESS
- 3 WEEKS | THIS WEEK | +7 WEEKS
TASKS HEATMAP
PROJECT PORTFOLIO DASHBOARD
PROJECT SUMMARY
PORTFOLIO BUDGET vs SPENT
PROJECT BUDGET vs SPENT
Values (If Blank) Company Weekends
Default Value DAY WEEKEND?
0% MONDAY NO Low
Open TUESDAY NO High
Level 1 WEDNESDAY NO
Low THURSDAY NO
1 FRIDAY NO
SATURDAY YES
SUNDAY YES Low
High
 RESOURCE HEATMAP
User Defined Colors - Hours
25% Less than this % hours will be shown in Green
75% Greater than this %hours will be shown in Red
0.25-0.75% hours will be shown in Orange

User Defined Colors - Tasks

2 Less than this number of tasks will be shown in Green
4 Greater than this number of tasks will be shown in Green
2-4 number of tasks will be shown in Orange