Advanced Project Plan & Portfolio Online App

DASHBOARD

Dashboard

Portfolio-wide performance, workload, deadlines, and task health.

Live calculations from your project data
Task Completion Average
0%
Across all tasks
Tasks In Progress
0
of 0 total tasks
Tasks Overdue
0
Incomplete tasks past due date
Active Workload
0
People assigned to tasks

Task Completion Average

0%Complete

Tasks Overdue

0Overdue

Workload

Tasks Due On

Tasks by Priority

Tasks by Complexity

Tasks by Status

Budgeted vs Actual Cost

Tasks by Month

Projects Portfolio

Executive portfolio view of project progress, dates, hours, and cost.

Portfolio Summary

ProjectStartEndProgressPlanned HoursActual HoursBudgeted CostActual CostVariance

Milestones

Milestone progress, project ownership, dates, hours, and cost.

ProjectMilestoneStartEndProgressPlanned HrsActual HrsBudgetActual Cost

Tasks

Search, filter, and manage the task portfolio.

ProjectTaskAssigned ToStartEndProgressStatusPriorityComplexityAction

Cost

Budget, actual spend, variance, and cost performance views.

Portfolio Budget
$0
Budgeted cost
Actual Cost
$0
Recorded actual cost
Cost Variance
$0
Budget minus actual
Cost Performance
0%
Budget / actual

Budgeted vs Actual Cost by Project

Actual vs Budgeted Cost by Resource

Project Cost Detail

ProjectBudgetedActualVarianceVariance %Performance

Gantt Chart

Schedule visualization with progress overlay.

Resources

Workload, planned hours, actual hours, and cost by person.

Planned vs Actual Hours

Budgeted vs Actual Cost

Resource Summary

ResourceTasksOpen TasksPlanned HoursActual HoursUtilizationBudgeted CostActual Cost

Thermogram

Monthly workload heat map by year, metric, and staff member.

Calendar

Monthly schedule calendar based on task end dates.

Timelines

Portfolio-level project duration and completion view.

To Do List

Personal and team activities by status, priority, category, and owner.

All Activities
0
Total to-do items
Open Activities
0
New or in progress
Closed
0
Completed items
Overdue Activities
0
Open items past due

Activities by Status

Activities by Priority

By Person

To Do Listing

#DescriptionCategoryAssigned ToDue OnStatusPriorityRemarksAction

Risks & Issues

Probability-impact heat map and risk/issue log.

Probability / Impact Heat Map

Risks and Issues by Project

Risk & Issue Log

#DescriptionProjectWhoProbabilityImpactRatingStatusLast UpdatedAction

Notes

Space to record important project, portfolio, and meeting notes.

#DateRelated ToCommentsAction

Contacts

Maintain project and stakeholder contact information.

#First NameLast NameLandlineCell NumberCommentsAction

Data Manager

Project → Milestone → Task data entry. Changes update all app views automatically.

Project and milestone summary rows are included to match the original Excel template. Task records drive most dashboard calculations.
TypeProjectActivityAssigned ToStartEndProgressStatusPriorityComplexityPlanned HrsActual HrsBudgetActual CostDelete

Reports & PDF Output

Use the report settings below, then export the active dashboard or report section as a PDF. PDF generation runs in the browser.

Report Settings

Export Options

The active page can be converted to PDF directly. The complete report option exports the major report pages into one multi-page PDF. Browser print remains available as a fallback.

For best PDF layout, use a desktop browser with the window maximized before export.

Report Cover Preview

ADVANCED PROJECT PLAN & PORTFOLIO

MULTIPLE PROJECTS TRACKING, PLANNING & PORTFOLIO MANAGEMENT DASHBOARD

Report Prepared by TEMPLATE22

TEMPLATE22.COM