Dashboard
Portfolio-wide performance, workload, deadlines, and task health.
Task Completion Average
Tasks Overdue
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
| Project | Start | End | Progress | Planned Hours | Actual Hours | Budgeted Cost | Actual Cost | Variance |
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Milestones
Milestone progress, project ownership, dates, hours, and cost.
| Project | Milestone | Start | End | Progress | Planned Hrs | Actual Hrs | Budget | Actual Cost |
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Tasks
Search, filter, and manage the task portfolio.
| Project | Task | Assigned To | Start | End | Progress | Status | Priority | Complexity | Action |
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Cost
Budget, actual spend, variance, and cost performance views.
Budgeted vs Actual Cost by Project
Actual vs Budgeted Cost by Resource
Project Cost Detail
| Project | Budgeted | Actual | Variance | Variance % | Performance |
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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
| Resource | Tasks | Open Tasks | Planned Hours | Actual Hours | Utilization | Budgeted Cost | Actual Cost |
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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.
Activities by Status
Activities by Priority
By Person
To Do Listing
| # | Description | Category | Assigned To | Due On | Status | Priority | Remarks | Action |
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Risks & Issues
Probability-impact heat map and risk/issue log.
Probability / Impact Heat Map
Risks and Issues by Project
Risk & Issue Log
| # | Description | Project | Who | Probability | Impact | Rating | Status | Last Updated | Action |
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Notes
Space to record important project, portfolio, and meeting notes.
| # | Date | Related To | Comments | Action |
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Contacts
Maintain project and stakeholder contact information.
| # | First Name | Last Name | Landline | Cell Number | Comments | Action |
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Data Manager
Project → Milestone → Task data entry. Changes update all app views automatically.
| Type | Project | Activity | Assigned To | Start | End | Progress | Status | Priority | Complexity | Planned Hrs | Actual Hrs | Budget | Actual Cost | Delete |
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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.
Report Cover Preview
MULTIPLE PROJECTS TRACKING, PLANNING & PORTFOLIO MANAGEMENT DASHBOARD
Report Prepared by TEMPLATE22
TEMPLATE22.COM