Project & Portfolio Management

PPM Dashboard and Reporting Audit Worksheets

These templates are designed to support the PPM Dashboard and Report Audit Workbook. Use this form to gather information at group sessions or workshops so that it can be...

PPM Metrics Menu

This tool provides a list of sample PPM metrics. Use the list to help identify the kind of information that can be gathered to support key decision makers and to help...

PPM Dashboard and Report Enhancement Project Charter Template

Use this template project charter to create an official project artifact and to mark the official launch of the PPM Report and Dashboard Enhancement Project.

Enhance PPM Dashboards and Reports – Phase 2: Design and Build New or Improved PPM Dashboards and Reporting

This phase of the blueprint, Enhance PPM Dashboards and Reports, will help you design and build effective dashboards and reports to ensure that proposed and finalized...

PPM Dashboard and Report Requirements Workbook

Use this tool to record the stakeholder requirements for each dashboard and report to be enhanced as part of the project.

PPM Executive Dashboard Template

This template provides a working example of a PPM Executive dashboard. Replace the example information and visuals with your own data and visuals and create an easy to...

PPM Dashboard and Report Visuals Template

Each tab of this workbook provides an example of a different style of visual that can be used in PPM dashboards and reports. Customize these examples for your own use, or...

PPM Capacity Dashboard Operating Manual

Use this template to create an operating manual for each dashboard or template. The manual identifies and describes the roles and responsibilities for every data...

Enhance PPM Dashboards and Reports – Phase 3: Implement and Maintain Effective PPM Dashboards and Reporting

This phase of the blueprint, Enhance PPM Dashboard and Reporting, will help you officially close and evaluate the PPM dashboard and reporting enhancement project and...

PPM Dashboard and Reporting Program Manual

Use this template to create an operating manual for the dashboard and reporting program produced by the enhancement project. This manual identifies the core...
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