Advanced Project Plan & Portfolio Excel Template

Regular price $18.00
Sale price $18.00 Regular price
Unit price
Advanced Project Plan & Portfolio Excel Template is designed to help project managers plan, track, and deliver projects from initiation to closure. Whether you're managing milestones, resources, risks, or multiple projects at once, this template provides a powerful dashboard and structured framework to keep everything on schedule and stakeholders informed.

✔ Monitor risks, issues and dependencies
✔ Track planned vs actual hours across all projects
✔ Export reports in Excel & PowerPoint in one click

Advanced Project Plan & Portfolio Excel Template

Advanced Project Plan & Portfolio Excel Template

Regular price $18.00
Sale price $18.00 Regular price
Unit price
Free
Updates
Customizable
Sheets
Detailed Video
Guide
One Time
Investment

★★★★★ Rated 4.9 out of 5Helping PMOs, Project Managers, and Executives gain complete portfolio visibility and control.Customer Success Stories

Join Thousands of Project Professionals

Professional Reporting in Minutes

"What impressed me most is how polished the dashboards look. Instead of spending hours building PowerPoint reports, I can present executive-ready portfolio insights directly from the dashboard. It saves us a significant amount of time every month."

Jennifer Clark - Program Manager

Powerful Portfolio Visibility

"The portfolio overview is exactly what we needed. I can instantly identify projects that are off-track, review milestone performance, and monitor budget variances without digging through multiple spreadsheets. It's become an essential part of our weekly governance meetings."

David Reynolds

Actionable Portfolio Insights

"The dashboard gives stakeholders exactly what they need—high-level portfolio visibility with the ability to drill into project details. It's become our single source of truth for portfolio reporting."

Emma Richardson - Director of Strategic Projects

Value for Project Portfolios

"We evaluated several portfolio management tools, but this dashboard provided the best balance between functionality and simplicity. The implementation was quick, and the insights were immediate."

Lisa Anderson

Outstanding Resource Planning

"The resource planning and allocation views helped us identify workload issues before they became project delays. That visibility alone justified the investment."

Robert Walker

A Complete PMO Toolkit

"The combination of portfolio tracking, KPI reporting, resource management, and budget monitoring makes this far more than a dashboard. It's a complete PMO solution built in Excel."

Michael Thompson - Portfolio Manager

Perfect & Advanced Easy to Use
Project Plan & Portfolio Template

90+ Templates & Tools to Help You Plan, Execute & Deliver Your Projects

Project Plan & Portfolio Excel Template

What's Inside

  • Project Plan Dashboard (Tracking & Monitoring)
  • Project Portfolio & Milestone Monitoring
  • Project Risks & Issues Management
  • Project Task & Advanced Gantt Chart
  • Resource Management, Heatmaps & Calendars
  • Export Reports in Excel & PowerPoint
Download Once, Use It Forever

Here is How This

Project Plan & Portfolio Template

ELIMINATES all the Project Management Challenges

01

No Visibility Over Multiple Projects

Managing multiple projects without a central dashboard leads to missed milestones and chaos. Our Project Portfolio Dashboard gives you a real-time bird's-eye view of all active projects — tracking status, KPIs, planned vs actual hours, and milestones all in one place.

02

Inefficient Task & Gantt Chart Management

Without a structured Gantt chart, deadlines slip and task dependencies get lost. Our Advanced Gantt with zoom-in/out, scroll left-right & up-down, toggle milestones, and a current timeframe indicator lets you visualize and control every task across multiple years.

03

Untracked Risks & Issues Derailing Projects

Escalating costs and schedule overruns often stem from unmanaged risks. Our Project Risks & Issues log helps you identify, assess, and escalate risks before they become critical — with a structured risk register, issue tracker, and risk classification matrix built in.

04

Resource Overload & Poor Capacity Planning

When resources are over-allocated, quality suffers and teams burn out. Our Resource Management module with Heatmaps shows exactly who is working on what — so you can balance workloads, schedule smarter, and plan your team's capacity across projects with confidence.

05

No Structured Reporting for Stakeholders

Stakeholders need clear, professional reports — not raw data. Our Export Reports feature generates executive-ready reports in Excel & PowerPoint in one click, with customizable section selection, PPT slide sizes (Standard, Wide & A4), and holiday-aware calculations built in.

06

No Clear Project Timeline & To-Do Tracking

Without a visual timeline, teams lose sight of what's due and when. Our Project Timeline and To-Do List modules give every team member a clear view of upcoming deadlines, task priorities, and calendar milestones — so nothing slips through the cracks across the project lifecycle.

What You Will Get Inside

Project Plan & Portfolio Template

Everything You Need to Plan, Execute & Deliver Your Projects

90+ Ready-to-Use Templates & Tools — Download Once, Use It Forever

+9Sections

Project Portfolio Dashboard

  • Projects KPIs Overview
  • Planned vs Actual Hours
  • Milestones by a Project
  • Milestones by All Projects
  • All Tasks & Status Summary
  • Resource By Project
  • HeatMaps By Resource
  • To-Do Activities
  • Risks & Issues Summary
+6Options

Advanced Gantt Chart

  • Gantt Zoom-in & Zoom-Out
  • Scroll Left-Right & Up-Down
  • Two Dynamic Metrics on Gantt
  • Toggle Projects & Milestones
  • Toggle Titles on Gantt
  • Current TimeFrame Indicator
+5Views

Project Plan Dashboard

  • Tracking & Monitoring Overview
  • Executive Dashboard View
  • Interactive Charts & Reports
  • Planned vs Actual Comparison
  • Multiple Years in One Template
+4Tools

Resource Management & Heatmaps

  • Complete Resource Scheduling
  • HeatMaps by Resource
  • Project Calendars
  • Time Tracking & Workload
+5Modules

Project Risks & Issues

  • Risk Log Management
  • Issues Escalation Tracker
  • Risk Assessment Matrix
  • Risk & Complexity Assessment
  • Risks Log Dashboard
+4Formats

Export Reports

  • Export to Excel (XLS)
  • Export to PowerPoint (PPT)
  • Choose Sections to Export
  • PPT Sizes: Standard, Wide & A4
+6Options

General Template Options

  • One Click to Change LOGO
  • Change Menu Labels & Order
  • Hide/Unhide Menu Sections
  • Format Menu Colors
  • Branding & Custom Styles
  • Change Gantt Size & Preferences
+8Tools

Calculations & Data Tools

  • Optimized Formulas
  • Editable Calculations
  • Automatic Aggregates
  • Errors Handling
  • Tools to Add New Plans
  • Tools to Delete Plans
  • Tools to Clear All Plans
  • Consider Holidays in Calculations
+4Tools

Project Calendar & To-Do Lists

  • Project Calendar Management
  • Holiday Settings & Preferences
  • To-Do Activities List
  • Change Calendar Preferences
+5Tools

Project Timeline & Milestones

  • Visual Project Timeline
  • Project Schedule Template
  • Milestone Tracking
  • Integrity Checks Throughout
  • Powerful Date Pickers
+12Slides

PowerPoint Presentation Slides

  • Project Planning Slides
  • Project Timeline Slides
  • To-Do-List Slides
  • Monitoring & Closure Slides
  • Annual Report Slides
  • Company Profile Slides
+85Docs

Bonus Project Management Documents

  • Budget Forms & Templates
  • Risk Log Templates
  • RACI Charts
  • Project Charter Templates
  • Gantt Chart Templates
  • Stakeholder Matrices & more

Project Plan & Portfolio Template

Benefits

  • Portfolio-wide visibility at a glance
  • Smarter planning and prioritization
  • Real-time budget and KPI tracking
  • Early risk and issue detection
  • Enhanced team accountability
  • Faster reporting and decision-making
  • Streamlined project governance
  • Better outcomes with less effort

PLUS: A Further 84 Project Management Documents

  • Project Portfolio Dashboard Template
  • Business Meeting Agenda
  • Business Structure Selector
  • Construction Management Invoice
  • Cost Trend Analysis
  • Datastream Company Level Template
  • District Project Schedule Template
  • ISPMO Budget Template
  • Lessons Learn Log Template
  • Office Move Project Plan
  • Planning Tool Blank
  • PMO Budget Template
  • PMO Risk Log Template
  • PMP Notes
  • Project Budget Estimate
  • Project Classification & Sizing Tools
  • Project Management Tools Document
  • Project Reporting Requirements
  • Project Status Report
  • Resource Plan
  • Risk Log Template
  • Schedule Patches
  • Standard Planning Procedure
  • Project Manager Tool
  • Budget Review
  • Business Operational Procedure
  • Calculating Barriers Works Productivity
  • Cost Control Template
  • Customer Master Data Template
  • Design WSR
  • Gantt Chart Template
  • Issue Management Template
  • Monthly Activity Template
  • Pard D Templates
  • PM Project Risk Log
  • PMO Issue Reporting Log Template
  • PMO Template Financial Statement
  • PMP Work Experience Sample
  • Project Change Assessment
  • Project Companion Template Manager
  • Project Planning & Monitoring Tools
  • Project Risk Plan
  • Project Tracking Tool
  • Responsibility Assignment Matrix
  • Risk Register Example
  • Scorecard Template
  • Team Responsibility Matrix
  • Two Year Work Plan Template
  • Budget Template
  • Business Proposal Letter
  • Change Risk Classification Matrix
  • Cost Estimation
  • CW Budget
  • Detailed Costed Workplan
  • Initial Risk and Complexity Assessment
  • JD Template
  • MPP Proposal Cost Template
  • Plan of Operations
  • PMM Model
  • PMO Maturity Assessment
  • PMO Project Budget
  • Project & Customer Detail Template
  • Project Charter Template
  • Project Cost Template
  • Project Process Agreement
  • Project Schedule Template
  • RACI Chart
  • Risk Assessment
  • Roles & Responsibilities
  • Simple Portfolio Status
  • Defect Tracking Log
  • Financial Report

All these templates have been tried and tested by 100+ qualified & Certified professionals
which ensure your value of money

✋ WAIT!

I forgot to tell you about the bonuses!

Bonus #1
3200 Slides + 32 Different Categories
Project Management Slides
Editable Project & Business Management presentation templates designed to make your workflow professional and modern.
Bonus 1

Features

📊

Reporting and Analytics

Helps project managers stay on top of KPIs, budgets, and milestones.

📑

Professional & Structured

Clean, organized format built by project management experts.

📝

Fully Customizable & Editable

Editable in Microsoft Word, Excel, Google Docs/Sheets, or PDF.

🤝

Trusted by Professionals Worldwide

Used by project managers, consultants, and team leaders.

🧰

All-in-One Toolkit

Covers planning, execution, monitoring, and closure phases.

⏱️

Saves Time & Effort

Ready-to-use templates reduce setup and planning time.

💰

100% Money Back

30 Days No-Question-Asked money-back guarantee.

🕘

24/7 Support

Lifetime support and updates with no extra fees.

🛡️

One-Time Fee, No Autoship

Lifetime access to downloads without recurring charges.

100% Money Back Guarantee
100% SATISFACTION GUARANTEE

Your Purchase Is Completely Risk-Free

We stand behind the quality of our templates and tools. If you're not satisfied, we'll make it right — fast and hassle-free.

Your Satisfaction Is Guaranteed

If you are not completely satisfied with your experience, our support team will quickly help you solve the issue.

30-Day No-Questions-Asked Refund

Get your money back within 30 days — simple, stress-free, and no complicated process.