Advanced Project Plan & Portfolio Excel Template
✔ 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
★★★★★ Rated 4.9 out of 5Helping PMOs, Project Managers, and Executives gain complete portfolio visibility and control.Customer Success Stories
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Perfect & Advanced Easy to Use
Project Plan & Portfolio Template
90+ Templates & Tools to Help You Plan, Execute & Deliver Your Projects
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
Here is How This
Project Plan & Portfolio Template
ELIMINATES all the Project Management Challenges
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.
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.
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.
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.
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.
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
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
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
Project Plan Dashboard
- Tracking & Monitoring Overview
- Executive Dashboard View
- Interactive Charts & Reports
- Planned vs Actual Comparison
- Multiple Years in One Template
Resource Management & Heatmaps
- Complete Resource Scheduling
- HeatMaps by Resource
- Project Calendars
- Time Tracking & Workload
Project Risks & Issues
- Risk Log Management
- Issues Escalation Tracker
- Risk Assessment Matrix
- Risk & Complexity Assessment
- Risks Log Dashboard
Export Reports
- Export to Excel (XLS)
- Export to PowerPoint (PPT)
- Choose Sections to Export
- PPT Sizes: Standard, Wide & A4
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
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
Project Calendar & To-Do Lists
- Project Calendar Management
- Holiday Settings & Preferences
- To-Do Activities List
- Change Calendar Preferences
Project Timeline & Milestones
- Visual Project Timeline
- Project Schedule Template
- Milestone Tracking
- Integrity Checks Throughout
- Powerful Date Pickers
PowerPoint Presentation Slides
- Project Planning Slides
- Project Timeline Slides
- To-Do-List Slides
- Monitoring & Closure Slides
- Annual Report Slides
- Company Profile Slides
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
✋ WAIT!
I forgot to tell you about the bonuses!
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.
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Lifetime support and updates with no extra fees.
One-Time Fee, No Autoship
Lifetime access to downloads without recurring charges.
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Your Satisfaction Is Guaranteed
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Get your money back within 30 days — simple, stress-free, and no complicated process.