Portfolio Dashboard and Project Register

Portfolio Dashboard & Project Register

Every project in one register, and the whole portfolio on one screen.

When projects live in separate files, nobody can answer the simple questions: how many are in trouble, what are we spending, what lands this quarter. This workbook holds every project in a single register and rolls it up into a portfolio view that updates as the register changes.

What's inside

• Project register — every project with owner, phase, dates, budget and status
• Portfolio dashboard — health, spend and delivery across all projects at once
• RAG status — red, amber, green ratings applied consistently and rolled up
• Budget and forecast — approved against forecast, with variance calculated
• Milestone tracking — what is due next across the portfolio, not just per project
• Executive summary — the one page you take into a portfolio review

How it works

Add projects to the register and keep their status current. The dashboard, rollups and variances calculate themselves. No macros, no add-ins, no subscription — a normal Excel file that opens on any version of Excel and keeps working forever.

Built in Australia from more than twenty years of program delivery experience. Instant download, yours to keep, use it across as many portfolios as you like.