What can I use this template for ?

• Overview and manage a collective portfolio of projects
• Roadmaps : use the timeline view to visualize your roadmaps and outline project dependencies
• Manage individual projects as part of this template
• Schedule and document project portfolio management board meetings

Project portfolio database

This database lists all your projects and their different properties, such as :

• Status (not started, in progress, done)
• Project ownership
• Start and due dates
• Project priority
• Financials (CAPEX and OPEX)
• Dependencies with other projects

Project template

The default project template guides you to properly document your project, suggesting you to add the following strategic information on top of the properties listed above :

• What problem are you trying to solve with this project ?
• What is the proposal ?
• How are you going to measure success ?
• What are the strategic/business benefits

It as well suggests to cover additional aspects :

• Project team
• Steering committee

And of course, it enables you to list and manage your projects tasks in a dedicated project database.

Project portfolio board meeting database and template

The project portfolio board meeting template covers the following :

• It automatically adds to the agenda the projects that are tagged “review at next PPMB”
• A table to document attendance
• A table with other agenda items and their related notes/decisions