In this 2 part tutorial, we will learn how to design a project portfolio dashboard. Part 1 will focus on user needs & design. Part 2 on Excel implementation.
Background
As you may know, we sell a set of Excel Project Management templates. These templates help plan, track, manage & report a project right from Excel.
While these templates good, they have one limitation. They work for one project at a time. Many customers have asked me if I come up with a project portfolio dashboard that can tell what is going on in a set of projects in one view.
And that is where we begin.