Make sure your Classroom Expectations are clearly posted in your classroom and your review them as often as necessary until the students know the ‘Right’ answer for how to behave! As discussed in part 1, the biggest challenge when it comes to designing project portfolio (program) level dashboards is that, End users want it very concise yet powerful. We have identified important needs of our end users & come up with a mock up design that meets all these.
First let us understand the design philosophy for this dashboard, because that is what drives all the Excel work. Structural references as much as possible so that formulas are readable, editable & dynamic. This dashboard display follow box layout with simple colors, easy charts, picture links & lots of conditional formatting goodness. To understand the important Excel features used in this, see below image & following list. These fonts are specified in dashboard’s theme so that they apply by default when opened in any computer. Since the workbook uses macros, I have added a warning message that shows up when macros are disabled. Since all this explanation might not do justice to the work, I made a short video [12 mins] explaining how the dashboard works.
Now you can get this and 4 other project portfolio management templates (including simplified portfolio dashboard, time line chart, gantt chart templates).
Extract the first 5 corresponding Project IDs and feed them to calculations for rest of the display.
Received the Email with discount for previous PM purchases after I already placed my order, can you refund 20%   wasn't sure where to contac tyou directly  I can provide Transaction information when you contact me! Hi Chandoo,Your PM dashboards impressed me so much that I’ve downloaded the Portfolio and Project Management package.
Can the portfolio management dashboard  be translated to spanish?   can the translation affect the functionality? I want to know if I will always have to convert the reports to pdf before I sent them to the project team or I am able to e-mail them on an excel format?
Besides that, I understand there is conditional formatting but I was wondering how the reference to the cell valGantstart links to show the "today line" for the gantt chart when the formula to show the "today line" on conditional formatting refers to this valGantstart.
Hi Chandoo, your portfolio template is great, the one issue is the progress on teh project, if 100% is added in progress, it does not fully display, All that I see is ##### on teh dashboard.


Have downloaded the trial portfolio template to see how the various elements work but the 'calculations' worksheet is hidden so I am unable to establish how the data is calculated? Kindly explain how your percentage of Projects done on the dashboard is calculated as this seems to depend on the budget? Is there way to display a line to show the 'Baseline' within the dashboard under the Plan section? I purchased, nice presentation on the Port Dash, seems basic on the data entry side of things. I would like to know apart from the Dashboard usage, can we have a facility to extract as a report showing all Projects status report as read only to all Stakeholders, I am not interested in sharing the whole Dashboard as it comprises of complex code. All I am looking is a button, which extract whole dashboard as a report in PDF or jpg format to share it with all stake holders. I'm about to get the dashboard but will need to have that feature as the Stakeholders will not be needing all the info the Prog Mgr sees.
I purchased Portfolio dashboard yesterday; I am trying to modify it by adding Customer in front of Project name, estimated hours, and hours spent - I tried replacing Budget and spent title, and $$ format to number - the dashboard choked. Then I just tried to add columns in Project details, Customer, estimated hours, and hours spent.
Any inventory clerk or accountant will agree that stock inventory management is crucial to any business that must maintain an inventory of merchandise, equipment, tools, or materials. Many large companies use complex inventory databases to minimize excess inventory, but these systems are costly and difficult to setup. Vertex42's Inventory Control Template will help you get your inventory program started - including reducing surplus inventory and processing inventory updates. Use the main Inventory Control worksheet (see screenshot above) to keep track of locations, minimum stock levels, in stock inventory, parts on order and parts on backorder. Make sure to include both internal and external part numbers so items can be easily and correctly identified. Use the status field to track the life cycle of a part from pre-production through obsolescence.
Use the Suppliers (view screenshot) worksheet to keep track of supplier contact information. Looking to track fixed assets such as equipment, hardware and furniture, check out Vertex42's Asset Tracking Template – a simple solution for equipment tracking.
Good Inventory Management Information for Small Businesses at sba.gov – A collection of good basic information and tips for good inventory management geared towards smaller companies.


Stock Control and Inventory at gov.uk – A series of web pages with great information about setting and managing stock levels. Best Practices for Accurate Physical Counts of Inventory at gao.gov – The United States General Accounting Office's best practices for counting inventory.
Our PBIS team is hard at work taking professional development training so that we can create the culture that we want for our school.
Since each plan has its own table, getting selected project’s table is necessary to drive all calculations. All these files are easy to use, beautiful to present, fully customizable, unlocked and designed to make you awesome. The only issue I'm having is, when I change an activity to 100%, it's showing ##### on the Dashboard Gannt.
One alternative is to show list of holidays that occur in the filtered date range in legend area of the dashboard.
In Dashboard tab, the scroll bar displays each project, but in my case,  the entry Months displays ZERO. I koow you have mentioned that it takes upto 24 hrs to send the link but could you send it to me at the earliest. But as all inventory clerks know, keeping track of inventory is hard enough without worrying about inventory optimization.
If you are a small or medium size company, or just need something to get you started, check out our simple inventory control solution that includes an Inventory Control Spreadsheet template, a Physical Count Sheet and an Inventory Label template. Throughout this year, the PBIS Team will be asking students, staff, and our community for information and feedback. I think the final workbook summarizes performance of a bunch of projects in a concise yet powerful way.
Every week you will receive an Excel tip, tutorial, template or example delivered to your inbox. What more, as a joining bonus, I am giving away a 25 page eBook containing 95 Excel tips & tricks. Do you recommend this be owned by 1 manager or could this be stored on SharePoint and be updated by several people?




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