1. PPM Status Report Template<\/h2>\n
When portfolio managers need to check in on the progress and performance of their projects or keep their stakeholders informed, they can use this free PPM status report template for Excel<\/a>. This project portfolio management template improves communication and helps to deliver project update presentations with greater impact by capturing the current status of projects in terms of health and progress.<\/p>\n The project portfolio template covers everything from project information to a summary of the project\u2019s status, which includes completed work, upcoming work, project deliverables and milestones<\/a>. There\u2019s a section on the project\u2019s health, which includes overviews of the budget, schedule, scope and quality control. There are even risk and change management logs.<\/p>\n The only problem with this project portfolio template is that it must be manually updated. The data is never current, which makes it harder to allocate resources and ensure that projects are delivering on the strategic goals. ProjectManager<\/a> is award-winning project and portfolio management software with portfolio dashboards that deliver real-time data automatically. Once the baseline is set on the Gantt chart or roadmap, our software constantly updates to reflect actual data against the planned effort. Easy-to-read graphs and charts display KPIs, such as time, cost, workload and more across the portfolio of projects. Get started with ProjectManager today for free.<\/p>\n Project portfolio managers must closely monitor projects to ensure they\u2019re meeting milestones, but also to properly allocate resources. Using this free PPM dashboard template for Excel<\/a> gives them a high-level overview of the key performance indicators (KPIs) to track and analyze the progress and performance of multiple projects. The free project portfolio management template identifies trends and helps managers make more informed decisions when managing a portfolio of projects.<\/p>\n Keeping a portfolio on track requires consistent updates. This free project update template for Excel<\/a> is the perfect tool for portfolio management. Because portfolio management involves overseeing multiple projects simultaneously, often with different scopes, teams and timelines, having standardized updates from each project is extremely useful.<\/p>\n Because the template is ready-made, project managers don\u2019t have to reinvent the reporting structure each time. That saves time, reduces reporting errors and ensures completeness. The template acts as a standard communication backbone for a project portfolio, enabling clarity, alignment and strategic oversight across multiple initiatives.<\/p>\n Use this free multiple project tracking template for Excel<\/a> to monitor the progress of a portfolio. It captures all the relevant project information in a single document. This project portfolio management template can be used throughout the portfolio’s life cycle. Projects are constantly in flux and the best way to allocate resources effectively is by tracking those projects to understand what they need and when they need it.<\/p>\n The project portfolio template lists all the projects, their tasks and their dependencies. It shows who\u2019s assigned to which tasks, the priority as well as the start date, planned end date and actual end date. The planned and actual costs are also listed. As this data is added to the template, it is easy to see which projects are overspending or falling behind schedule. Then those projects that aren’t tracking as expected can be adjusted to get back on schedule or within budget.<\/p>\n A program roadmap is a high-level visual plan that outlines the major initiatives, milestones, timelines and dependencies within a program; a coordinated group of related projects working toward a shared strategic objective. Download this free program roadmap template<\/a> for a clear, consolidated timeline view of all the projects within a program: multiple related projects, their start and end dates, milestones and phases, all on one chart.<\/p>\n Because you can see when projects overlap or depend on each other, you can more effectively allocate resources<\/a> (people, budget, time) across multiple projects, reducing conflicts, bottlenecks or overcommitments.<\/p>\n Use this free PPM cost benefit analysis template for Excel<\/a> to compare what the organization would expect to pay for a project against what benefits or opportunities the project could provide. This is an essential tool when determining whether a project is viable for the portfolio or whether it\u2019s better to pass on. The more research on the project before committing to it, the better. This project portfolio management template is key to determining if the proposed project is a good fit.<\/p>\n This project portfolio template does this by placing a dollar amount for every cost and benefit in the project. By subtracting the benefits from the costs, the profit, both financially and in terms of business objectives and goals, is revealed. When the benefits outweigh the costs, the project is likely worth pursuing. Therefore, this is a decision-making tool that all portfolio managers<\/a> will want to have in their toolshed.<\/p>\n A roadmap is a tool that helps view the strategy of all the project phases, objectives, milestones, deliverables, resources, risks, dependencies and the planned project timeline. This is an invaluable project portfolio management template. Use this free program roadmap template<\/a> to help make large decisions about projects within the context of its strategy, resource allocation and more.<\/p>\n This project portfolio template keeps the project teams and stakeholders aware of project objectives.<\/a> It\u2019s also an integral part of the process to respond quickly to market changes or when a project pivots, as it shows how those changes will affect the larger strategy. Roadmaps help set expectations, get buy-in and update stakeholders on progress.<\/p>\n Use this free resource plan template for Excel<\/a> to always have the right resources at the right time. This project portfolio management template does that by identifying, listing and organizing all the resources needed to complete the projects as well as determining the quantity needed for each resource, including cost and when it\u2019s needed in the project.<\/p>\n When using this free project portfolio template, there are fields to fill in on the project info, resources and costs. Once this section is completed, there’s a calendar to the right. It goes for a month, but this customizable template can be changed to reflect a week or several months, depending on the project’s needs. Then fill in the calendar to plan resources and ensure that the project is always covered.<\/p>\n Capacity planning is one of the pillars of project portfolio management, which is simply the process of managing resources, time, teams and work. The free PPM resource capacity planning template<\/a> is used to balance available resources to meet the project\u2019s capacity needs. This project portfolio management template helps portfolio managers keep up with changing demands.<\/p>\n Using this project portfolio template allows portfolio managers to see the utilization, time and effort of teams across projects. It does this by first providing an overview of the project and then listing the tasks and their estimated duration, including start and end dates. Next, there\u2019s a list of resources, with an hourly rate for each resource. That\u2019s followed by the project timeline<\/a> and resource availability, utilization and remaining resource availability. Users can also see who is over or under-allocated, the resource utilization rate and costs per resource.<\/p>\n While portfolio management is often focused on governance and resource management, costs are always part of the larger picture. That\u2019s why it\u2019s so important to use this free PPM project budget template for Excel<\/a>. When planning on whether to include a project or when that decision has been made and the project\u2019s costs have to be forecast, this project portfolio management template helps accurately estimate what the financial commitment will be.<\/p>\n This project portfolio template lists all the project tasks and even the subtasks. Then each task or subtask is broken down into how much it\u2019ll cost to execute. There are columns to capture the planned labor costs, actual hours and rates. Some columns identify the materials used<\/a>, including how many units and the price per unit. Of course, projects often have other costs, which is why there are columns for travel, equipment and food. The template is also fully customizable so users can add any other expenses they might have.<\/p>\n Need to propose new projects to stakeholders or teams? Utilize our free project request form.<\/a> It captures key information upfront\u2014such as the project\u2019s purpose, expected benefits, scope, costs, required resources, risks and alignment with organizational goals. This gives the PMO or portfolio managers enough detail to evaluate whether the proposed project should move forward.<\/p>\n Use this template to bring structure and fairness to how new projects enter the portfolio. Instead of informal conversations or unclear requests, every idea is documented, comparable and evaluated against the same criteria. This helps the PMO prioritize high-value initiatives, prevent resource overload, screen out low-impact projects and maintain alignment with strategy.<\/p>\n In project portfolio management (PPM), a project list serves as a master registry of every active, planned, or archived initiative across the organization. This project list template<\/a> gives visibility into the full scope of work, showing which projects are underway, which are coming next and how they relate to strategic goals. With a reliable project list, portfolio managers can better prioritize, balance resources, and ensure alignment across teams and departments.<\/p>\n The template provides a ready-to-use spreadsheet to capture essential details for each project, including the name, owner, status, priority, start and end dates and other metadata. This standardization makes it easy to maintain, filter, and sort projects, ensuring nothing gets lost. By consolidating all projects in one place, it simplifies oversight, helps detect conflicts or overcommitments, and supports clearer decision-making and reporting at the portfolio level.<\/p>\n Another value project portfolio management template is the free PPM project prioritization matrix template<\/a>. This tool helps compare projects objectively to determine which will bring value to the organization and those which can be passed on. This versatile tool can prioritize projects, manage time and reach a consensus. The origin dates back to President Eisenhower\u2019s administration, where the tool was called an Eisenhower matrix, as he used it to help decide what was most important to focus on first.<\/p>\n The project portfolio template is simple in design, but very useful in execution. It is divided into two axes; the vertical axis is divided into two rows. One row is crucial, the other not crucial. The horizontal axis is divided into two columns, one for do now and the other for do later. This breaks up the matrix into four quadrants. The top left is for what must be done immediately, the top right is for that which can be scheduled shortly. The bottom left is to delegate and the bottom right is to delete or move.<\/p>\n With all projects visible in one place, leaders and portfolio managers don\u2019t have to gather information from many separate project trackers. This makes it easier to understand the \u201cbig picture.\u201d This free project portfolio template for Excel<\/a> provides a structured spreadsheet layout where you list every project in your organization\u2019s portfolio, including project names, objectives, start and end dates, status, budget (planned vs actual), priority, assigned teams or owners and other relevant data.<\/p>\n It organizes all projects in a single \u201cmaster view,\u201d so you can see at a glance how many projects are active, which are upcoming or completed, and where each stands relative to schedule, cost and priority.<\/p>\n Managing a portfolio means choosing the right projects to initiate. This free project intake form template for Word<\/a> formalizes that process to ensure that proposed projects align with organizational goals and objectives. Use this project portfolio management template to review and approve formally proposed projects to evaluate their feasibility and determine their priority within the broader portfolio. This reduces the risk of inefficiencies or wasted resources. Ultimately, it leads to better outcomes, improved resource and risk management and improved communications between stakeholders about expectations, goals and requirements.<\/p>\n The project portfolio template is designed to address all the issues that need to be judged when reviewing a project for approval. These include describing the project, its goals and objectives. There\u2019s also space to explain how the project contributes to the business, operational and strategic objectives.<\/a> The project scope statement is included to summarize the work that will be executed as well as resource planning and an estimate of the project\u2019s costs. There\u2019s a timeline, a cost-benefit analysis and a risk management overview. This all leads to the final section, which is the assessment, which explains why the project should be approved or rejected or if additional information is needed.<\/p>\n Project portfolio management templates aren’t the ideal tool to manage multiple projects. Projects are dynamic, templates are static. It\u2019s simply a poor match. Someone has to manually update those templates, which takes time away from more valuable work. Project portfolio management software is a far better solution. ProjectManager<\/a> is award-winning project and portfolio management software that has features that automatically update in real time, like the project portfolio dashboard that provides a real-time overview of project health without having to do anything but toggle over to the tool.<\/p>\n Our powerful project portfolio roadmaps work better than project portfolio templates. Our software can collect all the projects in a portfolio and display them on a Gantt chart<\/a> that can help with resource management, time tracking and task management. Users can filter by assignee, project manager or customer to make forecasts. View which projects are open and see who is assigned to which tasks. It also helps highlight key metrics to keep stakeholders informed.<\/p>\n Keep stakeholders informed with high-level and in-depth reporting features<\/a> that share progress and more. Customized project portfolio reporting goes deeper into the data, generating reports on portfolio status, tasks and timelines as well as customizing reports to see only the data that users want to see. There are also reports on variance, timesheets and workload, among others.<\/p>\n Project portfolio management templates are only a small part of project portfolio management. To learn more about the best ways to manage multiple projects, check out the recent posts below.<\/p>\n ProjectManager is online project and portfolio management software that connects teams, whether they\u2019re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/11\/Project-status-report-project-overview.png\")
<\/a>![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/08\/Portfolio-Dashboard-CTA.png\")
<\/a>2. PPM Dashboard Template<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/08\/KPI-Dashboard-Template-Screenshot.png\")
<\/a>3. PPM Project Update Template<\/h2>\n
![\"Project](\"\/wp-content\/uploads\/2025\/08\/Project-update-template.png\")
<\/a>\n4. Multiple Project Tracking Template for PPM<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2023\/02\/multiple-project-tracking-template-for-excel-projectmanager.jpg\"){kind=tracking}
<\/a>5. PPM Program Roadmap Template<\/h2>\n
![\"program](\"\/wp-content\/uploads\/2024\/07\/Program-roadmap-template-2.png\")
<\/a>6. PPM Cost Benefit Analysis Template<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2021\/07\/Cost-Benefit-Analysis-Screenshot.jpg\")
<\/a>7. Program Roadmap Template for PPM<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/02\/Strategic-Roadmap-Template-for-Excel-ProjectManager-2.webp\")
<\/a>8. Resource Plan Template for PPM<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2023\/03\/Resource-Plan-Screenshot-e1704301619226.jpg\")
<\/a>9. PPM Resource Capacity Planning Template<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2023\/12\/Capacity-Planning-Template.png\")
<\/a>10. PPM Project Budget Template<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2023\/08\/Project-Budget-Screenshot.jpg\")
<\/a>11. Project Request Form for PPM<\/h2>\n
![\"Project](\"\/wp-content\/uploads\/2025\/10\/Project-Request-Form-Screenshot-600x526.png\")
<\/a>12. Project List Template for PPM<\/h2>\n
![\"Project](\"\/wp-content\/uploads\/2025\/07\/Project-list-template-for-Excel.png\")
<\/a>\n13. PPM Project Prioritization Matrix<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2022\/09\/project-prioritization-template-screenshot-final.jpg\")
<\/a>14. Project Portfolio Template for PPM<\/h2>\n
![\"Project](\"\/wp-content\/uploads\/2025\/06\/Project-Portfolio-Template-1.png\")
<\/a>\n15. Project Intake Template for PPM<\/h2>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/11\/Project-Intake-Form-Template.png\")
<\/a>How ProjectManager Helps PPM<\/h2>\n
Manage Resources With Roadmaps<\/h3>\n
![\"ProjectManager's](\"\/wp-content\/uploads\/2024\/08\/portfolio-roadmap-light-mode-webp-e1723229198497.webp\")
<\/a>
\nGet Detailed Portfolio Reports<\/h3>\n![\"ProjectManager's](\"\/wp-content\/uploads\/2023\/01\/Reports-Light-2554x1372-1.png\")
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\nRelated PPM Content<\/h2>\n\n