Project Portfolio Planner Spreadsheet, Multi Project Manager with Budgets, Tasks and Risk Register, Project Dashboard, Excel Google Sheets

A project portfolio planner for agencies, small teams and project leads running several projects at once: your team, every project with its budget and health, every task with its hours, a 14-week timeline and this week's list, in one file.

🔗 TRY THE LIVE DEMO before you buy (view only, nothing to install): https://docs.google.com/spreadsheets/d/1d8RffjZCHmsP1OVt7PPYjvHpI6y3Y846G6_QIrN8mE4/edit?gid=601360663

Type each project once and each task on one line. Progress, spending, project health, overdue work and each person's load follow by themselves.

📊 WHAT IT DOES

✓ Projects: every project with its owner, client, priority, dates and budget. Progress counts finished task hours.
✓ Health worked out: on track, at risk or late, from the budget used, overdue tasks and progress against the calendar. Your own status wins when you type one.
✓ Budget vs spent: finished task hours at each person's rate, plus the costs you log, against the project's budget.
✓ Tasks: one line per task with the project, owner, dates, hours and status. Days left, overdue flags, cost and on time follow.
✓ Team: everyone who owns tasks, with open tasks, overdue work and the hours due this week against the hours they have.
✓ Timeline: every project, week by week, for fourteen weeks, with each milestone as a diamond.
✓ This Week: every open task due in seven days and everything overdue, with the owner and the project's health.
✓ Costs: contractors, software, hosting, ads and other costs, tied to each project with the budget left.
✓ Risks: likelihood times impact gives a score from 1 to 9, with an owner and a review date.
✓ Milestones: approvals, launches and deliveries, and whether each one was hit on time.
✓ Home and Budget: what is due, what is at risk, the next milestones and any month on one page.

📂 WHAT'S INSIDE: 12 TABS AND 31 CHARTS

✓ Set up first: Start here, Team, Projects
✓ Every week: Home, Tasks, Timeline
✓ Work and money: This Week, Costs, Risks
✓ Totals and settings: Budget, Milestones, Settings

📝 HOW IT WORKS

1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
2. On Team, add everyone once with their hours and rate. On Projects, add each project with its dates and budget.
3. Add each task on Tasks with its owner, due date and hours. Log outside costs on Costs.
4. Open This Week on Monday. Home shows what is due, what is at risk and what is next.

📥 WHAT YOU GET

✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel 2016 or newer and Microsoft 365, on Windows or Mac
✓ A filled example to look around, and a blank copy for your own portfolio
✓ A PDF guide: a picture of every tab and your first five minutes, step by step
✓ A video guide for this planner (the link is in the PDF)

💻 GOOD TO KNOW

✓ Works with a free Google account. Nothing to install, no subscription.
✓ Formulas are protected, so you can't break anything by accident.
✓ It records what you type. It does not connect to another project app, a calendar or a bank.
✓ Room for 20 people, 20 projects, 300 tasks, 400 costs, 100 risks and 300 milestones.
✓ Set it up on a computer in a few minutes. After that, the Google Sheets app works for This Week and closing a task on your phone.
✓ The photos show Google Sheets. The Excel file has the same tabs and formulas.
✓ Free updates for life.

This is a digital download, so nothing is shipped. If anything is unclear after you buy, message me and I'll help you set it up.