Project Portfolio

This Tableau Accelerator allows you to:

• Evaluate your project portfolio
• Assess project progress
• See how the budget consumption evolves
• Identify and mitigate project risks
• Deep-dive to a specific project
• Drill-back at “Project” level of detail, directly in your Project Management Application and take immediate actions

Demo video

Answer key business questions

• What is the status of our project portfolio?
• What is our budget consumption?
• Which projects are at risk?
• How has the project status evolved over time?
• How has the budget consumption of my projects evolved?

Monitor and improve KPIs

Project Portfolio

• Nb of Projects: Total number of active projects at the date of the snapshot

Budget

• Total Budget: Last known project budget (expressed in currency)
• Total Consumed Budget: Total project budget already consumed (expressed in currency)
• Consumed Budget %: Share of budget consumed compared to total budget (expressed in %)

Progress

• Project Progress %: Progress of the project (expressed in %)
• Spent Time %: Share of days spent compared to the estimated duration of the project until completion (expressed in %)

Required attributes

The data set is a monthly snapshot of each project status:

• Status Date (date): Date of the project status snapshot
• Project (string): Project name or identifier
• Project Start Date (date): Planned start date of the project
• Project End Date (date): Planned end date of the project
• Project Category (string): Category of the project
• Project Manager (string): Person in charge of the project
• Project Risk (string) ← expected values: “High”, “Medium”, “Low”
• Project Priority (string) ← expected values: “High”, “Medium”, “Low”
• Budget (numeric): Project budget amount (at the date of the snapshot)
• Consumed Budget (numeric): Budget consumed amount (at the date of the snapshot)
• Progress % (numeric): Progress of the project (in percentage; 0.5 stands for 50%)