Portfolio Projects
Compare sponsor, investment, strategic value, health, milestone position, capacity need, and current recommendation across projects.
Project Portfolio Management Template
Compare project health, investment, capacity, milestones, risks, and dependencies, then open the project behind every warning.
Built for pMO, operations, and leadership teams reviewing multiple projects as one portfolio.
Start free. No credit card required. Explore the working project portfolio tracker application, then adapt its fields, workflow, views, roles, and dashboards.
Jodoo business applicationForms, records, and dashboards
Explore the working applicationReview the form, operating records, workflow, and dashboards before adapting the application.Open application
Template Preview
See how the template looks across key views
Portfolio Projects
Keep a comparable record for every portfolio project, including sponsor, investment, health, milestone position, and current risk.
Portfolio Decision Queue
Bring funding, intervention, capacity, pause, and stop decisions into one accountable queue with an owner and due date.
Portfolio Health And Investment
Compare portfolio health, investment, milestone risk, open risks, and status freshness, then drill into the project behind a red signal.
Portfolio signals with records behind them
Compare project health, investment, milestones, risks, and capacity across a portfolio
Compare project health, investment, capacity, milestones, risks, and dependencies, then open the project behind every warning.
Portfolio signals with drill-down
See the projects behind every portfolio signal
Compare health, investment, milestones, risks, and status freshness, then open the project record behind a red indicator.
Portfolio Capacity
Show demand and available capacity by team or skill so leaders can see where a priority cannot be staffed.
Risks And Dependencies
Keep cross-project risks and dependencies tied to an owner, impact, response, due date, and affected project.
Health And Investment Dashboard
Review investment, health, capacity pressure, and decision status, then open the project behind a warning.
Adapt portfolio governance
Change scoring and review views as leadership priorities shift
PMO administrators can add portfolio fields, scoring rules, review views, exception thresholds, and dashboards as governance changes.
Use this tracker when leaders need comparable project signals and drill-down
- PMO, operations, and leadership teams reviewing multiple projects as one portfolio.
- Individual projects report separately and leaders cannot see where risk, spend, or overdue decisions are concentrated.
- Teams that need projects by health, investment by program, and milestones at risk with drill-down to the working record.
Add specialist PPM tools for advanced capacity and financial optimization
The tracker supports configurable portfolio visibility; advanced capacity optimization and financial portfolio modeling may require specialist PPM software.
How It Works
Open the portfolio dashboard and drill from a red KPI into the affected project record
Add each project with its sponsor, program, investment, health criteria, major milestones, and risk context.
Require current project updates and use consistent scoring so leadership can compare projects on the same basis.
Prioritize funding, intervention, or pause decisions from the portfolio view, then open the source project and record the decision.
FAQs
Questions about project portfolio management template
What can teams do with Project Portfolio Tracker?
Compare project health, investment, milestones, risks, and capacity across a portfolio. The working application includes portfolio project record, cross-project work queue, and portfolio health dashboard so teams can act on the same records they review.
Can business teams adapt this project portfolio tracker without coding?
PMO administrators can add portfolio fields, scoring rules, review views, exception thresholds, and dashboards as governance changes.
Can leaders drill into a portfolio warning?
Yes. Red projects, milestone slips, budget variance, unresolved risks, and missing updates can link back to the project record and accountable owner.
When is specialist PPM software a better fit?
The tracker supports configurable portfolio visibility; advanced capacity optimization and financial portfolio modeling may require specialist PPM software.
Can I start with Jodoo for free?
Yes. You can start free with up to 5 users and adapt the application before choosing a paid plan.
Start with this working application
Test the project portfolio management template workflow with your own records
Open the application, review its forms, records, views, and dashboards, then adapt the workflow to the way your team handles project portfolio management template.