Project Requirements: Portfolio, Program, and Project Management Excel Sheet with Power BI & MS Project Integration
Budget: $10 – $30 USD
I am looking for a freelancer to develop a well-structured, automated, and professionally designed Excel sheet for Portfolio, Program, and Project Management, aligned with PMI standards and requirements.
1. Excel Sheet Development
The Excel file should be designed for comprehensive project tracking and management, incorporating the following:
A. Portfolio, Program, and Project Structure
• A structured Portfolio Management sheet to oversee multiple programs and projects.
• A Program Management sheet to consolidate and track multiple related projects.
• A Project Management sheet for individual project tracking, execution, and control.
B. Core Project Management Features (Aligned with PMI Standards)
• Project Overview Dashboard: Summary of portfolio, program, and project status.
• Project Charter Template: Including objectives, scope, stakeholders, and constraints.
• Work Breakdown Structure (WBS):
• Hierarchical breakdown of tasks.
• Assigning roles, responsibilities, and estimated durations.
• Task dependencies and sequencing.
• Gantt Charts:
• Automated timeline for project tracking.
• Milestones and critical path analysis.
• Risk Management Module:
• Risk identification, assessment, and mitigation plans.
• Probability and impact analysis.
• Issue Tracking System:
• Log, categorisation, priority levels, and resolution tracking.
• Change Management Log:
• Change requests, approvals, and impact assessments.
• Resource Management:
• Allocation of human and material resources.
• Workload balancing and availability tracking.
• Budgeting and Cost Control:
• Cost estimation, tracking, and variance analysis.
• Stakeholder Management & Communication Plan:
• Identifying key stakeholders and their engagement strategies.
• Communication schedule and reporting.
• Project Performance Metrics & KPIs:
• Earned Value Management (EVM).
• Schedule Variance (SV), Cost Variance (CV), and SPI/CPI calculations.
C. Automation & User Experience Enhancements
• Drop-down menus and dynamic filters for easy navigation.
• Conditional formatting and color coding for status tracking.
• Automated alerts and notifications for delays and budget overruns.
• Pivot tables and charts for insightful data analysis.
2. Power BI Dashboard Development
The Excel sheet should be reflected into a well-designed Power BI dashboard to enhance data visualization and reporting. Key Power BI features should include:
• Portfolio Summary Dashboard (high-level insights for executives).
• Project Progress Dashboard (task completion, milestones, delays).
• Resource Utilisation Dashboard (team workload and capacity planning).
• Risk and Issue Tracking Dashboard (visualizing risks, status, and priorities).
• Financial Dashboard (budget vs actual costs, forecasting).
• Interactive Filters & Drill-Down Functionality for detailed project analysis.
3. MS Project Integration
The Excel-based project management system should be fully integrated with Microsoft Project, ensuring:
• Seamless data transfer between Excel and MS Project.
• Automated Gantt chart updates in MS Project.
• Two-way synchronization for real-time project status updates.
• Task dependencies and resource allocation mapped correctly in MS Project.
Additional Requirements
• The solution must be professionally designed, user-friendly, and visually appealing.
• All templates and dashboards should follow PMI best practices.
• The freelancer must ensure error-free formulas, automation, and compatibility across Excel, Power BI, and MS Project.
• Provide detailed documentation and a brief training session on how to use the system.
Expected Deliverables
1. Excel File with all project management functionalities.
2. Power BI File with fully interactive dashboards.
3. Integration Setup with MS Project.
4. User Guide & Training Materials for smooth adoption.
Freelancer Requirements
• Strong expertise in Excel, Power BI, and MS Project.
• Experience with PMI project management frameworks.
• Ability to deliver a professional, automated, and error-free solution.
• Strong portfolio of similar work.
Looking forward to receiving proposals with timelines, past work samples, and pricing details.
1. Excel Sheet Development
The Excel file should be designed for comprehensive project tracking and management, incorporating the following:
A. Portfolio, Program, and Project Structure
• A structured Portfolio Management sheet to oversee multiple programs and projects.
• A Program Management sheet to consolidate and track multiple related projects.
• A Project Management sheet for individual project tracking, execution, and control.
B. Core Project Management Features (Aligned with PMI Standards)
• Project Overview Dashboard: Summary of portfolio, program, and project status.
• Project Charter Template: Including objectives, scope, stakeholders, and constraints.
• Work Breakdown Structure (WBS):
• Hierarchical breakdown of tasks.
• Assigning roles, responsibilities, and estimated durations.
• Task dependencies and sequencing.
• Gantt Charts:
• Automated timeline for project tracking.
• Milestones and critical path analysis.
• Risk Management Module:
• Risk identification, assessment, and mitigation plans.
• Probability and impact analysis.
• Issue Tracking System:
• Log, categorisation, priority levels, and resolution tracking.
• Change Management Log:
• Change requests, approvals, and impact assessments.
• Resource Management:
• Allocation of human and material resources.
• Workload balancing and availability tracking.
• Budgeting and Cost Control:
• Cost estimation, tracking, and variance analysis.
• Stakeholder Management & Communication Plan:
• Identifying key stakeholders and their engagement strategies.
• Communication schedule and reporting.
• Project Performance Metrics & KPIs:
• Earned Value Management (EVM).
• Schedule Variance (SV), Cost Variance (CV), and SPI/CPI calculations.
C. Automation & User Experience Enhancements
• Drop-down menus and dynamic filters for easy navigation.
• Conditional formatting and color coding for status tracking.
• Automated alerts and notifications for delays and budget overruns.
• Pivot tables and charts for insightful data analysis.
2. Power BI Dashboard Development
The Excel sheet should be reflected into a well-designed Power BI dashboard to enhance data visualization and reporting. Key Power BI features should include:
• Portfolio Summary Dashboard (high-level insights for executives).
• Project Progress Dashboard (task completion, milestones, delays).
• Resource Utilisation Dashboard (team workload and capacity planning).
• Risk and Issue Tracking Dashboard (visualizing risks, status, and priorities).
• Financial Dashboard (budget vs actual costs, forecasting).
• Interactive Filters & Drill-Down Functionality for detailed project analysis.
3. MS Project Integration
The Excel-based project management system should be fully integrated with Microsoft Project, ensuring:
• Seamless data transfer between Excel and MS Project.
• Automated Gantt chart updates in MS Project.
• Two-way synchronization for real-time project status updates.
• Task dependencies and resource allocation mapped correctly in MS Project.
Additional Requirements
• The solution must be professionally designed, user-friendly, and visually appealing.
• All templates and dashboards should follow PMI best practices.
• The freelancer must ensure error-free formulas, automation, and compatibility across Excel, Power BI, and MS Project.
• Provide detailed documentation and a brief training session on how to use the system.
Expected Deliverables
1. Excel File with all project management functionalities.
2. Power BI File with fully interactive dashboards.
3. Integration Setup with MS Project.
4. User Guide & Training Materials for smooth adoption.
Freelancer Requirements
• Strong expertise in Excel, Power BI, and MS Project.
• Experience with PMI project management frameworks.
• Ability to deliver a professional, automated, and error-free solution.
• Strong portfolio of similar work.
Looking forward to receiving proposals with timelines, past work samples, and pricing details.
Related categories:
Excel
Project Management Office
Microsoft Project
Portfolio Management
Microsoft PowerBI