IT Project Portfolio Tracker (Excel)
Portfolio management for the decision that actually matters — which projects should run at all — with a prioritisation scorecard, cross-project dependency view and budget roll-up.
Sold and delivered through Etsy; download available immediately after payment. Why Etsy shows a higher number: €24,95 is the price excluding VAT. Etsy is the merchant of record and adds your country’s VAT at checkout, so an EU buyer in the Netherlands pays €30,19 (€24,95 + 21%). Buyers outside the EU are charged their own local rate, or none.
An Excel portfolio tracker aimed at the decision that actually matters — which projects should run at all. It holds a prioritisation scorecard, a cross-project dependency view and the register behind both, recording scores, owners and dependencies so a shortlist can still be explained months later. Weightings are editable.
Most portfolio trackers report on projects that have already been approved. The harder question is which ones should be in the portfolio in the first place, and that requires a scoring model people can argue with rather than a ranking someone asserted.
The cross-project dependency tab is the second half of the same problem: a portfolio is not a list of projects, it is a network of them, and the sequencing decisions follow from the dependencies.
Who it is for
PMO leads and portfolio managers who select and sequence work, not just report on it.
What is included
- Start Here — how to run the prioritisation and review cycle
- Portfolio Overview — all projects with status, phase and owner
- Prioritisation Scorecard — weighted scoring so ranking can be defended
- Portfolio Roadmap — sequencing over time
- Cross-Project Dependencies — what each project needs from another
- Budget Roll-up — portfolio-level cost view
- Summary — portfolio position at a glance
When to use it
- An annual planning round is approaching and everything is priority one
- Projects are being started faster than they finish
- A portfolio board wants a defensible ranking, not a preference
Format and compatibility
- File format
- Microsoft Excel workbook (.xlsx)
- Editable
- Yes — nothing locked, protected or watermarked
- Delivery
- Instant download after purchase on Etsy
- Licence
- Single-user commercial use on your own projects. See licence and downloads.
- Price
- €24,95 excluding VAT · €30,19 including 21% Dutch VAT, which is what Etsy shows an EU buyer at checkout
Delivered as a standard .xlsx workbook. No macros — the .xlsx format cannot contain them, so it opens without security warnings and passes corporate download policies. Every cell is editable; nothing is locked or password protected.
Questions
Can I change the scoring weights?
Yes. The weights are inputs — most organisations tune them once and then leave them alone, which is the point.
Does this replace the PMO Portfolio Dashboard?
They overlap but answer different questions. Use the Dashboard to run a live portfolio; use this one to decide what belongs in it.
Get the IT Project Portfolio Tracker (Excel)
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