Purpose: Provide those outside the PMO team w/ a summary report w/out needing to register them a SmartSheets account
Automated report replacing the monthly PMO project rolllup, based on the prior SmartSheets monthly pdf. Moved this reporting into PowerBI so non-PMO staff can have visibility of content w/out needing a (free) SmartSheets license (and IT from having to manage those licenses)
| Page | About | Image |
|---|---|---|
| Landing | An overview of the PMO's portfolio, the size and spread of those projects. |  |
| Project list | A list of all the current and previous projects, with key callouts |  |
| Project detail | Provides an overview of the selected project, it's health, sponsors and key contacts (which include mailto links) |  |
| Risks | Provides an overview of the risks related to the specific project |  |
| Decisions | Provides an overview of the decisions related to the specific project |  |
| Proposed projects list | Outlines the projects which have yet to be scoped and accepted / declined |  |
| Portfolio risk summary | Provides an overview of the PMO's risk exposure, and calls out the projects with the most emerging risks or issues |  |
Pulls queries from the three (3) components of SmartSheets, via the public PowerBI connector
- Tables
- Views
- Reports
| Table | Defintion |
|---|---|
| Intake Sheet | All the project requests, as lodged by our users / teams |
| Portfolio Managers | PMO staff |
| Projects | Core table |
| Project Contacts | Key people related to each project; requestee, project manager and the executive sponsor |
| Decision Log | Decisions made related to specific projects, determining scope |
| Risk Register | Identified and graded risks to the project's launch / release |
| Lessons Learnt | Registered incidents / issues / near-misses from previous and ongoing projects |
| Milestones | Key dates in the project schedule |
| Schedule Table | All tasks in the project schedule |
| Portfolio Metrics | pre-generated report available in SmartSheets |
| Overdue | pre-generated view from SmartSheets |
| Measure | Defintion |
|---|---|
| Projects | m1 def |
| Active Projects | m1 def |
| Active Projects at Risk | m1 def |
| Active Projects at low health | m1 def |
| Proposals | m def |
| Tasks | m def |
TODO