To create a project portfolio dashboard, follow these steps: Step 1: Create individual status reports Step 1.1 Create a table in Confluence and format using the heading column icon If the underlying status report changes, the dashboard is automatically updated. The benefit of this solution is program managers can roll up individual status reports into summary level report. If I click on the project title, I can also drill down to the specific status report for further analysis. With one glance, I can assess each project’s heath in terms of status, schedule, budget, issues and risks using Confluence’s graphical indicators. In this article, I’ll show you how to build a project portfolio dashboard to manage your projects or programs in a portfolio.īelow is a sample snapshot of a small program with 3 projects. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. Confluence is a single collaboration tool where teams can organize, create documents and discuss project work in one single place. In this Atlassian Confluence tutorial, you’ll learn how to build a project status dashboard in 3 easy stepsĪtlassian’s Confluence product is an amazingly powerful and flexible collaboration tool that enables distributed teams to build better software products.
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