One row per project, nothing more
The overview answers which projects run, for whom, how big they are and how they are doing. Detail belongs in each project plan, or the sheet stops being readable.
Free template
Project portfolio template
All your projects on one sheet: who they are for, how they are doing, when they end and what they cost. The overview leadership asks for, without building it from scratch.
Free, no signup. Opens in Excel, Google Sheets and Numbers.
Imports asProjects
What is in the template
Example data. Delete it before you add your own.
| Project | Client | Status | Priority | Start date | End date | Budget | Currency | Description |
|---|---|---|---|---|---|---|---|---|
| Website relaunch | Hollis & Co | In progress | High | 2026-09-01 | 2027-01-29 | 84,000 | EUR | New website, CMS and content migration |
| CRM rollout | Hollis & Co | In progress | High | 2026-10-05 | 2027-03-26 | 126,000 | EUR | Sales and service move to one CRM |
| Customer portal | Fennick Logistics | Completed | High | 2026-03-02 | 2026-09-30 | 97,000 | EUR | Self service portal for shipment tracking |
| Data platform migration | Fennick Logistics | On hold | Medium | 2026-11-02 | 2027-06-25 | 210,000 | EUR | Warehouse data moves to a new platform |
| Brand refresh | Northwind Retail | Planning | Medium | 2027-01-11 | 2027-04-30 | 46,000 | EUR | New identity, style guide and templates |
| Office move | Internal | In progress | Low | 2026-10-12 | 2026-12-18 | 38,000 | EUR | IT and workplaces for the new office |
How to use it
Add one row per project. Keep the project name short, because the other templates use it to link their rows.
Pick a status and priority from the dropdowns, so everyone uses the same words.
Fill in the budget as a plain number and the currency as a code, such as EUR.
Sort by end date or priority before a portfolio meeting. That is usually the order the questions come in.
What each column means
- Project
- The project name. The other templates link their rows to a project by this exact name.
- Client
- Who the work is for. Use Internal for your own projects.
- Status
- Planning, In progress, On hold, Completed or Cancelled.
- Priority
- Low, Medium, High or Critical. Decides which project gives way when people are short.
- Start date
- Planned start.
- End date
- Planned finish.
- Budget
- Total budget as a plain number, without a currency sign.
- Currency
- Three letter code, such as EUR or USD.
- Description
- One line on what the project delivers.
How to keep a portfolio overview useful
Agree what each status means
In progress should mean work happens this month. A project waiting for a decision is On hold, so the list does not look busier than it is.
Use priority to settle conflicts
When two projects need the same person, the higher priority wins. Agree on that with leadership before the crunch, not during it.
When the overview stops being enough
This sheet shows what you planned, not how it is going. Progress, hours and spend live in other files, and someone copies them over every week. In Vaizy each project rolls its milestones, team and budget up into the portfolio, and you can stack projects to see what they do to cash flow and capacity together.
See portfolio management in VaizyImport it into Vaizy
Start a free trial and open the import dialog from the dashboard.
Drop in the file. Vaizy recognises the columns and maps them for you.
Check the preview and import. Nothing is saved until you confirm.
Questions about this template
At least the project name, client, status, priority, dates and budget. That is enough to see where money and people go, and which projects compete for them.
As many as you like. In practice a spreadsheet overview gets hard to keep current from around ten projects, because every update is copied in by hand.
Yes. Each row becomes a project with its client, status, dates and budget. After that you can add milestones, team and risks to those projects with the other templates.
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