Template overview
The template allows you to track the progress of projects in terms of milestones, phases, priority, person responsible, key dates and progress.
It is designed for project managers, project directors, PMOs, or anyone in charge of managing a portfolio of projects.
This template allows you to obtain:
- a clear view of the progress of the milestones,
- a time-based tracking system (planning, calendar),
- a detailed view of each element,
- a visual summary using the dashboard,
- a focus on risks and emergencies.
Create a Board from the template
- In the workspace of your choiceclick on "Add a new board".
- Access the PILOTING section and search for the template “Portfolio of projects”.
- To discover the template's features, start by importing the test dataThis will allow you to visualize a concrete example and quickly familiarize yourself with the structure.
Once you're ready, you can move on to a blank template in order to create your own personalized board.
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Board structure
The board contains the following elements:
| Attribut | Type | Rôle |
|---|---|---|
| Nom du projet | Texte | Projet auquel le jalon appartient |
| Jalon | Liste | Nom de l’étape clé |
| Phase | Liste | Phase du projet (Cadrage, Conception, …) |
| Responsable du jalon | Utilisateur | Personne en charge du jalon |
| Type de livrable | Liste | Document, Développement, Recette, … |
| Statut du jalon | Liste | A faire, En cours, Terminé, Bloqué |
| Pourcentage d’avancement | Numérique | Progression du jalon |
| Priorité | Liste | Basse, Moyenne, Haute, Critique |
| Date de début | Date | Début prévu |
| Date de fin prévu | Date | Fin attendue |
| Date de fin réelle | Date | Terminé le … |
| Commentaire | Texte enrichi | Notes additionelles |
Available views
Data table
Objective
Display all raw board lines
Ideal for:
- complete exploration
- data verification,
- import/export CSV.
Detailed milestone tracking (Table)
Objective
Visualize the milestones organized by phase.
Reading
Each phase groups together the corresponding milestones.
It allows you to identify delays, blockages and the overall status of each phase.
Milestone progress (Kanban)
Objective
Visual and operational monitoring of the status of milestones.
Reading
The milestones are distributed according to:
- Columns: Milestone Status
- Subgrouping: Phase
- Lines: Milestone Manager
Allows you to see immediately who has what, and in what condition.
Milestone planning
Objective
Display milestones over time to visualize overlaps, delays, and time charges.
Deadline schedule
Objective
Visualize key project dates in a monthly calendar.
Critical milestones
Objective
Highlight the milestones that require special attention.
Recommended filters
Display only:
- Priority = High and Critical
- OR milestone status = Blocked
Project dashboard
Objective
To provide a clear and visual summary for a tactical review.