PMO Pro - Project & Portfolio Management Workbook - Excel

Take full control of your projects with PMO Pro — a complete, database-driven Project & Portfolio Management system built entirely in Excel. No subscriptions, no software installs, just open and start managing.

📁 Project & Task Management

• Manage up to 200 projects in one centralized database (expandable)
• Track up to 10,000 tasks with full details and ownership (expandable)
• WBS structure with predecessor task linking
• Automatic late task detection (Is_Late flag)
• Baseline vs actual tracking for schedule and cost
• Budget planned, actual spend and variance — all automated

📊 Planning & Execution Views

• Automated Gantt chart with 52-week horizon
• Filter Gantt by project with one click
• Kanban board auto-populated from your task database
• Milestone tracker for key project events
• Deliverables register to track all project outputs

📋 Logs & Governance

• Risk log with probability, impact and auto-calculated risk score
• Issue log with status tracking and ownership
• Change log to document all scope, cost and time changes
• Decision log to keep a full audit trail
• Meeting minutes log for all project meetings
• Procurement and vendor tracker

📈 Dashboards & Reports

• Executive Dashboard — portfolio-level KPIs at a glance
• PMO Dashboard — full project health overview with RAG status
• Resource Analysis — utilization % per team member, auto-calculated
• Cost Analysis — 12-month cumulative planned vs actual spend
• Print-ready Status Report — auto-populated, updated with one click
• Project One-Pager — instant project summary with risks and milestones

⚙️ Setup & Configuration

• Fully customizable dropdowns: statuses, priorities, departments, risk categories
• Client, location, project type and stakeholder dictionaries
• Health Check panel to catch missing or invalid data automatically
• Color-coded RAG health scoring — fully automatic
• Works with Excel