Get Project Portfolio Summary

Filling out the Project Portfolio Summary accurately is essential for effective project management. This guide will walk you through the various components of the form, ensuring you complete each section with confidence.

Follow the steps to successfully complete your Project Portfolio Summary.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the project number in the designated field. This identifies each project uniquely within your portfolio.
3. In the Project field, input the official name of your project. Ensure it accurately reflects the scope and goals of the initiative.
4. For the PM field, provide the initials of the designated project manager overseeing the project. This helps in tracking responsibility.
5. Fill in the Start Date with the date the project commenced. Use the format MM/DD/YYYY for consistency.
6. In the Target Completion Date field, enter the expected date of project completion. This assists in setting timelines.
7. The Date Forecast field should reflect any predictions or revisions regarding completion dates. Update this as necessary.
8. Categorize the project by selecting the relevant category, such as Customer A, IT, or Marketing, from the provided options.
9. Indicate the current Status by selecting whether the project is Active, Complete, or On-hold, which provides an overview of its progress.
10. In the Internal/External field, specify whether the project is managed internally or involves external collaboration.
11. Assign a Priority level based on the importance of the project. Use values such as 1 for high priority and adjust accordingly.
12. Define the Scope of the project status by indicating if the project charter has been written and scope is understood.
13. Assess Time, Cost, Quality, and Risk by filling out the relevant sections. This involves detailing forecasts and potential challenges.
14. After completing all fields, review for accuracy and completeness. Ensure you have provided all necessary information.
15. Finally, save your changes and choose to download, print, or share the completed Project Portfolio Summary as required.

Complete your Project Portfolio Summary online to enhance your project management efficiency.