Document templates EPM
Project charter report in MS Project Pro (local version)
Register on the site. Pay and download the schedule. In the list of project reports there is a report “Project Charter”. The report uses: the “Strategic” column, the “Deadlines” and “Strategic” filters.
Project charter report in MS Project Pro (server version)
Register on the site. Pay and download the schedule. In the list of project reports there is a report “Project Charter”. The report uses: the “Strategic” column, the “Deadlines” and “Strategic” filters.
Current project tasks report in MS Project Pro
The Current Tasks report is used by the project team to analyze current project tasks. When generating the report, the current project tasks and the Status Date parameter are used.
Project charters report in MS Power BI
The "Project charters" report to monitor basic information about portfolio projects.
Register of project requests in MS Excel
The project request register in MS Excel is used by the project office to record new company projects of all types. Data entry is carried out by specialists from the project office. All company projects are initially described in the project request regis
Project request registry analysts report in MS Excel
The “Analysts of the register of requests for projects” report in MS Excel is a tool that provides analysis of the description of the company’s strategy in future projects. This report also allows you to analyze the effectiveness of planning the company's
Project request registry analysts report in MS Power BI
The “Analysts of the register of requests for projects” report in MS Power BI is a tool that provides analysis of the description of the company’s strategy in future projects. This report also allows you to analyze the effectiveness of planning the compan
Portfolio deadlines report in MS Excel
The portfolio deadline report is a tool that allows you to track the deviation of the completion dates of projects in the portfolio from the established deadlines for project tasks. The project portfolio deadline report was developed in MS Excel.
Portfolio deadlines report in MS Power BI
The portfolio deadline report is a tool that allows you to track the deviation of the completion dates of projects in the portfolio from the established deadlines for project tasks. The project portfolio deadline report was developed in MS Power BI.
Current project tasks report in MS Power BI
The "Current Project Tasks" report in MS Power BI is used by project office specialists to analyze current project tasks. The report allows you to monitor current tasks of portfolio projects and point out problems to project managers.
Current project tasks report in MS Excel
The "Current Project Tasks" report in MS Excel is used by project office specialists to analyze current project tasks. The report allows you to monitor current tasks of portfolio projects and point out problems to project managers.
Collection of the fact of task completion by responsible persons MS Excel
The document "Collection of the fact of task execution by those responsible" in MS Excel allows collecting the fact of execution of portfolio project tasks by those responsible for the tasks. Project managers transfer the fact of execution to the project,
"Project task duration variance analysis" report in MS Power BI
Project task duration variance analysis in MS Power BI helps project office managers analyze the effectiveness of company technologies for implementing company projects.
Stakeholder register in MS Excel
The document "Stakeholder Register" in MS Excel allows you to quickly and conveniently collect information about stakeholders and analyze it.
Portfolio stakeholder register in MS Excel
The document "Portfolio stakeholder register" in MS Excel allows you to quickly and conveniently collect information about portfolio stakeholders and analyze it.
Portfolio stakeholder analysis report in MS Excel
"Portfolio stakeholder analysis" in MS Excel is a report aimed at analyzing the stakeholders of the project portfolio. Project office specialists analyze the stakeholders of all projects in the portfolio.
"Portfolio stakeholder analysis" report in MS Power BI
"Portfolio stakeholder analysis in MS Excel" is a report aimed at analyzing the stakeholders of the project portfolio. Project office specialists analyze the stakeholders of all projects in the portfolio.
"Change request registry" in MS Excel
Change Request Register in MS Excel – a document containing a description of all change requests in the project. The project team records all change requests from stakeholders in one document.
Portfolio change request registry in MS Excel
Portfolio Change Request Register in MS Excel – a document containing a description of all change requests in the portfolio. The projects teams records all change requests from stakeholders in one document.
Portfolio change requests analysis in MS Power BI
Analysis of the registry of requests for changes to the server project portfolio in MS Power BI is a report that allows project administrators and project office analysts to analyze information on requests for changes to the project portfolio.
"Portfolio interaction management" report in MS Power BI
The "Portfolio Interaction Management" is a report describing the list of interaction tasks. This plan includes all the activities that the project team plans to carry out. The interaction activities that directly affect the process of forming the project
"Project risk register" document in MS Excel
A risk register is a document that contains the results of a qualitative risk analysis, a quantitative risk analysis, and a response plan for known risks. The risk register examines in detail all identified risks and includes a description, category, caus
"Portfolio risk register" document in MS Excel
A portfolio risk register is a document that contains the results of a qualitative risk analysis, a quantitative risk analysis, and a response plan for known risks. The risk register examines in detail all identified risks and includes a description, cate
Project cash flows in MS Excel
Project cash flows in MS Excel – a document containing a list of payments that were made within the framework of the project. The document also presents an analysis of cash flows.
Portfolio cash flows in MS Excel
Portfolio cash flows in MS Excel – a document containing a list of payments that were made within the framework of the portfolio. The document also presents an analysis of cash flows.
Dashboard "Analysis of the portfolio risk register" in MS Excel
The analysis of the portfolio risk register can be implemented using a dashboard. This dashboard contains tools for qualitative risk analysis, quantitative risk analysis and a response plan for known risks.
Dashboard "Analysis of the portfolio risk register" in MS Power BI
The analysis of the portfolio risk register can be implemented using a dashboard in MS Power BI. This dashboard contains tools for qualitative risk analysis, quantitative risk analysis and a response plan for known risks.
Portfolio cash flow analysis in MS Excel dashbord
Portfolio cash flow analysis in MS Excel – a dashboard that allows you to analyze a cash flow plan within a portfolio in MS Project Online.
Analysis of the portfolio cash flows dashboard in MS Power BI
Portfolio cash flow analysis in MS Power BI – a dashboard that allows you to analyze a cash flow plan within a portfolio in MS Project Online.
Analysis of funds receipt and budget of the portfolio in server in MS Excel
Analysis of funds receipt and budgets of the server project portfolio in MS Excel is a dashboard that allows you to analyze the receipt of funds and budgets of projects of the project portfolio on the MS Project Online server.
Analysis of funds receipt and budget of the portfolio in server in MS Power BI
Analysis of funds receipt and budgets of the server project portfolio in MS Power BI is a dashboard that allows you to analyze the receipt of funds and budgets of projects of the project portfolio on the MS Project Online server.
Project costs report in MS Project Pro
The Project costs report in MS Project Pro is used by the project team to analyze the project costs and its tasks. When generating the report, information about the project budget, base costs, planned and actual costs is used.
Project task cost analysis on server dashboard in MS Excel
Analysis of total costs and project portfolio task costs is an important part of project management, allowing you to track financial indicators and optimize the use of financial resources. This process includes cost assessment at all levels of the project
Project task cost analysis on server dashboard in MS Power BI
Analysis of total costs and project portfolio task costs in MS Power BI is an important part of project management system, allowing you to track financial indicators and optimize the use of financial resources. This process includes cost assessment at all
Resource Costs report in MS Project Pro
The "Resource Costs" report in MS Project Pro is used by the project team to analyze the project resource costs. When generating the report, information on the base, planned and actual costs of the project resources is used. Using the report, the project
Project Costs report based on material resources in MS Project Pro
The Project Costs report based on material resources in MS Project Pro allows you to analyze project costs. The report presents the S-curve of project costs and a cost-based burn-in chart. When generating the report, information about the project budget,
Project “Contracts and Lots” report in MS Project Pro
Contracts and Project Lots report in MS Project Pro - Analysis of project tasks for which contractors are involved.
Contracts and lots of the project portfolio dashboard in MS Excel
MS Excel dashboard ‘Contracts and Lots of Project Portfolio’ - allows to analyse project tasks for implementation of which contractors are engaged on MS Project Onliine server.
Contracts and lots of the project portfolio dashboard in MS Power BI
MS Power BI dashboard ‘Contracts and Lots of Project Portfolio’ - allows to analyse project tasks for implementation of which contractors are engaged on MS Project Onliine server.
Acts of completed works of the project portfolio register in MS Excel
"Acts of completed works of the project portfolio" register in MS Excel - MS excel document containing a list of completed work certificates confirming the fact of realization of contracted works of the project. By combining this document with the cash fl
Cost analysis of contractors' work in the project portfolio dashboard in MS Excel
MS Excel dashboard “Cost analysis of contractors' work in project portfolio” is a dashboard that analyzes the list of completed work certificates, payments to contractors and the fact of contractors' tasks execution in projects of MS Project Online server
Cost analysis of contractors' work costs of project portfolio dashboard in MS Power BI
MS Power BI dashboard “Cost analysis of contractors' work in project portfolio” is a dashboard that analyzes the list of completed work certificates, payments to contractors and the fact of contractors' tasks execution in projects of MS Project Online ser
Report on project duration and scope in MS Project Pro
Project duration and scope report in MS Project Pro - weekly report on project implementation contains a list of project tasks that managers need to pay special attention to. The report contains tasks and deviation indicators for different parameters.
Report on project duration and cost in MS Project Pro
Project duration and cost report in MS Project Pro - weekly report on project implementation contains a list of project tasks that managers need to pay special attention to. The report contains tasks and deviation indicators for different parameters.
The "Control portfolio timing and scope" dashboard in MS Power BI
MS Power BI dashboard for controlling the timing and scope of project portfolio in MS Power BI is a dashboard that allows you to control the timing and scope of tasks of portfolio projects at different levels. Company managers use this dashboard to ensure
The "Control portfolio timing and costs" dashbord in MS Power BI
MS Power BI dashboard for controlling the timing and costs of portfolio projects is a dashboard that allows you to control the timing, scope and costs of portfolio project tasks at different levels. Company managers use this dashboard to ensure tight cont
Material resources report in MS Project Pro
Material resource report - a list of material resources of the project distributed on the project schedule depending on the tasks and is used for project resource management. The resource plan includes only those resources that can be managed by the proje
The "Work resources" report in MS Project Pro
The project labor report in MS Project Pro is a tool to analyze the quality of project labor resources use in a project based on the schedule data. Project labor resources can be company employees, crews and equipment.
"Analysis work by labor resources of portfolio" dashboard in MS Excel
Portfolio Workforce Analysis Dashboard in MS Excel is a tool that allows you to control the planning, procurement and use of labor resources in the portfolio.
"Analysis work by labor resources of portfolio" dashboard in MS Power BI
Portfolio Workforce Analysis Dashboard in MS Power BI is a tool that allows you to control the planning, procurement and use of labor resources in the portfolio.
"Analysis capacity by labor resources of portfolio" dashboard in MS Excel
The labor resource availability analysis dashboard in MS Excel is a tool that allows you to analyze the level of workload of employees, teams and equipment of the company involved in the implementation of projects.
"Analysis capacity by labor resources of portfolio" dashboard in MS Power BI
The labor resource availability analysis dashboard in MS Power BI is a tool that allows you to analyze the level of workload of employees, teams and equipment of the company involved in the implementation of projects.
Dashboard “Customer Cost Allocation and Analysis” in MS Excel
Dashboard allocates the customer's costs to project periods depending on the current project costs. Budget resource (in this model) is used for planning and fixing customer's payments. The proposed dashboard analyzes the deviation between planned values a
Dashboard “Indicators of mastered project portfolio volume” of the server in MS Power BI
The dashboard with volume utilization indicators allows to evaluate the efficiency of the project portfolio implementation using a common set of metrics. It assesses the use of finances and the fulfillment of project objectives. In addition, it calculates
Analysis of material resources of the server project portfolio in MS Excel
Dashboard for analyzing the use of material resources of the project portfolio in MS Excel is a tool that allows you to monitor the planning and use of material resources in the portfolio. The tool allows you to find deviations in the use of resources and
Portfolio change request analysis in MS Excel
Portfolio Change Request Register in MS Excel – a document containing a description of all change requests in the portfolio. The projects teams records all change requests from stakeholders in one document.
MS Project Template for Two-Storey Cottage Construction
Ready-to-use MS Project Pro schedule for cottage construction. Fully loaded with material volumes, labor costs, and contractor plans. Save weeks of planning and impress your investors today!







