{"id":74760,"date":"2024-07-24T17:59:51","date_gmt":"2024-07-25T00:59:51","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=74760"},"modified":"2025-04-28T05:07:47","modified_gmt":"2025-04-28T12:07:47","slug":"project-portfolio-management-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/","title":{"rendered":"10 Free Project Portfolio Templates in Excel, PowerPoint &#038; ClickUp"},"content":{"rendered":"\n<p>Project management isn\u2019t limited to ticking off tasks on a to-do list. It\u2019s a complex process of streamlining work to drive results. And with project portfolio management templates, you\u2019ll have the tools to visualize, manage, and <a href=\"https:\/\/clickup.com\/blog\/how-to-manage-multiple-projects\/\">optimize multiple projects<\/a> at once.&nbsp;<\/p>\n\n\n\n<p>In this post, we\u2019ll dive into 10 templates to improve your <a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management\/\">project portfolio management process<\/a>. Whether you\u2019re chasing deadlines or spearheading transformative projects, these templates will be your guiding star!<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-d1d744a4-88b7-46c7-8c30-d2b3ddd20cb0\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\"><\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#0-%E2%8F%B0-60-second-summary-\" style=\"\">\u23f0 60 Second Summary<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#1-what-is-a-project-portfolio-management-template\" style=\"\">What is a Project Portfolio Management Template?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#2-what-makes-a-good-project-portfolio-management-template\" style=\"\">What Makes a Good Project Portfolio Management Template?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#3-10-project-portfolio-management-templates-\" style=\"\">10 Project Portfolio Management Templates\u00a0<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#4-1-clickup-project-management-portfolio-template\" style=\"\">1. ClickUp Project Management Portfolio Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#5-2-clickup-portfolio-management-template\" style=\"\">2. ClickUp Portfolio Management Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#6-3-clickup-design-portfolio-template\" style=\"\">3. ClickUp Design Portfolio Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#7-4-clickup-design-portfolio-task-template\" style=\"\">4. ClickUp Design Portfolio Task Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#8-5-clickup-high-level-project-plan-template\" style=\"\">5. ClickUp High-Level Project Plan Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#9-6-clickup-it-project-list-template\" style=\"\">6. ClickUp IT Project List Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#10-7-clickup-project-deliverables-template\" style=\"\">7. ClickUp Project Deliverables Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#11-8-clickup-projects-template\" style=\"\">8. ClickUp Projects Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#12-9-microsoft-excel-portfolio-management-dashboard-by-itsm-docs\" style=\"\">9. Microsoft Excel Portfolio Management Dashboard by ITSM Docs<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#13-10-powerpoint-project-management-template-by-slideteam\" style=\"\">10. Powerpoint Project Management Template by SlideTeam<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#14-how-to-manage-project-portfolios\" style=\"\">How to Manage Project Portfolios<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-templates\/#15-organize-project-portfolios-and-align-teams-with-clickup\" style=\"\">Organize Project Portfolios and Align Teams With ClickUp<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n<div style=\"border: 2px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-efa69342-89a9-42c4-b9ba-cdf3613e2953\">\n<h2 class=\"wp-block-heading\" id=\"0-%E2%8F%B0-60-second-summary-\">\u23f0 <strong>60 Second Summary<\/strong><\/h2>\n\n\n\n<p>Here are the top 10 project portfolio management templates to boost efficiency:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>ClickUp Project Management Portfolio Template<\/li>\n\n\n\n<li>ClickUp Portfolio Management Template<\/li>\n\n\n\n<li>ClickUp Design Portfolio Template<\/li>\n\n\n\n<li>ClickUp Design Portfolio Task Template<\/li>\n\n\n\n<li>ClickUp High-Level Project Plan Template<\/li>\n\n\n\n<li>ClickUp IT Project List Template<\/li>\n\n\n\n<li>ClickUp Project Deliverables Template<\/li>\n\n\n\n<li>ClickUp Projects Template<\/li>\n\n\n\n<li>Microsoft Excel Portfolio Management Dashboard by ITSM Docs<\/li>\n\n\n\n<li>Powerpoint Project Management Template by SlideTeam<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for Free<\/a><\/div>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-is-a-project-portfolio-management-template\">What is a Project Portfolio Management Template?<\/h2>\n\n\n\n<p>A project portfolio management template is your ready-to-use framework that aids in organizing and strategically managing your project progress. It\u2019s a dynamic tool designed to offer clarity, alignment, and insight.&nbsp;<\/p>\n\n\n\n<p>It captures essential metrics, timelines, resources, and risks, providing a holistic view of where each project stands in relation to others and, more importantly, in line with the business\u2019s objectives.<\/p>\n\n\n\n<p>These templates are not just about organization. They are about efficiency, optimization, and strategic foresight for any project management office. With a robust PPM template, you\u2019re not merely <a href=\"https:\/\/clickup.com\/blog\/how-to-keep-track-of-tasks\/\">tracking tasks<\/a>; you\u2019re architecting success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-what-makes-a-good-project-portfolio-management-template\">What Makes a Good Project Portfolio Management Template?<\/h2>\n\n\n\n<p>When managing a plethora of projects, using a generic or ill-fitted template can leave you with a messy outcome. Not all templates are created equal. So, what elements differentiate a good template from a mediocre one?&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Simplicity and User-friendliness:<\/strong> Good project management templates shouldn\u2019t make you scratch your head. They should be intuitive and straightforward. Remember, a PPM template\u2019s aim is to make your life easier, not complicate it with unnecessary bells and whistles<\/li>\n\n\n\n<li><strong>Customizability:<\/strong> Every project, team, and organization is unique. A stellar template provides the flexibility to mold it according to your specific needs, ensuring it remains relevant and functional regardless of project size or type<\/li>\n\n\n\n<li><strong>Integration capabilities:<\/strong> A good PPM template should easily integrate with other tools and platforms, especially in today\u2019s digital age. Whether it\u2019s syncing with a CRM system or pulling data from other software, seamless integration reduces manual <a href=\"https:\/\/clickup.com\/blog\/data-entry-software\/\">data entry<\/a> and potential errors<\/li>\n\n\n\n<li><strong>Scalability:<\/strong> As your business grows, your projects might too. Opt for a template that can gracefully handle the addition of new projects without becoming cluttered or unwieldy&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-10-project-portfolio-management-templates-\">10 Project Portfolio Management Templates&nbsp;<\/h2>\n\n\n\n<p>The landscape of <a href=\"https:\/\/clickup.com\/blog\/project-portfolio-management-software\/\">project portfolio management software<\/a> and tools is ever-evolving. It\u2019s vital to equip ourselves with the best resources at our fingertips.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Streamline Project Management With ClickUp Brain\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/6-mOMRna33U?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>In this section, we\u2019ll unveil 10 standout project portfolio management templates that are not just trendy but supremely effective. Whether you\u2019re a seasoned project manager or just getting started, there\u2019s something here to streamline your processes, enhance collaboration, and ensure project success.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-project-management-portfolio-template\">1. ClickUp Project Management Portfolio Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/12\/ClickUp-PMO-Team-Template.png\" alt=\"ClickUp Project Management Portfolio Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/project-management-portfolio-t-90060515629\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Project Management Portfolio Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Tired of juggling multiple projects across varying departments and programs? Enter <a href=\"https:\/\/clickup.com\/templates\/project-management-portfolio-t-90060515629\">ClickUp\u2019s Project Management Portfolio Template<\/a>. This stellar template lets you easily track individual projects and gives you a real-time pulse check on their health and progress.&nbsp;<\/p>\n\n\n\n<p>With its nine statutes ranging from \u201cnot started\u201d to \u201cin review\u201d, managing projects becomes a breeze. Factor in the two custom fields for budgets; you can keep tabs on your financials without breaking a sweat.&nbsp;<\/p>\n\n\n\n<p>Additionally, the three view types, Weekly Status Reports, Team, and PMO Roadmap, ensure that you always have the precise view you need to make informed decisions.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-90060515629&amp;_gl=1*jkodbr*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-2-clickup-portfolio-management-template\">2. ClickUp Portfolio Management Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/01\/CleanShot-2023-01-30-at-23.53.25.png\" alt=\"ClickUp Portfolio Management Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/portfolio-management-t-44514736\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Portfolio Management Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Step up your project management game with <a href=\"https:\/\/clickup.com\/templates\/portfolio-management-t-44514736\">ClickUp\u2019s Portfolio Management Template<\/a>. This comprehensive template acts as your command center, allowing you to effortlessly prioritize projects, manage resources, tasks, and strategic business objectives.&nbsp;<\/p>\n\n\n\n<p>Visualize progress, keep your teams aligned with goals, and always ensure stakeholders have the data they need at their fingertips.&nbsp;<\/p>\n\n\n\n<p>With 16 custom statuses like \u201cAt Risk\u201d and \u201cIn Progress,\u201d you\u2019re always in the know. The six custom attributes enrich your data points, including Expenses and Estimated Cost. And the diverse views, such as the Portfolio Master List and Project SOPs, make accessing and organizing information a walk in the park.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-44514736&amp;_gl=1*11fqcj6*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-3-clickup-design-portfolio-template\">3. ClickUp Design Portfolio Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/645ff09d-1000.png\" alt=\"ClickUp Design Portfolio Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/design-portfolio-t-194515457\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Design Portfolio Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Showcasing your work has never been this seamless. <a href=\"https:\/\/clickup.com\/templates\/design-portfolio-t-194515457\">ClickUp\u2019s Design Portfolio Template<\/a> is the key to presenting your projects with the professionalism and clarity they deserve.&nbsp;<\/p>\n\n\n\n<p>From organizing projects with visual appeal to including vital details like <a href=\"https:\/\/clickup.com\/blog\/project-deliverables\/\">project deliverables<\/a> and timelines, this template has you covered. What\u2019s more, with task statuses like \u201cClient Reviews\u201d and \u201cFor Approval,\u201d you can easily gauge project status.&nbsp;<\/p>\n\n\n\n<p>The custom attributes in this project template, such as Design Category, further allow for an enriched data experience. With diverse views, including the All Designs view and Projects view, accessing your entire portfolio becomes intuitive and efficient.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-194515457&amp;_gl=1*35s4y8*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-4-clickup-design-portfolio-task-template\"><strong>4. <\/strong>ClickUp Design Portfolio Task Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/3f5082d9-1000.png\" alt=\"ClickUp Design Portfolio Task Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/design-portfolio-task-t-3147v1w\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Design Portfolio Task Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Streamline your <a href=\"https:\/\/clickup.com\/blog\/design-project-management\/\">design project management<\/a> like a pro. <a href=\"https:\/\/clickup.com\/templates\/design-portfolio-task-t-3147v1w\">ClickUp\u2019s Design Portfolio Task Template<\/a> is your ticket to an organized and efficient design process.&nbsp;<\/p>\n\n\n\n<p>Building on the foundations of the Design Portfolio Template, the Task-centric version zooms into the micro-tasks that constitute larger design projects. This template is akin to a magnifying glass, focusing on individual design stages, categories, and outputs.<\/p>\n\n\n\n<p>Breaking down projects into manageable tasks ensures that every detail, no matter how minuscule, gets the attention it deserves.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/blog\/project-prioritization\/\">Prioritize<\/a> tasks, monitor deadlines, foster collaboration, and share your masterpieces effortlessly. With custom fields capturing the Design Stage, Design Category, and Final Output, every important detail is just a glance away.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-3147v1w&amp;_gl=1*yijoqr*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-5-clickup-high-level-project-plan-template\">5. ClickUp High-Level Project Plan Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/de78125b-1000.png\" alt=\"ClickUp High-Level Project Plan Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/high-level-project-plan-t-200573550\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp High-Level Project Plan Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Project planning can feel like navigating a maze, but not with <a href=\"https:\/\/clickup.com\/templates\/high-level-project-plan-t-200573550\">ClickUp\u2019s High-Level Project Plan Template<\/a>. This powerhouse tool transforms the way you plan, breaking down complex processes into easily digestible tasks. This template isn\u2019t about the nitty-gritty; it\u2019s about setting the tone and direction for a project.&nbsp;<\/p>\n\n\n\n<p>Its structured layout ensures that <a href=\"https:\/\/clickup.com\/blog\/project-leader\/\">project leaders<\/a> have a panoramic view of the project, including goals, tasks, and expected outcomes. Be it creating a detailed project overview or <a href=\"https:\/\/clickup.com\/blog\/team-goals\/\">setting team<\/a> expectations, this template has your back. The custom statuses like \u201cDeployed\u201d and \u201cIn Progress\u201d ensure you\u2019re always in tune with your project\u2019s heartbeat.&nbsp;<\/p>\n\n\n\n<p>Data richness is guaranteed with custom fields such as Copy Stage and Approver. Dive into various views, including the Timeline and Deliverables List, and you\u2019ll see why this template is a project manager\u2019s best friend.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-200573550&amp;_gl=1*1bie8l7*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-6-clickup-it-project-list-template\">6. ClickUp IT Project List Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/c1483134-1000.png\" alt=\"ClickUp IT Project List Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/it-project-list-t-205492532\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp IT Project List Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Information Technology projects are an intricate web of details, dependencies, and dynamic shifts. Recognizing this complexity, <a href=\"https:\/\/clickup.com\/templates\/it-project-list-t-205492532\">ClickUp\u2019s IT Project List Template<\/a> provides an all-in-one solution, enabling you to easily oversee multiple IT projects. This template emerges as a cornerstone for any IT manager striving for meticulous organization and oversight.<\/p>\n\n\n\n<p>This template serves as a command central by consolidating every element of an IT project into a singular, cohesive <a href=\"https:\/\/clickup.com\/blog\/project-portfolio-dashboard\/\">project portfolio dashboard<\/a>. It\u2019s more than just a tracking tool; it\u2019s an enabler of alignment, where teams orbit around common tasks, deadlines, and strategic objectives.&nbsp;<\/p>\n\n\n\n<p>Key benefits include centralized project information, <a href=\"https:\/\/clickup.com\/blog\/resource-allocation\/\">efficient resource allocation<\/a>, and a structured planning framework. The template integrates custom statuses like \u2018Blocked\u2019 and \u2018In Review\u2019 and custom fields such as \u2018Task Complexity\u2019 and \u2018Effort Level\u2019 to optimize the visualization of progress.<\/p>\n\n\n\n<p>Integrated views, including a \u2018Project Summary\u2019 and \u2018Calendar,\u2019 facilitate a swift start and efficient project management, further supported by features like tagging and email notifications.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-205492532&amp;_gl=1*aqklqx*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-7-clickup-project-deliverables-template\"><strong>7. <\/strong>ClickUp Project Deliverables Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/189467dd-1000.png\" alt=\"ClickUp Project Deliverables Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/project-deliverables-t-182201612\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Project Deliverables Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>Every project manager recognizes the value of a well-defined deliverable to track progress and set expectations. <a href=\"https:\/\/clickup.com\/templates\/project-deliverables-t-182201612\">ClickUp\u2019s Project Deliverables Template<\/a> ensures a comprehensive account of project requests, every project phase, and milestone, presenting a clear roadmap towards success.&nbsp;<\/p>\n\n\n\n<p>It\u2019s a navigational tool, charting the course from conception to culmination. Each <a href=\"https:\/\/clickup.com\/blog\/project-management-stages\/\">project phase<\/a> is meticulously outlined, turning abstract deliverables into tangible milestones with clear timelines, responsibilities, and outcomes.<\/p>\n\n\n\n<p>By encompassing every nuance, from budgetary allocations to <a href=\"https:\/\/clickup.com\/blog\/contingency-plan\/\">contingency planning<\/a>, the template doesn\u2019t merely track a project\u2019s journey; it shapes it. The template\u2019s inclusion of crucial elements like costs, <a href=\"https:\/\/clickup.com\/blog\/project-coordination\/\">project coordination<\/a>, development stages, and stakeholder involvement makes it a comprehensive blueprint for success, ensuring that every project sails smoothly from its docks to its desired destination.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-182201612&amp;_gl=1*1s1nsf0*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-8-clickup-projects-template\"><strong>8. <\/strong>ClickUp Projects Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/10\/ClickUp-Projects-Template.png\" alt=\"ClickUp Projects Template\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/clickup.com\/templates\/simple-projects-t-90060515638\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download This Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">ClickUp Projects Template<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>In the realm of project management, no endeavor is too small to lack complexity. Recognizing the unique intricacies of smaller-scale projects, <a href=\"https:\/\/clickup.com\/templates\/simple-projects-t-90060515638\">ClickUp Projects Template<\/a> offers a systematic structure for project management. It provides clear frameworks for collaboration, aiding in efficient progress tracking.&nbsp;<\/p>\n\n\n\n<p>This template offers an assemblage of project lists, each meticulously designed to ensure a linear, structured, and efficient execution. At the same time, it provides a clear framework for navigation; the heart of its brilliance lies in its flexibility\u2014offering teams the autonomy to tailor their project tracks.&nbsp;<\/p>\n\n\n\n<p>With multiple view types, including \u2018Weekly Status Reports\u2019 and \u2018Gantt,\u2019 teams can comprehensively overview their projects. Customizable statuses and fields, such as \u2018Budget\u2019 and \u2018PMO Item Type,\u2019 further enhance the user experience, ensuring projects are completed efficiently.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--purple\" href=\"https:\/\/app.clickup.com\/signup?template=t-90060515638&amp;_gl=1*1k5k81w*_gcl_au*NTc5NDgyNjEuMTY5MTkxNTk5NA..\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-9-microsoft-excel-portfolio-management-dashboard-by-itsm-docs\">9. Microsoft Excel Portfolio Management Dashboard by ITSM Docs<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74867\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/ProjectPortfolioDashboard1_260bb1da-5bf4-48a7-9c01-7ce81a94d345_1800x1800.webp\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/ProjectPortfolioDashboard1_260bb1da-5bf4-48a7-9c01-7ce81a94d345_1800x1800.webp 778w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/ProjectPortfolioDashboard1_260bb1da-5bf4-48a7-9c01-7ce81a94d345_1800x1800-300x248.webp 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/ProjectPortfolioDashboard1_260bb1da-5bf4-48a7-9c01-7ce81a94d345_1800x1800-768x636.webp 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/ProjectPortfolioDashboard1_260bb1da-5bf4-48a7-9c01-7ce81a94d345_1800x1800-700x579.webp 700w\" alt=\"Excel Portfolio Management Dashboard by ITSM Docs\" width=\"778\" height=\"644\">\n<figcaption class=\"wp-element-caption\">via ITSM Docs<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>In today\u2019s data-driven business landscape, efficient project management is often the bridge between ideas and their realization. Harnessing the capabilities of Microsoft Excel, this Gantt chart template within a dashboard offers a transformative solution for managing multiple projects simultaneously.&nbsp;<\/p>\n\n\n\n<p>Beyond mere consolidation, this dashboard unravels a project\u2019s journey\u2014right from its roadmap to its fiscal facets, resource dynamics, and risk radar. Crafted intricately in MS Excel, the template can juggle up to ten projects with an ease that\u2019s commendable.&nbsp;<\/p>\n\n\n\n<p>Its brilliance lies in its simplicity\u2014offering project managers a straightforward way to update project information while delivering profound insights using dashboards and Gantt Charts. Whether it\u2019s a snapshot of a project\u2019s health, a drill-down into financials, or a spectrum of the project\u2019s risks, this dashboard crystallizes every facet into tangible metrics.<\/p>\n\n\n\n<p>It can accommodate up to ten projects, consolidating all relevant data in a single tab. The dashboard also integrates essential metrics, such as open risks and pending action items, making it an indispensable tool for project managers.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--blue\" href=\"https:\/\/www.itsm-docs.com\/products\/excel-portfolio-management-dashboard\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Download This Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-10-powerpoint-project-management-template-by-slideteam\">10. Powerpoint Project Management Template by SlideTeam<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-74871\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/project_portfolio_management_kpi_and_dashboard_powerpoint_presentation_slides_slide04.jpg\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/project_portfolio_management_kpi_and_dashboard_powerpoint_presentation_slides_slide04.jpg 960w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/project_portfolio_management_kpi_and_dashboard_powerpoint_presentation_slides_slide04-300x225.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/project_portfolio_management_kpi_and_dashboard_powerpoint_presentation_slides_slide04-768x576.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/project_portfolio_management_kpi_and_dashboard_powerpoint_presentation_slides_slide04-700x525.jpg 700w\" alt=\"Powerpoint Project Management Template by SlideTeam\" width=\"960\" height=\"720\">\n<figcaption class=\"wp-element-caption\">via SlideTeam<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>The art of project portfolio management is as much about presentation as it is about orchestration. SlideTeam\u2019s Powerpoint Template exemplifies this by transforming raw project data into a visual masterpiece. With ready-made slides, managers can effectively showcase portfolio performance, risk assessment, and department-specific projects.&nbsp;<\/p>\n\n\n\n<p>This visually appealing presentation incorporates KPIs such as \u2018portfolio summary\u2019 and \u2018net allocations,\u2019 providing a holistic view of the company\u2019s investments. Further, it allows for the illustration of potential risks, ensuring comprehensive oversight of all projects. Whether you\u2019re looking to track finance, IT, or <a href=\"https:\/\/clickup.com\/blog\/marketing-project-plan\/\">marketing projects<\/a>, this template has you covered.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--blue\" href=\"https:\/\/www.slideteam.net\/project-portfolio-management-kpi-and-dashboard-powerpoint-presentation-slides.html\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Download This Template<\/a><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"14-how-to-manage-project-portfolios\">How to Manage Project Portfolios<\/h2>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/09\/image5.gif\" alt=\"Get a high-level overview of how aligned initiatives are progressing with the Portfolio widget in ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/features\/portfolios\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Portfolios \" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Portfolios &quot;}\">Try ClickUp Portfolios <\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Get a high-level overview of how aligned initiatives are progressing with the Portfolio widget in ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>In order to effectively manage project portfolios, you need to have an efficient, streamlined system in place. ClickUp Portfolios provides the perfect solution.<\/p>\n\n\n\n<p><strong>Getting Started with ClickUp Portfolios<\/strong><\/p>\n\n\n\n<p>ClickUp Portfolios acts as the mission control for everything you need to track in your business\u2014from strategy to execution. It provides a high-level overview of how aligned initiatives are progressing, giving you a panoramic view of your strategic goals.<\/p>\n\n\n\n<p><strong>Prioritizing and Aligning Lists<\/strong><\/p>\n\n\n\n<p>With ClickUp Portfolios, you have the flexibility to select and prioritize lists to align with strategic objectives. This capability allows managers to define their goals and track the progress of different projects in relation to these objectives.<\/p>\n\n\n\n<p><strong>Collaboration and Permission Controls<\/strong><\/p>\n\n\n\n<p>One of the key advantages of using ClickUp Portfolios is its strong emphasis on collaboration. You can share portfolios with stakeholders, ensuring that the team is always well-informed of project progress. However, you don\u2019t need to compromise on security while doing so. You can limit permissions when needed so that you feel safe, and your information and processes remain secure.<\/p>\n\n\n\n<p>ClickUp Portfolios encapsulates all the features and functionalities required to efficiently manage project portfolios. It allows for strategic alignment, easy collaboration, secure sharing, and most<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"15-organize-project-portfolios-and-align-teams-with-clickup\">Organize Project Portfolios and Align Teams With ClickUp<\/h2>\n\n\n\n<p>In today\u2019s fast-paced and interconnected business world, project management and oversight are more critical than ever. Whether it\u2019s IT projects, deliverables, or small-scale initiatives, managers need a structured, systematic, and streamlined way to monitor and guide their endeavors.&nbsp;<\/p>\n\n\n\n<p>ClickUp\u2019s comprehensive template library stands as a testament to its commitment to meet these demands. Offering tailored solutions, from the intricacies of IT Project Lists to the broader strokes of general project deliverables, ClickUp ensures that organizations, regardless of <a href=\"https:\/\/clickup.com\/blog\/project-scope-templates\/\">project scope<\/a> or size, have the tools they need to succeed.&nbsp;<\/p>\n\n\n\n<p>When it comes to project portfolio management, the diverse range of templates in ClickUp\u2019s arsenal showcases its adaptability, ensuring that businesses can seamlessly stay ahead of their projects.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a class=\"cu-button cu-button--pink cu-button--improved\" href=\"https:\/\/clickup.com\/signup-1\">Sign Up for ClickUp<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Project management isn\u2019t limited to ticking off tasks on a to-do list. It\u2019s a complex process of streamlining work to drive results. And with project portfolio management templates, you\u2019ll have the tools to visualize, manage, and optimize multiple projects at once.&nbsp; In this post, we\u2019ll dive into 10 templates to improve your project portfolio management [&hellip;]<\/p>\n","protected":false},"author":106,"featured_media":74818,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[990],"tags":[],"class_list":["post-74760","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/08\/Project-Management-General-\u2014-Blue-2.png","author_info":{"display_name":"Praburam","author_link":"https:\/\/clickup.com\/blog\/author\/psrinivasanclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Free Project Portfolio Templates in Excel, PowerPoint &amp; 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