📁 OVERVIEW
An editable Excel template designed to support lightweight reporting across multiple projects within a portfolio. Includes modular sheets for project-level status, RAG indicators, owner inputs, and governance prompts—ideal for internal oversight, client-facing updates, and delivery assurance.
📦 WHAT’S INCLUDED
• 📁 Editable Excel workbook (.xlsx) featuring:
• 📋 Portfolio summary with project-level status and commentary
• 🟢🟠🔴 RAG indicators and escalation logic
• 👥 Owner inputs and stakeholder roles
• 📅 Milestone tracking and delivery focus
• 🔁 Review checkpoints and version control
• ✅ Clear sheet labels for client-side editing
🧠 USE CASES
• Internal tracking of portfolio-level delivery status
• Client-facing documentation of multi-project progress
• Stakeholder alignment and governance setup
• Reusable format for recurring reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and formatting
• Modular layout for portfolio reporting and assurance
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
