Project Portfolio Summary free printable template

Get Form

Show details

Project Portfolio Summary NumProjectPMStart Date Target Comp Date Forecast Category Comp y DateStatusInternal / Phase Priority Scope External l12/17/2020 TimeCostQuality RiskComments1Project 1CD1/1/163/1/163/1/16Cust

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign project analysis document form

Edit your Project Portfolio Summary form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your Project Portfolio Summary form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing Project Portfolio Summary online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Follow the steps down below to use a professional PDF editor:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.

3

Edit Project Portfolio Summary. Rearrange and rotate pages, add and edit text, and use additional tools. To save changes and return to your Dashboard, click Done. The Documents tab allows you to merge, divide, lock, or unlock files.

4

Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out Project Portfolio Summary

01

Gather all project details including title, description, and objectives.

02

List all team members and their roles in the project.

03

Outline the timeline of the project, including start and end dates.

04

Include budget information, specifying costs and funding sources.

05

Summarize key milestones and deliverables.

06

Highlight risks and challenges that were encountered.

07

Provide insights or conclusions drawn from the project.

Who needs Project Portfolio Summary?

01

Project managers who need to communicate project status.

02

Stakeholders requiring a concise overview of project outcomes.

03

Team members involved in the project for reference.

04

Upper management analyzing project performance and decisions.

05

Risk management teams to identify lessons learned from projects.

Fill form : Try Risk Free

Rate the form

4.4

Satisfied

47 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I modify my Project Portfolio Summary in Gmail?

You may use pdfFiller's Gmail add-on to change, fill out, and eSign your Project Portfolio Summary as well as other documents directly in your inbox by using the pdfFiller add-on for Gmail. pdfFiller for Gmail may be found on the Google Workspace Marketplace. Use the time you would have spent dealing with your papers and eSignatures for more vital tasks instead.

How do I edit Project Portfolio Summary on an iOS device?

No, you can't. With the pdfFiller app for iOS, you can edit, share, and sign Project Portfolio Summary right away. At the Apple Store, you can buy and install it in a matter of seconds. The app is free, but you will need to set up an account if you want to buy a subscription or start a free trial.

How do I complete Project Portfolio Summary on an iOS device?

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your Project Portfolio Summary, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

What is Project Portfolio Summary?

The Project Portfolio Summary is a comprehensive document that provides an overview of the various projects within a portfolio, including their status, key performance indicators, and alignment with organizational goals.

Who is required to file Project Portfolio Summary?

Typically, project managers, program managers, and portfolio managers are required to file a Project Portfolio Summary, as they oversee multiple projects and need to report on their progress and outcomes.

How to fill out Project Portfolio Summary?

To fill out the Project Portfolio Summary, one must gather relevant data on each project, such as objectives, timelines, budgets, risks, and resources, and compile this information into a structured format that clearly communicates the status and performance of each project.

What is the purpose of Project Portfolio Summary?

The purpose of the Project Portfolio Summary is to provide stakeholders with a clear and concise overview of project performance, enabling informed decision-making, resource allocation, and strategic alignment across the organization.

What information must be reported on Project Portfolio Summary?

The information that must be reported on the Project Portfolio Summary typically includes project names, descriptions, timelines, budgets, status (completed, in-progress, on-hold), risks, and any issues requiring attention.

Fill out your Project Portfolio Summary online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now