16/6/2020 40+ KPIs for Portfolio Managers That Executive Management Should Track

PROJECT PORTFOLIO KPIS THAT PORTFOLIO MANAGERS CAN

TRACK

KPIs For Portfolio Manager

Tracking performance of portfolio of projects involves different

perspective, processes, tools and stakeholders. These stakeholders are
generally executive management people. Executive management needs to
know whether we are going to deliver desired portfolio, program,
product/service and achieve desired organizational benefits?

To track performance at various levels in the organization, there are  project

management KPIs  and in turn  KPIs for project managers, then there are
KPIs for project team members.but it is important to note that organization,
department, project or PMO if present should have the process to design &
define KPIs. Similarly, there have to be KPIs for portfolio managers which
executive management can track.

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Let ’s look at KPIs that portfolio managers can track. I have shared

screenshot from ZilicusPM – project portfolio management software for
some of these KPIs. Soon, it will be updated with more details.

Portfolio Health KPIs for Portfolio Manager

Portfolio Health

Portfolio Completion Percentage

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Portfolio Budget Utilisation

Projects Pending for Approval

Portfolio Financials KPIs for Portfolio Manager

Allocated Budget Across Portfolios

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Used Budget Across Portfolios

Percentage of Budget Utilization

Estimated Cost Across Portfolio of Projects

Actual Cost Across Portfolio of Projects

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Allocated Budget vs Used Budget for multiple portfolio of projects

Estimated Cost vs Actual for a portfolio of projects

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Allocated Budget Across portfolio of projects



Portfolio Schedule KPIs for Portfolio Manager

Total Number of Milestones | Achieved Milestones | Missed Milestones

| Upcoming Milestones

Total Milestones Vs Achieved Milestones

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Portfolio Issues KPIs for Portfolio Manager

Total Number of Issues Reported in a Portfolio

Number of Open Issues in a Portfolio

Number of Resolved Issues in a Portfolio

Number of Closed Issues in a Portfolio

Number of High Priority Issues in a Portfolio

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Number of Low Priority Issues in a Portfolio

Number of Medium Priority Issues in a Portfolio

Number of Normal Priority Issues in a Portfolio

Portfolio Risks KPIs for Portfolio Manager

Total Number of Risk Reported in a Portfolio

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Total Number of Reviewed Risks in a Portfolio

Total Number of Open Risks in a Portfolio

Number of Risk With Catastrophic Impact in a Portfolio

Number of Risk With Major Impact in a Portfolio

Number of Risk With Moderate Impact in a Portfolio

Number of Risk With Minor Impact in a Portfolio

Number of Risk With Insignificant Impact in a Portfolio

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Portfolio Change Requests KPIs for Portfolio Manager


Total Number of Change Request Reported in a Portfolio

Total Number of Open Change Request in a Portfolio

Number of High Priority Change Request in a Portfolio

Number of Medium Priority Change Request in a Portfolio

Number of Low Priority Change Request in a Portfolio

Number of Normal Priority Change Request in a Portfolio

Portfolio Earned Value KPIs for Portfolio Manager

1. Cost Performance Index (CPI)

2. Schedule Performance Index (SPI)

Miscellaneous KPIs for Portfolio Manager

1. Percentage Completion of Individual Project

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2. Percentage Progress Made For a Portfolio


3. Number of Team Member of Individual Project

4. Number of Projects Per Portfolio

5. Project Wise Actual Work Hours Spent by Resources

6. Customer Wise Resource Work Planned Vs Actual Work

7. Customer Wise Resource Work Planned Vs Actual Work Per Project

Let me know if you have different ways and KPIs to track project portfolio
performance?

Additional readings about project management, leadership

Case Study: What Happens When Project Team Has Dual Reporting

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Avoid These 10 Most Common Mistakes That Leads to Project Failure


Ultimate Project Management Guide for project manager
Back2Basics: Ultimate Project Management Guide: Project Planning
8 Reasons to Decide Whether Your Organization Needs Project
Management Office

Your life can be become easier with the right project management system.
ZilicusPM is the right PM tool for you and your team. Get started now.

Remember, project management isn’t about task schedule.  To recap,

you have various functionality available in ZilicusPM project
management software as a part of project planning, project tracking,
project collaboration such as

Gantt Chart
Time Tracking
Budgeting and Cost Management
Resource Planning and Management
Issue Tracking
Risk Management
Change Management
Meeting Management
Stakeholder Management
Project Portfolio Management
Project Reporting
Document Management

ZilicusPM Best Online Project Management Software

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About Zilicus

Zilicus offers All-In-One online project management software ZilicusPM

that provides complete project management control for project and
portfolio managers; at the same time makes it really simple for project team
members to stay on top of things. If you have been managing projects with
conventional spreadsheet/ MS Excel templates or emails, it is the right time
to start using online project portfolio management software. ZilicusPM is
great platform for better project collaboration. Take a screenshot tour of
project management software tour of ZilicusPM and Sign up for 30-days
free trial of project management software ZilicusPM

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ABOUT DHAN

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16/6/2020 40+ KPIs for Portfolio Managers That Executive Management Should Track

I am a co-founder of Zilicus Solution and I write about project management, collaboration,

productivity, project management software, cloud computing, requirement management and 
business empowerment.

SEE ALL POSTS VISIT AUTHOR SITE

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