Project & PMO Management Toolkit

Run the weekly project review from one Excel workbook

Bring project schedules, budgets, resource capacity, risks and decisions into the same review. The Pragy Project & PMO Management Toolkit is for project managers and small PMOs that need to see which projects are slipping, what the final costs may be and who owns the next action.

Plan the work and review exceptions

• Portfolio and project reviews. Review project health, forecast finish dates, approved budgets, estimated final costs, open risks and overdue actions.
• Gantt and dependencies. Enter forecast and actual dates. The workbook draws weekly task bars and milestone markers, checks four dependency types against the working calendar and shows variance against the approved baseline. Managers make schedule changes.
• Cost and resource controls. Track actual and remaining forecast costs. Review planned allocations against available hours and identify resource overloads.
• Decisions and history. Record risks, issues, actions, decisions and changes. Save approved baseline revisions and weekly snapshots using Paste Special → Values.

What you receive

• Blank and three-project fictional sample Excel workbooks in macro-free XLSX format.
• Quick Start and User Guide PDFs.
• Five editable Word templates for the project charter, change request, stakeholder and RACI communication plan, weekly status report, and closure and lessons review.
• Editable PowerPoint training and steering committee decks with PDF previews.
• Compatibility and verification notes, file checksums and your selected licence.

Capacity and compatibility

Version 1.0 supports up to 10 projects and 1,000 task-plan records per workbook. The workbook flags capacity overflow. Request extended capacity if you need a larger setup.

Designed for desktop Microsoft 365 Excel on Windows. Use desktop Word and PowerPoint to edit the companion templates. Microsoft Office is sold separately. The workbook uses manager-entered dates and formula checks. Critical path, float and automatic rescheduling are outside this version’s scope.

Both final workbooks opened and recalculated in Excel for Windows. The package records 58 passed assertions. Final interactive editing, saving, sorting, row addition, values-only history capture and A4/Letter PDF exports still need a walkthrough in licensed Excel. The Word templates passed structural checks, with native page layout verification pending. Review the included verification notes before using the toolkit for operational reporting.

Licence, download and support

Choose Single User for one named user or Team / Business for internal use by the employees and supervised contractors of one purchasing legal entity. Your selected licence is included in the ZIP. After successful checkout, access your download through the order email or account download area. Three downloads are available for 30 days.

Standard support covers file access and documented compatibility. Contact info@pragyconsulting.com for customization or setup support.

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