- #HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT HOW TO#
- #HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT SOFTWARE#
- #HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT FREE#
Remember any row in the status report can be pulled into the summary view by simply typing the field name in the Page Properties report. With a few clicks, you’ve generated a complete portfolio dashboard with the key traffic light indicators. Step 2.4 Click Save to Close the dialogue and Save the page Step 3 Review the completed Dashboard Click the Preview icon to refresh the report summary. If you have a lot of reports, you can limit the number of items to display by providing a numeric value. Step 2.3 Click Options – Show and enter the following columns Launch Date, Phase, Overall Status, Schedule, Budget, Issues, Risks Now the report needs to be tailored to only include specific columns on the portfolio status page. The table will link to each individual page and display specific columns from the status report. The Page Properties macro displays a table of pages that contain the Page Properties macro and a specific label. Step 2.1 Insert a Page Properties Report Macro I prefer to keep all status reports in a single page hierarchy, but you could distribute this template across Confluence pages and Confluence spaces and still develop a portfolio view across multiple pages. With the individual project status report pages created, you want to create a portfolio page that will display the summary view of individual status reports. It quickly becomes a copy and paste exercise! Step 2 Create the Portfolio Page Step 1.7 Repeat creating status reports for every workstream or project in the program or portfolio If you think you’ll be rolling out this template throughout the organization, you’ll want create a global page template in Confluence so others can benefit from your hard work. Step 1.6 Enter the word “status” for the label, press add, close the dialog box and save the page.Ĭongratulations you’ve created your first status report template. If you’re not in edit mode, you can always press “L” and the same label dialogue will appear. Assuming you’re in edit mode, just click on the tag icon after the page title. Step 1.5 Add a label called “status” to the pageĪdding a label is easy. Step 1.4 Cut and paste the table into the Page Properties container It is ok if it appear below the status report since you’ll be cutting and pasting the table into the container in the next step. Step 1.3 Insert a Page Properties containerīelow the status report, you’ll insert a Page Properties macro. Step 1.2 To add the Status indicators, click on the Insert Macro icon in the toolbar and insert the Status macro.įormat the macro with the desired text and colors. If you want to specify a date, use the // shortcut key. If you want to tag someone simply use the sign short cut and tag them. Status can be entered just by typing text or content in the cells.
#HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT FREE#
Confluence is flexible so feel free to modify the format as necessary. The table can mimic the fields on your company’s current status report template. To create a project portfolio dashboard, follow these steps: Step 1: Create individual status reports Step 1.1 Create a table in Confluence and format using the heading column icon If the underlying status report changes, the dashboard is automatically updated. The benefit of this solution is program managers can roll up individual status reports into summary level report. If I click on the project title, I can also drill down to the specific status report for further analysis. With one glance, I can assess each project’s heath in terms of status, schedule, budget, issues and risks using Confluence’s graphical indicators.
#HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT HOW TO#
In this article, I’ll show you how to build a project portfolio dashboard to manage your projects or programs in a portfolio.īelow is a sample snapshot of a small program with 3 projects. Using Confluence, project teams can develop product documentation, track meeting minutes, draw process flow diagrams, mind maps and even create technical architecture documents. Confluence is a single collaboration tool where teams can organize, create documents and discuss project work in one single place.
#HOW TO USE CONFLUENCE FOR PROJECT MANAGEMENT SOFTWARE#
In this Atlassian Confluence tutorial, you’ll learn how to build a project status dashboard in 3 easy stepsĪtlassian’s Confluence product is an amazingly powerful and flexible collaboration tool that enables distributed teams to build better software products.