{"product_id":"projektportfolj-resursplanering-2026-2027-kapacitetskontroll-prioritering-dashboard-excel-word-pdf","title":"Project Portfolio \u0026 Resource Planning 2026\/2027 – Capacity Check, Prioritization \u0026 Dashboard | Excel, Word \u0026 PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003ch2\u003eProject Portfolio \u0026amp; Resource Planning 2026\/2027 – plan multiple projects in Excel\u003c\/h2\u003e\n\n\u003cp\u003eConsolidate your \u003cstrong\u003eproject portfolio, priorities, project resources, and capacity planning\u003c\/strong\u003e into a structured document package for Swedish companies, associations, and organizations. You receive an editable Excel workbook with eight sheets, as well as professional Word and PDF documents for proposals, decisions, resource allocation, and follow-ups.\u003c\/p\u003e\n\n\u003cp\u003eThe product helps you see which projects are competing for the same resources and when planned hours exceed available capacity. It is particularly useful for project managers, portfolio managers, smaller PMO functions, consulting firms, and development teams who need a clear, shared working foundation without a subscription.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e Word (DOCX) + PDF + Excel (XLSX). \u003cstrong\u003eLanguage:\u003c\/strong\u003e Swedish main templates as well as an English working form and English quick guide. \u003cstrong\u003ePrice:\u003c\/strong\u003e 79 SEK.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the document template\"\u003e\u003cstrong\u003eAbout the document template:\u003c\/strong\u003e \u003ca href=\"#mb-files\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eThe Excel tool\u003c\/a\u003e · \u003ca href=\"#mb-steps\"\u003eWorkflow\u003c\/a\u003e · \u003ca href=\"#mb-legal\"\u003eRisks and rules\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003caside style=\"background:#EDF7F0;border-left:4px solid #3E7B5B;padding:15px;margin:16px 0\"\u003e\u003cstrong\u003eProfessionally and legally source-checked October 13, 2026.\u003c\/strong\u003e The workflow has been compared with Svenskt Projektforum's information on portfolio management and the IMY's current guidance on data minimization. The documents are not government-approved, certified, or reviewed by external specialists; they serve as a general planning aid.\u003c\/aside\u003e\n\u003ch2 id=\"mb-files\"\u003eWhat is included in the package\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eFunction\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProject Portfolio – governance routine\u003c\/td\u003e\n\n\u003ctd\u003ePortfolio process, criteria, decision mandates, responsibilities, and periodic follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProject proposal \u0026amp; prioritization decision\u003c\/td\u003e\n\n\u003ctd\u003eProject ID, objectives, benefit assessment, resource requirements, prioritization, and decision.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eResource allocation \u0026amp; capacity decision\u003c\/td\u003e\n\n\u003ctd\u003eDecision form for resource shortages, reprioritization, and new allocations.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003ePortfolio meeting \u0026amp; decision minutes\u003c\/td\u003e\n\n\u003ctd\u003eJoint overview, decisions, responsible parties, and action follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProject Portfolio Review – English\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working form for Swedish businesses.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDetailed user guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step, formula checks, common mistakes, data protection, and English quick guide.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProject Portfolio \u0026amp; Resource Planning\u003c\/td\u003e\n\n\u003ctd\u003eExcel tool with eight sheets for projects, resources, monthly allocation, decisions, and dashboard.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003eA total of 13 files in a ZIP package:\u003c\/strong\u003e 6 Word, 6 searchable A4 PDFs, and 1 Excel. The files are editable and can be used offline with compatible office software.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-excel\"\u003eExcel – portfolio dashboard, resource allocation, and prioritization\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e number of projects, ongoing projects, planned hours, over-allocated resource months, assignments with unknown IDs, and open risk\/decision items.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eProject Register:\u003c\/strong\u003e space for 50 projects with unique project ID, owner, period, status, priority, budget framework, and decision reference.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eResource Register:\u003c\/strong\u003e 20 resources or roles, with available project hours per month after manual consideration of line work and absence.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAssignments:\u003c\/strong\u003e 200 rows for project ID, resource ID, month, and planned hours, with automatic reference checks.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCapacity:\u003c\/strong\u003e 240 prepared resource months with automatic SUMIFS calculations, variance, and status in case of over-allocation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePrioritization:\u003c\/strong\u003e 50 project rows with five assessment criteria and guiding total scores.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eRisks and decisions:\u003c\/strong\u003e 60 item rows with status, responsible party, deadline, and planned actions.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGuide and sources:\u003c\/strong\u003e separate instructions and relevant information sources.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003caside style=\"background:#FFF3D8;padding:15px;margin:16px 0\"\u003e\u003cstrong\u003eImportant limitation:\u003c\/strong\u003e Excel is a manual planning aid and does not perform automatic optimization of staffing, scheduling, or project ordering. Allocation is based on the specified monthly capacity and manually registered hours, not on actual time tracking. The program does not automatically account for public holidays, vacation, sick leave, collective agreements, work environment, actual costs, or project dependencies. A green indicator is not a formal approval.\u003c\/aside\u003e\n\u003ch2 id=\"mb-steps\"\u003eHow to use the template – step by step\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eEstablish the planning year and determine portfolio owners, decision forums, and prioritization criteria.\u003c\/li\u003e\n\n\u003cli\u003eRegister each project with a unique project ID in the Projects tab.\u003c\/li\u003e\n\n\u003cli\u003eRegister available resources or competence roles with a unique resource ID and actual available monthly capacity in hours.\u003c\/li\u003e\n\n\u003cli\u003eCreate assignments per project, resource, and month. Check that project and resource IDs are correct.\u003c\/li\u003e\n\n\u003cli\u003eReview Capacity and Dashboard for over-allocated months and other control signals.\u003c\/li\u003e\n\n\u003cli\u003eUse the prioritization form and Excel scores as a decision basis. Always establish actual decisions manually.\u003c\/li\u003e\n\n\u003cli\u003eDocument resource changes and decisions in the Word forms, save a dated version, and follow up at the next portfolio meeting.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eExample – when resources are insufficient\u003c\/h2\u003e\n\n\u003cp\u003eA resource has 120 hours available for projects during a certain month. Two projects have together assigned the resource 140 hours. Excel then shows a \u003cstrong\u003e20-hour capacity shortage\u003c\/strong\u003e and the status \u003cstrong\u003eOVER-ALLOCATED\u003c\/strong\u003e. The person responsible then needs to manually decide on reprioritization, rescheduling, changing the scope, or allocating more resources.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-legal\"\u003eLegal issues, workload, and GDPR\u003c\/h2\u003e\n\n\u003cp\u003eThere is no general Swedish legal requirement that all businesses must use a specific systematic project portfolio template. However, an organization's work environment liability, contracts, delegation, and data protection may affect how planning needs to be carried out. Planned hours are not the same as actual working time, and Excel does not replace separate labor law assessments.\u003c\/p\u003e\n\n\u003cp\u003eIf a resource can be linked to an identifiable person, the processing of personal data must have a clear purpose, a legal basis, and meet the requirements for data minimization. The template is therefore structured so that internal resource IDs or roles can be used instead of, for example, personal identity numbers or other irrelevant data.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eSources:\u003c\/strong\u003e \u003ca href=\"https:\/\/projektforum.se\/testa-organisationens-projektformaga\/\"\u003eSvenskt Projektforum – project capability and portfolio management\u003c\/a\u003e · \u003ca href=\"https:\/\/www.imy.se\/verksamhet\/dataskydd\/innovationsportalen\/ar-det-ni-tankt-gora-ar-forenligt-med-gdpr\/steg-3\/\"\u003eIMY – data minimization\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFrequently asked questions\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is project portfolio management?\u003c\/h3\u003e\n\n\u003cp\u003eConsistently prioritizing, deciding upon, and following up on multiple projects based on strategic goals, capacity, and risk, rather than only managing each project separately.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel show resource conflicts?\u003c\/h3\u003e\n\n\u003cp\u003eYes, assigned hours are compared against the available monthly capacity you have entered yourself. Multiple projects can burden the same resource and month.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel automatically create a finished staffing schedule?\u003c\/h3\u003e\n\n\u003cp\u003eNo. It shows planned allocation but does not perform labor law scheduling or automatic staffing optimization.\u003c\/p\u003e\n\n\u003ch3\u003eCan I use the template for several years?\u003c\/h3\u003e\n\n\u003cp\u003eYes, make a separate copy for each planning year. The month codes 1–12 apply to one calendar year at a time.\u003c\/p\u003e\n\n\u003ch3\u003eIs this a duplicate of Project Budget \u0026amp; Cost Follow-up?\u003c\/h3\u003e\n\n\u003cp\u003eNo. \u003ca href=\"\/en\/search?q=Projektbudget%20Kostnadsuppf%C3%B6ljning\"\u003eProject Budget \u0026amp; Cost Follow-up\u003c\/a\u003e focuses on finances within a single project. This product focuses on multiple projects, prioritization, capacity, and resource conflicts.\u003c\/p\u003e\n\n\u003ch3\u003eIs an English version included?\u003c\/h3\u003e\n\n\u003cp\u003eAn English portfolio meeting form and an English quick guide are included. The entire Swedish package is not fully translated.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel work with other project tools?\u003c\/h3\u003e\n\n\u003cp\u003eYou can use the documents in parallel with other systems, but the package contains no direct integration, automatic import, or API connection.\u003c\/p\u003e\n\n\u003ch3\u003eHow are the documents delivered?\u003c\/h3\u003e\n\n\u003cp\u003eDigitally as a ZIP file with 13 documents once the document package is linked to the product variant in Shopify Digital Products. No physical goods are sent.\u003c\/p\u003e\n\n\u003ch2\u003eFormat, version, and area of use\u003c\/h2\u003e\n\n\u003cp\u003eVersion 1.0. Intended for use during 2026\/2027. Professional source check October 13, 2026. Practical support for Swedish companies and organizations; may need to be adapted for extensive PMO operations, public procurement, security-classified projects, or labor-sensitive decisions.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55733265826134,"sku":"PROJEKTPORTFOLJ-2027-SVEN","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/projektportfolj_2027_hero.png?v=1791911070","url":"https:\/\/mallbutiken.se\/en\/products\/projektportfolj-resursplanering-2026-2027-kapacitetskontroll-prioritering-dashboard-excel-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}