Free resources for project and portfolio risk management

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clickUp offers pre-built risk management tools and project portfolio management templates that incorporate best practices from successful portfolio managers around the world. These templates will help you implement proven risk management frameworks.

ClickUp Portfolio Management Template
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ClickUp Portfolio Management Template

Managing multiple projects at once can be like juggling a marathon—keeping every detail under control is no easy feat. That’s why ClickUp Portfolio Management Template offers you an all-in-one solution to help you streamline complex processes and increase productivity.

With this template, you can easily manage resources, tasks, and goals, while keeping your team aligned on goals and priorities.

Here are some of its key features:

The Portfolio Master List view displays all projects with their current status, making it easy uae whatsapp number data to spot new, in-progress, or even at-risk projects.
To maintain consistency, the Project POE view allows you to create and store standard operating procedures for each project.
The Getting Started view is perfect for keeping quick reference guides handy.
Tasks are organized into sixteen unique statuses, allowing you to provide clear updates to stakeholders and ensure smooth communication at every stage.
Download this template
ClickUp Project Management Portfolio Template
Download this template
ClickUp Project Management Portfolio Template

The ClickUp Project Management Portfolio Template is for tracking projects across all departments and programs, ensuring you are always informed about their health and progress.

Its key features include:

Three flexible views (Box, List and Activity) for different management perspectives
Nine color-coded statuses for a quick assessment of project health
Predefined automation for instant notifications to the team
Custom fields for tracking budget and spent values
Status reporting labels for effective progress tracking
Ability to track projects across departments
Real-time portfolio status indicators