This premium tool is built for serious decision-makers.

The Portfolio Evaluation Tool Set is an advanced, Excel-based toolkit designed to help organizations assess and optimize their entire project portfolio. Far more in-depth than a typical tracker, this premium suite includes multiple interconnected tools housed within a single workbook.

From project-level data entry to strategic scoring, cost/benefit analysis, and financial forecasting, every component is built to support confident, data-driven decision-making. Navigate through the suite using an intuitive main menu, and explore tools for weighted value analysis, feasibility scoring, benefit capture tracking, and visual portfolio mix reports.

This is the ideal solution for enterprise PMOs or leadership teams needing a clear, actionable view of where to invest time and resources for maximum value.

Tool Highlights

  • Comprehensive Evaluation Toolkit

    Includes 6+ tools: Strategic Scoring, Weighted Analysis, Cost/Benefit Analysis, Benefit Capture, Financial Forecasting, and more.

  • Customizable and Visual

    Dynamically adjust weights, inputs, and filters; view results instantly in easy-to-read bar, pie, and bubble charts.

  • Executive-Level Reporting

    Designed to support enterprise-level portfolio decisions with a clear view of ROI, strategic value, and feasibility.

Harness the Power of Macros with Our Advanced Excel Tools

This Excel tool is powered by built-in macros to streamline complex calculations and automate repetitive tasks—saving you time and effort. With intuitive designs and powerful functionality, each tool is crafted to help you manage projects more efficiently and make data-driven decisions with ease.

Course curriculum

    1. Portfolio Evaluation Tool Set

    2. About Our Macro-Enabled Tools

About this course

  • $50.00
  • 2 lessons
  • 0 hours of video content