Confluence for Project Management: Project Portfolio Dashboards and Status Reports

In this Atlassian Confluence tutorial, learn how to manage projects and programs using project management dashboards, roadmaps, action lists and issue and risk logs in Atlassian Confluence.

Learn how to use Atlassian Confluence to Manage your Projects

-Reduce the project manager’s administrative burden
-Develop and communicate project status easily
-Track project and program action items quickly
-Develop program level gantt charts
-Develop project, portfolio and application roadmaps
-Manage and collaborate on project and program requirements
-Improve communication with your management team

Includes 7 key tutorials including

-Managing with a Wiki and the Project Manager’s Dilemma
-Creating Status Reports and Dashboards
-Tracking Program Action Items
-Gantt Charts and Roadmaps
-Tracking Issues and Risks
-Managing Project and Program Requirements
-1:1 Status Reports
Additional Resources

[flyingslipper]

Andy,

This is fantastic. Thanks for sharing your mastery of confluence.

I watched these two videos 5 times.

[nansri]

This is awesome... thank you so much for this video...I need a small help...In the end, you mentioned that we can log into your website to get the step by step guide to build this in confluence but I couldn't find it .. could you pls share the step by step guide so I can try here.. thank you

[hxb]

Great intro! Only issue I think worth mentioning, when exporting status reports to pdf or word docs, often the jira-macros don't display/print well.

[russthomo]

This is a great video and presented seamlessly, thank you

[BhajanNaveen]

Hi Andy, This is awesome. Would like some instructions on how to build that status report. Thanks

[MuhammadKhan-qpwp]

Great insight into how I can manage projects using confluence!!

[kensearle]

Thank you. 'Requirements Traceability Matrix' is the term I have been searching for 🙂

I have been on projects that had a long backlog list with no other supporting documents so no one could tell how much of the project was there vs missing, or how each story was related to others. I realized the need for a higher-level project management document (like an instruction manual). That way we could see the whole project, the status of every story, and how the stories fit together. At any time we could pick an area of the system and have a more in-depth discussion to see if we had all the requirements (or not).

We ended up creating a similar Confluence doc as you with the Jira user story links so we could see the statuses and assignees. I am wondering what options there are to gather those statuses into a parent overview page? Reason: Confluence's edit feature is tedious with long pages so we would probably make sub-pages for each main project feature or category.

[frinethsalgado]

Hi, Thanks for your video, Could you let me know how can I combine all the requirement traceability matrix in several pages into a single?

[franckleveneur]

Quick question. Why use action item when you can use Jira to track ToDO tasks?

[KeenanLum-qo]

Would love to meet to go over how to set these up. I use more of a watrfall/hybrid method and need some help setting up all the pages and stories needed.

[gizemtekin]

Thanks you. This video helped me a lot!

[akwasianane]

Hi Andy, I ordered for your ebook but can’t find my download led pdf.

[delikanli]

I don't wonder why you have no dislikes :) well done and thank you.

[KaseyVictoriaChau]

hi, how did you do the status report and dashboard roll up page?

[thyagaraj-layam_tech_farmer]

Hi Andy, I badly need this confluence page for my Program. I am very new to confluence. i need a readymade solution to follow and create the same structure as shown in the video :)

[zymeenachavis]

Do you think you can use confluence for Lessons Learned?

[kristenbennett]

For those 1:1 reports, do you create a new page each day? Or just put new day up too on same page? A new page a day seems like it would get clunky in the tree hierarchy.

[toshaliveoak]

Is this for the cloud version and current process or is there an update for cloud in 2022? Thanks!

[getahunlegesse]

Does this works offline? is that accessible out of cost?

[mvanderwalt]

Andy, you didn't explain how to create the Status Dashboard. How is this helpful?