Confluence for Project Management: Project Portfolio Dashboards and Status Reports

[@flyingslipper3909]

Andy, This is fantastic. Thanks for sharing your mastery of confluence. I watched these two videos 5 times.

[@hxb6132]

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.

[@russthomo9602]

This is a great video and presented seamlessly, thank you

[@MuhammadKhan-qp6wp]

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

[@gizemtekin]

Thanks you. This video helped me a lot!

[@ZadisHouseCollection]

Fantastic video!

[@nansri1]

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

[@BhajanNaveen]

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

[@AndyMakar]

Hi thank you for the comment. You can get it here www.tacticalprojectmanagement.com/shop/manage-projects-with-atlassian-confluence/

[@delikanli1825]

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

[@kensearle4892]

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.

[@KeenanLum-q6o]

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.

[@franckleveneur676]

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

[@frinethsalgado8618]

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?

[@KaseyVictoriaChau]

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

[@zymeenachavis895]

Do you think you can use confluence for Lessons Learned?

[@MarekZelek]

That’s awesome!

[@TacticalProjectManagement]

Thanks! I hope you find it useful!

[@mvanderwalt]

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

[@kristenbennett3247]

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.

[@AndyMakar]

In the 1:1 reports, they are created weekly and I simply copied the old one and edited it with a new date. You can edit the same document each week and use version history to refer back but I prefer to create a new page

[@akwasianane3333]

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

[@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 :)

[@toshaliveoak]

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

[@AndyMakar]

It works for both versions

[@getahunlegesse9140]

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

[@branchclan6112]

Your status page - how are you pulling data from sub-pages?

[@branchclan6112]

Disregard - I see you are charging for the tutorial. I'll pay for it.

[@AndyMakar]

@@branchclan6112 Thanks! You can use the page report macro to set it up! Let me know if you have any questions!

[@spydermonkey2127]

Project reports seems very useful but you didn't show how to use it. At least how to link the pages to update automatically on the status

[@TacticalProjectManagement]

This ebook has the tutorial www.tacticalprojectmanagement.com/shop/manage-projects-with-atlassian-confluence/

[@oasisfullfilled7617]

I agree. people come on here to know how to do it

[@KareemAbdo555]

Can we get the file?

[@AndyMakar]

Hi - The actual files you have to create manually. The ebook on the technique is here www.tacticalprojectmanagement.com/shop/manage-projects-with-atlassian-confluence/

[@BBB-96]

Hi Andy, I just bought your package from your website but it is the same video as what is here on youtube. How do we get the step by step tutorial to create the consolidated status report as you indicated on youtube? Thanks

[@AndyMakar]

Hi Susan - This video provides the demonstration. The eBook walks you through step by step on how to set it up. Are you looking for a video step by step tutorial? Feel free to email my at [e-mail]

[@akwasianane3333]

Hi Andy ,I just bought your ebook, please where do I download it

[@keshajackson8814]

Hi Andy, Thanks for sharing this....I purchased your instructions but still having some issues w/ my Dashboard. The stats and text in the columns is not display in the overall dashboard. Please advise.

[@keshajackson8814]

Nevermind...Just found your email address.

[@AndyMakar]

@@keshajackson8814 I'm glad you found it! Feel free to email me and I'll try to assist.

[@BBB-96]

Apologies Andy, found the step by step in the pdf file

[@TacticalProjectManagement]

Excellent! Please let me know if you have any other questions!

[@nansri1]

Can you guide me pls how to find the step by step guide pdf file?

[@simonhutton2352]

Since when did Charlie Sheen start making confluence videos 😮

[@JosephCollins7778]

Sounds like Rob Schneider to me :)