Confluence for Project Management: Project Portfolio Dashboards and Status Reports

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  • Опубліковано 7 сер 2024
  • 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.
    Video Course: www.andymakar.com/confluencepm
    eBook: www.andymakar.com/shop/manage...
    More Atlassian Confluence Tutorials: www.tacticalprojectmanagement...
    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
  • Навчання та стиль

КОМЕНТАРІ • 41

  • @russthomo9602
    @russthomo9602 Рік тому +2

    This is a great video and presented seamlessly, thank you

  • @MuhammadKhan-qp6wp
    @MuhammadKhan-qp6wp 2 роки тому

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

  • @flyingslipper3909
    @flyingslipper3909 2 роки тому +2

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

  • @gizemtekin
    @gizemtekin Рік тому

    Thanks you. This video helped me a lot!

  • @hxb6132
    @hxb6132 Рік тому +1

    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.

  • @ZadisHouseCollection
    @ZadisHouseCollection 8 місяців тому

    Fantastic video!

  • @delikanli1825
    @delikanli1825 3 роки тому

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

  • @MarekZelek
    @MarekZelek 3 роки тому +2

    That’s awesome!

  • @BhajanNaveen
    @BhajanNaveen 2 роки тому +5

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

    • @AndyMakar
      @AndyMakar 2 роки тому +1

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

  • @kensearle4892
    @kensearle4892 2 місяці тому

    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.

  • @frinethsalgado8618
    @frinethsalgado8618 2 місяці тому

    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?

  • @thyagaraj-layam_tech_farmer
    @thyagaraj-layam_tech_farmer 2 роки тому

    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 :)

  • @user-lf7we5ik4u
    @user-lf7we5ik4u 6 місяців тому

    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.

  • @KaseyVictoriaChau
    @KaseyVictoriaChau Рік тому +1

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

  • @zymeenachavis895
    @zymeenachavis895 4 місяці тому

    Do you think you can use confluence for Lessons Learned?

  • @akwasianane3333
    @akwasianane3333 4 місяці тому

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

  • @getahunlegesse9140
    @getahunlegesse9140 2 роки тому

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

  • @kristenbennett3247
    @kristenbennett3247 Рік тому

    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
      @AndyMakar Рік тому +1

      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

  • @BBB-96
    @BBB-96 3 роки тому

    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
      @AndyMakar 3 роки тому

      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 andy@tacticalprojectmanagement.com

    • @akwasianane3333
      @akwasianane3333 4 місяці тому

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

  • @toshaliveoak
    @toshaliveoak 2 роки тому

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

    • @AndyMakar
      @AndyMakar 2 роки тому

      It works for both versions

  • @keshajackson8814
    @keshajackson8814 2 роки тому

    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
      @keshajackson8814 2 роки тому

      Nevermind...Just found your email address.

    • @AndyMakar
      @AndyMakar 2 роки тому

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

  • @branchclan6112
    @branchclan6112 3 роки тому

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

    • @branchclan6112
      @branchclan6112 3 роки тому

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

    • @AndyMakar
      @AndyMakar 3 роки тому

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

  • @KareemAbdo555
    @KareemAbdo555 2 роки тому

    Can we get the file?

    • @AndyMakar
      @AndyMakar 2 роки тому

      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/

  • @mvanderwalt
    @mvanderwalt 3 місяці тому

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

  • @BBB-96
    @BBB-96 3 роки тому +2

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

  • @spydermonkey2127
    @spydermonkey2127 Рік тому +1

    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
      @TacticalProjectManagement  Рік тому

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

    • @oasisfullfilled7617
      @oasisfullfilled7617 16 днів тому

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

  • @simonhutton2352
    @simonhutton2352 Рік тому

    Since when did Charlie Sheen start making confluence videos 😮