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Project Management Community Sample

23 June 2009

Project Management Community Sample Portfolio Status Summary

The portfolio status summary summarizes status of all projects the company has planned for the year and focuses on corporate risk managment and issues that require executive attention for the project manager .

Enabling Electronic Products, Inc.

Portfolio Status Summary

6/30/2007

Issue

Status

Have any projects been added or removed from the portfolio since the last status report?

Yes

Complete this section only if projects have been added or removed from the portfolio since the last status report.

New projects added

Custom motorized wheelchair control design, for new client (#347), increasing gross revenue by 15% this fiscal year.

Dropped or cancelled projects

None

Projects that have major changes

None

Portfolio Status Summary

Projects completed

§  Hospital intravenous monitor for client #81

§  Home intravenous monitor for client #81

§  Home glucose test kit version #6 for client #117

Active projects

§  Pocket-sized blood alcohol monitor for client #87

§  Custom motorized wheelchair control design, for new client (#347)

§  Electronic bed monitor for client #81

Projects not yet started

See attached list (14 projects)

Projects at risk

§  Improved pacemaker electronics for client #79 (expected to make it safe for pacemakers to go through airport security) may not work with newest airport security technology. If project is not feasible, it will be cancelled.

§  Advanced electronics for cardiac stress test – customer #119 may not be able to afford improvements

Status of portfolio expense

Overall, projects in portfolio are running within budget, generating expected profit margin.

Status of effort

Levels of effort are as expected, no large hiring effort, except we are adding expertise for motorized wheelchair control design

Status of quality

FDA approval for project #191 seems stalled

Status of risk

No current major risks. Executives should be prepared to intervene on advanced electronics for cardiac stress test if necessary.

Status of issues

No major issues at this time.


 
 
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