Excel cockpit, 17-page method guide and SteerCo deck to control your IT budget and project portfolio in one hour a week. No macros, currency as a setting.
CIOs, PMO leads, portfolio managers, CFOs and IT controllers in companies with 200 to 5,000 employees, running 5 to 40 projects and an IT budget of 1 to 20 million (in any currency), without a dedicated portfolio management tool or alongside one.
Control your IT budget and project portfolio in one hour a week, with the tables and the method of a senior PMO.
The IT PMO Cockpit is a professional, ready-to-use control pack, in English, with no macros. It replaces home-made dashboards, accounting exports that arrive too late and steering committees that decide nothing.
No country-specific rule. The currency is a setting (default $): amounts are formatted without a symbol and the symbol you choose appears in titles and labels. Dates use the ISO format (YYYY-MM-DD) throughout. The fictitious company and its people have English names.
Five short routines at a fixed frequency: weekly update (20 min), monthly budget review, portfolio review, steering committee preparation, quarterly review. Everything else is calculated: RAG status, delays, budget alerts, risk scores, team load, committee page. The workbook is the committee's single source; the guide explains how to keep it alive and how to turn a two-hour steering committee into twenty minutes of decisions.
Project RAG status from the delay (forecast end – baseline end) and the budget drift (% spent – % complete), budget-line alerts from the forecast variance, risk level from the probability × severity score, team overload from the load rate. Thresholds are set once in Settings and drive the alert colors in the workbook (the one exception: the commitment rate, red above 100% of the budget).
No macros, no add-ins. Formulas only in calculated cells, drop-down lists, frozen panes, filters, conditional formatting, named ranges, print areas. Formulas recalculated in Excel and checked by an independent recalculation, carried out by the publisher, on the fictitious data set. Written with the help of AI and reviewed by a senior IT project manager.
Same files, three levels of rights, chosen at checkout. The Company or personal use level is open to everyone, businesses and consumers. The Team and Consultancy / White label levels are for businesses only: they cover several entities or deliverables handed to your clients.
Which one is for you? Company or personal use if you run the IT budget and projects of your own company or organization, whatever the number of users or sites. Team if you are a group CIO giving the same cockpit to several subsidiaries. Consultancy / White label if you are a consultancy, an IT services company or a PMO consultant delivering a configured cockpit and committee packs to your clients under your brand. Consumers: Company or personal use, for personal use; the other levels are not open to them.
More than five entities, firm networks, software or training use: message the MOE CAPITAL Digital LinkedIn page. Team or White label license: at checkout, enter the legal name and the registration or VAT number of the licensed entity (required for these levels; if it is missing, we ask for it by e-mail; optional for the Company or personal use level). Full license terms available before purchase at lesbonsmots.gumroad.com/license-terms; the PDF is attached to every purchase. Prices exclude taxes: Gumroad, the reseller, adds VAT or sales tax at checkout according to the buyer's country.
Consumers: 14-day right of withdrawal from purchase, even after download and whatever the level ordered, with a refund within 14 days : Withdraw from contract here; two-year statutory guarantee of conformity; consumer mediator: Société de la Médiation Professionnelle (SMP), Alteritae, 5 rue Salvaing, 12000 Rodez, France – www.mediateur-consommation-smp.fr. Terms of Service: lesbonsmots.gumroad.com/terms.
Publisher: SASU MOE CAPITAL (MOE CAPITAL Digital brand), which operates the "Les bons mots" shop: 95 impasse des Garennes, 81710 Saïx, France, Castres Trade and Companies Register 979 936 085, [email protected]. Gumroad, the reseller, takes the payment.
Company or personal use level details below.
Sold through Gumroad, which collects payment and issues the invoice. Consumers: 14-day withdrawal right, legal guarantee of conformity for digital content, SMP consumer mediator. Details in the terms of sale and the legal notice.