PMO visual blueprints

PMO portal mockups

Static visual references for the Power Apps and Power BI experiences in the PMO toolkit. These are not live apps yet; they show the screen structure, data density, and decisions each module should support.

Business requester and PMO triage leadIntake portal mockupShow how a simple intake form and triage queue can replace scattered email demand.Open visual Sponsor, PMO reviewer, and project managerCharter approval mockupTurn approved demand into a scoped charter with sponsor signoff and revision history.Open visual Project manager, gate approver, and PMO governance leadGate review mockupShow stage readiness, required evidence, exceptions, and approval decisions in one view.Open visual Project manager, risk owner, PMO lead, and sponsorRAID and change control mockupBring risks, issues, actions, decisions, and change requests into an operational control center.Open visual Executive sponsor, PMO director, and portfolio steering groupExecutive dashboard mockupConvert PMO records into portfolio health, exceptions, decisions needed, and benefits visibility.Open visual

Intake and triageOpen package Download brief

Intake portal mockup

Show how a simple intake form and triage queue can replace scattered email demand.

Intake portalBusiness requester and PMO triage lead

New requests

Aging over 7 days

Approved this month

Record form

Request type

Business unit

Sponsor

Problem statement

Expected benefit

Complexity

Save draftSubmit request

Operational queue

Automate invoice exception reviewFinance / High benefitReady for triage

Replace manual onboarding checklistHR / Medium complexityClarification needed

Power BI executive sales viewSales / Sponsor reviewSubmitted

Decision panel

Save draftSubmit requestRequest clarificationApprove for charter

Comments, decision reason, evidence links, or executive summary appear here.

Layout pattern

Left-side request form
Right-side submission checklist
PMO triage queue below
Decision summary panel

Core fields

Request type
Business unit
Sponsor
Problem statement
Expected benefit
Complexity
Desired start
Attachments

Primary actions

Save draft
Submit request
Request clarification
Approve for charter

Build notes

Keep requester fields short and plain-language.
Hide score and decision fields from submitters.
Use the triage queue as the PMO daily work surface.

Charter and approvalOpen package Download brief

Charter approval mockup

Turn approved demand into a scoped charter with sponsor signoff and revision history.

Charter approvalSponsor, PMO reviewer, and project manager

Awaiting sponsor

4.8

Avg approval days

22%

Revision rate

Record form

Project name

Sponsor

Project manager

Objectives

In scope

Out of scope

Send to sponsorRequest revision

Operational queue

Customer service case automationSponsor: Operations VPSponsor review

Vendor renewal trackerSponsor: ProcurementPMO review

Warehouse safety inspection appSponsor: FacilitiesRevision requested

Decision panel

Send to sponsorRequest revisionApprove charterCreate project

Comments, decision reason, evidence links, or executive summary appear here.

Layout pattern

Charter summary header
Scope and value form
Stakeholder and success measure sections
Sponsor decision panel

Core fields

Project name
Sponsor
Project manager
Objectives
In scope
Out of scope
Success measures
Assumptions
Key risks

Primary actions

Send to sponsor
Request revision
Approve charter
Create project

Build notes

Make scope exclusions mandatory for risky projects.
Keep approval comments visible to the author.
Create the project record only after sponsor approval.

Stage gates and lifecycle controlOpen package Download brief

Gate review mockup

Show stage readiness, required evidence, exceptions, and approval decisions in one view.

Gate reviewProject manager, gate approver, and PMO governance lead

Projects in build

Overdue gates

16%

Exception rate

Record form

Current stage

Gate criterion

Evidence URL

Owner

Due date

Approver

Attach evidenceSubmit gate

Operational queue

Planning exit review6 of 7 criteria completeGate prep

Testing entry reviewEvidence missing: test planBlocked

Launch readinessApprover: PMO governanceSubmitted

Decision panel

Attach evidenceSubmit gateApprove with exceptionMove stage

Comments, decision reason, evidence links, or executive summary appear here.

Layout pattern

Project stage header
Gate criteria checklist
Evidence links table
Approval and exception panel

Core fields

Current stage
Gate criterion
Evidence URL
Owner
Due date
Approver
Decision
Exception reason

Primary actions

Attach evidence
Submit gate
Approve with exception
Move stage

Build notes

Generate checklist rows from a criteria template.
Write stage history instead of overwriting old decisions.
Require exception owners and due dates.

Change, risk, and issue controlOpen package Download brief

RAID and change control mockup

Bring risks, issues, actions, decisions, and change requests into an operational control center.

RAID and change controlProject manager, risk owner, PMO lead, and sponsor

Critical risks

Overdue actions

Pending changes

Record form

Project

Item type

Severity

Probability

Impact

Owner

EscalateAssign owner

Operational queue

Integration vendor delayOwner: Maya / Exposure 15Escalated

Scope change: add mobile approvalsBudget impact: $18kUnder review

Training material approvalDue yesterdayOverdue

Decision panel

EscalateAssign ownerRoute changeClose with evidence

Comments, decision reason, evidence links, or executive summary appear here.

Layout pattern

RAID summary tiles
Owner work queue
Risk heat panel
Change approval list

Core fields

Project
Item type
Severity
Probability
Impact
Owner
Due date
Mitigation
Decision needed

Primary actions

Escalate
Assign owner
Route change
Close with evidence

Build notes

Treat risks and issues differently in the data model.
Make owner and due date required on every active item.
Use heat score and severity to drive alerts.

Communications and Power BI reportingOpen package Download brief

Executive dashboard mockup

Convert PMO records into portfolio health, exceptions, decisions needed, and benefits visibility.

Executive dashboardExecutive sponsor, PMO director, and portfolio steering group

Red projects

Decisions needed

71%

Benefits tracked

Record form

Overall health

Stage

Milestone variance

Decision needed

Sponsor

Benefit metric

Open decisionSend digest

Operational queue

ERP reporting rolloutDecision: launch date tradeoffRed

Field inspection appGate exception due FridayYellow

Invoice automationBenefit review in 30 daysGreen

Decision panel

Open decisionSend digestRefresh Power BISnapshot month end

Comments, decision reason, evidence links, or executive summary appear here.

Layout pattern

Portfolio health ribbon
Stage and demand charts
Exception list
Decision requests and benefits review

Core fields

Overall health
Stage
Milestone variance
Decision needed
Sponsor
Benefit metric
Target
Current value

Primary actions

Open decision
Send digest
Refresh Power BI
Snapshot month end

Build notes

Separate executive pages from PMO working queues.
Use health definitions before publishing dashboards.
Lead with exceptions and decisions, not raw activity counts.