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Firm Wide Projects Overview
One Dashboard. Every Project. Complete Visibility.
As your firm grows, keeping track of every active project becomes increasingly difficult. Project information is often scattered across spreadsheets, project management software, meeting notes, and individual project managers, making it challenging for firm leadership to quickly understand workload, identify risks, and prioritize attention where it's needed most.
The AOS Firm-Wide Projects Overview brings your entire project portfolio together in one fully customizable dashboard, giving principals, project managers, and operations leaders an up-to-date snapshot of every active commission across your firm.
Designed specifically for architecture and engineering practices, this powerful management tool allows you to track project status, monitor progress through each phase of design, identify upcoming milestones, and focus leadership discussions on the projects that need the most attention.
Whether you're preparing for a weekly operations meeting, conducting an all-staff project update, or reviewing firm performance with your leadership team, the Firm-Wide Projects Overview becomes your single source of truth for project visibility.
Track Every Project Including:
Client
Project Name
Market Sector
Project Phase
Phase Percent Complete
Project Status
Principal-in-Charge
Project Manager
Project Team
Next Milestone
Upcoming Deadlines
Key Project Notes
Executive Dashboard Features:
Portfolio-wide project overview
Project counts by phase of design
Phase distribution summary
Top 5 Priority Projects for Leadership Discussion
Upcoming milestone tracker
Project status indicators
Sort and filter by market, client, project manager, or phase
Customizable fields to match your firm's workflow
Included in the Toolkit:
Firm-Wide Projects Overview Dashboard (Microsoft Excel)
Single-User Edition for individual project tracking
Shared Team Edition optimized for use on a network drive
Weekly Leadership Meeting Dashboard
Project Portfolio Summary Report
Project Priority Ranking Worksheet
Setup and Customization Guide
PDF-ready reporting format with Excel export capabilities
Who It's For:
Firm Owners
Managing Principals
Operations Directors
Project Managers
Studio Leaders
Department Managers
Benefits:
Gain complete visibility into every active project
Improve communication during weekly leadership and all-staff meetings
Quickly identify projects that require executive attention
Monitor project progress across every phase of design
Keep leadership aligned on priorities and upcoming milestones
Create greater accountability across project teams
Reduce time spent gathering project status updates
Why AOS?
High-performing firms don't manage projects one at a time—they manage an entire portfolio with clarity and intention.
The AOS Firm-Wide Projects Overview provides the executive-level visibility needed to lead your practice with confidence. Instead of chasing updates from multiple project managers or digging through countless reports, you'll have one centralized dashboard that tells the story of your firm's work at a glance.
Whether your firm is managing 20 projects or 200, this customizable system creates a consistent process for monitoring progress, identifying risks, and focusing leadership attention where it delivers the greatest value.
See the whole picture. Lead every project with confidence.
One Dashboard. Every Project. Complete Visibility.
As your firm grows, keeping track of every active project becomes increasingly difficult. Project information is often scattered across spreadsheets, project management software, meeting notes, and individual project managers, making it challenging for firm leadership to quickly understand workload, identify risks, and prioritize attention where it's needed most.
The AOS Firm-Wide Projects Overview brings your entire project portfolio together in one fully customizable dashboard, giving principals, project managers, and operations leaders an up-to-date snapshot of every active commission across your firm.
Designed specifically for architecture and engineering practices, this powerful management tool allows you to track project status, monitor progress through each phase of design, identify upcoming milestones, and focus leadership discussions on the projects that need the most attention.
Whether you're preparing for a weekly operations meeting, conducting an all-staff project update, or reviewing firm performance with your leadership team, the Firm-Wide Projects Overview becomes your single source of truth for project visibility.
Track Every Project Including:
Client
Project Name
Market Sector
Project Phase
Phase Percent Complete
Project Status
Principal-in-Charge
Project Manager
Project Team
Next Milestone
Upcoming Deadlines
Key Project Notes
Executive Dashboard Features:
Portfolio-wide project overview
Project counts by phase of design
Phase distribution summary
Top 5 Priority Projects for Leadership Discussion
Upcoming milestone tracker
Project status indicators
Sort and filter by market, client, project manager, or phase
Customizable fields to match your firm's workflow
Included in the Toolkit:
Firm-Wide Projects Overview Dashboard (Microsoft Excel)
Single-User Edition for individual project tracking
Shared Team Edition optimized for use on a network drive
Weekly Leadership Meeting Dashboard
Project Portfolio Summary Report
Project Priority Ranking Worksheet
Setup and Customization Guide
PDF-ready reporting format with Excel export capabilities
Who It's For:
Firm Owners
Managing Principals
Operations Directors
Project Managers
Studio Leaders
Department Managers
Benefits:
Gain complete visibility into every active project
Improve communication during weekly leadership and all-staff meetings
Quickly identify projects that require executive attention
Monitor project progress across every phase of design
Keep leadership aligned on priorities and upcoming milestones
Create greater accountability across project teams
Reduce time spent gathering project status updates
Why AOS?
High-performing firms don't manage projects one at a time—they manage an entire portfolio with clarity and intention.
The AOS Firm-Wide Projects Overview provides the executive-level visibility needed to lead your practice with confidence. Instead of chasing updates from multiple project managers or digging through countless reports, you'll have one centralized dashboard that tells the story of your firm's work at a glance.
Whether your firm is managing 20 projects or 200, this customizable system creates a consistent process for monitoring progress, identifying risks, and focusing leadership attention where it delivers the greatest value.
See the whole picture. Lead every project with confidence.