Coursera

Asana Advanced: Portfolio, Dashboards & Planning at Scale Specialization

Coursera

Asana Advanced: Portfolio, Dashboards & Planning at Scale Specialization

Drive Portfolio Success with Data & Planning.

Master enterprise planning through advanced dashboards, resource optimization, & strategic alignment

Hurix Digital

Instructor: Hurix Digital

Access provided by Bertelsmann

Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Get in-depth knowledge of a subject
Intermediate level

Recommended experience

4 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build sophisticated dashboards and reporting systems that provide real-time visibility into portfolio health and resource utilization

  • Implement strategic planning frameworks including OKRs, Story Points, and Gantt charts that align execution with business objectives

  • Analyze project data to identify bottlenecks, optimize workflows, and make evidence-based decisions that improve delivery by 10-30%

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Taught in English
Recently updated!

March 2026

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Specialization - 10 course series

Optimize Task Hierarchies

Optimize Task Hierarchies

Course 1, 3 hours

What you'll learn

  • Breaking complex projects into structured, connected layers makes planning and execution more manageable.

  • Clear understanding of task dependencies avoids bottlenecks and supports accurate, realistic timelines.

  • Past completion data uncovers patterns that improve future planning and resource allocation.

  • Standardized task structures with custom fields enable repeatable, scalable workflows across projects.

Skills you'll gain

Category: Scheduling
Category: Data-Driven Decision-Making
Category: Process Optimization
Category: Project Management Software
Category: Data Import/Export
Category: Workflow Management
Category: Project Schedules
Category: Performance Improvement
Category: Process Improvement
Category: Project Performance
Category: Performance Analysis
Category: Work Breakdown Structure
Category: Dependency Analysis
Balance Workload Smartly

Balance Workload Smartly

Course 2, 3 hours

What you'll learn

  • Story-point estimation enables realistic capacity planning that prevents burnout and over-allocation.

  • Comparing planned vs actual effort with clear thresholds turns estimation into a data-driven practice.

  • Workload views make resource allocation visible, enabling proactive adjustments before capacity issues arise.

  • Refining estimates each sprint improves planning accuracy and strengthens delivery reliability over time.

Skills you'll gain

Category: Variance Analysis
Category: Capacity Planning
Category: Performance Analysis
Category: Estimation
Category: Project Estimation
Category: Agile Methodology
Category: Sprint Planning
Category: Agile Project Management
Category: Resource Allocation
Category: Project Management Software
Customize Dashboards Faster

Customize Dashboards Faster

Course 3, 3 hours

What you'll learn

  • Effective dashboards start with user workflows and information needs, not just technical setup.

  • Dashboard success is proven by productivity gains and user satisfaction through ongoing optimization.

  • Training and feedback ensure dashboards drive team adoption and organizational productivity.

  • Well-designed dashboards enable smarter resource allocation and project prioritization.

Skills you'll gain

Category: Dashboard
Category: Goal Setting
Category: Performance Analysis
Category: Performance Improvement
Category: Project Management Software
Category: Return On Investment
Category: Dashboard Creation
Category: Performance Measurement
Category: Team Performance Management
Category: Project Performance
Align OKRs & Goals

Align OKRs & Goals

Course 4, 2 hours

What you'll learn

  • Cascading company objectives to individual tasks ensures focused execution across all levels.

  • Link measurable deliverables to high-level goals for real-time tracking of progress.

  • Regular reviews and adjustments maintain focus and adapt to shifting priorities.

  • Analyzing OKR data supports continuous improvement in strategic execution.

Skills you'll gain

Category: Goal Setting
Category: Organizational Strategy
Category: Team Performance Management
Category: Strategic Planning
Category: Performance Analysis
Category: Data-Driven Decision-Making
Category: Performance Measurement
Category: Performance Review
Category: Continuous Improvement Process
Category: Program Implementation
Category: Performance Improvement
Category: Strategic Leadership
Category: Key Performance Indicators (KPIs)
Category: Plan Execution
Craft Launch Templates

Craft Launch Templates

Course 5, 2 hours

What you'll learn

  • Structured templates cut setup time and ensure consistent execution across product launches

  • Templates should evolve from real project feedback and usage data, not assumptions.

  • Predefined roles and accountability reduce confusion and enable smoother launch handoffs.

  • Effective templates balance standard structure with flexibility for different project needs

Skills you'll gain

Category: User Feedback
Category: Workflow Management
Category: Project Documentation
Category: Operational Efficiency
Category: Project Management
Category: Continuous Improvement Process
Category: Standard Operating Procedure
Category: Process Optimization
Category: Project Management Software
Category: Procedure Development
Category: Process Improvement
Plan Resources Gantt Project Setup & Planning

Plan Resources Gantt Project Setup & Planning

Course 6, 3 hours

What you'll learn

  • Resource-Constraint Awareness: Effective planning balances dependencies with real resource availability, skills, and time limits.

  • Continuous Performance Evaluation: Comparing baselines with actuals enables proactive project adjustments instead of reactive fixes.

  • Strategic Documentation Practice: Documenting variance causes supports organizational learning and improves future estimates.

  • Integrated Planning Approach: Gantt charts should combine timelines with workload views to avoid over-allocation and ensure realism.

Skills you'll gain

Category: Variance Analysis
Category: Resource Management
Category: Scheduling
Category: Performance Analysis
Category: Resource Planning
Category: Project Schedules
Category: Capacity Management
Category: Project Performance
Category: Project Planning
Category: Continuous Improvement Process
Category: Resource Utilization
Category: Timelines
Category: Resource Allocation
Category: Workforce Management
Category: Capacity Planning
Build Power BI Insights

Build Power BI Insights

Course 7, 3 hours

What you'll learn

  • Effective project reporting integrates multiple data sources to show delivery performance and financial health.

  • Analytics turns raw project metrics into actionable insights that support continuous improvement.

  • Dashboard insights must be translated into clear, business-focused recommendations for stakeholders.

  • Regular trend analysis helps identify inefficiencies early and drive systematic process improvements.

Skills you'll gain

Category: Dashboard
Category: Process Improvement
Category: Data Presentation
Category: Power BI
Category: Presentations
Category: Business Intelligence Software
Category: Process Optimization
Category: Data Integration
Category: Process Improvement and Optimization
Category: Management Reporting
Category: Financial Analysis
Category: Stakeholder Communications
Category: Business Reporting
Category: Performance Reporting
Category: Dashboard Creation
Category: Financial Data
Category: Financial Acumen
Category: Stakeholder Engagement
Category: Data-Driven Decision-Making
Category: Business Metrics
Monitor KPIs Live Task & Time Management

Monitor KPIs Live Task & Time Management

Course 8, 2 hours

What you'll learn

  • Real-time dashboards enable early trend detection, shifting PM from reactive fixes to proactive action.

  • Visual alerts and dashboards boost transparency, save time, and build stakeholder confidence.

  • Clear escalation triggers remove guesswork, guiding leadership involvement when key metrics drift.

  • Auto-updating fields cut manual reporting, letting managers focus on analysis and strategy.

Skills you'll gain

Category: Trend Analysis
Category: Key Performance Indicators (KPIs)
Category: Risk Analysis
Category: Real Time Data
Category: Dashboard
Category: Analysis
Category: Project Management
Category: Continuous Monitoring
Category: Project Performance
Category: Risk Management
Category: Project Risk Management
Category: Performance Measurement
Category: Performance Metric
Category: Scope Management
Category: Data Integration
Category: Budget Management
Category: Issue Tracking
Solve Root Causes

Solve Root Causes

Course 9, 2 hours

What you'll learn

  • Lasting problem solving comes from addressing root causes, not just treating visible symptoms.

  • Root-cause workshops use collective insight to build shared understanding and solution ownership.

  • Visual documentation and owned action items turn analysis into accountable, measurable improvements.

  • Sprint-level monitoring creates feedback loops that strengthen delivery and prevent recurring issues.

Skills you'll gain

Category: Root Cause Analysis
Category: Milestones (Project Management)
Category: Performance Measurement
Category: Project Management Software
Category: Corrective and Preventive Action (CAPA)
Category: Sprint Planning
Category: Problem Management
Category: Plan Execution
Category: Solution Delivery
Category: Discussion Facilitation
Category: Accountability
Category: Issue Tracking
Link Projects Portfolio

Link Projects Portfolio

Course 10, 3 hours

What you'll learn

  • Linking projects to organizational goals improves resource allocation and risk management.

  • Visualizing cross-project dependencies exposes critical paths and hidden bottlenecks.

  • Analyzing utilization data guides smarter resource reallocation and boosts portfolio performance.

  • Ongoing capacity monitoring prevents overload and keeps workloads sustainable across teams.

Skills you'll gain

Category: Resource Allocation
Category: Resource Utilization
Category: Resource Management
Category: Project Portfolio Management
Category: Scheduling
Category: Project Coordination
Category: Project Management
Category: Timelines
Category: Operational Efficiency
Category: Portfolio Management
Category: Capacity Management
Category: Resource Planning
Category: Coordination
Category: Dependency Analysis

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Instructor

Hurix Digital
Coursera
444 Courses40,971 learners

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