Portfolio updates — resources checklist template
List the resources needed to select work to show and check permission to display. Mark what is ready, what is missing and where each resource is kept.
When this template is useful
Choose this resources checklist when the task depends on people, materials, documents or access being ready. Confirm availability before the work begins. It complements a preparation plan; it does not replace the timetable or record of completed work.
- Use a specific entry such as “Select work to show” so someone picking up the record can understand what was checked.
- Keep the result of “Check permission to display” with its supporting reference. Separate work that is complete from anything still waiting for a reply.
- Record agreed owners and dates. When plans change, a short explanation beside the original entry preserves the useful history.
Before starting, decide who will use the record and which period or piece of work it covers. That keeps the entries focused when you return to it or share it with someone else.
What to fill in
Begin with the identifying details below. The examples show the level of detail to include; replace them with information that applies to your own task.
| Field | Example entry · fictional |
|---|---|
| Prepared date / period | 2026-11-05 |
| Prepared by / owner | Alex Morgan / Jamie Lee |
| Publication channel / update date | Personal website / 12 Nov |
| Work selection / permission | Three projects with permission to display |
Required inputs and access
Use the separate writing spaces to develop each part of the record. The prompts are: Where will inputs come from and when are they available?.
Resources and availability
Use one row for each entry, keeping the same date, unit and naming conventions throughout. The columns are: Resource · Purpose · Location / source · Owner · Status.
Missing items and alternatives
Use the separate writing spaces to develop each part of the record. The prompts are: Items still needed / workable alternative.
See a completed example
All names, activities and amounts below are fictional. The downloadable copy keeps the example separate from your blank writing pages.
Required inputs and access
Where will inputs come from and when are they available?
Follow up on unanswered items on 6 Nov and share revised dates with the owner.
Resources and availability
| Resource | Purpose | Location / source | Owner | Status |
|---|---|---|---|---|
| Select work to show reference | Confirm working scope | Portfolio updates / reference folder | Alex Morgan | To check |
| Check permission to display record | Share agreed changes | Portfolio updates / working notes | Jamie Lee | Ready |
Missing items and alternatives
Items still needed / workable alternative
Check permission to display
Choose the right download
| Format | Best for | Before sharing |
|---|---|---|
| Printing on US Letter and writing by hand. This is a printable document, not an interactive PDF form. | Print the blank form and any needed continuation; leave out the example and guide. | |
| Excel XLSX | Typing into a spreadsheet. Blank, continuation and example sheets are separate. | Check the print preview and any supplied formula ranges before sharing. |
| Editable HTML | Typing into the downloaded file in a modern browser; no account required. | Use Save edited copy before closing. Print / Save PDF uses your browser's print dialog. |
HTML entries are not uploaded to this site. Save the edited file somewhere you can find it, because closing or refreshing before saving can lose changes. PDF and HTML editions do not calculate totals.
Spreadsheet calculations
This spreadsheet is an editable record without built-in calculation formulas.
Where supplied, formula cells are marked separately from input cells. If you add rows or change the structure, check that the formulas still cover the records you intend to include.
Questions before you start
What if I need more space for portfolio updates — resources checklist?
Use the continuation included with the download. Add the main document reference and sheet number so the extra entries remain connected to the original record. Keep the same date and unit conventions.
Should I include the filled example when sharing?
No. Share your completed blank form and the continuation pages you actually used. Keep the fictional example and guidance for your own reference.
Is this an official or jurisdiction-specific form?
This is a general-purpose organizer. If an employer, authority or receiving organization specifies a form, use its current requirements. This download does not establish legal, tax or professional compliance.