No matter how good your project management skills are, if you are balancing multiple clients, projects, and deliverables, a project tracking tool is essential. For large projects where you have many sub-tasks and a project schedule lasting multiple weeks or months, a Gantt Chart is a must-have tool. But, when working with a contractor, consultant, or freelancer, where new projects and tasks are created and completed daily or weekly, a different type of tool may be needed.
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Vertex42’s new project tracking template was created out of a need for a tool that could help us communicate vital information, estimate expenses, and stay up-to-date on the status of each task. Though there are many online project tracking tools for freelancers and contractors, sometimes you just can’t beat the flexibility that a shared spreadsheet can give you, especially now that there are so many ways to collaboratively share files and documents.
for Excel and Google Sheets
Description
This project tracker is great for contractors, consultants, freelancers and other service providers who are managing or working on multiple projects with multiple deliverables and tasks. It can help improve communication and help you stay in sync with your clients. Just remember that it is not meant to be a substitute for a well written contract — it’s primary purpose is to aid in communication.
We developed this project tracking template over time through our own use as we’ve worked with various sub-contractors over the years on a number of different projects. It is especially useful when you need to track tasks with more than just email, but don’t need or want to use more complicated or formal project management software.
Download the new Time Tracking template to keep track of hours worked on specific projects and tasks.
related blog articles
New Discussion-Style Comments in Google Spreadsheets Perfect for Collaboration — You can use this to post questions and comments about the project tracker as well.
How to Use this Project Tracking Template
Collaboration: Keep the project tracker in a shared folder or Dropbox, or use the Google Docs version, so that both the client and service provider have real-time access to it. To make this truly useful, everyone needs to be able to see it regularly.
Notifications: The real key to this template is the very first column. Use it to notify the client of line items that need to be reviewed. This is the column you flag to let them know they need to pay attention to something. Add cell comments in this column to include notes about the status.
Email vs. the Project Tool: Don’t expect the project tracking tool to eliminate the need for email. The purpose of the tool is to keep things organized, see the progress of individual tasks all in one place, and to track time and costs. It’s inevitable that you’ll have long email chains as you communicate about the details of the project. Use email to discuss details, and use the project tool to summarize things agreed upon.
Adding Comments: Comments are the key to communication using this template. When adding a new comment, add it to the top of the existing comments, and include the date along with your name like this: «Jon Wittwer (2/16/2012): Needs a bit more re-work. See the Notes.»
Keep the Status Up-to-Date: Review the Project Tracker regularly and keep the status column updated. Send a quick email to notify others if you’ve made changes you want them to see.
Set Priorities: If you are the client, make sure to set priorities and remember that not all tasks can be the most important. If you are the service provider, you may need to ask your client now and then to verify the priority of the projects.
Use Concise Project and Task Names: Choose project and task names that can be easily referred to in the subject line of emails and other communication.
Use Detailed Descriptions: Ambiguity is one of the biggest evils in consulting, contracting, and freelance work. Make sure the tasks are described in detail. You may need to use and refer to other documents if the details cannot be communicated effectively using the Description column or cell comments.
Define Deliverables: Use the Deliverables section to summarize the deliverables and specify due dates. This may include listing the specific documents, images, files or prototypes that will be delivered as part of the project.
Costs and Time Estimates: Use the Cost and Hours section to help communicate costs, either fixed bids or estimates of hours. If you work hourly, keep the Actual column updated to let your client know how you are spending their money. Don’t wait to surprise them with the actual costs in an invoice. If the tasks requires intermediate reviews and feedback, update the Actual column when you ask for a review or feedback, so that the client can see how much time has been spent already, and how much time is left.
The Project Tracker is Not a Contract: If you are working with sensitive information, mission-critical tasks, or high-cost projects, you may need more than just this template. This purpose of this template is to aid in communication and organization, it is not a replacement for contracts, quotes, and work orders.
Related Project Tracking Templates
- Gantt Chart — If you need to create a project schedule where tasks are given specific durations, this gantt chart template can be handy.
- To Do List — This project tracker is really just a more detailed to do list.
Your work isn’t going according to plan. Nobody has enough time or money to do their tasks. The best you can hope for is to finish them quickly, saving as much time and costs as possible.
If you’re in this spot, then you may seek out some task, cost and time tracking templates for Excel. We’ve collected ProjectManager’s 9 best Excel spreadsheets for tracking that you can download and use for free.
1. Dashboard Template
A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.
ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.
There’s another task graph that measures the duration of the tasks, which is helpful in seeing what is getting done on time and what is taking too long. Finally, there’s a cost bar chart to help you stay on budget.
This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project tracking software automates that process. ProjectManager goes one step further by accumulating real-time data, crunching the numbers and displaying it. Get started with ProjectManager free today.
Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.
2. Task Tracker Template
ProjectManager’s free task tracker for Excel template can organize your work and keep track of it. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.
This task tracker spreadsheet captures all the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself, or someone on your team.
Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It’s got everything you need to track your tasks at a basic level with an Excel spreadsheet.
3. Budget Spreadsheet for Cost Tracking
Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking all of your financial details on one spreadsheet.
Tasks cost money. The budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS). Then, there are labor costs: planned vs actual hours, plus the cost per hour. Materials are broken down by units and cost per unit.
There is also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.
Related: How to Track Project Expenses
4. Timeline Template
ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!
To get started with this free timeline template, you first need to list all your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.
You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline. All your tasks are now laid out as horizontal bars across a timeline so you can see how long it’ll take to complete each task.
If you want to take your planning even further, upgrade to an online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.
5. Action Plan Spreadsheet
Managing work means outlining the steps you must complete in order to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.
We’ve broken up this action plan template into three sections. The first are the action steps, which note priority, list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.
Section two is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and the resource cost.
6. Status Report Template
Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and keep on schedule.
This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.
A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.
7. Risk Tracking Spreadsheet
No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.
This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it will impact the work you’re doing if it goes from a risk to an actual issue.
For each risk you identify on the template, you can add a risk response, which the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that team member is responsible for identifying and rectifying it.
8. Change Tracking Spreadsheet
Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It will help you control change so it doesn’t make you spend too much overtime or add costs.
A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a document that captures change when it happens. You can number changes for better tracking, and note when the change first came up and who discovered or requested it.
You can then prioritize the change, and you or a team member can be given ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery, and makes sure that no change order is lost in the cracks.
9. Time Tracking Spreadsheet
There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet. This timesheet is great for you, or for team members, to record the amount of time spent on work.
The timesheet has space for your name or the name of the employee, what department they’re working in, who their supervisor is and the hourly rate of pay they get. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.
Then, the total for the week is added up and multiplied by the rate of pay to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, too, if accurate.
Use ProjectManager to Track Time, Costs and Tasks Better Than Excel
Templates and Excel spreadsheets for tracking are great, but as noted above, they can only do so much. ProjectManager is cloud-based work management software made for hybrid teams that connects everyone, no matter where they work, what time, department or skill level. And it does it in real-time, so everyone is collaborating and working on the most recent data.
Automatically Fill Out Timesheets
Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll, but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota or not. Also, once submitted, timesheets are locked and secure.
Work in the Way That Suits You
Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all your tasks on a timeline. The duration bar that connects each task’s start and end dates will automatically show progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. There’s not a more flexible tool available for hybrid work management and tracking work.
Generate One-Click Reports in Seconds
Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.
ProjectManager is award-winning work management software for hybrid teams. Our real-time tool tracks time, costs and more to make sure you’re always on schedule and never spending over your budget. Join the 35,000-plus people using our software to track tasks, cost and time. Get started with ProjectManager free today.
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Keep track of all your plans with handy, customizable templates for all your planning and tracking needs, whether for business or personal use. You’ll find ways to keep everything organized, including health and food journals, budgets for business or home, trip planning spreadsheets, sales call logs, and more.
Stay organized with planner and tracker templates
Maximize your productivity at work and home using free, customizable templates. It’s not easy staying organized these days, but using the right tools helps you prioritize and remember your most important tasks. Whether your run your own online business or need to plan out your busy social calendar, creating a personalized planner makes life easier. Setting ambitious goals for next year? Use a tracker template to measure your progress and see how far you’ve come. Choose a planner or tracker template and customize it to fit your unique needs. If you’re using a planner for work, add custom branding like your business’s logo or color palette. Try out new fonts and design elements that match your personal aesthetic. Once you’ve created your perfect planner or tracker, get ready for a productivity boost. Print out your design or share it digitally with your coworkers or family members. Don’t worry if your plans change—using a template makes it easy to revisit your designs and make updates in the future.
Stay on top of your expenses with these free expense tracking worksheet templates for Microsoft Excel. Log your spending, earnings, and budget easily to ensure you never get into a financial crisis. Get a better look at where your money is coming from and where it will be, and make better decisions moving forward.
Select reviewed more than a dozen expense tracker MS Excel templates and found the top choices for monitoring your spending.
All the templates below are free to use, easy to customize, and incredibly user-friendly. First time picking up Excel? No problem. The templates below guide you in using the software to effectively track your expenses without having to hire a professional or spend money on premium services.
Tip: Need help with Microsoft Excel? Visit our Help Center for free guides, tricks, and more templates!
How to use Excel templates?
Once you have Microsoft Excel installed on your computer, using a template is as easy as one-two-three. The steps below are universal to all templates you download from the internet, as built-in Excel templates already show up on your Welcome screen upon launching the application.
- Download the template you want to use. Make sure to only download from safe sources!
- Click on the file you downloaded to open the template in Excel. This is usually a file ending with the .xlsx or .dotx extension.
- Excel will open the template. Here, you can start using the template or customize it for your own needs using the tools you already know and love.
- To save your template, use the Ctrl + S (Save) keyboard shortcut to modify the original file, or the Ctrl + Shift + S (Save as) shortcut to create a separate file, leaving the blank template untouched.
Top Expense Tracking Templates in Excel for Free
1. Expense Tracking Sheet
This template is perfect for both personal use as well as small business use. It comes with two sheets. The first sheet is dedicated to tracking your expenses in various categories throughout weeks, months or years. The second sheet is a streamlined summary chart of your budget vs. the money you spent in this time period.
With formulas, easy to customize interface, and integrated instructions on how to use the sheet, we can only recommend this template by Vertex42. Don’t miss out on taking advantage of the free template by downloading it for Excel.
Download: Free Expense Tracking Sheet by Vertex42
2. SimpleBudget Spreadsheet
This budget spreadsheet is perfect for personal use. It’s simple but provides what you need to stay on top of your expenses and earnings. It includes three columns: What’s Coming In (Earnings), What’s Going Out (Fixed expenses), and What’s Going Out (Variable expenses).
On top of the columns, you can see a total counter for both earnings and spending to easily get an overview. This template will surely help you get control over your finances and assist you in making better decisions before making a purchase.
Download: SimpleBudget Spreadsheet by Moneyspot.org
3. Expenses Calculator
This premium-quality template by Microsoft allows you to get an accurate breakdown of your expenses and see where your money is going. With the included dashboard, you get a chart overview broken down into different categories such as Housing, Transport, Daily, and Fun. Included sub-categories allow for an even more accurate look at your money flow.
We definitely recommend this template for those who want complete control over money. See where everything is going with perfect accuracy and adjust your spending where it’s needed without making needless sacrifices.
Download or Edit in browser: Expenses calculator by Microsoft
4. Expense Report Template
This expense report template is perfect for small businesses and employees, but it can also be customized to make the perfect personal budget template. Get an accurate breakdown of how you spend your money when traveling, working for a company, or getting an overview of personal expenses.
Smartsheet’s template focuses on tracking the costs of business travel components. Accommodation, meals, transportation and entertainment are all categories in the template, with a designated area for Itemized Expenses or an «Other» category.
Download: Expense Report Template by Smartsheet
5. Monthly Expense Tracker
This monthly expense tracker will help you get an accurate overview of your financial situation with great detail. The month is broken down to separate days, easy coming with its own Expense, Savings, Income, and Balance field for you to fill out.
Using this template will ensure you never fall behind on payments and always know when you’re safe and ready to make large purchases. With the balance tracking, you’ll be able to predict your balance at different points in the month roughly.
What we love about this template is the ease of use. No complex formulas, no distracting design — everything is streamlined to make this template accessible yet powerful.
Download: Monthly Expense Tracker by Part-Time Money
6. Personal Money Tracker
Download this personal money tracking template to monitor your money in a simpler, more accessible way. Enter your total starting balance, and watch how each of your transactions affects your budget. The best of it all? It’s all automated using Excels’ powerful features and formulas.
The template workbook comes with multiple sheets, focusing on giving you accurate overviews at a glance. See cash summary, monthly summary, your chart data, and track your personal expenses all in one place with Microsoft’s template.
Download or Edit in browser: Personal money tracker by Microsoft
7. Personal Expense Tracker (Option 4)
This template is, without a doubt, your all-in-one personal expense tracker. With multiple sheets, extensive detail, charts, and many options, Karthik’s template — available for download on Chandoo.org — takes free expense tracking to the next level.
The sheets allowed you to track various payment modes such as cash, check, and credit or debit card, broken down into one month at a time. We definitely recommend this workbook for advanced users or beginners looking to take on a challenge and learn more about Excel on the way.
Download: Excel Personal Expense Tracker (Option 4) by Karthik
Final thoughts
We’re glad you’ve read this content up to here 
Thank you
Now you know you can manage your household budget in Excel. Creating a budgeting plan for your household can feel overwhelming and hard. But Excel can help you get organized and on track with various free and premium budgeting templates.
If you need any further help with Excel, don’t hesitate to reach out to our customer service team, which is available 24/7 to assist you. Return to us for more informative articles all related to productivity and modern day technology!
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Multiple Project Tracking Template Excel
Multiple Project Tracking Template Excel helps you to manage the Multiple Projects and Resource in Excel . Multiple Project Tracking Template Excel Free Download is created using Microsoft Excel in xls and xlsx Format. Here is the Free Multiple Project Tracking Template Excel file. You can download multiple project tracking template excel file and use it to track multiple projects in one Excel file. This is our free project and resource planning template for managing and tracking multiple projects.
This Multiple Project Planning Template contains Project Dashboard, Project Gantt Chart and Project Summary. You can edit any part of this template and change the look and format of this Excel Template. We have developed this template using 2016 version of the MS Excel and it works on Excel 2007,2010,2013,2016 and above. This is compatible with both Windows and Mac OS.
Multiple Project Tracking Definition
Managing the tasks, resource and time for executing and completing more than one Project is called Multiple Project Tracking. We can use Excel Templates to effectively Plan and schedule multiple projects in a single spreadsheet
Multiple Project Tracking Template Excel – Free Download
Here is Excel Template for tracking multiple projects. You can add as many projects which you want in this template. This template contains 10 Projects and 40 Tasks for illustration purpose. You can clear the existing data and add your own plans and tasks.
Download – Multiple Project Tracking Template Excel
This Templates is developed using Microsoft Excel with Macros to handle multiple projects in a single workbook. And we have provided easy to use user interface and controls to navigate the template objects.
How to Track Multiple Projects in Excel
Excel is very useful for tracking Multiple Projects in Excel. You can download our multiple project tracking template excel free download, open and create new project. Then enter project plans and assign to resource. It is very easy to manage multiple projects using this simple and easy to use Template.
You can download the template and use this for resource planning template for multiple projects. We have added free excel project management tracking templates in this project tracking template. We have included multiple project dashboard template excel, gantt chart for multiple projects, multiple project timeline template excel, multiple project status report template.
Elements in Multiple Project Tracking Excel Template
Here are the most important elements in the Multiple Project Tracking Template. We must include these elements for effectively manage and tack the tasks of multiple projects.
Multiple Project Details
You can see the name of the Project, Name of the Customer and Name of the Project Manager. This helps quickly understand the Project and Responsible Managers. So that we can contact for any important communications or suggestions. You can add Project brief in the Summary sheet and Add one more cell to link respective Project Information
Multi-Project Selector
Drop-down list to select a required project from the list of projects. You can select All Projects or any one project to see the respective Task and details. When you select All Projects in the drop-down list, it will consider all the tasks and projects in the data sheet. If you choose any one project, this will populate the summaries of respective project.
Multi-Project Summary
This will provide the status of the multiple projects at one glance. You can add new projects and manage the project labels here. This will update the Project Summary Chart automatically.
High Level Project Status
Multiple Project Status Report Template helps quickly to view the progress of multiple projects. You can see the project schedules, actual project start and end dates including % of work completed. You can also add Total number of hours required or total number of FTE working on each Project.
Multiple Project Tasks by Status
Here you can see the number tasks with different status of the Projects Tasks. We have given Tasks with 0%, these are new tasks and not yet started. Tasks between 1% and 25% Progress, these tasks are started but initial phase. And Tasks between 25% and 50%, tasks which are completing half of the work. Task between 51% and 75% Task completed half of the work. Tasks between 76% and 99%, Task completed most of the work and in the final stage. And finally, Task with 100% completion, these are the task completely developed.
Multiple Project Tasks Scroll Bars
We have provided Two Scroll bars to scroll the items on Gantt Chart Area of Multiple Project Template. You can use Horizontal Scroll bar to scroll the Time frames (days). And You can use the vertical scrollbar to scroll the items or records on the Gantt Chart. So, using these two controls, you can see all data of any required project. You can add more controls to see the Project Gantt Chart By Day, Week, Month, Quarter and Year. These are advanced options of Gantt Chart, very useful when we have more number of tasks.
Other important Elements in this Project Tracking Template are Remarks and Toggle Controls in the Project Plan Sheet. Field to be included in the Data Sheet. And Navigation button in the Details sheet.
Multiple Project Tracking Spreadsheets
We made the template with simple and easy to understand interface for tracking multiple projects. We have 5 spreadsheets in this Template. And each spreadsheet is created for difference purpose. Here are the spreadsheets in this templates with clear objective and explanation of controls in each Worksheet.
Details Spreadsheet:
The objective of the Details worksheet is to provide quick brief about Multiple Project Tracking Excel Template. Her you can find the compatibility and version information. Brief about the Project Plan Template.
And we have provided Password to Un Lock the Spreadsheets and simple usage instructions.
Navigation buttons in Details sheet:
- Project Gant Button: You can click on this button to go to the Main Gantt sheet Template Sheet.
- Data sheet button: Clicking on the Data sheet button will take you to the Data Sheet Tab. You can add your task for each Project.
- Advanced Templates Button: This will activate the worksheet where we have shown some of our premium Templates.
- Premium Templates Button: This will take you to our website where you can download Premium Project Tracking Templates.
- Visit Our Blog button: Here you can ask questions about our multiple project scheduling tracker and other project management templates.
- Sharing of Multiple Project Tracker Template: You can share this template with your friend and colleagues. So that will have the opportunity to download our Free or Premium Project Tracking Templates.
Project Plan Tab:
Project Planning Tracker is the main sheet in the template. You can see all your projects and plans in a Dashboard and view timelines in the Gantt chart. You can select any Project using drop-down list and see its Tasks and Overall Project KPI Metrics, Project Status and % Progress completed.
Projects Summary Sheet:
Project Summary Template helps you to understand high level KPIs metric by each Project. You can see the Overall % completion of Project and % work remaining. We can also find Number of Tasks in the Project and Start Date and due date of the Project. And Number of days required to complete all tasks of a Project.
Data Sheet Tab:
Data Sheet Template is created to enter all your tasks and plans of your projects. You can select a project and respective tasks and activities to tack. Here are the important fields and data capturing in the Data Sheet.
Project: A drop-down list is available to select a Project Name. It will show you list of Projects added in the Summary sheet and you can choose any project to add tasks.
Task: It is your activity, you can write the title of your task. You can maintain a list of tasks in a spate sheet and change the cells to have a drop-down list. So that it will become easy to add tasks and save time. This helps when you have pre-defined list of common tasks performing in your team.
Responsible: This is the name of the person who is responsible to complete a task. You can maintain a list of your team members and create list as explained above.
Start date: Date of the Day which you are going to start this task. This may depend on your previous tasks and availability of the inputs. Also depends on the resource bandwidth.
Days Required: You can mention the number of days required to finish the task. You can add more features to ignore the holidays and weekends.
Progress: This is the %of work completed, you need to update daily. So that your Project Dashboard and Gantt will reflect the accurate status of your Projects.
Additional Fields: We have created the template with minimum required fields, you can add more fields if required and customize the template accordingly.
Advanced Project Tracking Template Worksheet:
We have created a spate worksheet to showcase our Advanced Multiple Project Tracking Templates. You can click on the button to visit our site and have a look. If you need more features, you can opt the advanced tracking templates to effectively manage multiple projects.
Steps to Track Multiple Projects using Excel Templates
Now, let us see the simple steps to track the multiple projects using this Excel Templates.
- Step 1: Download the Excel Template and Save it in your local folder (personal documents folder)
- Step 2: Open the Template and Go to the Summary Sheet. And Change the names of the Projects.
- Steps 3: Now go to Data Sheet to add new tasks. Clear the existing Data it the Table, and add new Tasks under any project with required information.
Adding Projects in Excel Template
Adding a Project in this Template is very easy. We have created this template to support multiple Projects. So, you can add any number of projects to track effectively. Here is the Process of adding new projects.
- Go to Projects Summary sheet in the Template
- Clear the existing sample Projects in the Colum B, Range B4 to B13.
- Now enter your Project Titles from Range B4
We have total 10 sample projects in the sheet, you can have more than 10 projects and drag down the formulas in column C to H.
Adding Tasks in Multiple Projects Plan Data Sheet
We have seen how to add new projects, let us see the process of adding new tasks. Data Sheet is created to add and maintain all your project activities.
- Go to Data Sheet in the Template.
- Clear the existing sample data in the Table.
- Select the Project Title in the Project Column.
- Add New Task Title in the Task Column.
- Assign the Task to a Team Member under Responsible Column.
- Enter the Date when your team member start working on the task.
- Specify number of man-days required to complete the task. This may vary from person to person. And the available bandwidth.
- And Update the Progress % completed on daily.
New Features in Multiple Project Tracker
We have added many new features in the Multiple Project Tracking Template. We have added more Status segments under Total Tasks.
- We have formatted the Pie charts which is showing the overall Progress.
- A separate drop-down list to select a project
- And a formula at Range K1 to show total tasks in the selected Project.
- Separate Summary sheet to add and maintain the Projects.
- New chart in the summary sheet to show the Status of Projects.
Multiple Project Tracking Dashboard
Multiple Project Dashboard Template Excel is a dynamic dashboard. Excel Dashboard in this Multiple Project Tracking Excel Template is totally changed. We have linked the Charts and Status of the Projects with the section. We can see the change in the Dashboard when you change a Project in the drop-down at Range K1.
Alternatively, you can see all Projects at one time by selecting the ‘All Projects’ from the drop-down. So, this helps you to monitor your project one by one and all together.
Multiple Project Dashboard Template
- You can show or hide the Task grid using ‘Task Grid’ button in the Dashboard.
- Click on the ‘Gantt Chart’ button to toggle the Gantt chart in the Dashboard.
- Use the Vertical Scrollbar to scroll down or up the Project Tasks.
- Gantt Scroll bar helps you to scroll the Gantt chart horizontally.
Multiple Project Tracking Gantt Chart
We have linked the Gantt chart with all Projects. This will automatically change when you select any project from the drop-down. You can find dates on top of the Gantt, you can scroll towards right or left using Gantt Scrollbar in the Dashboard.
Download Latest Gantt Chart – Free Excel Template
- Green color indicates the %completion of a task
- Red color indicate % of days remaining for each task
- 15 time-points are showing on the Gantt Chart, you can customize if required.
- Check out our advanced Gantt Chart templates for more advanced features.
Multiple Project Tracking Software
We have created very powerful and easy to use Project Tracking Software. Please visit our site for more details. Here is the list of features in Multiple Project Tracking Software.
- Modern look and feel
- We can add any number of Projects
- Adding Projects, Milestones and Tasks is very easy
- Powerful and advanced Gantt Chart
- Popup Date picker will trigger automatically when it is a date field
- Option to specify holidays
- Multiple sections to analyses each aspect of your Projects
- Unique framework to customize the template as per your organization requirements.
Please let us know your feedback and suggestion on our Multi-Project Tracking Template. We will add new features and update this template regularly. so that you can download and have latest template. Please do not forget to like. Please share this template with you peers, mangers, employees and other colleagues.
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- Multiple Project Tracking Definition
- Multiple Project Tracking Template Excel – Free Download
- How to Track Multiple Projects in Excel
- Elements in Multiple Project Tracking Excel Template
- Multiple Project Details
- Multi-Project Selector
- Multi-Project Summary
- High Level Project Status
- Multiple Project Tasks by Status
- Multiple Project Tasks Scroll Bars
- Multiple Project Tracking Spreadsheets
- Details Spreadsheet:
- Project Plan Tab:
- Projects Summary Sheet:
- Data Sheet Tab:
- Advanced Project Tracking Template Worksheet:
- Steps to Track Multiple Projects using Excel Templates
- Adding Projects in Excel Template
- Adding Tasks in Multiple Projects Plan Data Sheet
- New Features in Multiple Project Tracker
- Multiple Project Tracking Spreadsheets
- Multiple Project Tracking Dashboard
- Multiple Project Tracking Gantt Chart
- Multiple Project Tracking Software
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39 Comments
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Valli
August 12, 2017 at 1:07 PM — ReplyThank you for the template. It is very easy to track multiple projects.
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Mike
August 22, 2017 at 6:16 PM — ReplyThis is the best project tracking template. I have downloaded the template and found it is very easy to use.
Thank you very much for this free template.
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Leon
September 2, 2017 at 6:02 AM — Replycant unlock projects summary sheet please help
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Mohamed Imran
September 20, 2017 at 3:28 PM — ReplyI have downloaded the project tracking template, working great
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PNRao
October 1, 2017 at 1:22 PM — ReplyWe have provided the Password in the First Sheet. Please go to Review Tab in the Excel Ribbon and click the Unprotect command to unlock the Template.
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ariel maniago
October 10, 2017 at 4:19 PM — ReplyI have downloaded the project tracking template, password required to unlock.
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PNRao
October 14, 2017 at 2:17 PM — ReplyWe have provided the password in the first sheet to unlock the sheets..
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Dash
November 14, 2017 at 6:00 PM — ReplyUnable to view the VBA, Please suggest
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Emily
December 4, 2017 at 10:33 AM — ReplyIs there a way to display the responsibilities data in the project plan tab? Or do you have to switch between both?
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PNRao
December 17, 2017 at 1:56 PM — ReplyHello, It is already provided in Project Plan Worksheet.
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Michael
February 14, 2018 at 4:42 AM — ReplyIs there a password to access the VBA?
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j
March 4, 2018 at 9:27 PM — ReplyHow do I make the Project Manager and Customer Name fields populate in the Project Plan dashboard? If I enter a PM into one that person’s name appears for every project.
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Ratish
April 16, 2018 at 11:36 AM — ReplyCould you share the password for VBA as well please?
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Teresita
May 14, 2018 at 7:21 PM — ReplyCould you share the password for VBA as well please?
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David
August 16, 2018 at 5:37 PM — ReplyThanks for the template, I have combined it with the resources template and it works well for me.
One thing that really bugs me is the way the project plan picks up tasks, you have to keep projects together otherwise you get blank lines in the plan Gantt chart. If you can work out a way round that I would be very happy. -
Pete
November 15, 2018 at 3:50 AM — ReplyCan you share the password for the VBA?
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Terry
December 14, 2018 at 1:23 AM — ReplyThanks for the template! On the Project Plan tab, how do I get the Project Name, Customer Name, and Project Manager to sync with the different projects? The information I enter stays the same for all projects.
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Ileana
February 26, 2019 at 1:42 AM — ReplyHi. the password for the VBA is a different one, correct? can we have that one please?
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PNRao
July 4, 2019 at 6:49 PM — ReplySorry! We are not sharing our VBA source codes. Thanks for understanding!
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JMV
October 10, 2019 at 5:41 AM — ReplyIn case I buy any template can I have access to the VBA code? I need to customize even that. is that posible? or VBA won’t be shared even buying a template?
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Bianca P
October 18, 2019 at 7:56 PM — Replythank you for this template!!! do you have a video tutorial on how to use this sheet. Maybe posted somewhere I can share with team members. I am also trying to learn all the features the sheets have to offer. Thank you!
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PNRao
October 20, 2019 at 2:03 PM — ReplyWe are working on new Version 2020 and provide the video in couple of weeks. Thanks
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Yasar
November 19, 2019 at 8:32 PM — ReplyCan you please share the password, also let me know price of the file.
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Aarti
November 20, 2019 at 9:18 PM — ReplyThanks for the template! On the Project Plan tab, how do I get the Project Name, Customer Name, and Project Manager to sync with the different projects? The information I enter stays the same for all projects.
I am having the same issue Terry was this fixed for you?
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PNRao
November 21, 2019 at 2:02 PM — ReplyWe have provided the option to change the Project at Range: J1, You can use this Title and VlookUp the required information.
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PNRao
November 25, 2019 at 2:05 PM — ReplyPassword to Unlock the sheet is already provided in the ‘Details’ worksheet. VBA source code is not sharing at this moment.
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PNRao
December 17, 2019 at 1:59 PM — ReplyWe will change this in next update -Thanks!
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Muthuraman N
January 21, 2020 at 4:00 PM — ReplyThanks a lot Mr. PN Rao. The multiple project tracker excel template was really helpful to use as well as to learn. This was one of the very crisp and complete tool which I have seen for this purpose.
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jackie
February 11, 2020 at 1:22 AM — ReplyOn the Data Sheet I have more than 10 projects listed but on 10 are in the dropdown menu on the Project Plan tab under All projects. How do i see all projects on Data Sheet?
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Matt
May 1, 2020 at 2:09 AM — ReplyIs anyone using this across a team of PMs or is it individual use only? We collaborate globally and have up to 6 PMs working in our excel sheets on different project plans. Would we need to buy 6 bundles or will 1 be enough and we just send each other the templates?
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SP
June 19, 2020 at 9:13 AM — ReplyThe Template is very good, please advise if there is any update on this sheet as I see the ProjectNaem, Customer Name and Project Manager is same for all projects
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Kevin Smythers
August 23, 2020 at 1:01 PM — ReplyThanks for this very useful template, saved me a bit of work – which is always nice when working on stuff in your own time
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anita
August 30, 2020 at 4:18 PM — ReplyHi when is the video coming out please? i am struggling to populate the sheets… thank you
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Anita N
August 30, 2020 at 4:55 PM — ReplyHi how do i get the ghant chart to show weeks rather than day splease
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Anita N
August 30, 2020 at 5:09 PM — Replywhy does the start date on the Data Sheet not appear in the start date column on the Project Plan?
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Anita N
August 30, 2020 at 5:10 PM — ReplyI deleted the Number of days ocolumn off the Project Summary sheet and it has deleted the infomation and the colours from the percentage circle on the Project Plan..why is that?
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Anita N
August 30, 2020 at 5:10 PM — ReplyCan I change the colours on the spreadsheets?
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Tom
February 20, 2023 at 6:02 AM — ReplyHi there
Thanks for the template, its great. I know you’ve mentioned the password is stored on the first tab, but i cant see it anywhere and i need to be able to access the dashboard to make some edits. Are you able to share it or provide more details on where i can find it? Thanks!
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PNRao
March 2, 2023 at 2:04 PM — ReplyHi, you can get the unlocked Template here:
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A free project tracker template for Excel can help your next project meet its goals.
Think of the last project you had to manage. Did you have any tools to help you plan the project or stay on track? If not, there’s a good chance that a few things fell through the cracks.
Successful project managers have realized that having a standardized process in place is one of the recipes for achieving and exceeding goals. This is why everyone who is faced with managing a project should have an arsenal of trusted tools at their disposal.
Excel is a useful resource for creating and tracking projects, but it might be a waste of time to create one of these documents from scratch. What if you miss something or there is a function that you aren’t sure how to use?
Fortunately, you can use a project tracker template as a starting point. These free Excel templates can not only improve your project management efficiency but also give you the standardization that you need.
Not every project tracker template is going to meet your requirements exactly. You have several choices. You can keep looking until you find that perfect template, or you can customize one to suit your needs.
At Excel Chat, we have thousands of Excel experts who are available around the clock to provide any assistance that you might need with troubleshooting and customizing templates. Before you jump into your next project, here are 23 free project tracker templates for Excel that can help you increase the odds of success.
Gantt Chart Project Templates
Gantt charts are some of the most popular types of templates used by project managers. These charts give a visual depiction of project or task start and end dates with a horizontal bar chart. Here are several free sources for Excel Gantt chart project templates.
1. Smartsheet provides a free Excel Gantt chart template that includes the task name, start and end dates, and durations.
2. Analysis Tabs also offers a free project Gantt chart template for Excel. This is a project planning tool that allows you to assign a task ID, task name, responsible party, start and end date, days required for the task, status percentage, and days completed.
3. Vertex42 provides a free project management Gantt chart template for every version of Excel as well as Google Sheets. The template has many of the same fields as the previous template, and the chart breaks down results by day and week for detailed project tracking.
4. The official Office site also has a free Simple Gantt chart template that you can customize for your next project. This chart is already set up to deal with the different phases in a project.
You can track projects with these Gantt chart templates for Excel.
Excel Project Tracker Templates
A project tracking spreadsheet can include a Gantt chart, but it is also a one-stop location for tracking just about anything to do with your project. This might include your tasks, deadlines, deliverables, hours, and budget. Here are some free sources for Excel project tracker templates.
5. Project Manager offers a free project and task tracker template. This includes columns for planned and actual completions to track progress as wells as priorities and costs.
6. Microsoft Office has a free project performance tracking and reporting template. This allows you to track the progress of your project over one year with details about actual vs. planned timeframes, effort, workload, costs, and duration of tasks.
7. Smartsheet has a free project tracker template for Excel that will allow you to track everything in one place. This is a tool that gives you the power to track many aspects of your project in real time and provide the greatest level of transparency to project owners and team members.
8. If you are concerned with the delivery of features during your project instead of dates, you might be more interested in the free Agile project plan template that you can also download from Smartsheet. This template groups similar features and lets you add tasks to get these features delivered efficiently.
Excel Project Budgeting Templates
One essential part of managing a project effectively is making sure that it stays on budget. You’ll need to do this by tracking materials, labor, fixed costs, from budget to actual expenditures. Here are several sources for free Excel project budgeting templates to help.
9-11. Vertex 42 offers three different free project budget templates for Excel. The first is a detailed project budget with WBS (work breakdown structure). This template allows you to categorize all of the costs associated with your project with breakdowns for quantities, materials, and labor for each. The basic project budget with income section template is a more general business template that has a section for breaking down work and identifying income sources. The last is a monthly project budgeting template that defines your project’s budget by breaking down income and expenses by month.
12. Office Timeline has a feature-rich Excel project budget template that is free. It combines a project budget, with details about budget vs. actual work and materials costs and Gantt chart to show progress by week.
13. Smartsheet offers a free Excel project budgeting template that will work for a project of just about any size. You can enter your budgeted and actual figures, and the pre-built formulas will automatically tell you variances or flag items that over budget.
14. Project Manager also has a free project budget tracking template for Excel. This template allows you to track anything associated with a cost or time. This includes labor, materials, travel, equipment, and space. There are columns for budget and actuals, and another to show whether you are over or under budget for your project.
Project budgeting templates can also help your next project stay financially on track.
Excel Project To-Do List Templates
There may be a ton of moving parts in your project, so a to-do list can help you focus on what’s most important and avoid letting something fall through the cracks. Here are several options for free project management to do list templates.
15. Smartsheet has a free Excel to-do list template for projects that you can download. It has columns for the task title, date, priority, start and due dates, as well as comments.
16. Vertex42 also has a free project to-do list template for Excel. The columns in this template include the project/task, status, priority, due date, owner, and notes. When you choose “completed” in the status column, the font color will change to gray.
17. If you want to have a multi-user to-do list, Office has a group project task list template for Excel that you can download for free. It includes information for the task, resources required, priority, target date, status, and notes.
Excel Issue Tracker Templates
If a potential issue falls through the cracks, it could derail your entire project. Whether unnoticed or left resolved, these are problems that can blow up your budget or cause significant delays in completion. These free Excel project issue tracker templates can help you stay on top of potential hiccups that might otherwise threaten your project.
18. Project Manager provides a simple free Excel issue tracking template. You can assign a number to each issue as well as a description, category, priority, and status. You’ll also be able to record who it is assigned to, when it was opened and closed, and any other comments.
19. Smartsheet also has a project issue tracker template for Excel that is free to download. It includes many of the same columns as the previous template.
A Live Chat session can help you troubleshoot or customize an Excel project tracker template.
Excel Project Timesheet Templates
One of the biggest resources in some projects is the investment of time, which is also an expense. When you are managing a large team, it’s essential to be able to track the time spent on your project so that you can identify budgetary issues as well as where resources are being over or underutilized. These free Excel project timesheet templates can help.
20-21. Vertex42 offers two free timesheet templates that would work well in a project management scenario. The first is an employee time tracking template that has columns for project ID and task ID. You can customize it for any time period (week or month). The second is a monthly timesheet template that tracks how many hours an employee spent on a particular project for each day of the week.
22. Project Manager has a free Excel timesheet tracking template that allows an employee to specify the project and their rate of pay. There are columns for the date worked, start and end time, regular hours, overtime, sick, vacation, holiday, other time, and total hours.
23. Smartsheet also an Excel timesheet template for projects that is free to download. It includes many of the same columns as the prior template.
While there are hundreds of software tools for project management, these are costly and can have a learning curve. Most people are already familiar with spreadsheets, and using one of these project management templates takes Excel to a new level.
Hopefully, one of these free Excel project tracker templates will meet your needs. If the template even comes close, you can make a few simple changes that will make your next project more efficient than ever.
As always, Excel Chat is available to provide any assistance with Excel that you might require. Whether you need to troubleshoot an error in your template or create a more detailed customization, our Live Chat service can help. Your first session is always free.
Project management templates are an essential ingredient in replicating successful projects. With Microsoft Excel’s free templates, you can turn your simple spreadsheets into powerful project management tools.
In this article, you’ll find some of the most useful and free Microsoft Excel project management and project tracking templates you’ll want to use for your next project.
Microsoft Excel Project Timeline Templates
Let’s have a look at the best Microsoft Excel project management templates.
Note: We cover both native and third-party templates here. To find the pre-installed Excel spreadsheet templates, open Excel and search for the respective keyword from the New document screen.
If you’re already in Excel, go to File > New to bring up the template search. Check the Managing Microsoft Excel Templates section below for more details. Excel comes with several timelines and Gantt chart templates provided by Microsoft, but it also integrates templates from Vertex42, one of the most popular third-party resources for spreadsheets.
1. Work Plan Timeline
The Work Plan Timeline template is suitable for a basic project with multiple phases. When you enter your data into the worksheet, the roadmap will update automatically. This template comes pre-installed with Microsoft Excel 2016 and up.
2. Date Tracking Gantt Chart
Gantt charts are a staple in every project manager’s toolset. They help you visualize the flow of your tasks and track progress.
With this template, you can create a comprehensive Gantt chart with minimal effort. Just enter each task, complete with a description, who it’s assigned to, a percentage to indicate progress, a start date, and allocated days until completion. This template is a Microsoft Excel default.
3. Milestone and Task Project Timeline
If you want to integrate milestones into a basic timeline, this template provided by Vertex42 is ideal. It combines the best elements of a Gantt chart, i.e. the visualization of the task flow, with milestones hovering above the timeline.
Just fill in the respective tables to populate the visual. You can find this template by searching in Excel.
Excel Project Plan Templates
A project plan is a document that may require Excel charts, but is otherwise composed in Microsoft Word. For basic projects, however, you may get away with only a Microsoft Excel document.
4. Simple Gantt Chart
When you search Excel’s template repository for project plan templates, you’ll mainly find different Gantt chart variations, including this Simple Gantt Chart from Vertex42. What sets it apart from the Gantt chart above is the inclusion of project phases. This template is included in Microsoft Excel.
5. Event Planner Template
A project plan really isn’t something you typically put together in Excel. However, if you are planning a small project, like a party, you just need a one-page template that lists the essential tasks and lets you define a schedule and a budget. This template from Office Templates Online is a great start.
Excel Project Tracker Template
A search for a tracker will bring up a wild mix of personal and business-related Excel spreadsheet templates for tracking. However, you can narrow down your search by selecting the categories that relate to the project management task you’re dealing with.
6. Activity-Based Cost Tracker
This tracking template can help you get an overview of direct, indirect, and general and administrative product costs.
7. Project Tracking Template
This Vertex42 template is essential if you are handling multiple different clients, projects, and/or deliverables. It combines project details, expenses, task statuses, and due dates.
Business Plan Templates
Microsoft Excel 2016 had its own category for business plans. You could search for business and select the Business Plans category on the right. In Excel 2019 and onwards, you can perform either query, but the latter misses some templates, while the former might be overwhelming. We recommend looking into the following.
Business Plan Checklist
Creating a business plan can be a complex project in and of itself. This checklist will help you cover all your bases by guiding you through the process using a SWOT (strengths, weaknesses, opportunities, threats) analysis. Note that you’ll find two similar templates in Excel, but they’re both identical SWOT analyses checklists, differing only in their formatting.
Startup Expenses
This template is a great starting point for a budding business owner who needs some help with projecting the costs of their endeavor. The template will guide you through the most common assets and services your new business might require.
Once you’ve filled in all the potential expenses, you’ll have a much better idea of how much funding you’ll need to raise to get your business up and running. For more business plan templates, have a look at our dedicated article.
Search for Online Templates
Couldn’t find the exact project management template you need inside Excel? Turn to a third-party online resource for a wider selection of Excel spreadsheet templates. We recommend the following sites.
Vertex42
This website has a few great project management templates for Microsoft Office 2003 and up. The site notes that its templates are mostly related to project scheduling. Anything more complicated might require Microsoft Project or other project management software.
On the page dedicated to project management, you’ll find a list of useful material, including, but not limited to, the following:
- Timeline
- Project Budgeting
- Critical Path Method
Each page contains a quick rundown of what the template does, one or more templates, and further tips and tricks for the respective project management tool. It’s a great resource for budding project managers.
TidyForm
TidyForm has a respectable selection of Microsoft Excel project management templates. The most popular categories are listed on the homepage. If you can’t immediately spot what you need, switch to the Business section or try the search feature.
When you scroll to the bottom of a section, you’ll see a list of popular categories and related categories. This can be helpful when trying to find just the right template.
We recommend the following pages:
- Project Budget
- Project Proposal
- Work Breakdown Structure
Still looking for the perfect template? You might have to create custom Excel templates to get exactly what you want.
Managing Microsoft Excel Templates
First, let’s see what templates you already have installed in Microsoft Excel. For the purpose of this demonstration, we’ve used Excel 2019, but the procedure is similar in Microsoft Office 2013 and Office 2016.
Defaults
When you start up Microsoft Excel, the first window you see will contain a search field for online templates. When you’re starting from an existing workbook, go to File > New to arrive at the same view.
Microsoft Excel comes with a selection of pre-installed templates. They are listed underneath the search field. You can pin favorite ones by clicking the respective symbol in the bottom right of the listing.
Search Online for More Project Templates (Excel 2016)
Searching for the type of template you need is the fastest way to locate it. For example, if you search for the term «project,» you may also see template categories listed next to the templates that match your search. The category feature no longer appears in Excel 2019.
Narrow Down Your Search (Excel 2016)
A neat feature is that you can narrow down your search by selecting multiple categories. This helps you exclude templates that may match your keyword, but not your desired category. On the downside, you may find that the perfect template is not available in Microsoft Excel.
Preview & Create Your Template
When you click a template, you’ll see a preview with a brief description of what the template provides. You can also pin the template from its preview; the symbol sits in the top right.
To download and use a template, click the Create button, which will open a new Microsoft Excel workbook with the template pre-filled.
Template Ready, Set, Go
Now that you have all the project management templates you could ever need, maybe you’re interested in additional tools, tips, and tricks. For example, did you know that you could integrate OneNote with Outlook for project management? The possibilities are endless.