Free Excel Template Project Management

Microsoft Excel is a commonly used spreadsheet software for organizing and managing data. Like all other spreadsheets, Excel allows you to calculate data with formulas, use graphing tools, build charts, create macros and design pivot tables. Whether you have a large scale business or a small one, Excel spreadsheets are excellent to analyze data, plan events, produce charts, calculate budget and expenditure, and many more.

Project Management Templates for Excel

Project management is an important criterion to meet any business goals. You can use Microsoft Excel as a project management tool in addition to using it as a spreadsheet. Excel has some of the best project management templates that allows you to turn simple spreadsheets to the project management dashboard. The Excel project management templates allow you to manage projects, plan events, manage inventory, manage budgets, analyze the data, effectively manage and schedule the project by time. Depending on the projects you undertake, you can make use of the most suitable project management tools to start your project. In this article, we round up some of the best Excel Project Management Templates for building a well managed and structured project.

Using Excel for Project Management Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. This may be a simple project management spreadsheet an Excel project tracker or something even more complicated like an Excel project management dashboard. Jan 10, 2019  We list 10 most useful Excel Project Management Templates that will help you with Tracking. Excel allows you to calculate data with formulas, use. Free Project Management Tracking, Estimating and Schedule Templates for Excel! Whether you are looking for a quick template to use right away, or you are interested in seeing if you would be interested in our premium templates, our free construction templates are a great place to start!

1. Work Plan Timeline

A well-planned work is crucial for organizing a project task. Most of the organization rely on the project management lifecycle to address the essential milestone and key tasks in the multiple phases of the project. The Work Plan Timeline allows you to represent the essential milestones of a project or a program in chronological order on a timeline. It is a free project planning tool that comes preinstalled in Excel and allows you to easily showcase the project plans to the stakeholders, teams, and colleagues. Get this template here.

2. Simple Gannt Chart

Simple Gantt Chart is a free graphical tool preinstalled on your Microsoft Excel. It gives a bird’s eye view of the ongoing project. It allows you to set a particular duration for your work to complete and, displays the chart with the amount of work done for a pre-planned period. This way, the Gannt chart is extremely useful to the business to get a clear picture of how the tasks are performed and, how well they are suitable for a specified period of time. Additionally, this template also includes project phases. You can download it here.

3. Event Planner

Event planner template from excel is a great tool to remember all the important details of an event. It is used to outline how an event is planned for a business or an organization. It proposes the tasks to implement for the successful completion of a project from the initiation of an event until the end. Download this template here.

4. Activity-based Cost Tracker

Activity-based cost tracker is a free template for excel used to calculate the acute costs for the products or services. The template gives a clear picture of general, administrative, direct and indirect costs for producing a product or a service. This activity-based cost tracking identifies the activities in an organization and, the resource needed for each activity. Based on the actual resource consumption of each activity, it determines the cost of your products or services. Get this template here.

5. Idea Planner

Idea planner allows you to frame your own planner in Excel. This free template allows you to set a goal and plan your tasks step by step from the initiation of the project till the end. The Idea planner is the must-have template to organize your day-to-day work. The template allows you to plan the tasks, assign the tasks to the team members, set the task status, due date and plan a resource list. Download the template here.

6. Group Project Task List

Group project task list is a free template for Excel that allows you to organize and manage an entire team in the project. It allows you to assign a task for everyone on the team, assign target date for every resource, set task priority and task statuses. This task list template is easily accessible by everyone on the team. It helps for team collaboration and streamlines your work operations. Download this template here.

7. Project Performance Tracking & Reporting

Project performance tracking and reporting is a template used to manage and organize a project. It allows you to create tasks, set priorities, add deadlines, track cost and set task duration in order to streamline your workflow. Get this template here.

8. Invoice Tracker

Invoice tracker is a simple and free template for Excel that helps to maintain the record of all the invoices. It is useful to monitor accounts and track the invoice statuses. This free invoice tracking tool is useful to track account names, due amounts, paid amounts, outstanding amounts, payment dates, and other account details all in one central place. You can download this template here.

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9. Daily Task List

The daily task list is a free Excel template that allows you to plan, and schedule a bunch of tasks that you have to complete throughout the day. This template lets you organize and streamline your workflow by setting priority for the important tasks. This is a must-have tool to stay focussed. Get this template here.

10. Weekly Assignment Schedule

Weekly Assignment Schedule is a free template for excel that helps to plan your week and manage your project related assignments by date. It helps to create a detailed list of tasks for the week and allows you to add notes for each assignment by date in a week. Download this template here.

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Using Excel for Project Management

Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. This may be a simple project management spreadsheet an Excel project tracker or something even more complicated like an Excel project management dashboard. For important client and executive communications Excel data can also be converted into PowerPoint slides.

Excel Budget Template

Creating and managing an accurate budget is crucial for a project’s success. An Excel budget template can help Project Managers easily compare the planned budget for each project phase or task against actual costs, see if spending is on track, and plan for next steps to meet financial goals. Budget tracking spreadsheets can also include a simple Gantt chart that illustrates how tasks are scheduled to provide a comprehensive overview of the project and show how changes in the project timeline impact expenses.

Download this Excel Budget Template

Excel-Budget-Template.xlsx

Excel Project Review Template

Project reviews are usually conducted at the end of each project phase to evaluate the current status of a project. To help document and share the results of their reviews, Project Managers can use an Excel spreadsheet that shows a clear overview of completed, outstanding, and planned deliverables, while also including risk management details and financial information. This will make it easier for them to measure progress and clearly communicate key data that clients and executives want to know.

Download this Excel Project Review Template

Excel-Project-Review-Template.xlsx

Excel Sprint Project Tracker Template

Agile projects require thorough sprint planning and management. Managers can use Excel to plan and track their Agile project, as well as prioritize features that must be delivered each sprint. Sprint project tracker spreadsheets usually list the start date, finish date and duration of every task, including the percentage of work that has been completed. Color codes can also be added to instantly show the tasks’ status.

Download this Excel Sprint Project Tracker Template

Excel-Sprint-Project-Tracker-Template.xlsx

Excel Project Schedule Template

Effective project management requires a clear view of all the work associated with delivering a project on time. Using project schedule spreadsheets enables professionals to efficiently manage their project by the hour and see exactly how much time is left to complete a task or if there is any work overdue.

Download this Excel Project Schedule Template

Project-Schedule-Template-Excel.xlsx

Excel Project Status Report Template

Project managers who want to inform team members, executives and clients of where a project stands can use Excel to illustrate and track the progression of all critical activities involved. Project status spreadsheets list the key deliverables, developments and risks associated with a project and help measure the progress toward the completion of each objective.

Download this Excel Project Status Report Template

Project-Status-Report-Template-Excel.xlsx

Excel Project Tracker

Project Management requires that all scheduled work or tasks are tracked. A project tracking spreadsheet is a useful visual tool to track each task’s progress against the original plan. The spreadsheet should include all tasks, their status, the owner of the task, the percent complete and the planned duration versus actual duration.

Free Excel Template Project Management

Download this Excel Project Tracker

Excel-Project-Tracker.xlsx

Excel Critical Path Tracker

Project Managers need to see which tasks are dependent on the completion of preceding tasks before they can begin. To do this they can utilize a critical path spreadsheet which lists all of their tasks, the planned duration for each task and whether the task is dependent on another. This provides Project Managers a visual way to plan the quickest path for completing their project.

Download this Excel Critical Path Tracker

Excel-Critical-Path-Tracker.xlsx

Excel Milestone Tracker

Projects need to be managed on a timeline. Tracking progress toward the important events or to specific points on a timescale is a good technique for monitoring the progress of a project. Project Managers can use an Excel milestone tracker to list their critical milestones and to monitor their performance against that timeline.

Download this Excel Milestone Tracker

Excel-Milestone-Tracker.xlsx

PowerPoint Milestone Tracker

For client and executive communications Project Managers can use a PowerPoint milestone tracker to manage their
project timelines as PowerPoint visuals. The Office Timeline add-in for PowerPoint integrates with Excel to import
existing milestone data and convert it into PowerPoint slides.

Template

Excel Project Planner

Delivering a project requires detailed planning. Project Managers can use Excel to plan each task in their project. Project planning spreadsheets should include columns that list the task and its owner, as well as the start and finish dates of each task. To easily track how the project is progressing, planners can also include a comparison between the estimated task dates and the actual ones.

Download this Excel Project Planner

Excel-Project-Planner.xlsx

PowerPoint Project Planner

Free Excel Template Project Management

Use a graphical project planning tool rather than a list based tool if you prefer to manage your project
visually or need to communicate plans and status with others. Project Managers can use the free
PowerPoint Office Timeline add-in to visually plan, track or present their work.

Best Free Excel Template For Project Management

Excel Project Management Dashboard

Reporting on a project’s performance may require creating a dashboard that tracks key performance metrics and other data, such as budget, risks and blockers. Project Managers can use Excel dashboards like the example below, to monitor projects, to give status reports or to provide data for stakeholder or executive reviews.

Free Excel Templates Project Management Downloads

Import Excel data into PowerPoint in less than 60 seconds