- Free Excel Project Management Dashboard Templates
- Excel Project Management Template
- Free Xls Project Management Templates
- Project Planner Template
- Free Excel Project Management Schedule Templates
Download a Project Schedule Template and find other Project Templates for Microsoft® Excel®
There are hundreds of software tools for project management, but familiarity with spreadsheets and the flexiblity that they provide makes using Excel a very popular solution. The project templates listed here are mostly related to project scheduling. Our Gantt chart template is the most useful project management template that we offer. Anything more complicated would probably require Microsoft Project or other project management software.
Excel Spreadsheets - continued. 80Forecasting Model - Step by step financial model for forecasting financials created by Sam Gui; 81Economic Evaluation - Step by step workbook for evaluating the economics of a system investment; 82Project Management Templates - A collection of templates (charter, budget, risk register, issues log, etc.) for managing a project - International Association of. The Project Management template for Excel is designed as a generic Excel based solution to plan and manage projects. The ability to build the project budget as tasks are identified assists with.
Project Management Templates
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.
Project Management is the planning and execution necessary to achieve goals and objectives within an organization. Project managers are responsible for the delivery of all components of a project. They use project management tools and techniques to successfully move work forward, on-time and on budget. Apr 25, 2018 It might surprise you to learn this, but the CDC offers a number of high-quality project management templates for free. They don’t look particularly good, but they have fields for all the necessary data. This project charter template also includes detailed instructions on how to use it. Download: Office. Com (Excel) 3. Gantt project. 32 Free Excel Spreadsheet Templates Try Smartsheet for Free In this article, we’ve compiled a wide variety of Excel templates and spreadsheets to provide you with the best, most comprehensive listing, so you can create timelines, track inventory, and manage all the critical aspects of your business.
1Gantt Chart / Project Schedule ▶
Vertex42's gantt chart template is a great tool for project scheduling and project tracking. The chart is created using conditional formatting and shows the completion status of each task.
2Timeline Template ▶
Our new timeline template now includes a project timeline example that you can use to create a project schedule using an Excel chart. An interesting alternative to a gantt chart.
3Project Budgeting ▶
Download 3 different types of project budget templates, for simple to complex projects. The WBS-based project budget works well in combination with our gantt chart template.
4Earned Value Management Template ▶
Create a project budget and use the EVM system to monitor spending over time. Helps determine whether you are on time and under budget, especially for projects where spending is nonlinear.
5Kanban Board Spreadsheet ▶
Manage tasks collaboratively using an agile project management methodology.
6Critical Path Method ▶
Perform a Critical Path Analysis using this spreadsheet. It automates the implementation of the PERT algorithm.
7Project Timeline ▶
This particular project schedule template is not an automated tool, but it demonstrates how you can use drawing tools in Excel to create a custom project schedule.
8To Do List ▶
For some projects, a simple shared To Do list may be sufficient. This template includes columns for updating the status and the priority of each task.
9Project Tracker for Contractors ▶
Sub-contractors and freelancers may find this template helpful if they are working with a client in a situation where the client frequently creates new tasks and a tool is need for communicating the status of those tasks.
10Project-Based Time Card ▶
Unlike a basic timesheet template that tracks only total hours worked, this timecard was designed for tracking hours worked by an employee on different projects or tasks.
11Continuous Monthly Calendar ▶
We have many different calendar templates for Excel, but this calendar is particularly useful for project scheduling because it does not include any breaks between months. So, if you want to display project milestones in a calendar format, you can try this template.
12Simple Project Schedule ▶
You can use this template for creating a basic overview or project timeline. It is not automated like the gantt chart template, but it has its uses.
13Work Breakdown Structure Template ▶
Create a simple Work Breakdown Structure in Excel with automatic WBS numbering.
14+Task List Templates ▶
This page provides multiple templates for tracking tasks. The templates demonstrate various techniques for adding drop-down lists and conditional formatting with Excel.
15+Action Item Templates ▶
This page provides a couple different templates for brainstorming and project review meetings. List action items and rank them by Value and Difficulty to help determine what to focus on first.
16Construction Schedule Template ▶
A simple way to create a multi-year project schedule with a basic automated gantt chart. Enter start and end dates and pick a color for the bar. Add text within the chart area if needed.
17Project Planner Template ▶
Create a project plan using a gantt chart that shows the planned schedule vs. the actual schedule.
18Project Timeline Template ▶
Create a project timeline in Excel using a stacked bar graph with milestones and different colors for different phases or categories.
19Simple Gantt Chart ▶
This free gantt chart provides an easy way to create and track a project schedule in Excel. This version does not require you to copy any formulas (though you can still add formulas if you want to).
20RACI Chart Template ▶
Download a free RACI Matrix Template to assign roles to project tasks as Responsible, Accountable, Consulted, Informed.
21SWOT Analysis Worksheet ▶
Use a SWOT Analysis to evaluate and improve your project workflow or to evaluate new projects prior to starting them.
22Daily Work Schedule for Multiple Employees ▶
Create a daily work schedule showing the schedule for each worker as a separate column. Add days by copying and pasting groups of rows. Add workers by inserting new columns.
Project Management KPI Dashboard
Measure and track Key Performance Metrics using this dashboard template from Someka.net. Some of the KPIs are Cost Performance Index, Scheduled Variance, and Resource Utilization. Use this template for advanced and more effective project management.
Project Management Kit
This collection of templates by Method123.com comprises the entire suite of templates used to initiate, plan, execute and close projects successfully. More than 50 Word and Excel templates comprising over 300 pages of helpful hints and real-life examples.
Related Content
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.
In this article:
![Excel project plan template free Excel project plan template free](/uploads/1/2/4/9/124906326/204548491.png)
Microsoft Excel Project Management Templates
Let’s have a look at the best Microsoft Excel project management templates.
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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 Project Timeline Templates
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.
![Free Excel Project Management Spreadsheet Free Excel Project Management Spreadsheet](/uploads/1/2/4/9/124906326/769416674.jpg)
2. Date Tracking Gantt Chart
Gantt chartsNeed a Gantt Chart Template for Excel or PowerPoint? Here Are 10 Unique OptionsNeed a Gantt Chart Template for Excel or PowerPoint? Here Are 10 Unique OptionsYou don't need Microsoft Project to track progress. These Gantt chart templates for Excel and PowerPoint will help you manage your project just as well.Read More 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 Template
A project plan is a documentHow to Manage Your Project with Word TemplatesHow to Manage Your Project with Word TemplatesIn project management, preparation is half the battle. To organize and document your project, you may need many different reports, forms or plans. We have compiled a selection of Word templates to get you started.Read More 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.
Free Excel Project Management Dashboard Templates
This template is included in Microsoft Excel.
5. Event Planner Template
A project plan really isn’t something you typically put together in Excel. But if your project is simple enough, like planning a party, a solid one-page template that lists essential tasks and lets you define a schedule and budget is all you need. This template from Office Templates Online is a great start.
Excel Project Tracker Template
A search for tracker will bring up a wild mix of personal and business-related Excel spreadsheet templates for tracking. 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 Office has its own category for business plansHow to Write a Business PlanHow to Write a Business PlanAre you about to start your own business? Start with a plan! Follow our business plan outline or use one of the templates we have compiled.Read More. Use the suggested business search and select the Business Plans category on the right.
You’ll find the following Microsoft Excel templates:
- Startup expenses
- Business plan checklist
- Business plan checklist with SWOT analysis
For more business plan templatesThe Best Business Plan TemplatesThe Best Business Plan TemplatesEvery business needs a plan. These templates will make writing your business plan easy. A clever structure, guiding questions, and a smart design will give you a head-start into your new career.Read More, 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:
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.
Excel Project Management Template
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:
Still looking for the perfect template? You might have to create custom Excel templatesHow to Quickly Create a Custom Excel Template to Save TimeHow to Quickly Create a Custom Excel Template to Save TimeExcel templates are universally useful — they can help you keep your finances in order, manage a project, and organize your life. We show you how to create your own custom template.Read More 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 2016, but the procedure is similar in Microsoft Office 2013 and Office 2019.
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
The fastest way to finding the kind of template you need is searching for it. Once you start a search, for example for the term project, you will also see template categories listed next to the templates that match your search.
Free Xls Project Management Templates
Narrow Down Your Search
Project Planner Template
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
Free Excel Project Management Schedule Templates
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
While you’re at it, review our list of useful office templates10 Templates to Save Time at the Office10 Templates to Save Time at the OfficeAre there documents that you write over and over again? Whether it's meeting agendas, invoices, or status reports, templates could make your work easier. We have compiled 10 template ideas to save you time.Read More and stock up on business letter templates15 Business Letter Templates for Microsoft Word to Save You Time15 Business Letter Templates for Microsoft Word to Save You TimeTemplates are time savers. Here we compiled 15 business letter templates, from letters of intent, via Thank You notes, to references. These templates will hep you communicate with confidence.Read More.
We have covered a lot of project management tips and tricks the past. Once you’re good with templates, you might want to consider additional tools and solutions. For example, did you know that Outlook is great for project managementHow to Use Outlook for Simple Task and Project ManagementHow to Use Outlook for Simple Task and Project ManagementOutlook can work as a simple tool for managing projects and tasks. We show you how to set up Outlook Tasks to set reminders and due dates, assign to-dos, and track tie.Read More? Likewise, you could use OneNote for project managementHow to Use Microsoft OneNote for Project ManagementHow to Use Microsoft OneNote for Project ManagementOneNote is the ideal collaboration tool for managing simple projects in small teams. And it's completely free. See how OneNote can help your projects take off!Read More. And you could integrate OneNote with Outlook for project managementTurn Outlook Into a Project Management Tool With OneNote IntegrationTurn Outlook Into a Project Management Tool With OneNote IntegrationOneNote can do more than you think. We'll show you how to turn your Outlook to do list into a powerful project management tool using the OneNote plugin for Outlook.Read More? The possibilities are endless.
If you’re still looking for a strong project management toolA Beginner's Guide to Using Asana for Tracking Any ProjectA Beginner's Guide to Using Asana for Tracking Any ProjectAsana is one of the best productivity tools that you can use for free. Here's how you can keep track of a project using Asana.Read More, give Asana a try.
Explore more about: Business Technology, Microsoft Excel, Office Templates, Planning Tool, Project Management, Time Management.
- Have a look at ProjectsLite.com, which offer all the basic features like automatic update of dependencies, holiday planning, multi-level task grouping, Critical path, resource over-allocation alert, progress reporting, import/export from MS Project etc.
We will soon be available to the public, and until then, you are welcome to try the demo-version for free. - Very useful article.
- Had so much trouble with the last SEO company, I been doing a bit of research on it at home and next time I
will hire a junior to do it
Added a link on Facebook, hope thats okay! - Great
- its effective but need a video tutorial then all the message will be very effective .
- I have been searching (unsuccessfully) for an iphone app development template. I am trying to get a handle on the tasks involved.
- Creative blog post ! I was fascinated by the points . Does someone know if I would be able to find a sample TX VTR-264 form to fill out ?
- I am unable to search for a project scorecard for Quality Monitoring. Please help..
- Excellent list Steve. You should also check out this gantt chart template at ganttexcel.com
I personally use this and I like that they have automated a lot of the usual functions. - Very useful blog
- Here's a free, and easy to use project planning template I created.. http://www.mlynn.org/2014/10/excel-project-management-template-weekly/I hope someone finds it useful!
- hey Michael!
i m a beginner in the field of Project management.I don't know how to make a activity monitoring chart for my organization.Could you please help me - Do you have an updated link?
- It's been updated and now works.
- Thanks Steve Great info = ), As you asked well I use http://www.timelyprojects.com .
- I had some like situations couple weeks ago and once I determined like situation with the help of one tool, which relieved me within short time and probably it can help in this condition as well - recover Excel.
- I had some like situations couple weeks ago and once I determined like situation with the help of one tool, which relieved me within short time and probably it can help in this condition as well - recover Excel.
- as
- Your situation isn't critical, but very unpleasant. To your fortune I quite often was in similar conditions. I found decisions quite often. Moreover my last solution was - Excel repair. Perhaps it can help you better than my speech.
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- Thank you. Glad you liked it.
- Hi Steve.. thanks for the beautiful links. Dont want to self promote, but I write a great deal about project management and excel and couldnt resist pointing to http://chandoo.org/wp/project-..
- This is great! Thanks, and keep up the good job you're doing
- Why thank you :)
- Thank you for the mention!
- Jon - Thank you for the mention!
- Jon- Very welcome. Keep up the good work!
- thanks, very useful!
- You're welcome!