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Project management is the discipline of planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives. Without setting measurable goals and keeping track of various efforts and resources, projects don’t stand a chance of seeing a successful completion.

There are many useful tools out there for project management. One such program you can utilize to keep track of your projects is Microsoft Excel. With Excel’s free templates, you can turn your simple spreadsheets into project management charts and forms.

In this article, I am going to cover a few of the most useful Excel project management tracking templates as well as how to find and install them.

Microsoft Templates

First, it would be wise to see what templates you already have installed in Excel. For the purposes of this article, I will be using Excel 2007, although this procedure should be pretty similar in the Office 2003 and 2010 suites.

excel project management tracking templates

When you start up Excel, click on the Office Button in the top left and go to New. A New Workbook box should have popped up where you can select from different templates.

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Under Installed Templates, you can view the templates that came with your version of Office. If you don’t have any project management templates installed (I didn’t), you can view the online templates by clicking on the various categories below. When you find one you like, just click on it and click the Download button.

Here are some of the useful Excel project management tracking templates I found:

Plans (Business)

excel projects

If you go down to Plans and select Business, you will find a lot of helpful templates. I especially liked these templates:

  • Projected balance sheet.
  • Project team communication plan.
  • Business project timeline, schedule, calendar, plan.


excel projects

If you select Planners from the list, you will see about 35 planning and scheduling templates that could be used for your project management needs. Some of the better templates in this category include:

  • Simpler and Intuitive Task Management – X-TrackAmaze Basic.
  • Work – Weekly Planner.
  • Project planner.

Search For Online Templates

If you would like to search for your desired templates by name instead, you can do so at the top of the New Workbook box. You can try running searches for the terms project, gantt, time, and schedule.

excel projects

Since I have already done this for you (you can thank me later), you only need to search for the templates I’ve provided. Here are some of the keepers:

  • Project scorecard.
  • Project cost summary.
  • Project time performance tracking.
  • Event management project tracker.
  • Project performance tracking and reporting.

You can also find all of these templates online here.

Vertex42 Templates

excel project management tracking templates

This website has a few great project management templates of its own. As the site states, these templates are mostly related to project scheduling and that anything more complicated would probably require Microsoft Project or other project management software.

For the purposes of Excel, here are the free templates they offer:


We’ve covered a lot of great project management apps in the past. If you would like to find more free templates online, simply run a Google search for ‘free Excel project management tracking templates’. There are many sites that offer both free and paid templates, so you want to make sure you’re in a site’s free section.

What do you think of the templates I’ve provided? Will you be using them for your project management needs? What other apps besides Excel do you like to use for managing your projects?

Please leave your thoughts, ideas, and comments below.

Image Credit: tome213

  1. Paul Smith
    September 26, 2016 at 2:58 pm

    I have been searching (unsuccessfully) for an iphone app development template. I am trying to get a handle on the tasks involved.

  2. jill mills
    September 23, 2016 at 1:46 pm

    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 ?

  3. Puja
    May 3, 2016 at 1:21 pm

    I am unable to search for a project scorecard for Quality Monitoring. Please help...

  4. Pradeep Dsouza
    November 5, 2015 at 4:55 am

    Excellent list Steve. You should also check out this gantt chart template at
    I personally use this and I like that they have automated a lot of the usual functions.

  5. uthay
    May 11, 2015 at 3:33 am

    Very useful blog

  6. Michael
    February 8, 2015 at 8:39 pm

    Here's a free, and easy to use project planning template I created...

    I hope someone finds it useful!

    • sania
      April 30, 2016 at 11:16 am

      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

    • ceci
      June 20, 2016 at 10:21 pm

      Do you have an updated link?

  7. John Mark
    December 30, 2014 at 6:13 am

    Thanks Steve Great info = ), As you asked well I use .

  8. zlatan24
    September 15, 2010 at 5:26 am

    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.

  9. Anonymous
    September 15, 2010 at 3:26 am

    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.

  10. Birhat
    September 5, 2010 at 12:53 am


  11. Alex Krenvalk
    August 17, 2010 at 12:40 am

    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.

  12. SE
    July 20, 2010 at 7:09 pm

    this is great, thanks. excellent job.

    • Steve Campbell
      July 20, 2010 at 7:20 pm

      Thank you. Glad you liked it.

  13. Chandoo
    July 17, 2010 at 2:40 am

    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

  14. Helnes
    July 13, 2010 at 9:58 pm

    This is great! Thanks, and keep up the good job you're doing

    • Steve Campbell
      July 13, 2010 at 11:13 pm

      Why thank you :)

  15. Vertex42
    July 13, 2010 at 4:21 pm

    Thank you for the mention!
    - Jon

  16. Vertex42
    July 13, 2010 at 2:21 pm

    Thank you for the mention!
    - Jon

    • Steve Campbell
      July 13, 2010 at 3:14 pm

      Very welcome. Keep up the good work!

  17. JustinMc
    July 13, 2010 at 10:26 am

    thanks, very useful!

    • Steve Campbell
      July 13, 2010 at 3:14 pm

      You're welcome!

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