15 Useful Excel Templates for Project Management & Tracking

Ads by Google

0 excel template intro   15 Useful Excel Templates for Project Management & Tracking 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.

1 excel installedtemps   15 Useful Excel Templates for Project Management & Tracking

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.

Ads by Google

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)

2 excel planstemps   15 Useful Excel Templates for Project Management & Tracking

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.

Planners

4 excel pmtemplate   15 Useful Excel Templates for Project Management & Tracking

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.

5 excel ptcplan   15 Useful Excel Templates for Project Management & Tracking

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

6 excel vertexgantt   15 Useful Excel Templates for Project Management & Tracking

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:

Conclusion

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

Ads by Google

14 Comments - Write a Comment

Reply

JustinMc

thanks, very useful!

Steve Campbell

You’re welcome!

Reply

Vertex42

Thank you for the mention!
– Jon

Steve Campbell

Very welcome. Keep up the good work!

Reply

Vertex42

Thank you for the mention!
- Jon

Reply

Helnes

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

Steve Campbell

Why thank you :)

Reply

Chandoo

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-

Reply

SE

this is great, thanks. excellent job.

Steve Campbell

Thank you. Glad you liked it.

Reply

Alex Krenvalk

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.

Reply

Birhat

as

Reply

Anonymous

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.

Reply

zlatan24

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.

Your comment