10 Useful Excel Project Management Templates for Tracking
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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.

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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:

Microsoft Excel Project Management 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 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.

Excel Work Plan Timeline Template

This template comes pre-installed with Microsoft Excel 2016.

2. Date Tracking Gantt Chart

Gantt charts Need a Gantt Chart Template for Excel or PowerPoint? Here Are 10 Unique Options Need a Gantt Chart Template for Excel or PowerPoint? Here Are 10 Unique Options You 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.

Gantt chart template to track project progress in Excel.

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.

An Excel timeline template with integrated milestones.

You can find this template by searching in Excel.

Excel Project Plan Template

A project plan is a document How to Manage Your Project with Word Templates How to Manage Your Project with Word Templates In 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.

A simple Gantt chart Microsoft Excel template with 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. 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 event planner template for Microsoft Excel.

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.

An Excel template to track indirect and direct 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.

An Excel template to track multiple clients, projects, or deliverables.

Business Plan Templates

Microsoft Office has its own category for business plans How to Write a Business Plan How to Write a Business Plan Are 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.

excel-business-plan-template

You’ll find the following Microsoft Excel templates:

  • Startup expenses
  • Business plan checklist
  • Business plan checklist with SWOT analysis

For more business plan templates The Best Business Plan Templates The Best Business Plan Templates Every 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.

vertex42-project-management-templates

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.

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.

10 Useful Excel Project Management Templates for Tracking TidyForm Templates 670x360

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 templates How to Quickly Create a Custom Excel Template to Save Time How to Quickly Create a Custom Excel Template to Save Time Excel 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.

excel-template-selection

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.

excel-pin-template

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.

excel-template-search

Narrow Down Your Search

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.

excel-template-search-trick

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.

excel-template-preview

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 templates 10 Templates to Save Time at the Office 10 Templates to Save Time at the Office Are 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 templates 15 Business Letter Templates for Microsoft Word to Save You Time 15 Business Letter Templates for Microsoft Word to Save You Time Templates 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 management How to Use Outlook for Simple Task and Project Management How to Use Outlook for Simple Task and Project Management Outlook 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 management How to Use Microsoft OneNote for Project Management How to Use Microsoft OneNote for Project Management OneNote 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 management Turn Outlook Into a Project Management Tool With OneNote Integration Turn Outlook Into a Project Management Tool With OneNote Integration OneNote 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.

Whatever you do, before you start a project, prepare a Work Breakdown Structure How to Organize Any Project with a Work Breakdown Structure How to Organize Any Project with a Work Breakdown Structure A journey of a thousand miles begins with a single step. Every complex project consists of multiple components. The Work Breakdown Structure can help you identify all the steps and put them into sequence. Read More .

Explore more about: Business Technology, Microsoft Excel, Office Templates, Planning Tool, Project Management, Time Management.

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  1. Abdul Hafeez Anjum
    August 17, 2017 at 11:21 am

    Very useful article.

  2. Caitlin
    February 11, 2017 at 4:49 pm

    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
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  3. Quan Nguyen
    December 20, 2016 at 5:37 am

    Great

  4. BannaCBA
    December 16, 2016 at 6:36 am

    its effective but need a video tutorial then all the message will be very effective .

    • Tina Sieber
      December 18, 2016 at 10:05 am

      What do you mean?

  5. 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.

  6. 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 ?

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

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

  8. Anonymous
    November 5, 2015 at 4:55 am

    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.

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

    Very useful blog

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

    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!

    • 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?

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

    Thanks Steve Great info = ), As you asked well I use http://www.timelyprojects.com .

  12. 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.

  13. 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.

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

    as

  15. 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.

  16. 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.

  17. 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 http://chandoo.org/wp/project-...

  18. 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 :)

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

    Thank you for the mention!
    - Jon

  20. 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!

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

    thanks, very useful!

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

      You're welcome!