Earlier than you may handle a undertaking, you want the fitting undertaking instruments to gather the required information to formulate a method—and undertaking administration Excel templates are an ideal place to start. Staff and group members are sometimes aware of Microsoft Excel, since there are 1.1 to 1.5 billion Excel customers worldwide, so it may be a cushty beginning software program for undertaking administration.
Whether or not you have to plan a undertaking, observe progress, run a standing report or steadiness a funds, you’ll discover a undertaking administration template for Excel on this listing that fits your wants.
Utilizing Excel for Venture Administration
Microsoft Excel does quite a lot of issues effectively: arithmetic, evaluation and group. However, it’s not intuitive for undertaking administration as a result of its clean spreadsheet format. So, with out utilizing pre-built undertaking administration templates or spreadsheets, it’s arduous to execute undertaking administration on Excel, particularly as a group.
Consider all of the issues you need to course of alongside the best way to a profitable undertaking—scheduling, useful resource planning, defining duties and milestones, and so forth. The times of Publish-It notes and notebooks full of scraps of paper are lengthy gone. Fortunately, at the moment undertaking managers can use Microsoft Excel templates for undertaking administration—or higher but, undertaking administration software program.
Finest Venture Administration Templates for Excel
Go to our undertaking administration templates web page and also you’ll discover Excel and Phrase templates for creating all of the undertaking paperwork you have to handle your undertaking. However, in case you simply want free Excel undertaking administration templates and spreadsheets, then look no additional. Listed here are 30 important undertaking administration Excel templates you may obtain and use proper now. Rework your bland Excel spreadsheets into expertly-designed undertaking administration templates, and take your undertaking administration Excel processes to the following stage.
A Gantt chart is a visible device that helps you see at a look the scheduling of duties and their dependencies over the undertaking timeline. That makes it a great undertaking planner template for Excel.
Whereas it’s true {that a} Gantt chart template could be overly complicated in Excel spreadsheets, particularly whenever you want of extra superior scheduling options like activity dependencies and useful resource allocation, they continue to be an important a part of any undertaking supervisor’s toolkit. That’s why we suggest utilizing on-line Gantt chart software program to assist plan duties and initiatives collaboratively along with your group.
On-line Gantt chart instruments combine into undertaking administration & planning software program, in order that they replace in actual time. This permits for straightforward drag-and-drop modifications and could be color-coded to customise as you want. ProjectManager is a undertaking administration software program that does this and extra. Attempt it for your self at the moment!
However to rapidly make a Gantt chart out of your activity lists, obtain this free Gantt chart Excel template, often known as a undertaking timeline template, for a straightforward method to create a undertaking schedule. Merely add duties and deadlines to this Excel spreadsheet and visualize how lengthy your undertaking will take.
The undertaking dashboard is what retains you within the driver’s seat as you journey by the lifecycle of the undertaking. It lets you monitor the undertaking, monitoring the duty standing, funds and extra in a single place.
From this free undertaking administration dashboard for Excel, you create graphs and charts that offer you a visible and simply digestible take a look at your activity and workload administration, in addition to value. It’s a positive method to keep on prime of a undertaking usually and know the place you need to drill down into specifics.
You may add extra energy to your PM dashboards whenever you use on-line undertaking administration software program. That manner, when group members are updating activity statuses, the dashboards populate with real-time information.
The necessity for a undertaking standing report is clear. When you don’t have good intel on what’s occurring within the undertaking, then you definitely’re managing blindly. You haven’t any thought in case you’re on observe or if assets are being blocked.
With this free Excel undertaking standing report template, you have got a device to vastly enhance your undertaking communications, each with stakeholders whenever you’re delivering a presentation, but additionally with group members.
It’s as much as you to determine on the frequency of the studies. However with a undertaking standing report template, quite a lot of the busy work that may pull you away from a undertaking is already completed, supplying you with better entry to the data you want.
A undertaking is initiated to finish the conclusion of a aim. However attaining that goal requires a method and the steps to implement that technique efficiently. In brief, initiatives require an motion plan.
Tasks are pragmatic and the motion plan is a framework to gather your ideas about executing the undertaking plan in an efficient and environment friendly manner. With our free motion plan template, you may fill within the blanks to make sure that you’ve coated all bases and make your undertaking begin on the fitting foot. It’s an ideal companion template to an total undertaking plan and undertaking constitution.
From prioritizing duties to assigning and noting the standing, timeline and assets, we’ve got you coated. And, once more, the motion plan could be uploaded seamlessly into ProjectManager, so you may then use all our nice options to visualise workflow with kanban boards and monitor progress with our real-time dashboard.
Monitoring the undertaking is essential to make sure that it stays on schedule. Meaning additionally conserving tabs on the work at a activity stage.
This undertaking tracker & activity listing template may help as a activity to-do listing, and it consists of columns for the deliberate and precise length of the undertaking to find out what’s working and what wants extra consideration.
When you combine your undertaking and activity monitoring template right into a undertaking administration software program system, you may then produce Gantt charts to get a transparent visible on the undertaking timeline, in addition to get that information delivered to your dashboard to notice undertaking progress in actual time. And, after all, you may import your Excel and Microsoft Venture recordsdata seamlessly into ProjectManager. Our software program can rework your static Excel recordsdata into beautiful, dynamic undertaking administration instruments.
A undertaking can have an ideal plan, however with out the monetary backing to pay for it, nothing can occur. That’s why a undertaking funds, as tedious because it is likely to be, is among the most vital phases of getting a undertaking on observe to profitable completion.
With this free Excel undertaking funds template, you may actually see whenever you’re within the crimson as a result of it’s color-coded. And this doc, greater than only one that’s essential to the beginning of a undertaking, can be a method to observe that funds throughout the lifecycle of the undertaking.
This template has room to cowl all of your prices, from simple ones to gather — reminiscent of labor and supplies — to ones that change or carry over from undertaking to undertaking. Budgets are estimates, however with this free template, these numbers shall be extra correct.
The important path technique helps with planning and scheduling initiatives. It may decide the length of the undertaking extra precisely, allocate and optimize assets effectively and even determine dangers. However calculating the important path is difficult and pulls undertaking managers away from extra vital work. Obtain this free important path template for Excel and keep away from the pitfalls of manually doing important path evaluation.
Use this free Excel template in the course of the planning part to find the sequence of duties that have to be accomplished on time with a purpose to efficiently ship a undertaking: work out the earliest begin, earliest end, newest begin and newest end for every activity. Customers also can decide slack, which is how lengthy a activity could be delayed earlier than it negatively impacts the undertaking schedule.
One other must-have undertaking administration Excel template is a undertaking calendar. The calendar grid is acquainted to most everybody, which makes it a priceless communication device. It additionally gives a high-level overview of the undertaking and its progress for stakeholders.
Obtain this free undertaking calendar template for Excel to enhance activity administration, but additionally foster group collaboration and talk modifications in workflow. It can be used to indicate group availability, holidays, PTO and extra.
This free template is straightforward to make use of and already divided into the 12 months of the yr. It’s totally customizable to regulate for shorter or longer initiatives and may schedule each human and nonhuman assets.
A undertaking is made up of deliverables and people deliverables are created by duties. The work breakdown construction (WBS) is a method to visualize the undertaking deliverables, the duties, and the subtasks, that are essential to make them.
ProjectManager has a free WBS template that constructions the method of breaking down the massive undertaking into smaller and smaller duties, in a hierarchical visible that lets you see your entire scope of the undertaking work.
It is a key ingredient of undertaking planning, but it surely’s additionally important to estimating undertaking prices and establishing a sensible schedule. Higher nonetheless, as a result of our WBS free template is an Excel spreadsheet, it might then be uploaded into the ProjectManager software program to provoke a undertaking, assign duties to group members and monitor and observe progress as soon as the undertaking is executed.
A undertaking plan template has all the pieces you have to map out your undertaking as soon as it’s been accredited. It has area so that you can outline your undertaking objectives, actions and duties in addition to all of the assets you’ll must execute the work. You may start to schedule your actions, duties and the length of every throughout a undertaking timeline. There’s even a spot to determine activity dependencies.
Venture plans are tailor-made round your undertaking and no two are the identical. That’s why this undertaking administration template has a spot so as to add appendices. Right here is the place you may connect a scope, value and schedule administration plan or a piece breakdown construction (WBS) in addition to your online business case, feasibility research and undertaking constitution. The extra detailed your undertaking plan, the extra you place your self and your group for fulfillment when the undertaking is executed.
Threat is part of managing a undertaking. The job entails with the ability to anticipate what dangers are prone to happen after which formulating a response to get the undertaking again on observe. That’s the place this free Excel risk-tracking template is available in.
First, it lets you listing all of the potential dangers you imagine could occur over the course of the undertaking. Subsequent, you may outline the way it’ll impression the undertaking. You establish the extent of the chance and assign it to an proprietor so that somebody is accountable to control it.
Now you have got a plan in place to resolve that threat rapidly, and a doc that may be shared so the chance isn’t given an opportunity to blindside a undertaking.
Workforce members must have a method to observe their work by the duties they’re assigned, and a easy timesheet can present a straightforward method to preserve them on schedule in addition to give them the wanted data to know the place they’re of their duties.
The free Excel timesheet can calculate value per hour and consists of trip and time beyond regulation columns, to precisely word the time spent on and off the undertaking. However undertaking timesheets are helpful for numerous totally different functions, so it is a helpful device.
Once you handle timesheets with on-line undertaking administration software program, then the rubber hits the highway. You’ll be capable to filter columns and customise studies, simply sharing them in an electronic mail, PDF or Excel and CSV file. Plus your group can submit timesheets based mostly on precise duties within the system, and also you’ll get alerted by electronic mail once they do.
This free undertaking estimate template for Excel will provide help to forecast a extra correct funds and sensible schedule. Earlier than you may plan a undertaking, you have to determine all the prices that shall be related to it. This free undertaking administration spreadsheet lets you do a extra detailed assortment of what you’ll must spend in your labor, supplies and undertaking assets.
From a job description to estimate particulars, this undertaking template is a good way not solely to determine your funds however accumulate the varied distributors and contractors you’ll be using that can assist you execute the undertaking. Create as many undertaking phases as you require. Every is subtotaled and people subtotals are then tallied mechanically for a last sum. Change is unattainable to keep away from when managing a undertaking, however the extra correct your estimate, the extra probably you’ll ship on time and inside funds.
Utilizing a RACI matrix template is an important device for organizing initiatives. Tasks could be complicated, and if folks aren’t positive of their roles, issues are going to happen. The RACI template for Excel is a free device to determine and outline the varied roles and duties of everybody concerned with the undertaking.
This undertaking administration Excel template is damaged up by undertaking part on the left and throughout the highest all the varied undertaking positions are listed. Then within the corresponding field beneath the title is stuffed in with R, A, C or I to clarify their relation to that particular level within the undertaking. RACI stands for accountable, accountable, consulted and knowledgeable. Defining these roles with this Excel spreadsheet results in smoother operations.
Points are when one thing is occurring proper now in your undertaking. So, what do you do when this occurs? You observe these points and resolve them with the assistance of this free challenge tracker template.
The very first thing, after all, is figuring out these points as they happen. That is the doc in which you’ll be able to accumulate that data. The difficulty monitoring template serves you by ensuring each step of the best way, from figuring out to resolving the problem, is documented.
After all, you’ll wish to share the problem tracker template, and you’ll with this free Excel template, however solely as a static doc. With undertaking administration software program, that data is straightforward to gather and share, in addition to edit in actual time.
Sources are something you want for a undertaking. Our free useful resource plan template for Excel is step one to managing your group and assets. You need to use it to determine, listing and arrange all of your undertaking assets in addition to work out how a lot of every you’ll want and what that’ll value. You need to use this undertaking Excel template to combine along with your schedule and funds to trace prices as you execute the undertaking.
When you’ll wish to begin your useful resource plan in the course of the planning part of your undertaking, it needs to be a dwelling doc that’s frequently up to date as issues change over the life cycle of the undertaking. As soon as the undertaking has been accomplished, it can save you the template and use it whenever you’re planning assets for future initiatives which can be related. Utilizing this free undertaking administration template for Excel retains everybody knowledgeable, which results in a smoother undertaking.
PERT charts are instruments to plan and schedule undertaking duties. PERT stands for program analysis evaluate method and the PERT chart is a visible illustration of the undertaking’s timeline, which reveals the relationships between varied duties. Obtain this free PERT chart template for Excel to visualise a undertaking’s timeline and the connection between varied duties. It will give undertaking managers priceless perception into analyzing the time required to finish every activity.
This free undertaking administration template for Excel works by counting on a weighted common of three components: essentially the most pessimistic, optimistic and sure estimates for a undertaking’s length. Use the PERT Chart template to do the work as an alternative of getting to calculate the complicated system.
Attempt our free change log template for Excel and create a profitable change administration course of. Change goes to occur in each undertaking, whether or not as a result of requests from stakeholders or from exterior forces, reminiscent of climate or provide chain points. Being ready for change and the way to reply to it will make or break your undertaking.
This undertaking administration Excel spreadsheet lets you quantity modifications that you just determine within the undertaking to trace them simpler. There’s a spot to seize when the change was first found, who owns it and who’s tasked with coping with that change. There’s even area to notice its standing and set the precedence so you understand which modifications needs to be handled first. Having a change log means you may handle change and never enable change to negatively impression your undertaking.
When you’re managing a program or a portfolio of initiatives, then you definitely want our free multiple-project monitoring template for Excel. Once you obtain this free undertaking administration Excel template, you have got the device you have to monitor the progress of many initiatives directly.
This free template gives a high-level overview of your initiatives, together with all related data, multi functional place. You may observe duties, dependencies, schedules and prices, which lets you make extra knowledgeable selections when allocating assets throughout all of your initiatives and helps you determine points rapidly.
Whether or not you’re a program supervisor, portfolio supervisor or work for a PMO, our free a number of undertaking monitoring template goes to make your job simpler. It’ll serve you all through the life cycle of all of the initiatives you’re managing for useful resource administration, speaking with stakeholders and extra.
Use this free undertaking timeline template for Excel to stipulate the sequence of duties in a undertaking. This visible device captures the whole lot of the undertaking, from begin to end, multi functional place. Customers may even color-code the timeline to distinguish undertaking phases.
This important undertaking administration Excel template is ideal when planning a undertaking. On the left aspect of the template is a spreadsheet to listing all undertaking duties and their length. This data then mechanically populates the timeline to the fitting.
A undertaking timeline template is each a spreadsheet and a bar chart, with the duties proven as bars, their size representing the length of that activity. Venture managers can use this free template to visualise the undertaking for the undertaking group.
Kanban boards come from the Toyota manufacturing facility ground, developed by Taiichi Ohno, an industrial engineer and businessman, as a planning system to handle and management work and stock. Since being launched as bodily boards with columns representing phases in manufacturing and duties which can be displayed as playing cards that transfer throughout the board, they’ve developed into digital instruments.
Once you obtain our free kanban board template for Excel, you’ll get 5 columns and a number of playing cards, all of that are totally customizable so you may make changes to mirror the manufacturing cycle of your undertaking. We’ve arrange the kanban board to have 5 columns: backlog, to-do, doing, in evaluate and completed.
Playing cards are color-coded to indicate the precedence stage, from excessive (crimson) to medium (inexperienced) and low (blue). On every card is the identify and outline of the duty, who it’s assigned to and what the due date is. Once more, you may add as a lot or as little data to the cardboard as you want. After all, it’s also possible to use a undertaking administration template in ProjectManager and get entry to dashboards, studies, useful resource administration options and way more.
As a way to steadiness provide and demand when producing any commodity, you need to have a manufacturing schedule. It tracks the manufacturing of your product over a particular time interval. No producer goes to make something with out one. Obtain our free manufacturing schedule template for Excel.
Use our free manufacturing schedule as a part of your bigger provide chain administration to handle assets, assist your gross sales group and get your items to clients on time with out negatively impacting high quality. Our template lets you make extra correct manufacturing plans and handle your stock.
You may handle each your employees and your supplies, workstations and processes, in addition to observe your targets, handle deliveries and extra. Our free template is a must have doc whenever you’re in manufacturing planning.
A punch listing captures the work that also must be completed on a building website. The job isn’t full till that punch listing is accomplished. The punch listing can be a good way to seize duties that fall exterior the contract and observe their progress. These are just some the reason why you have to obtain our free punch listing template for Excel.
Our free punch listing template lists all of the gadgets on the punch listing, together with an outline and who has been assigned to try this work. There’s additionally area so as to add a date for when it was first recognized and when it was accredited. It’s also possible to add the estimated length for doing the work.
It is a particular template, too, in that you should utilize it as an Excel doc or open up the template in ProjectManager. When you use our software program, then you definitely’ll have entry to kanban boards to visualise workflow, a real-time dashboard for a high-level view of your progress and efficiency in addition to Gantt charts, timesheets, workload charts and way more.
A to-do listing will get issues completed. Whether or not it’s the grocery listing you stick on the door of your fridge or a activity listing for a undertaking, with the ability to accumulate and prioritize work ensures that you just don’t neglect something vital and sort out crucial duties first. Plus, it’s quite a lot of enjoyable crossing off duties when you’ve completed them.
This free undertaking administration Excel template can listing as many duties as you have got, every with a begin date, due date and even a column that reveals the share full of every activity. There’s additionally a column to notice the method, for instance, to point if the duty is finished. Lastly, a column is put aside for notes to seize something you have to add.
The to-do listing template is a straightforward device that can be utilized to make extra complicated duties manageable. It helps inspire you to do the work as a result of it’s now not overwhelming, however doable. It’s a rudimentary plan, and everybody is aware of planning is all the pieces.
When you need assistance dealing with your human assets, get our free weekly work schedule spreadsheet for Excel. You need to use it to handle your group’s weekly work and the undertaking’s workflow. Word the times your group can work and accumulate the speed of pay and hours they work on their duties. This versatile worker work schedule can apply to the common nine-to-five work week or a extra hybrid mannequin.
Use this undertaking administration template for Excel to get data in your group members and their work schedule. You may add their identify, duties assigned to them and the undertaking on which they’re working. There’s area to listing all the times they’ll be working. This Excel template is a superb place to seize information, but it surely’s a static doc. If you wish to replace it, you need to do this manually. It may take time and pull you away from managing the undertaking and your group’s work.
One factor that’s fixed in any undertaking is change. These modifications, nevertheless, have to be managed. That’s the place the change request type is available in.
Our free change request type template provides you the construction to determine, observe and resolve these modifications once they come up in a undertaking. The free template has area to notice what the change is, give a group member possession to guide the duty of resolving it after which get it signed off on.
When used at the side of ProjectManager, the change request type is extra dynamic. It may act as a collaborative platform during which group members can talk and connect related paperwork, even hand-offs and sign-offs. Maintaining all the pieces underneath one roof is one thing you’ll not wish to change.
Associated: How you can Run MS Venture in your Mac Step by Step!
Venture prioritization is a method to objectively decide which initiatives are the perfect match for assembly strategic objectives when managing a undertaking. It can be used to prioritize duties in a undertaking to determine what’s important and what can wait. Obtain this free undertaking prioritization matrix template for Excel to separate what’s important and what’s not, in addition to what have to be completed instantly and what can wait. This permits undertaking managers to determine if work needs to be completed now, scheduled for later, delegated or deleted.
Use this free undertaking administration Excel template for quite a lot of work, from prioritizing initiatives and managing time to getting consensus. It’s priceless for anybody who has to make a undertaking choice, whether or not a undertaking administration workplace (PMO), undertaking supervisor or group member.
When you’re seeking to enhance your online business and keep modern, then you definitely want this hole evaluation template for Excel. It’s one of many instruments you should utilize to get a strategic evaluation of the place you are actually and easy methods to get to the place you wish to be sooner or later. This undertaking administration spreadsheet will provide help to devise an motion plan to maneuver you out of your present state of affairs to wherever you intend to take your group sooner or later, whether or not that’s a rise in market share or getting a product to market rapidly.
This free Excel template has all the pieces you have to begin assembly your objectives, from common data and the present state of your online business to the longer term state you’re aiming to attain, what the hole share is and the actions mandatory to shut that hole. You may determine who within the group can lead the initiative and even observe the standing. It’s a must to begin someplace and a niche evaluation is the place all of it comes collectively.
Stakeholders are invested within the undertaking and undertaking managers should preserve them up to date and handle their expectations. That’s the place this free stakeholder evaluation template for Excel is available in. It helps you determine and handle all of the stakeholders in your undertaking. This free template is a cornerstone of any thorough stakeholder administration plan.
The stakeholder evaluation template will get you began with a undertaking overview, which is adopted by a listing of all of the stakeholders concerned with the undertaking. There’s a dropdown menu to notice if that specific stakeholder is of excessive, medium or low affect. Meaning, how a lot energy they should impression the undertaking. That data is essential to easy methods to handle them. Then you definately determine every stakeholder within the spreadsheet as they relate to the undertaking. Word the frequency you have to talk with every stakeholder and extra to handle them and preserve the undertaking transferring ahead.
Crunch the numbers to be taught in case your undertaking is value pursuing with our free cost-benefit evaluation template for Excel. You may see if the undertaking could be delivered inside a particular timeframe and cheap value. This Microsoft Excel template lets you evaluate what you count on to spend in opposition to the advantages or alternatives the undertaking would possibly present. From a price perspective, you may see if the undertaking is viable.
Whether or not a private or skilled undertaking, our free cost-benefit evaluation template is a strong and versatile device. It may be used again and again, gathering the undertaking data, quantitative prices (oblique, intangible and alternative) and quantitative advantages (direct advantages, oblique advantages, intangible advantages and aggressive advantages). Including up the three value sections and the 4 advantages sections of the template gives a complete value to check in opposition to complete advantages. It’s an important evaluation to undertake earlier than committing to any undertaking.
Go Past Excel Venture Administration Templates & Spreadsheets With ProjectManager
Venture administration software program can take you manner additional than Excel templates for undertaking administration ever may. ProjectManager, an award-winning undertaking administration software program, is a complete platform that permits you to plan, observe and report in your initiatives on-line. As a result of it’s a web based device, you get reside visibility into your undertaking group and their duties.
Plan your initiatives from begin to end with our Gantt chart function. This function lets you map your undertaking duties in phases and assign them to group members. You may even create dependencies and set milestones. Plus, you may import Excel recordsdata and Microsoft Venture recordsdata into the Gantt chart, bringing your static templates to life. As well as, ProjectManager integrates with over 1,000 third-party apps reminiscent of Google Drive, Slack and Microsoft Workplace 365 so that you could share your undertaking with everyone in your group.
Workforce members (and managers) can select to handle their very own duties in both the duty listing or kanban view. The kanban view is a favourite for visible employees who’re concerned in lots of initiatives. The customizable columns on a kanban board enable a person to simply see their progress, or type their duties by undertaking or division. After all, each view, whether or not it’s the Gantt, listing or board, lets you collaborate with different group members and get extra work completed than you ever thought potential. You’ll surprise why you ever used undertaking administration Excel processes.
Associated Excel Venture Administration Content material
Whereas Excel will not be a undertaking administration software program, it might nonetheless be a really useful for managing varied elements of your initiatives. That’s why we’ve created dozens of blogs, templates and guides that can assist you use Excel for undertaking administration.
Get all of the options of those Excel undertaking administration templates and extra whenever you use ProjectManager. All of those instruments can be found in our award-winning undertaking administration software program that can assist you plan, observe and report in your undertaking in actual time. See what it might do for you by taking a free 30-day trial run.
