Efficiently managing companies, groups and initiatives means assembly deadlines and staying on price range, and Excel tracker templates and spreadsheets will help you just do that. Whereas not as dynanmic as mission administration software program, free templates for monitoring duties, time and prices are a good way to begin reporting on progress.
Utilizing Excel to Monitor Duties
Managers have extra management over their initiatives and operations with Excel monitoring templates. Due to their quantitative nature, Microsoft Excel spreadsheet templates are an important device to trace data-rich metrics. Whether or not it’s a KPI dashboard for an summary of progress or a timeline template to visually arrange duties in a single place, Excel activity trackers will help you ship on time and on price range. With out such instruments, you threat becoming a member of the 78% of initiatives that reportedly go over price range.
Greatest Free Excel Tracker Templates & Spreadsheets
We’ve collected ProjectManager’s 20 greatest Excel spreadsheet templates for monitoring that you could obtain and use free of charge. Need greater than activity trackers for Excel? Go to our mission administration templates web page the place we’ve created over 100 free templates for Excel and Phrase.
1. Dashboard Template
A dashboard is how you retain observe of your work, together with the time spent on duties, what you’re spending and should you’re making progress as deliberate. ProjectManager’s free dashboard template for Excel provides you an summary of the way you’re doing in your work. This data is important to know should you’re overspending or operating behind in your schedule.
ProjectManager’s free dashboard template has a number of widgets that monitor metrics in your work. For instance, there’s a color-coded activity graph that exhibits in case your duties are full, in progress, not began or overdue. There’s additionally a workload chart for managing groups and ensuring their workload is balanced.
There’s one other activity graph that measures the length of the duties, which is useful in seeing what’s getting finished on time and what’s taking too lengthy. Lastly, there’s a price bar chart that can assist you keep on price range.
This Excel dashboard template can handle your work, but it surely’s a static doc that should be up to date manually. Challenge monitoring software program automates that course of. ProjectManager is healthier than Excel spreadsheet templates because it helps to build up real-time knowledge, crunch the numbers and show it. Get began with ProjectManager free immediately.
Not all mission administration software program affords the identical mission dashboards. ProjectManager’s mission dashboard comes outfitted with the precise mission administration options that can assist you maintain observe of time, duties, prices and extra.
2. Activity Tracker Template
ProjectManager’s free activity tracker for Excel template can arrange and maintain observe of your work. It’s much like a to-do record, the place you simply want so as to add the work and handle it. Having a activity record is step one to controlling your work.
This activity tracker spreadsheet captures the small print of your work. Add the title of the duty and embrace dependent duties. You may assign it to your self or somebody in your crew.
Subsequent, set the precedence and once you count on to complete. Lastly, there’s a column to mark its standing, which is crucial to trace your work. It has every part you want to observe your duties at a fundamental degree with an Excel spreadsheet.
3. Price range Spreadsheet for Value Monitoring
Managing prices in your work is as necessary as assembly deadlines. ProjectManager’s free price range template for Excel helps you retain to your price range by monitoring your monetary particulars on one spreadsheet.
Duties value cash, and the price range defines the prices of the sources you’ll make use of to ship these duties to completion. First, the spreadsheet template has a numbered record that corresponds to your work breakdown construction (WBS). Then, there are labor prices together with deliberate vs. precise hours plus the fee per hour. Supplies are damaged down by items and value per unit.
There’s additionally room for different line gadgets in your price range, which embrace journey, tools, mounted and miscellaneous prices. Lastly, there are columns to gather the budgeted and precise value for every line merchandise, then a steadiness displaying if the road merchandise is above or below price range.
Associated: How one can Monitor Challenge Bills
4. Timeline Template for Duties
ProjectManager’s free timeline template in Excel is ideal for scheduling your mission from begin to end in Excel. It’s a method to view all of your duties and carry on schedule. You may even add milestones!
To get began with this free timeline template, you first must record your duties and provides them a reputation. Every activity will need to have a begin date and an finish date, plus the time you assume it’ll take to finish.
You add all that knowledge to the left facet of the template, which is a standard monitoring spreadsheet. Then, on the precise, you’ll see the timeline that lays out your duties as horizontal bars throughout a timeline. It’s straightforward to see how lengthy it’ll take to finish every activity.
Excel spreadsheet templates are good for inexperienced persons, however if you wish to take your planning even additional, improve to on-line software program that permits you to construct timelines in minutes. ProjectManager has on-line mission timelines that replace immediately because the crew collaborates on duties. Monitor prices, workload, deliberate vs precise progress and extra. Get began free of charge.
5. KPI Dashboard
An Excel tracker template will ideally present an summary of key metrics throughout an organzation. This free KPI dashboard template for Excel is designed to show a high-level view of progress to trace the important thing efficiency indicators. This enables managers to ensure campaigns and operations are performing as deliberate.
This Excel activity tracker shows mission knowledge imputed by the crew. This knowledge is then mechanically translated from knowledge to easy-to-read graphs and charts that make it easy to see the standing of the KPIs at a look.
This activity tracker for Excel retains tabs on every part from timelines to the price range and even gives a price abstract. There are graphs and charts that analyze workload to maintain groups productive, activity standing and far more.
6. Motion Plan Spreadsheet
Managing work means outlining the steps it’s essential to full to attain your targets. Use ProjectManager’s free motion plan spreadsheet for Excel to trace duties and element the technique you’ll use to finish your work on time and inside price range.
We’ve damaged up this motion plan template into three sections. The primary is the motion steps, which notice the precedence and record duties, phases and assignments. There’s additionally area to notice the standing of your duties and observe their progress.
Part two of this Excel spreadsheet template is a timeline, with begin and due dates, together with deliberate hours. Lastly, part three focuses on sources; for instance, which division is accountable for which activity, what supplies are wanted and what are the useful resource prices?
7. Standing Report Template
Figuring out the place you’re at any explicit level within the mission life cycle is the way you handle time and prices. Our free standing report template is a good device to trace your progress and keep on schedule.
This free standing report template is made up of 5 sections: mission data, mission standing abstract, mission well being, threat administration overview and a conclusion that features suggestions for the longer term.
A standing report is a cornerstone of monitoring your work. It’s utilized in mission administration and work administration alike as a result of it provides managers an image of their deliberate vs precise progress. It’s additionally a strong device when presenting to stakeholders.
8. Threat Monitoring Spreadsheet
Irrespective of how well-planned your work is, there are unknowns that may affect your progress. Use ProjectManager’s free threat register spreadsheet that can assist you plan for dangers in your work.
This free threat register for Excel has columns to ID the danger to make it simpler to trace. There’s a column to explain the danger and clarify the way it’ll affect the work you’re doing if it goes from a threat to an precise subject.
For every threat you establish on the template, you possibly can add a threat response, which is the response you’ll take if the danger actualizes. You can too notice the danger degree. Then, should you’re working in a crew, you possibly can assign the danger in order that the crew member is accountable for figuring out and rectifying it.
9. Change Monitoring Spreadsheet
Obtain ProjectManager’s free change monitoring spreadsheet for Microsoft Excel to handle change when it impacts your work administration. It’ll assist you management change so it doesn’t make you spend an excessive amount of additional time or incur further prices.
A change log Excel spreadsheet is likely one of the most necessary Microsoft Excel templates we provide. It’s a spreadsheet template that captures change when it occurs. You may quantity adjustments for higher monitoring and notice when the change first got here up and who found or requested it.
You may then prioritize the change, and also you or a crew member can take possession to see it via to completion. The Excel spreadsheet tracks the change from discovery to restoration and ensures that no change order is misplaced within the cracks.
10. Time Monitoring Spreadsheet
There’s no higher template to trace the time you spend in your duties than with ProjectManager’s free time monitoring spreadsheet. This timesheet is nice for you or crew members to report the period of time spent on work.
This timesheet Excel spreadsheet template has area to your title or the title of the worker, their division, supervisor and hourly fee. The template collects their hours, similar to their begin time and finish time for his or her workday. There’s even a spot so as to add additional time and lunch.
Then, the whole for the week is added and multiplied by the pay fee to point out the whole quantity the worker is owed. Lastly, there’s a line for the worker to signal and the supervisor to look it over and signal it, if correct.
11. Bug Tracker Template
The QA course of is good for an Excel monitoring template. When an issue is recognized in a software program product, a bug report is generated and despatched to builders. They comply with the directions therein to repair the issue. This course of is tracked by the free bug report template for Excel. It tracks one bug at a time to keep away from confusion and guarantee that the problem is resolved earlier than the product is delivered to the general public.
This Excel activity tracker does so by accumulating all of the pertinent data a developer might want to replicate and take away the bug. There’s area so as to add a abstract, screenshot and outline the surroundings during which the bug occurred. There’s additionally bug monitoring to outline the severity and precedence of the issue.
12. A number of Challenge Monitoring Template
Whenever you’re managing a portfolio or program, you need to monitor all of your initiatives in a single place to make insightful selections as to the best way to allocate sources. Utilizing our free multiple-project monitoring template for Excel provides you a high-level overview of each mission for which you’re accountable.
When you obtain the free Excel template, you’ll discover it’s formatted with three initiatives, one stacked on high of the opposite. You may copy and paste so as to add as many initiatives as wanted. You can too add columns if you want to observe one thing not already on the template.
Every mission spreadsheet means that you can record all of the mission duties by title and outline, in addition to in the event that they’re depending on one other activity. There’s area so as to add who’s assigned to every activity. Every activity has a begin and deliberate finish date, and deliberate value, with an precise finish date and precise value that can assist you observe the mission.
13. Subject Monitoring Template
Points are issues that come up whereas executing your mission. These points should be shortly recognized and resolved to maintain the mission on schedule and inside its price range. With our free issue-tracking template for Excel, you will have the instruments to watch the progress of resolving these points.
The free template is good to seize dangers, which change into points in the event that they in truth present up in your mission. After they do, you have already got them described within the template and what their potential affect is. Subsequent, you possibly can outline its precedence, from low to important, which helps you establish which dangers want your rapid consideration.
There’s additionally a spot to notice the date the problem first was found and when it was closed, in addition to the crew member who’s accountable for resolving it. Lastly, the free template states the division that’s dealing with the problem and there’s a column to notice its standing when monitoring the problem.
14. Working Price range Monitoring Spreadsheet
Monitoring prices is important to protecting a enterprise working. An working price range is used to forecast income and bills over a time period. Obtain the free working price range template for Excel to create an correct working price range.
Managers can use this Excel tracker template on the finish of every month to see if the precise outcomes match the figures forecast within the working price range. It will possibly additionally assist to return over the month or quarter and see if gross sales have been appropriately predicted. Managers can analyze monetary outcomes and adapt to altering enterprise circumstances.
The free template tracks revenue and bills, identifies value drivers and helps to point out the place there’s room for value effectivity and higher profitability.
15. To-Do Listing Template
Everybody has work to do, and getting that work finished effectively requires activity administration. At its most simple, which means having an inventory of your duties. It’s step one to getting organized. That’s the place our free to-do record for Excel is useful.
A to-do record is an easy however extremely efficient device. Merely record the duties you’ve been assigned or you possibly can even use it for family chores. Subsequent, you’ll need to give every activity a begin and due date. That is the length or timeframe during which you need the work accomplished.
Now, you’ll need to observe your progress. The free to-do record template exhibits the share full for every activity. It’s a satisfying feeling to see the cell transfer from 25 % to 100%. Then there’s a column to notice the progress. Earlier than it, your work is finished.
16. Stock Template
In the event you’re a producer or have an organization with which you carry inventory that you want to run your corporation, you then want our free stock template for Excel. Use it to stop manufacturing delays by protecting observe of what you’re warehousing.
Use this free template to report the extent of your stock and observe its turnover. First, every line is numbered to make it simpler to seek out the merchandise you need. Then the merchandise is listed and described, with the unit worth famous and the amount you will have in inventory.
Now you possibly can calculate the stock worth, which is the unit worth multiplied by the quantity in inventory. This Excel spreadsheet template does this mechanically. There’s a column to notice whether or not you want to reorder, what degree to reorder, how lengthy it takes to restock and what that reorder amount ought to be.
17. Progress Report Template
Challenge experiences are important for a variety of causes. One, they assist you monitor your progress and efficiency, and two, they’re an important device for protecting stakeholders up to date. Our free progress report template for Phrase captures an summary of the actions and duties that occurred over a selected interval.
The free progress report is damaged up into a variety of totally different sections. There’s a abstract, which gives a fast overview of what’s to comply with, together with pertinent knowledge, such because the mission scope, schedule, value and threat for the time interval being reported on.
Then there’s a bit on this Excel spreadsheet template that goes over the duties which were executed over a time period coated within the report. There’s area to notice the standing of duties that aren’t but accomplished and a bit to record points, discuss in regards to the price range and extra. It’s a good way to seize a snapshot of the mission in time.
18. Punch Listing Template
Building mission administration can’t ship a mission till every part is accomplished correctly. To make sure that the work is finished as deliberate, the crew does a walkthrough and provides any incomplete or incorrect work to a punch record.
To maintain observe of that last-minute work, obtain this free punch record template for Excel. Property house owners are sometimes contractually allowed to withhold the ultimate cost till the punch record is accomplished. Utilizing this activity tracker for Excel ensures the final contractor will get paid and the consumer is proud of their work.
The punch record template will keep away from miscommunication between contractors, subcontractors, architects, builders, et al. This doc is collaborative and which means higher productiveness. All the knowledge essential for the work is collected on the template, from an outline and who’s assigned to activity dates and standing.
19. Work Schedule Template
Need assistance managing your human sources or operations planning? Try our free work schedule template for Excel. This free template lists all of your staff and their working hours, together with obligations, over a day, week or month.
Use the work schedule template to maintain your staff productive and assist with monitoring your useful resource utilization and scheduling. You can too use it to prioritize duties and steadiness your crew’s workload, which ends up in higher productiveness and happier staff.
Our free spreadsheet template has a weekly and month-to-month work schedule. Each record your staff, their duties, which mission they’re engaged on after which their hours, both day-by-day or over the course of a month. This may assist most organizations and even long-term initiatives.
20. Workload Evaluation Template
Past duties, prices and time, one of many important metrics to trace is workload. Workload tracks useful resource allocation. Utilizing an Excel tracker template to calculate workload goes to assist groups work extra effectively and keep away from burnout. Obtain this free workload evaluation template for Excel to handle the mission workforce. It identifies the quantity of labor that should be finished and determines the best way to steadiness that workload evenly throughout the mission crew.
Utilizing this Excel activity tracker ensures that the crew is working at capability and nobody is overallocated or underutilized. This delivers the very best efficiency and highest-quality deliverables.
Use ProjectManager to Monitor Time, Prices and Duties Higher Than Excel
Templates and Excel spreadsheets for monitoring are nice, however as famous, they’ll solely achieve this a lot. ProjectManager is on-line work administration software program that connects everybody, regardless of the place they work, what time, division or talent degree. It does so in real-time to make sure that everyone seems to be collaborating and dealing on the newest knowledge.
Mechanically Fill Out Timesheets
Take timesheets, for instance. As an alternative of getting your worker fill out the timesheet, ProjectManager’s timesheets autofill their duties and replace the time they’ve spent. This streamlines payroll but in addition affords a window into monitoring the time they spend on their duties. That means, in the event that they’re assembly their quota. As soon as submitted, timesheets are locked and safe.
Work the Approach That Fits You
A number of mission views enable everybody on the crew to work how they need. Managers can plan forward on Gantt charts that present all their duties on a timeline. The length bar that connects every activity’s begin and finish dates mechanically exhibits progress based mostly on how a lot of it’s shaded. Groups can use activity lists, kanban boards or calendars if they like, all of that are up to date and present progress. No device is extra versatile for planning and monitoring work.
Generate One-Click on Stories in Seconds
Monitoring time, prices and extra is simple with ProjectManager’s one-click experiences. Get standing experiences, experiences on duties, timesheets, bills and extra. These experiences take difficult knowledge and switch it into insightful and easy-to-read experiences to watch progress and extra. Stories may also be filtered to see solely the information you need after which shared to maintain stakeholders up to date.
Associated Excel Challenge Administration Content material
Whereas Excel shouldn’t be a mission administration software program, it could nonetheless be a really useful for managing numerous facets of your initiatives. That’s why we’ve created dozens of blogs, templates and guides that can assist you use Excel for mission administration.
ProjectManager is award-winning mission administration software program for groups. Our real-time device tracks time, prices and extra to make sure you’re at all times on schedule and by no means spending over your price range. Be part of the 35,000+ folks utilizing our software program to trace duties, value and time. Get began with ProjectManager free immediately.
