There are a number of templates and add-ins for project management in Excel. Although Microsoft Project often does a better job than a rough Excel project template, there are certainly times when Excel will do the trick.

The following project templates are mostly related to project scheduling. Our gantt chart template is the most useful project management template that we offer. Anything more complicated would probably require Microsoft Project or other project management software.


Project Management Templates

Gantt Chart Template

Gantt Chart / Project Schedule

Vertex42's gantt chart template is a great tool for project scheduling and project tracking. The chart is created using conditional formatting and shows the completion status of each task.

Excel Timeline Template

Timeline Template

Our new timeline template now includes a project timeline example that you can use to create a project schedule using an Excel chart. An interesting alternative to a gantt chart.

Project Budgeting Template

Project Budgeting

Download 3 different types of project budget templates, for simple to complex projects. The WBS-based project budget works well in combination with our gantt chart template.

EVM Worksheet

Earned Value Management Template

Create a project budget and use the EVM system to monitor spending over time. Helps determine whether you are on time and under budget, especially for projects where spending is nonlinear.

Critical Path Method Spreadsheet

Critical Path Method

Perform a Critical Path Analysis using this spreadsheet. It automates the implementation of the PERT algorithm.

Project Schedule Template

Project Timeline

This particular project schedule template is not an automated tool, but it demonstrates how you can use drawing tools in Excel to create a custom project schedule.

Project To Do List Template

To Do List

For some projects, a simple shared To Do list may be sufficient. This template includes columns for updating the status and the priority of each task.

Project Tracking Template

Project Tracker for Contractors

Sub-contractors and freelancers may find this template helpful if they are working with a client in a situation where the client frequently creates new tasks and a tool is need for communicating the status of those tasks.

Weekly Timecard by Project

Project-Based Time Card

Unlike a basic timesheet template that tracks only total hours worked, this timecard was designed for tracking hours worked by an employee on different projects or tasks.

Continuous Monthly Calendar

Continuous Monthly Calendar

We have many different calendar templates for Excel, but this calendar is particularly useful for project scheduling because it does not include any breaks between months. So, if you want to display project milestones in a calendar format, you can try this template.

Project Schedule Template

Simple Project Schedule

You can use this template for creating a basic overview or project timeline. It is not automated like the gantt chart template, but it has its uses.

Project Task List Template

Task List Templates

This page provides multiple templates for tracking tasks. The templates demonstrate various techniques for adding drop-down lists and conditional formatting with Excel.

Action Item Template

Action Item Templates

This page provides a couple different templates for brainstorming and project review meetings. List action items and rank them by Value and Difficulty to help determine what to focus on first.

Project Templates and Add-ins for Excel

Excel Project Management Template

The Project Planning and Management Template

This template from Business Spreadsheets is designed as a generic solution to plan and manage any project from start to finish. Automated features include Gantt scheduling, participant workbook creation, and progress update from remote files.

Excel Project Scheduler

Project Management Templates

The Project Management Kit by comprises the entire suite of templates used to initiate, plan, execute and close projects successfully. More than 50 Word and Excel templates comprising over 300 pages of helpful hints and real-life examples.

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