Excel Project Management Templates
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
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.
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.
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.
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.
Perform a Critical Path Analysis using this spreadsheet. It automates the implementation of the PERT algorithm.
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.
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.
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.
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.
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.
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.
Create a simple Work Breakdown Structure in Excel with automatic WBS numbering.
This page provides multiple templates for tracking tasks. The templates demonstrate various techniques for adding drop-down lists and conditional formatting with Excel.
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.
A simple way to create a multi-year project schedule with a basic automated gantt chart. Enter start and end dates and pick a color for the bar. Add text within the chart area if needed.
Create a project plan using a gantt chart that shows the planned schedule vs. the actual schedule.
Create a project timeline in Excel using a stacked bar graph with milestones and different colors for different phases or categories.
Other Project Templates and Add-ins for Excel
These collection of templates by Method123.com 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.
This template from business-spreadsheets.com provides a generic solution to plan and manage a project from start to finish. Features include Gantt scheduling, participant workbook creation, and progress update from remote files.