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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 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. 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. This template comes pre-installed with Microsoft Excel 2016. Date Tracking Gantt Chart 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. 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. This template is a Microsoft Excel default. 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. You can find this template by searching in Excel. Excel Project Plan Template 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.
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. 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. This template is included in Microsoft Excel.
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 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. Activity-Based Cost Tracker This tracking template can help you get an overview of direct, indirect, and general and administrative product costs. 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. Business Plan Templates Microsoft Office has its own category for 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. Use the suggested business search and select the Business Plans category on the right. You’ll find the following Microsoft Excel templates:.
Startup expenses. Business plan checklist. Business plan checklist with SWOT analysis For more 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., 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. 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.
On the, 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 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 section or try the search feature.
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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 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. 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.
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. 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.
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.
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.
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 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. And stock up on 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. 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 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.? Likewise, you could 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! And you could 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.? The possibilities are endless. Whatever you do, before you start a project, 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. Explore more about:,.