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30 Excel Templates for Project Management and Monitoring

February 8th, 2017 - Filed under Software

Monitoring, planning, tracking, and controlling are vital processes when it comes to management of organization’s resources. The management of resources, on the other hand, is critical in bringing about the successful accomplishment or completion of the set goals and objectives relating to a certain project. All the above processes fall under project management.

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Project management sets the goals to be achieved and keep track of resources and efforts channeled on the projects. The monitoring, planning, and tracking of other processes that goes hand in hand with project management require certain tools and programs besides skills, knowledge, and experience. One of these tools includes the Microsoft Excel. Using Microsoft Excel templates, you can adjust your spreadsheets to forms and charts suitable for project management.

We are going to discuss 30 basic and advanced Microsoft Excel templates for project management, monitoring, and tracking. We will highlight various excel templates for the better understanding of when and how to apply them in project plan examples. We will also analyze the benefits of each project management excel template.

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1. Critical path method excel template
CPM is a great template the helps the managers determine the key tasks which have to be done with immediate effects and those that can delay. It has an excellent feature that shows for how long the work can be delayed. It is an easy to use the template as it does not require you to insert any formulas.

2. Project invoice excel templates
The invoice template is a basic excel template that shows the start of all the cash flows in any transactions in your project. It is a valuable tool for keeping track of all your operations and helps in preparation of an accurate report at the end of the transaction period.

3. Project calendar excel template
Calendar templates provide the user with different calendar layouts to choose from on the basis of specific needs. You only need to decide on the best calendar formats that suit the needs of your project, download and install it from the office templates.

4. Project Meeting action template
Meeting Action Item Tracker is important in structuring regular staff meetings. The sheet should be displayed on the reception venue screen and updated in real time from the laptop. If you are a good time manager, consider using this template in your meetings to save time.

5. Vacation planner template
Vacation planner template is an essential template when planning a group trip or an outing. It is designed in a way that it can access team members’ coverage available during a particular given time. It helps the manager to plan and keep track of the disposed of resources.

6. Excel financial templates
Financial statements include the balance sheet, income statement, and cash flow statements. Commercial models can help you analyze the yearly activities of your business and is essential in record keeping. These templates will help you to prepare a report of your assets and liabilities, revenue and total expenses and all the cash flow from your daily transactions.

7. Organizers templates
Organizers templates and worksheets contain forms useful in normal schedules planning and personal information organization. For instance, the address book is used to organize the owner’s addresses to different places and persons in a sequential manner for ease of access.

8. Vertex42`s Excel Templates

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Vertex42`s is a vital online tool used to communicate relevant information, estimate the expenses and update the status of each task in project management. This ensures that all tasks are carried out in real time, and any relevant information is passed across efficiently and timely for proper management. It is an important tool used by the managers to estimate the resources required to run each task.

9. Multiple projects tracking excel template
Keeping track of ongoing projects is the most challenging task for managers in spite of it being a norm in most industries. This multiple projects tracking template will provide you an incredible mechanism on how to track the tasks of the two projects efficiently until the end. This is a tool that all project managers should consider a priority.

10. Project travel expenses tracker
In any given project, some costs directed to movement of people and project goods from one point/place to another. These costs have to be accounted for when preparing the project budget. Travel expense tracker will help you keep track of all the travel expenses during the whole project process.

11. Personal budget template
Every individual in a project has different tasks which require a different amount of resources from the others. It implies that every person involved in the project has to be budgeted for. A personal budget tracker is an excellent tool for this task.

12. Project customer contact list excel template
As the project manager, a record of all the customers’ communications has to be kept intact. It is necessary for any confirmations of deliveries and requesting for orders. This customer contact list excel template will help you access your customers with ease.

13. Project total a list template
After all the project expenses, the manager is supposed, to sum up, all the money and resources used so as to be able to prepare the loss/profit account using this simple project plan excel template. The expenses are deducted from the cumulative totals to determine the total revenue of the project.

14. Project editorial calendar excel template
Project editorial calendar excel template is an important template for project management and tracking. It helps you in tracking the current media opportunities and also contains the guidelines on how to create and manage your contacts database.

15. Tidyforms templates

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Tidyforms is yet another online tool that carries a variety of templates for business, projects, and personal usage. Most projects require tidy form templates to keep track of releases from the press, budgeting for marketing and keeping track of the social media strategies affecting your project such as advertisements.

16. Project Tracker Excel Template
This excel template analyzes your entire project information and concentrates it in a central place. This ensures that stakeholders involved in project management know the point at which they can get the vital details related to the project at hand. With this template, you can add priorities, status, task, costs, hours, deadlines, and deliverables in order to track and monitor every detail. In the case you are monitoring a large project, Project Tracker Template is the best fit.

17. Agile Project Plan Excel Template
The Agile Project Plan Template depends highly on the features and, to some extent, onthe characteristics of the project. It estimates the amount of time each project feature will be completed. After adding the details of features to the Agile Schedules, it automatically calculates the duration. This helps you to group similar features into what we refer to as sprints for easy and fast delivery. All you have to do is to keep on updating the schedule since this plan is prone to regular changes.

18. Project Budgeting Excel Template
For the purpose of tracking and monitoring resources, Project Budgeting template ensures that your project remains on the budgeted resources. The template tracks the fixed costs, labor, materials, and other expenses. Regardless the size of the project, the budget template is essential for the entire project management.

19. Gantt Chart Project Excel Template
The Gantt chart is an incredible excel template that has been in use for many years in project management. This chart takes the project name as well as the start and end date (project duration). It goes ahead and transforms these project particulars into a bar chart. With the chart, you are in a position of visualizing the order in which various tasks need to happen. The Gantt chart is more effective while working on more complex tasks and projects.

20. Project Work Plan Excel Template
The Project Work Plan Template is a simple project plan template that is designed in a way to break down all the broad project objectives and goals into smaller and actionable steps. The template defines what ought to be done at a given moment. It also assigns the tasks to be accomplished by each stakeholder. The Project Work Plan Template is most suitable for projects dealing with a great number of tasks.

21. Project Timeline Excel Template

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As its name suggests, Project Timeline Template helps you in visualizing complex information concerning the project. It simplifies the complex information into easy to understand concepts. With simplified details, you are in a position of tracking the progress through monitoring how long the tasks take to be completed. You are also able to detect delays. This template is crucial for a project of any size.

22. Project Activity Map Excel Template
This is an important template for each project. It is important in scheduling and planning based on the available activities. It merges the materials, tools, human resources and expertise with the tasks to be accomplished. For the purpose of monitoring, this template shows how resources flow from the source and how they are being utilized to perform the specified activities. This is vital in resources control and in budgeting.

23. Project Timesheet Excel Template
The Project Timesheet Template enables you to get a quick analysis of the resources allocated to a certain project. This is important in allowing all the stakeholders and project team to view and gauge the level of commitment of each and every person. It is also important in tracking the availability of resources on certain intervals. The Project Timesheet Template is efficient when it comes to managing a variety of resources to be utilized in a large project.

24. Project Risk Excel Template
The risk is one of the key issues that needs to be tracked and monitored by project managers. This is simply because of hidden risks that lead to delays and losses. This is why the project manager needs to identify risks as early as possible. The Project Risk Tracker detects and organizes all the potential risks in a particular way easing their control. It is suitable for managing both medium-sized and large projects.

25. Project Management Dashboard

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In reporting the worth tasks in a project, it requires the project manager to analyze multiple documents. This is obviously frustrating and time-consuming. With the Project Management Dashboard, you communicate very fast on the status of the project. In the case you want to communicate the status or net worth of your project, then you have to use Project Management Dashboard.

26. Project Prioritized Task List Excel Template
This template is created in Word format. It generates a to-do checklist. The checklist comprises of highest priority tasks and items listed from the highest to the lowest. So that you can give an explanation or elaborate on the tasks, there is a note section in this project management template. With this template, you stay organized in a way that all tasks are accomplished within the deadline.

27. Issue Tracker Excel Template
When managing a project, it is easy for potential shortcomings to occur at the cracks. If these matters or defects are not resolved, they can result in delays. To track and solve these issues, you have to use the Issue Tracker Template. This template helps you to identify problems quickly so that you can assign them. In simple terms, problems are solved as soon as they arise. To manage medium sized or large project, Issue Tracker Template is essential.

28. To-Do List Excel Template
Each project has many processes, which need to be tracked and monitored. These processes can also be referred to as the moving parts of a project. Some of the tasks or processes are not vital, and this is the reason you require the To-Do List Template. This template helps you in focusing on those tasks that are most important. In other words, you can use the template to organize the individual tasks.

29. Project Data Analysis Excel Template
Just like a database, each project involves keeping of records and transaction details for evaluation and future reference. Organized data is essential in actual monitoring and tracking of tasks and resources and time spent on those tasks. The organized storage of data is possible with the use of Project Data Analysis Template. This excel template is suitable for large projects.

30. Project Task Analysis Excel Template
Regarding time and resources allocated to an individual project, Task Analysis Template helps you to determine the amount of time and resources required in completing the tasks successfully. This template comprises of steps involved in completing a given task. Each step has the time and resources to be spent. All kinds of projects require this template.

Guest Author: Robert Everett

I am a writer currently based in Chicago, writing for Edubirdie. Solving students’ career and university problems. Having an interest in marketing and business.

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