40 Best Free Project Management Excel Templates, Spreadsheets

Posted on August 4th, 2025 by Quertime Writer in 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.

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.

1. Gantt Chart Template

The Gantt Chart template at ProjectManager.com is a robust resource for both project planning and tracking. It offers a visual representation of a project with assigned tasks, for each task you can see the start date, completion date, and the duration the task is scheduled for. The Gantt Chart template is completely customizable, you can add or remove tasks, edit the start and completion dates and dependencies. This Gantt Chart template works in Excel, Google Sheets and other spreadsheet software, so you can adapt it easily and share it with your colleagues. In short, project managers can track progress, monitor the status of the project, and watch for potential bottlenecks, all with a project Gantt Chart.

2. Simple Gantt Chart Template

Vertex42’s Simple Gantt Chart template is great for simple projects and those who want to keep their project planning simpler. The Simple Gantt Chart shows a general timeline of tasks with start and end dates. It’s easy to download and update, this Gantt Chart is a simple spreadsheet that you simply update for your project needs. It also can be used in both Excel and Google Sheets, which makes it accessible for a lot of project management professionals. This is a useful spreadsheet template to quickly create a visual of the project timeline and assist with keeping everything organized.

3. Project Budget Template

This Project Budget template from ProjectManager.com will assist you in managing your project budgets. The template shows all expenses in detail, and utilizes categories to show costs such as labor expenses, material expenses, and others. The template is completely customizable; you can create new budget categories, and alter costs to match your project budget. You can track what you’ve actually spent against your budget too. The template is compatible with a range of spreadsheet program formats, (Excel or Google sheets) it can be easily adapted if your stakeholders use a different spreadsheet program. Take Great Care now and you will have no financial surprises.

4. Top Excel Budget Templates

The Smartsheet The Smartsheet Excel Budget Templates collection contains various templates for a multitude of budgeting purposes. Whether you are managing a personal budget, preparing for a wedding, or managing business expenses, the collection contains a template to suit your needs. Easy to use, modify, and tailored to your budgeting expectations, the templates can be opened in Excel and other spreadsheet software, making it user friendly. Track income and expenses, develop financial forecasts, and manage your finances with ease using the templates in this collection; Smartsheet has something for everyone!

5. Action Item Templates

This Action Items template from Vertex42 is an effective format for recording proposals and action items for all tasks you manage among your team or just within a project. It is a simple list you can use to track action items and proposals including, but not limited to, subject, action description, priority, status, and assigned person. This template is uncomplicated to use, change, and modify to fit your particular needs. It is also created in Excel, so it will work with any other spreadsheet software; thus it will possibly be useful for anyone who uses spreadsheets. By using this template, you can make sure that subject action items are written, assigned to the most appropriate person, and tracked and reported on time so you stay on time in all of your projects.

6. Action Plan Template

ProjectManager.com is providing a free Action Plan Template resource to project managers and teams to outline the steps it will take to achieve the project objectives. The template provides a simple outline that allows you to organize, delegate and schedule deadlines for each task. The Action Plan Template consists of a section for stating the project objectives, state the key actions, document who is doing what, and check progress. The Action Plan Template is a useful tool to include timelines and milestones as ways to monitor project execution. Overall, this template is very useful to create a detailed action plan that can be easily shared with the project team members.

7. Project Dashboard Template

ProjectManager.com created a Project Dashboard Template that is a visual tool, giving you a real-time view of key metrics and performance indicators for the project. Using the dashboard provides a holistic view of the project’s progress including task completion, budget spend or remaining, and resource allocation. The dashboard has a number of customizable components, allowing users to choose the metrics suitable to their project’s requirements and dependencies. This template is the right size to be easy to read and fill-out, and it highlights the relevant metrics in a way that makes it easy to provide progressive updates to your stakeholders when managing project transitions and stakeholders engagement.

8. Multiple Project Tracking Template

The Excel Multiple Project Tracking Template offered through AnalysisTabs.com is a tool for project management that enables project managers or coordinators to track and manage multiple projects at the same time. The template provides a single dashboard for the tracking and management of multiple projects, allowing the user to enter key information about each project including tasks, timelines, resources and overall status. The tracking template calculates key metrics like the percentage of project completion and overall project health, so that project managers can quickly identify whether there are any issues or bottlenecks. The template is user-friendly and provides a comprehensive tracking tool to aid organizations working with multiple projects on an annual basis, or those that want to improve their overall project management.

9. Project Status Report Template

The Project Status Report Template from ProjectManager.com is an extensive document that explains project progress, performance, and issues. The Project Status Report Template has templates that summarize key information about a project, including obstacles, milestones, and risk elements, but also provides a visual overview of the project schedule and timeline, and information about the project deliveries status and deliveries totals. Each notable status report has specific addresses for each project task and relevant tracking metrics to track task progress and communicate information to project stakeholders. Altogether, this template could keep stakeholders abreast of the project, while keeping project status and performance updated, helping the project reach project aims and goals.

10. Project Timeline Template

Use the Vertex42.com Project Timeline Template. This is a graphical project management tool that you can use to visually develop a project timeline of important project milestones and deadlines. The template provides a simple and straightforward way to create a graphical project timeline and visually follow its progress as a project manager. The project timeline template is not only easy to use, it also allows for the option to add tasks, dates, and dependencies. The project timeline template also has functionality such as color-coded task groups and a milestone marker functionality that allows you to visualize project required project progress immediately. The Project Timeline Template has a great deal of flexibility and can be very helpful for project managers wanting to manage the project timelines of any size or complexity.

11. Task List Templates

Vertex42’s Task List Template is an effective way to organize and manage your tasks. It is an easy-to-use layout for organizing tasks including listing tasks with descriptions, priority, status, due date, and person assigned. This template is well-suited for individuals and teams to help with managing tasks. The template can be customized for you to track tasks personally or manage a project at work.

12. Project Task Tracker Excel Template

The Project Task Tracker Excel Template from ProjectManager.com is a helpful tool for managing project tasks. It has a complete layout that includes a description of the task, who it’s assigned to, when it’s beginning and ending, priority level, and task status. The template also has a visual timeline view, which is helpful for seeing how tasks fit together and what is due when. Its layout and ease of use, along with its comprehensive overview, makes this task tracker a good choice for project managers and collaborators looking to develop a useful method of task tracking and improved project management.

13. RACI Matrix Template

The RACI Matrix Template provided by Vertex42 is an effective way to clarify roles and responsibilities for a project or organization. RACI (Responsible, Accountable, Consulted, and Informed) describes the four most common roles assumed in a project. The RACI template shows a matrix that allows you to easily clarify who is responsible, accountable, consulted, and informed for each task. The use of the structure of a RACI helps to ensure that you and your team have clearly defined the roles and responsibilities of team members, which can improve communication and collaboration, and achieve better project results.

14. Critical Path Method – CPM & PERT 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.

15. Project Invoice Excel Template

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.

16. Project Calendar Excel Template

Fee 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.

17. Project Meeting Action Template

Meeting Action Items 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.

18. 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.

19. Financial Statements Template

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.

20. Organizers Worksheets & 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.

21. Vertex42`s Excel Templates

Excel Templates are pre-designed spreadsheets that provide a fast, easy and efficient way to organize and analyze data in Microsoft Excel. There are a variety of templates covering a myriad of uses from budgeting, financial planning, project management, calendars, and many more. Excel Templates are entirely designed to save you time and frustration by providing a blank template with made formulas and spaces for you to change the content and customize it to your needs. Excel Templates can be beneficial for both individuals and businesses to automate processes and to improve productivity. There is also a wealth of excel templates available online which allows you to find one that will help you succeed.

22. 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.

23. Travel Budget Worksheet

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.

24. Personal Budget Excel Spreadsheet

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.

25. Contact List 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.

26. To-Do List Templates

To-do list templates are already designed formats that can assist in better organization when it comes to how tasks are tracked. To-do list templates often consists of areas for the task description, due date, priority, and status of the task. To-do list templates provides a structured way to organize tasks, helping you to keep track of everything and ensuring you do not forget about the important tasks you need to do. To-do list templates can be altered to meet your needs; if you want to delete a task name, or due date, you can do so. To-do lists pay dividends for professionals, non-professionals, students, and anyone else looking to keep track of the daily tasks they complete. To-do list templates can come in multiple formats; they can be in a digital formats to be utilized on a desktop or mobile device or in traditional numeric or graphical form on an posted sheet.

27. Content Calendar Template

The content calendar template from Vertex42 is a useful resource for organizing your content, scheduling, and planning your marketing campaigns. This calendar template allows users to organize their content planning based on title, publication date, platform it will be delivered on, keywords, and notes. It can help you think strategically about your content calendar. It helps you think through your content creation strategically, and make sure each piece is connected to your broader marketing strategy. This visual helps you plot out your content calendar so you can be consistent and not duplicate your content while effectively engaging your audience. This content calendar PDF is easy to use and customizable. This calendar template should work great for content marketers, bloggers, and any business looking to improve their content planning and execution.

28. TidyForm Templates

TidyForm 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.

29. Project Tracking 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 Tracking Template is the best fit.

30. Agile Project Management Excel Templates

The Agile Project Management Template depends highly on the features and, to some extent, on the 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.

31. Project Budget Template

For the purpose of tracking and monitoring resources, Project Budget 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.

32. 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.

33. Top Project Plan Templates

The Top Project Plan templates offer a range of features and functionalities to suit different project needs. They provide a structured framework for outlining project goals, timelines, tasks, resources, and dependencies. These templates are often customizable, allowing users to tailor them to their specific project requirements. They can be used for various types of projects, from small-scale initiatives to large, complex endeavors. The top project plan templates are user-friendly, visually appealing, and can help teams stay organized and on track to meet their project objectives.

34. Timeline Template

As its name suggests, 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.

35. Project Management Excel Templates

Excel templates for project management provide a systematic way for planning, tracking, and managing projects. Using an Excel template involves a pre-formatted spreadsheet that has many project management tools and features. Generally, these templates contain sections for task planning, tracking tasks, tracking milestones, resource management, budget management, and reporting. Excel templates are customizable for many types of project sizes and complexities. Excel project management templates are a practical and inexpensive way for project managers to organize their project, keep track of progress, manage resources, and communicate with stakeholders.

36. 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.

37. Free Project Risk Templates

Free Project Risk Templates offer a complete set of tools, that will help project managers effectively identify, evaluate and manage risks. The templates help provide a framework for managing risks and can help teams anticipate risks, and finding ways to manage potential issues. The templates include several variations of risk assessment matrices, risk registers and impact assessment templates; and can be adapted for a variety of risk management needs. The templates can be modified depending on the needs of the specific project and can be used in any industry or project. Project managers can use free project risk templates to simplify their risk management process, and help ensure their projects are being delivered on time and within budget.

38. Free Excel Dashboard Templates

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.

39. To Do List Templates

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.

40. 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.

41. Free To Do List 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.

42. 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.

43. 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.

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.