![]() I intentionally did not make them too complicated: The amount of automation (formulas) is fairly small. It’s not that I didn’t expect so much good feedback, what struck me was how much people valued the simplicity and clean layout of the templates. The feedback I received from people who tried my templates was overwhelmingly positive. Once I had built the templates, I shared them with my readers – people from all industries who manage simple and complex projects in-house and for external clients. ![]() Templates that would allow me to perform all my duties in an efficient and non-overwhelming manner (I hate when spreadsheet templates are over-engineered). I decided to create a complete set of project management templates from scratch. That’s why back in 2012 I decided to build my own set of project management templates for ExcelĪfter having tried many other templates from the web and being frustrated by their limitations (some even had password protection which I could not get rid of) I made a decision: You can find tons of free project management templates on the web, but many of them are either incomplete or they simply don’t meet the standards of a high-stakes project environment. Whether you are having success managing projects in Excel or not is a question of what templates you use. But with a good project management template for Excel even adding dependencies becomes possible (my Excel Gantt Scheduler supports dependencies). There is no out-of-the-box way for creating dependencies between tasks. Sure, there are limitations to using Excel for project management. Therefore I’m able to review my task lists and schedules conveniently from my PC and from any location – from the train, on the bus or on the airplane. We need to do all those things – organizing information, mathematics, data visualization – and this is exactly what Excel does better than any other tool!Īnother reason why I keep using Excel for managing projects is that I can do my work offline. We need to generate visual graphs for those numbers so that we can share financial data in an executive-friendly format. We also heavily work with numbers, whether it’s when planning out the project budget or for benchmarking our projects against others. We need to track dates and tasks on a detailed level. MS Excel | Detailed Plan on a Page (POaP) Gannt View shown with Agile Sprint view (2)ġ) Offers a portable alternative to MS Project for when both internal and external stakeholders don’t have a license for that tool.Ģ) Great for constructing plans and looking at resource costings across a timeline to cost up bids and statements of work (SoW).ģ) Can be used as part of internal and client status reports as a show and tell of project position.Īll 50+ project management templates can be purchased at this link.A major part of our job as Project Managers is to organize information: We need to break down large complex activities into smaller achievable steps. The spreadsheet is fully editable and can be tailored as required to provide a portable project plan for both internal and client-facing meetings.Ī. ![]() This is useful when constructing Statements of Work (SoW) or working on bids and trying to establish broad stroke costs and time to completion for the project. Tab Two: A useful plan on a page (POaP) Excel spreadsheet which incorporates both resource allocation and costings aligned across the project timeline. Agile & Prince2 Project Management Templates, Editable Excel Project Planner with Gantt View for Status Reports and Costing Projects, Bids This spreadsheet is essentially MS Project represented in an Excel spreadsheet with much of the detail that is required in a comprehensive project plan including charts and resource costings calculated across and aligned to the project timeline. ![]() Tab One: A useful project planner spreadsheet in Excel which essentially presents an alternative to MS Project where either the project manager, client or both don’t have or don’t want to use MS Project (MSP, MPP) for tracking the project tasks and status.
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