This document highlights 10 useful Microsoft Excel project management templates to aid in tracking and managing projects effectively. It covers both native Excel templates and third-party options, including work plans, Gantt charts, and budget tracking templates. Additionally, it provides guidance on how to find and manage these templates within Excel.

1. 10 Useful Excel Project Management
Templates for Tracking
Project management templates are an essential element in replicating successful projects.
With free Microsoft Excel templates, you can turn simple spreadsheets into powerful project
management tools.
In this article, you will find some of the most useful and free Microsoft Excel design and
project management templates that you may want to use for your next project.
In this article:
Microsoft Excel Project Management Templates
Third-party project management templates for Excel
Managing Microsoft Excel templates
Microsoft Excel Project Management Templates
Let's take a look at the best Microsoft Excel project management templates.
Note: We cover both native and third-party templates. To find preinstalled Excel spreadsheet
templates, open Excel and search for that keyword in the New Documents screen. If you're
already in Excel, go to File > New to bring up the template search. Check the Managing
Microsoft Excel Templates section below for more details.
Templates for Excel 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 spreadsheet
resources.
1. Chronology of the work plan
The Work Plan template is suitable for a basic project with several stages. As you enter data
into the worksheet, the roadmap will update automatically.

2. This template comes pre-installed with Microsoft Excel 2016.
2. Gantt date tracking chart
Gantt Charts Need a Gantt chart template for Excel or PowerPoint? Here are 10 unique
options Need a Gantt chart template for Excel or PowerPoint? Here are 10 unique options
You don't need Microsoft Project to track progress. These Gantt chart templates for Excel
and PowerPoint will help you manage your project as well. Read More are a staple in every
project manager's toolkit. They help you visualize the flow of your tasks and track progress.
With this template, you can create a complete Gantt chart with minimal effort. Just enter
each task, complete with a description, what it's assigned to, a percentage to indicate
progress, a start date, and days allotted until completion.

3. This template is Microsoft Excel by default.
3. Project baseline and project tasks
If you want to integrate milestones into a basic timeline, this template from Vertex42 is ideal.
It combines the best elements of a Gantt chart, i.e. visualizing the flow of tasks, with
milestones that sit above the timeline. Just fill in the respective tables to populate the visual.
You can find this template by searching in Excel.
Example of an Excel project plan
A project plan is a document How to Manage Your Project with Word Templates How to
Manage Your Project with Word Templates In project management, preparation is half the
battle. To organize and document your project, you may need many different reports, forms
or plans. We've compiled a selection of Word templates to get you started. Read more that

4. may require Excel charts but are otherwise composed in Microsoft Word. However, for basic
projects, you may be able to get away with just a Microsoft Excel document.
Action:
PRODUCTIVITY
10 Useful Excel Project Management Templates for Tracking
10 Useful Excel Project Management Templates for Tracking / Productivity
Project management templates are an essential element in replicating successful projects.
With free Microsoft Excel templates, you can turn simple spreadsheets into powerful project
management tools.
In this article, you will find some of the most useful and free Microsoft Excel design and
project management templates that you may want to use for your next project.
In this article:
Microsoft Excel Project Management Templates
Third-party project management templates for Excel
Managing Microsoft Excel templates
Microsoft Excel Project Management Templates
Let's take a look at the best Microsoft Excel project management templates.
Note: We cover both native and third-party templates. To find preinstalled Excel spreadsheet
templates, open Excel and search for that keyword in the New Documents screen. If you're
already in Excel, go to File > New to bring up the template search. Check the Managing
Microsoft Excel Templates section below for more details.
Templates for Excel 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 spreadsheet
resources.
1. Chronology of the work plan
The Work Plan template is suitable for a basic project with several stages. As you enter data
into the worksheet, the roadmap will update automatically.
This template comes pre-installed with Microsoft Excel 2016.
2. Gantt date tracking chart

5. Gantt Charts Need a Gantt chart template for Excel or PowerPoint? Here are 10 unique
options Need a Gantt chart template for Excel or PowerPoint? Here are 10 unique options
You don't need Microsoft Project to track progress. These Gantt chart templates for Excel
and PowerPoint will help you manage your project as well. Read More are a staple in every
project manager's toolkit. They help you visualize the flow of your tasks and track progress.
With this template, you can create a complete Gantt chart with minimal effort. Just enter
each task, complete with a description, what it's assigned to, a percentage to indicate
progress, a start date, and days allotted until completion.
This template is Microsoft Excel by default.
3. Project baseline and project tasks
If you want to integrate milestones into a basic timeline, this template from Vertex42 is ideal.
It combines the best elements of a Gantt chart, i.e. visualizing the flow of tasks, with
milestones that sit above the timeline. Just fill in the respective tables to populate the visual.
You can find this template by searching in Excel.
Example of an Excel project plan
A project plan is a document How to Manage Your Project with Word Templates How to
Manage Your Project with Word Templates In project management, preparation is half the
battle. To organize and document your project, you may need many different reports, forms
or plans. We've compiled a selection of Word templates to get you started. Read more that
may require Excel charts but are otherwise composed in Microsoft Word. However, for basic
projects, you may be able to get away with just a Microsoft Excel document.
4. Simple Gantt chart
When you search an Excel template repository for project plan templates, you'll mostly find
different variations of the Gantt chart, including this simple Gantt chart from Vertex42. What
sets it apart from the Gantt chart above is the inclusion of project phases.

6. This template is included in Microsoft Excel.
5. Event Planner Template
A project plan isn't really something you usually put into Excel. But if your project is fairly
simple, like planning a party, a solid one-page template that lays out essential tasks and lets
you define a schedule and budget is all you need. This template from Office Templates
Online is a great start.
Example template for Excel project

7. A search for tracker will bring up a wild mix of personal and business Excel spreadsheet
templates for tracking. You can narrow your search by selecting the categories that relate to
the project management task you are facing.
6. Activity-based cost tracker
This tracking template can help you get an overview of direct, indirect, general and
administrative product costs.
7. Project Tracking Template
This Vertex42 template is essential if you manage multiple different clients, projects and/or
deliverables. Combine project details, expenses, task status and due dates.
Business Plan Templates
Microsoft Office has its own category for business plans How to Write a Business Plan How
to Write a Business Plan Are you about to start your own business? Start with a plan! Follow
our business plan outline or use one of the templates we've compiled. Read more . Use the
suggested business search and select Business Plans on the right.

8. You will find the following Microsoft Excel templates:
Start-up costs
Business Plan Checklist
Business Plan Checklist with SWOT Analysis
For More Business Plan Templates Best Business Plan Templates Best Business Plan
Templates Every business needs a plan. These templates will make writing your business
plan easy. A smart structure, guiding questions and smart design will give you a head start in
your new career. Read more, take a look at the dedicated article.
Search for templates online
Can't find the exact project management template you need in Excel? Go to a third-party
online resource for a wider selection of Excel spreadsheet templates. We recommend the
following sites.
Vertex42
This website has some great project management templates for Microsoft Office 2003 and
up. The site notes that its templates are mostly related to project planning. Anything more
complicated might require Microsoft Project or other project management software.

9. On the project management page, you will find a list of useful materials, including but not
limited to the following:
Chronology
Project budgeting
The Critical Path Method
Each page contains a brief description of what the template does, one or more templates,
and additional tips and tricks for that project management tool. It's a great resource for
budding project managers.
TidyForm
TidyForm has a respectable selection of Microsoft Excel project management templates. The
most popular categories are listed on the main page. If you can't see what you need right
away, skip to the Business section or try the search feature.

10. 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:
Gantt Chart
Project proposal
The structure of the work structure
Still looking for the perfect template? You may need to create custom Excel templates How
to Quickly Create a Custom Excel Template to Save Time How to Quickly Create a Custom
Excel Template to Save Time Excel templates are universally useful - they can help you
keep your finances in order , manage a project, and organize your life. We'll show you how
to create your own custom template. Read more 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, I used Excel 2016, but the procedure is similar in Microsoft Office
2013 and Office 2019.
default values
When you start Microsoft Excel, the first window you see will contain a search field for online
templates. When starting from an existing workbook, go to File > New to get to the same
view.

11. Microsoft Excel comes with a selection of pre-installed templates. They are listed below the
search field. You can pin your favorites by clicking on the respective symbol at the bottom
right of the record.
Search online for more project templates
The fastest way to find the type of template you need is to search for it. After you start a
search, for example for the term project , you'll also see template categories displayed next
to templates that match your search.

12. Preview and create the template
When you click on a template, you'll see a preview with a brief description of what the
template offers. You can also pin the template from the preview; symbol is at the top right.
To download and use a template, click Create , which will open a new Microsoft Excel
workbook with the pre-filled template.
Template Ready, Set, Go
While you're at it, check out our list of useful office templates 10 Templates to Save Time at
the Office 10 Templates to Save Time at the Office Are there documents you're always
writing? Whether it's meeting agendas, invoices or status reports, templates could make

13. your work easier. We've created 10 template ideas to save you time. Read more and save
on business letter templates 15 Business Letter Templates for Microsoft Word to Save You
Time 15 Business Letter Templates for Microsoft Word to Save You Time Templates are time
savers. Here we've compiled 15 business letter templates, from cover letters to thank you
notes to references. These templates will help you communicate with confidence. Read
more .
We've covered a lot of project management tips and tricks in the past. Once you're
comfortable with templates, we recommend that you consider other tools and solutions. For
example, did you know that Outlook is great for project management How to Use Outlook for
Simple Tasks and Project Management How to Use Outlook for Simple Tasks and Project
Management Outlook can work as a simple tool for managing projects and tasks. We'll show
you how to set up Outlook Tasks to set reminders and due dates, assign to-dos and tie
tracking. Read more ? Also, you can use OneNote for project management How to Use
Microsoft OneNote for Project Management How to Use Microsoft OneNote for Project
Management 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! Read
more . And you can integrate OneNote with Outlook for project management Turn Outlook
into a project management tool with OneNote integration Turn Outlook into a project
management tool with OneNote integration OneNote can do more than you think. We'll show
you how to turn your Outlook list into a powerful project management tool using the OneNote
plugin for Outlook. Read more ? The possibilities are endless.