Excel Project Management Dashboard – Gone are the days of long spreadsheets, hundreds of notes strewn across notebooks, and important design decisions lost in a crowded mailbox. Getting started on each project requires clear and precise project communication. With the right project management tools and templates, you can achieve your goals with ease.
We have created nine Microsoft Excel templates for specific project types or project milestones. Need somewhere to track project costs and make sure you stay on budget? Perhaps you need a template for a quick weekly status update to send to your team. Your planning, budgeting, and tracking can live in these templates as a one-stop shop for all project-related information. You will simplify the process and reduce the risk of missing out on important opportunities. Check them out below.
Excel Project Management Dashboard
Whether your project status reports come via email or during a meeting, you’ll want to stay organized so your updates keep up. Keep a status report template in your back pocket so you can duplicate and paste relevant information every week. Connect updates to an existing template to save time for you and your team. What milestones has your team overcome? Call these people to give them props. Are there any risks or issues that need attention? This is the place to document potential obstacles and suggest solutions. Use the project status template to communicate updates to your team and company management.
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Enhance this template by zipping it for future reference. You can evaluate what went wrong and what worked well. Project status templates are customizable for your unique work case.
Think of your team project’s task template as a high-level overview of all the tasks and subtasks associated with your project. Divide it into sections corresponding to the stages of the project. List the tasks, their stakeholders, due dates, and priority. Allow stakeholders to leave updates on project tasks as they progress, including start and finish dates, percent complete, and time to complete. You should treat this pattern as authoritative of who is responsible for which resource. Stakeholders with questions can refer to this document when they are looking for someone to answer their questions or find out who they would work closely with.
This is where you can get creative with a group project template. Place this timeline next to the project plan to compare progress and highlight small successes.
Each project has a priority list of actions needed to achieve milestones and end goals. Embedding an action item template in a workflow provides a visual representation of these action items. In your template, you can describe these action items as high, medium, or low priority. You can specify due dates and responsible stakeholders. Depending on the size of your project, an action item template can be organized for a single phase of a project or provided for the tasks of a single team.
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The action item template is a good way to show which tasks depend on the completion of other tasks. This is a broad overview of how tasks are connected from the start of a project to the end.
If you have a visual team, here is a template that might work for you. A Gantt chart is a visual breakdown of project milestones, stakeholders, and tasks using color-coded bars arranged in a horizontal calendar view. Choose one color for a team or individual stakeholder. You can see the progress of each task as it appears on the project timeline calendar. There may also be a list view that displays the tasks in a more traditional order.
Using these two plans together can help all stakeholders feel like they can track the project in the way that works best for them. If the standard list layout is not appealing, allow for a more attractive design to keep track of your project.
Almost every project, big or small, will have a budget tied to it. The project budget is definitely not the place for potential mistakes or misunderstandings. It is important to keep track of expenses throughout the project to avoid large unexpected bills at the end. At the beginning of the project, set up expected costs in the template. Separate them based on project stage, team, or whatever makes sense for your project. Then use the template as a guide to keep track of various expenses and make sure they match your projections.
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This is a quick and easy way to find out if your budget is limited. You will also be notified immediately if you risk spending more than you bargained for. Using a standard budget template will help you clearly communicate financial expectations to your team.
For those who want a different visual representation of their project that shows direct links between tasks, the Critical Path Method template may be the way to go. This template depicts a series of cycles (project tasks or milestones) connected by lines leading from start to finish. They may have results for each command or a series of related tasks. When all is said and done, your critical path method is like a network of tasks and resources.
This style of project management in Excel is perfect for maximizing team efficiency. It clearly shows the network diagram of the tasks required to complete each step. You can then define high and low priority tasks. This plan can also help in planning the timing and development of the project schedule.
The output chart looks like a regular chart, where the horizontal line (x-axis) represents the project timeline and the vertical line (y-axis) represents the work to be done. Dots are used along each line to indicate landmarks or milestones throughout the process. This template works hand in hand with your project plan. It is a high-level view of the project schedule that supports project documentation and goals.
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You will often see burn chart templates with two lines, one representing the ideal timeline and the other representing the actual timeline. At the end of the project, compare these two lines to see how the project’s progress compares to its original goals.
The project dashboard may be one of the most familiar project management layouts. They can be given to each individual user to show their unique challenges and how those challenges fit into the larger project. Here you can take several types of templates and store them all in one place. Divide the dashboard into sets of tasks to quickly assess upcoming deadlines, potential bottlenecks, and project status.
Dashboards effectively communicate KPIs and project status through a variety of media. For example, use a bar chart to show which tasks are on time and which are behind. Summarize the workload of each stakeholder and the amount of time spent on each task. A project dashboard template can be a one-stop place for all project statistics and metrics.
This high-level project roadmap includes the project schedule, milestones, goals, and deliverables in a compact set of lists, summaries, and charts. It can be as visual or voluminous as you like and define the key elements of the project. Divide the project roadmap template into milestones. Give each stage a description or a list of tasks that are relevant during this period.
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Think of this template as one of the first steps in the conceptualization phase of a project. You and your team had an initial brainstorming session, set goals, and named goals. Now you need to communicate this information to all interested parties. Combine visuals with concise text to communicate a project roadmap with a project roadmap template.
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On this page, you’ll find guidelines for researching and creating a dashboard, step-by-step instructions on how to create an Excel dashboard, and do’s and don’ts for the dashboard.
Dashboards track KPIs, metrics, and other data points in one visual, central location. They give you an overview of your work, help you make quick decisions, and keep everyone in the loop. The visual nature of the dashboard simplifies complex data and provides a real-time view of current status or performance.
Dashboards include tables, charts, gauges, and numbers. They can be used in any industry, for almost any purpose. For example, you can create a project dashboard, a financial dashboard, a marketing dashboard, and more.
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Project Dashboard Template
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