20+ Project Management Excel Templates for Business

Introduction

Excel templates are essential tools for businesses looking to track their performance effectively. In this article, we offer various Excel templates to download, covering key aspects such as project management, budget tracking, industrial maintenance management, planning, and more. These tools will help you optimize your processes and achieve your goals more efficiently. Among these tools, you will find free templates that will help you optimize your processes and achieve your goals more efficiently.

Project Management Excel Template

The Excel project management template is designed to provide a complete overview of projects. It includes features for resource management, planning, and tracking task progress using a Gantt chart . This template helps track project status, allocate resources optimally, and control costs effectively.

1. Project Progress Tracking Excel Template

The Excel project progress tracking template is an essential tool for managing your projects effectively. It allows you to track key stages, ongoing tasks and milestones achieved in real time. With a clear visual presentation and detailed tables, this template helps you identify deviations from the initial schedule, analyze progress and adjust priorities if necessary. Ideal for project managers, this template simplifies overall monitoring and ensures that each step is mastered to achieve objectives within the given time frame.

Project management Excel template showing resource tracking dashboard and project schedule.

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2. Excel Gantt Planning Template

The Excel planning template is ideal for organizing and tracking your project tasks. It includes features such as a Gantt chart to visualize deadlines and milestones. This template helps you manage deadlines efficiently and coordinate activities optimally.

Excel Gantt chart template showing a project schedule with task bars and milestones.

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[ +7 Gantt Templates Excel, Ms Project and Power BI ]

3. Excel Invoice Template

The Excel invoice template is designed to simplify the management of your invoices. It includes features such as a professional layout and automatic calculations for accurate tracking of payments and totals. This template helps you issue clear and efficient invoices, while saving time.

Excel invoice template with professional layout and automatic calculations

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Excel Budget Management Template

The Excel budget management template is specially designed to track and control your project budgets. It provides a detailed view of allocated budgets, actual expenses, and financial forecasts. This template helps you detect budget deviations and take corrective actions to meet financial constraints.

1. Excel Investment Management Template

Screenshot of an Excel template for budget tracking, including graphs and expense tables.

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2. Excel Project Finance Tracking Template

The Excel financial tracking template helps monitor a project's finances in real time. This template includes tools for cash flow management, expense and income tracking, and financial forecasting. It is essential to ensure rigorous financial management and avoid budget overruns.

Image of an Excel financial tracking template with columns for cash flow, expenses, and projections.

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3. Excel Deliverables Table Template

The Excel deliverables table template is an indispensable tool for managing key elements of a project. This template allows you to track deliverables in detail, with columns for delivery dates, assignees, statuses, and deliverable descriptions. It makes it easier to manage deadlines and ensure that all project objectives are met on time. By using this template, you can better coordinate tasks, monitor progress, and ensure that each deliverable is delivered as expected.

Excel deliverables table template showing a structured table with columns for delivery dates, responsibilities, and deliverable statuses.

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4. Excel Template for Tracking Supplier Orders

The Supplier Order Tracking Excel Template is designed to help you manage your supply orders efficiently. This template allows you to track each step of the ordering process, from placing the order to receiving the goods. It includes columns for supplier information, order dates, ordered quantities, expected delivery dates, and order statuses. By using this template, you can better coordinate your purchases, minimize errors, and ensure smooth supply management.

Supplier Order Tracking Excel template showing a table with columns for supplier information, order dates, and order statuses.

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Risk Analysis Template Excel

Simplify your risk management with Excel models adapted to your projects and processes, allowing precise analysis and structured monitoring for optimal decision-making.

1. Excel Project Risk Analysis Template

THE Project risk analysis template Excel helps identify, assess and prioritize risks associated with a project. It provides a detailed view of potential risks, their probability and impact, thus facilitating the implementation of mitigation strategies.

Project Risk Analysis Excel template showing tables and charts to assess and track potential risks.

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2. AMDEC Excel Model

The FMEA (Failure Modes, Effects, and Criticality Analysis) Excel template is an essential tool for risk analysis in industrial and quality management projects. This template helps you identify, assess, and prioritize potential failures in a process or product using the FMEA (Failure Modes, Effects, and Criticality Analysis) method. It includes sections to record failure modes, their effects, their criticality, proposed corrective actions, and their follow-up. By using this template, you can improve the quality of your products and processes, reduce risks, and increase the reliability of your operations.

AMDEC Excel template showing a structured table with columns for failure modes, effects, criticality and corrective actions.

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3. AMDEC Tracking Excel Template

The FMEA Tracking Excel Template is a powerful tool for risk management and analysis in your projects and processes. Designed to apply the FMEA (Failure Mode, Effects, and Criticality Analysis) method, this template helps you identify potential failure modes, assess their effects and criticality, and plan the necessary corrective actions. It includes columns for describing failures, assessing their impact, prioritizing risks, and tracking corrective actions. Use this template to improve the reliability of your products and processes by anticipating problems and implementing effective solutions.

AMDEC tracking Excel template showing a table with columns for failure modes, effects, criticality and corrective actions.

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Manufacturing Management Excel Template

Optimize your industrial operations with Excel tools dedicated to manufacturing management, maintenance and key performance monitoring.

1. Excel CMMS template

The CMMS Excel template is designed for computer-aided maintenance management. It centralizes the planning, monitoring, and execution of maintenance interventions. This template includes KPIs to evaluate the effectiveness of maintenance processes and identify areas requiring improvement. An intuitive interface simplifies the management of tasks, resources, and costs.

Maintenance Management Excel Template with Dashboard to Plan and Track Maintenance Activities

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2. Preventive Maintenance Schedule Excel Template

The Preventive Maintenance Schedule Excel Template is designed to help you organize and track regular maintenance tasks efficiently. This template allows you to plan and schedule maintenance interventions before they become urgent, minimizing unplanned breakdowns and maximizing the life of your equipment. With columns for dates, types of maintenance, equipment involved, and responsible persons, this template facilitates proactive and systematic management of maintenance activities.

Preventive maintenance schedule Excel template showing a table with columns for dates, maintenance types, and equipment involved.

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3. Excel Production Tracking Template

The Excel production tracking template provides a detailed view of production operations, including KPIs to assess overall equipment effectiveness (OEE) and overall performance. This template helps you track performance indicators, identify areas for improvement, and optimize production processes.

Excel production monitoring dashboard with industrial performance indicators and performance graphs.

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Resource Management Excel Template

The Excel resource management template helps plan and allocate resources needed for projects. It provides tools to track resource usage, optimize resource allocation, and ensure projects have the resources they need to succeed.

Optimize the management of your projects and resources with intuitive Excel templates, designed to track performance, KPIs, and efficiently organize tasks and workloads.

1. Performance and Results Monitoring Model

The Excel Performance and Results Tracking Template allows you to monitor, analyze and optimize the performance of your projects or processes. With clear tables and dynamic graphs, it facilitates decision-making to achieve your goals efficiently.


Resource tracking Excel template with tables and charts for managing allocations and usage.

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2. Excel KPI Tracking Template

The Excel KPI Tracking Template is designed to monitor the key performance indicators (KPIs) of your projects and operations. This template allows you to track and analyze performance in real-time, facilitating informed decision-making to improve results.

KPI tracking Excel template displaying dashboards and charts to analyze key performance indicators.

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3. Excel Task Tracking Table Template

The Excel task tracking spreadsheet is a valuable tool for managing and tracking tasks in your projects. It helps you visualize task progress, assign responsibilities, and ensure deadlines are met.

Task tracking Excel template showing task lists, statuses and deadlines with project management tools."

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4. Excel Workload Plan Template

The Excel workload plan template helps you manage the distribution of workloads in your projects. It provides tools to plan and track workloads, ensuring efficient management of resources and deadlines.

Excel workload plan template showing task and resource allocation with management charts and tables.

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5. Activity Tracking Excel Template

The Excel task list template is an essential tool for effective project management. It allows you to create and track detailed task lists, with columns for priorities, assignees, due dates, and progress statuses. This template helps you organize tasks, manage deadlines, and keep your projects on track by providing a clear and structured view of all the tasks that need to be accomplished.

Excel task list template showing columns for task priorities, due dates, and statuses in an organized table.

FAQs

Yes, our templates are compatible with Excel 2016, 2019, 2021, and Microsoft 365. They also work with Google Sheets, but some advanced formulas may be limited.

1️⃣ Download the Excel file after purchase or registration.
2️⃣ Open it with Excel or Google Sheets.
3️⃣ Customize the data (indicators, budgets, deadlines) according to your needs.
4️⃣ Start tracking and analyzing your projects effectively.

Yes! All our templates are 100% editable. You can adjust formulas, colors, charts and add your own indicators.

Yes, each model comes with a user guide explaining how it works and best practices. You can also check out our blog for detailed tutorials.

Yes! Our technical support is available to answer your questions and help you with any problems. You can contact us via the support form or by email.

1️⃣ Make sure you are using a recent version of Excel.
2️⃣ Make sure the file is not in protected mode.
3️⃣ Check out our guide or contact us for quick assistance.

Yes, we offer a customization service. If you have specific needs (indicators, layout, automation), contact us for a quote.

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