Templates are an essential tool. 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 is absolutely free. See how OneNote can help get your projects off the ground! Read more in the portfolio of an effective project manager. With the correct template, all number calculations will be done automatically, once you have entered your data. And if you can do basic editing in a spreadsheet, your custom templates will help you a lot.
We have compiled several different Excel templates that you may find useful in your projects.
For simple project timelines, Microsoft's template website has two very nice options. The first option is very basic and shows your project milestones over time with resources and dates. There is a convenient section below the timeline to enter your dates, milestones, resources, and position. This data will automatically fill in the timeline.
The second option is a simple four-week timeline with resource assignments, a color-coded view, and a status column. While these templates aren't as detailed as a Gantt chart, they can provide a quick overview of the project so others can see it at a glance.
Note that these are available once you sign in with your Microsoft account. They will be automatically saved to your OneDrive. You can continue to work with them online or open them in Excel.
If you're not ready to create your own Excel calendar How to Make a Calendar Template in Excel How to Make a Calendar Template in Excel You will always need a calendar. We show you how to create your own custom template for free using Microsoft Excel. Read More When you enter the year, the days, dates, and week numbers will automatically adjust. Simply enter your meetings, deadlines, and other items and you'll have an easy view of every month of the year in one tab.
Microsoft has an attractive calendar for any year with a separate tab for each month. Enter the current year and all days and dates will be adjusted accordingly. Then simply add your meetings, appointments, and reminders for a single calendar view, complete with a notes section.
A Gantt chart is one of the most useful tools for a Project Manager. For a quick glance, you can view deliverables by date. Entering task details, including start and end dates, duration, and percentage complete, is where you start and the graph will increase as your project does. For project scheduling Tips and templates for creating a work schedule in Excel Tips and templates for creating a work schedule in Excel Creating a work schedule is not easy. Excel can help you meet everyone's working hours, meet minimums, and keep your team happy. We show you how and provide you with great templates. Read More
Excel Gantt chart templates are available from these resources:Vertex42 and Spreadsheet 123. You can easily download a template and use it in Excel 2007 and up. Then just start entering your data. The 123 spreadsheet template has a convenient tab for values such as the project manager's name, resources and details, and contact information. These items can be filled in directly on your Gantt chart.
While other tools like a Gantt chart An Excel template for every occasion An Excel template for every occasion Skip the steep learning curve and get your life in order with the power of Excel templates. We've compiled a selection of auto-updating templates for tracking budgets, managing projects, and more. Read More It's customizable to your needs, printable to hand out assignments to others, and a great way to organize your assignments. As with Gantt charts, Vertex42 and Spreadsheet 123 have nice, easy-to-view task list templates.
While the 123 spreadsheet template above has a simpler design and concept, it still gets the job done for writing down or jotting down important tasks. Vertex42's template goes one step further and allows you to choose a status, priority, due date, and resource for each task. Depending on your needs, these are great options.
Whether you prefer the look of a basic or commercial invoice, Microsoft has you covered here, too. The basic invoice is nicely formatted and calculates prices per item for you. You can even include a shipping amount, which will be added as well.
The commercial invoice has the same basic functionality with automatic calculations, however it includes a tax rate and the total sales tax in addition to the shipping price. This invoice also has a tab for customer contact information that is conveniently populated on the form with a simple dropdown box selection.
As with the other Microsoft templates, you can access these by signing in to your Microsoft account. You can then choose to continue working with them online or open them directly in Excel.
Vertex42 has three different types of quote templates. You can use the detailed budget template with a work breakdown structure How to Organize Any Project with a Work Breakdown Structure How to Organize a Project with a Work Breakdown Structure A journey of a thousand miles begins with a single step. Every complex project consists of multiple components. The Work Breakdown Structure can help you identify all the steps and put them in sequence. Format Learn more, a basic budget template with an income section, or a monthly budget template. Each has versions for Excel 2003 or later, as well as Excel for iOS.
TidyForms also has very useful templates with various options for both basic and construction projects. With internal and external funds for income and a variety of options for expenses, from salaries to travel costs, this is another great option.
If you are using Excel 2016, you already have access to several very useful and attractive project management templates. Simply go to File and then select New to open the templates section. If you write in the phrase “Project Management,” you will yield the best results.
The basic project management templates available at your fingertips include a project budget, cost tracker, performance report, and issue tracker. Just select the one you want to get a closer look, a brief description, and download size. Click Create and your template will appear in your workbook.
These templates are well detailed, already formatted and ready for your project information. Puede personalizarlos con el logotipo de su empresa, ajustar sus métricas y datos, y realizar los cambios necesarios con bastante facilidad. Pero en general, está ahorrando un montón de tiempo al crear estos tipos de elementos desde cero o al buscar en línea. 10 Useful Excel Project Management Templates for Tracking. Here are the essential Microsoft Excel templates for you. Leer más que hará que tu proyecto tenga un gran comienzo.
Los gerentes de proyecto pueden elegir entre muchas herramientas para hacer su trabajo de manera efectiva. Desde software como Microsoft Project a organizadores en línea como Podio Cómo realizar un mejor seguimiento y administrar sus proyectos con Podio Cómo realizar un mejor seguimiento y administrar sus proyectos con Podio Las mejores herramientas de administración de proyectos son simples para comenzar y lo suficientemente flexibles para crecer con su proyecto. Te mostramos cómo Podio puede satisfacer las necesidades de tu proyecto. Leer más, la variedad de opciones es alentadora.
Dependiendo de la industria y la profundidad de la posición de gestión de proyectos, los diferentes tipos de herramientas suelen ser más importantes o necesarios que otros. Las opciones disponibles para las plantillas de Excel definitivamente pueden aliviar la carga y brindar asistencia en un proyecto exitoso.
¿Utiliza plantillas de Excel para tareas de gestión de proyectos? Si es así, ¿cuál te parece más útil y cuáles no te gustan? Siéntase libre de compartir sus comentarios a continuación!