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Project Management Template in Excel

By Pradeep SPradeep S

Project Management Template in Excel

Excel Project Management Template (Table of Contents)

  • Definition of Project Management Template
  • How to Create a Project Management Template in Excel?

Definition of Project Management Template

Project Management Template is used to handle workloads and activities if any changes occur. A project management template is helpful for visualization, planning, organizing, tracking & managing allocated tasks or projects by a client. If anybody asks you, how is the project going on & its progress?

Then you can present the project management template. When you work on any project, you will come across a different phase of the project i.e.

  • Initiation phase
  • Development phase
  • Execution phase
  • Monitoring and Controlling Phase
  • Deliverance Phase

How to Create a Project Management Template in Excel?

Let’s check out how to create a project management template & how to use it in Excel.

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You can download this Project Management Excel Template here – Project Management Excel Template

Illustration #1 – Project Task Details & Its Estimated Duration

Enter the task details of the project & estimated duration, its start date & end date. The date should be entered in the below-mentioned format for better appearance, and it is applied to both the start date & end date column range.

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Project management template 1-1

Apply the MIN formula in cell “C4” to get the minimum value under the project start date range.

Project management template 1-2

After using the formula, the output is shown below.

Project management template 1-3

Apply the MAX formula in a cell “D4” to get the maximum value under the project End Date range and enter the total project duration.

Project management template 1-4

After using the formula, the output is shown below.

Project management template 1-5

Illustration #2 – Project Timeline Creation

Go to Home >> Format >> select Format Cells option.

Project Management Template in Excel 2-1

After selecting the Format Cells option, the Format Cells window appears. Now, enter the alignment to 90-degrees orientation & format it in a similar way by dragging that task 1 start date to the last task end date or until you get Jan 30th, 2019.

Project Management Template in Excel 2-2

Set the column width as 4, and row height is adjusted for a better appearance of text content.

Project Management Template in Excel 2-3

Illustration #3 – Formula Explanation (Two Conditions)

=IF(AND(Jan 1st 2019>= Jan 1st 2019, Jan 1st 2019<=Jan 2nd2019), If yes or if the criteria meet, give the value of status Cell reference or leave it blank).

If I want to apply this formula to a whole date or project range, then I need to modify the formula with mixed reference, i.e. row & column reference modification.

I apply this formula towards other columns to the right-hand side (Other date range), to get an output, I need to lock column C & D (i.e. $C7 & $D7) & the status reference column as well, i.e. column E (“$E7”).

Project Management Template in Excel 3-1

Similarly, I will be dragging this formula down; I need to lock row reference as well, i.e. 6th row (G$6 & G$6).

Now, apply this formula to a whole date range, i.e. By selecting the whole date range, you need to press CTRL+R & CTRL+D keys. So that it gives status reference values if the IF logical condition criteria meet.

Applying the formula

Make the text alignment of the date range to the center and remove the gridlines & table borders. Now, select the entire date range & apply conditional formatting to the date range by applying a new rule.

Conditional Formatting 2

Under the New Formatting Rule, select “Format only cells that contain”, under the cell values select equal to enter the keyword “Completed”, click on the format option for color selection.

Format Only Cells that contain

In the format cell, click on Fill; under that, select Green color, click OK. Now the cells which contain completed will appear in green color.

format cells -green colour

After selecting a color, the output is shown below.

Completed Status

Similarly, under New Formatting Rule, select “Format only cells that contain”, under the cell values, select “equal to” and enter the keyword “Pending”, click on the format option for color selection.

format cells -green colour 1

In the Format Cell, click on Fill; under that, select red color, click OK.

Red color - Conditional Formatting

Now, the cells which contain completed will appear in red color.

Completed And Pending

Now, I need to remove the text content on the color bars, it can be done by selecting the entire date range of color bars and right-click, select Format Cells option, under that select “Custom” in the category of number format, enter semicolon three-times under “Type” and click OK.

number format code

Now, you can observe only colored data bars appear.

Color Data Bars

Now, the date range color bars need to be linked with the end date of each task; this needs to be done because once you complete the pending task in the activity list, the duration of the task needs to be entered. If you enter or update the end date & duration of a task, automatically, the color bar width changes based on the completion date you enter.

End Date 1

After applying the formula, the output is shown below.

End date 2

Simultaneously you can create & apply a data validation list to the status range; by selecting the complete status range, press ALT+D+L so that the “Data Validation” popup appears, under the “Validation criteria” in the “Allow” dropdown, select “List” and in the source enter the two status parameters, i.e. “Completed & Pending” separated by a comma.

Data Validation

Now, if you click on any of the status parameters, you can observe the dropdown list. If you change from pending to completed, color changes are observed in color bars.

pending drop down list

You can format the task table for a better appearance with the dual color tone and apply a border to the project plan.

Task Table

Fill Effects 1

Outline border

You can apply conditional formatting to the status parameter range, with green color for the cell containing the keyword “Completed” & red color for the cell containing “Pending” so that you will come to know the status of each task.

Project duration

Things to Remember about Project Management Template in Excel

  • It outlines the goals and objectives of each task with an actual planned start date, actual executed start date & estimated end date or the due date of It.
  • It also helps quantify the resources requirements for the allocated task and determine budgets and timelines for each task & its completion.
  • Gantt Chart is also used to prepare and track a project plan.
  • IF logical test & Conditional Formatting is most commonly used to prepare a comprehensive project plan.

Recommended Articles

This is a guide to Project Management Template in Excel. Here we discuss how to create project management template in excel along with practical examples and a downloadable excel template. You can also go through our other suggested articles to learn more –

  1. Project Timeline in Excel
  2. Accounting Template in Excel
  3. Estimate Template in Excel
  4. Business Plan Template in Excel
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