Project Management Spreadsheet

About this download

A project management spreadsheet for running several projects with a small team. List tasks once with owner, dates and estimated hours, and the workbook builds the portfolio view, a 52-week Gantt timeline, a status board, each person's workload against their weekly hours, project budgets against actual costs, a risk and issue log, and a one-page status report you can print.

IMPORTANT

Developed for Google Sheets. An Excel file is included for the latest Microsoft 365 (Office 365 Desktop App). Older Excel versions may not support all features.

Quick setup: open the Start Here PDF, make your own copy, add your team and projects.

WHAT'S INSIDE (13 tabs)

Start Here: the same quick setup, color key and notes inside the workbook.

Settings: up to 20 people with weekly capacity hours and an optional hourly cost; phase, priority, project type and cost category lists; palette; week start day; currency label; Pretend today.

Portfolio: up to 50 projects with health, tasks done, a progress bar, next milestone, budget used, open risks and overdue tasks.

Tasks: 2,000 rows with project, phase, owner, priority, status, dates, estimated and actual hours, waiting on and a milestone tick.

Milestones: up to 200 milestones per view (pick a project to narrow it), by project and due date, with days left.

Gantt: 52 weeks of bars colored by status, milestone diamonds and this week in red; filter by project or person.

Board: Not started, In progress, Waiting and Done, up to 25 cards each, sorted by due date.

Workload: each person's hours per week for the next 12 weeks against their capacity: Over, Near or OK.

Budget: budget, planned labor, actual costs, unpaid costs, variance and budget used per project.

Costs: 1,000 rows for dated costs by project and category, with a Paid tick.

RAID Log: 500 rows of risks, actions, issues and decisions with likelihood x impact scores.

Status Report: pick a project for a one-page report: health, progress, budget, next 5 milestones, up to 10 overdue tasks and the top 5 open risks.

Dashboard: totals, projects by health, budget against actual costs, tasks and hours by person, and the next projects due.

4 palettes in one file: Blueprint, Graphite, Colorblind Safe and Print (black and white). Every status is a word with a symbol, never color alone.

Room for 50 projects, 2,000 tasks, 20 people, 1,000 cost entries and 500 RAID entries. The Gantt shows 52 weeks and up to 300 tasks at a time; Milestones shows up to 200 per view (pick a project to narrow it); the Board shows 25 cards per status; Workload looks 12 weeks ahead.

Spreadsheets have no drag and drop: cards move when you change the status.

FILES INCLUDED (3 files)

START-HERE-Project-Management-Spreadsheet.pdf: instructions and your two Google Sheets copy links (blank and with sample data).

Project-Management-Spreadsheet-Sample.xlsx: the same workbook filled with a fictional sample (an office move, a product launch and a community fundraiser).

Please note: this is a digital download; no physical item ships.

One-time purchase for personal use.

Questions? Message me through the shop.

Not affiliated with Google or Microsoft.

𝗦𝗘𝗘 𝗔𝗟𝗦𝗢

• Need a lighter personal task list? Task Tracker Spreadsheet: https://www.etsy.com/listing/4599514426
• Want simple income and expense books for the business? Bookkeeping Template: https://www.etsy.com/listing/4521539323

Personal use only. Please do not resell, share or redistribute the files.

Designed by me, created using AI tools.

The Etsy listing is the final source for what is included. See it on Etsy.