Using Excel for Project Management

Download Excel tools and learn how they can be used for
managing and reporting projects.

Excel project management

Using Excel for Project Management

Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. This may be a simple project management spreadsheet an Excel project tracker or something even more complicated like an Excel project management dashboard. For important client and executive communications Excel data can also be converted into PowerPoint slides.

office timeline import from wrike gantt chart

Excel Project Tracker

Project Management requires that all scheduled work or tasks are tracked. A project tracking spreadsheet is a useful visual tool to track each task’s progress against the original plan. The spreadsheet should include all tasks, their status, the owner of the task, the percent complete and the planned duration versus actual duration.

excel planned versus actual
excel icon

Download this Excel Project Tracker


Excel Critical Path Tracker

Project Managers need to see which tasks are dependent on the completion of preceding tasks before they can begin. To do this they can utilize a critical path spreadsheet which lists all of their tasks, the planned duration for each task and whether the task is dependent on another. This provides Project Managers a visual way to plan the quickest path for completing their project.

excel project tracker
excel icon

Download this Excel Critical Path Tracker


Excel Milestone Tracker

Projects need to be managed on a timeline. Tracking progress toward the important events or to specific points on a timescale is a good technique for monitoring the progress of a project. Project Managers can use an Excel milestone tracker to list their critical milestones and to monitor their performance against that timeline.

excel project timeline
excel icon

Download this Excel Milestone Tracker


PowerPoint Milestone Tracker

For client and executive communications Project Managers can use a PowerPoint milestone tracker to manage their
project timelines as PowerPoint visuals. The Office Timeline add-in for PowerPoint integrates with Excel to import
existing milestone data and convert it into PowerPoint slides.

project plan timeline

Excel Project Planner

Delivering a project requires detailed planning. Project Managers can use Excel to plan each task in their project. Project planning spreadsheets should include columns that list the task and it’s owner, the start and finish dates of the task, and the percent complete of the task. To measure progress, a project planner can also include a today date marker.

excel project plan
excel icon

Download this Excel Project Planner


PowerPoint Project Planner

Use a graphical project planning tool rather than a list based tool if you prefer to manage your project
visually or need to communicate plans and status with others. Project Managers can use the free
PowerPoint Office Timeline add-in to visually plan, track or present their work.

office timeline customer testimonial

Excel Project Management Dashboard

Reporting on a project’s performance may require creating a dashboard that tracks key performance metrics and other data, such as budget, risks and blockers. Project Managers can use Excel dashboards like the example below, to monitor projects, to give status reports or to provide data for stakeholder or executive reviews.

project plan dashboard

Import Excel data into PowerPoint in less than 60 seconds

Start Tracking Projects Now

Office Timeline is an award winning project management tool for PowerPoint.

Download Free Project Planner Buy icon