Pie chart of budget by category; line chart of monthly spend. 7. Meeting Minutes & Decision Log Purpose: Record discussions, decisions, and action items from meetings.
| Category | Planned Budget | Actual to Date | Remaining Budget | Variance | % Spent | |----------|----------------|----------------|------------------|----------|---------| | Labor | $10,000 | $8,500 | =B2-C2 | =C2-B2 | =C2/B2 |
| Meeting Date | Topic | Decision Made | Action Item | Owner | Due Date | Status | |--------------|-------|---------------|-------------|-------|----------|--------| 8. Change Request Log Purpose: Manage scope changes. project management templates excel
| Task ID | Task Description | Priority | Assigned To | Due Date | Status (Not Started/In Progress/Done) | Comments | Date Completed | |---------|------------------|----------|-------------|----------|----------------------------------------|----------|----------------|
Use Excel’s Slicer or AutoFilter to view by assignee or status. 5. Resource Allocation & Workload Purpose: See who is overallocated. Pie chart of budget by category; line chart of monthly spend
Excel remains one of the most accessible and flexible tools for project management. Below are the key templates every project manager needs, along with their core columns and formulas. 1. Project Dashboard (High-Level Status) Purpose: Provides a snapshot of project health, progress, and risks for stakeholders.
| Resource Name | Role | Total Capacity (hrs/week) | Mon | Tue | Wed | Thu | Fri | Total Assigned | Available | |---------------|------|----------------------------|-----|-----|-----|-----|-----|----------------|-----------| | Category | Planned Budget | Actual to
| ID | Date Raised | Issue/Risk Description | Type | Impact (H/M/L) | Probability (H/M/L) | Risk Score | Owner | Mitigation Plan | Status (Open/Closed) | |----|-------------|------------------------|------|----------------|---------------------|------------|-------|----------------|---------------------|