Project management sets goals to be achieved and tracks resources and efforts are channeled into projects.

in #project7 years ago

Cool Excel Templates for Monitoring and Project Management

Monitoring, planning, tracking, and controlling are important processes when it comes to managing organizational resources. Resource management, on the other hand, is crucial in bringing about successful achievement or completion of defined goals and objectives related to a particular project. All of the above processes are included in project management. Project management sets goals to be achieved and tracks resources and efforts are channeled into projects. Monitoring, planning, and other process tracking that aligns with project management requires certain tools and programs in addition to skills, knowledge, and experience. One of these tools includes Microsoft Excel. Using Microsoft Excel templates, you can customize your spreadsheets with shapes and graphs suitable for project management.

We will cover 30 basic and advanced Microsoft Excel templates for project management, monitoring, and tracking. We will highlight various excel templates to better understand when and how to implement them in the project plan example. We will also analyze the benefits of any Excel project management Templates.


Method of critical path of excel Template
CPM is a great template helping managers determine the main tasks to do with immediate effects and those who can delay. It has an excellent feature that shows how long work can be delayed. It is an easy to use template as it does not require you to enter any formulas.

Project invoice excel template
Invoice template is a basic excel template that shows the beginning of all cash flows in every transaction in your project. It is a valuable tool for tracking all operations and helps in the preparation of accurate reports at the end of the transaction period.

Excel's excel calendar project
Calendar templates provide users with different calendar layouts to choose from on the basis of specific needs. You just need to decide on the best calendar format that suits your project needs, download and install from the office template.

Project Meeting action template
Meeting Action Item Tracker is important in arranging regular staff meetings. The sheets should be displayed on the screen of the reception and updated in real time from the laptop. If you're a good manager, consider using this template in your meetings to save time.

Planner Holiday Planner Templates
Vacation planner template is an important template when planning a group trip or a walk. It is designed in a way that can access team members' coverage available for a certain time. It helps managers to plan and track discarded resources.
Excel financial templates
The financial statements include the balance sheet, income statement, and cash flow statement. Commercial models can help you analyze the annual activities of your business and are very important in listing. This template will help you to prepare asset and liability reports, total revenue and costs and all cash flows from your daily transactions.

Organizers templates
Organizer templates and worksheets contain useful forms in normal planning schedules and personal information organizations. For example, the address book is used to set the owner's address to various places and people in sequence for easy access.

Vertex42`s Excel Templates

Vertex42`s is an important online tool used to communicate relevant information, estimate costs and update the status of each task in project management. This ensures that all tasks are performed in real time, and relevant information is passed in an efficient and timely manner for proper management. This is an important tool used by managers to estimate the resources needed to run each task.

Some excel template tracking projects
Tracking ongoing projects is the most challenging task for managers regardless of which is the norm in most industries. This tracking framework of multiple projects will provide an amazing mechanism on how to track the tasks of two efficient projects to the end. This is a tool that all project managers must consider priorities.

Project travel expenses tracker
In any given project, some costs are directed to the movement of project people and goods from one point / place to another. This cost must be accounted for when preparing the project budget. Travel load tracker will help you keep track of all travel costs during the entire project process.

Private budget template
Every individual in a project has different tasks that require different amounts of resources from others. This implies that everyone involved in the project should be budgeted for. A personalized budget tracker is an excellent tool for this task.

Projects list of customer contacts excel Templates
As the project manager, the communication records of all customers must remain intact. It is required for every shipping confirmation and request for order. This excel list Customer contact template will help you access your customers easily.

Project Total Templates list
After all the project costs, the manager should, to summarize, all the money and resources used so as to prepare the loss statement / profit using this simple project plan superior Templates. The cost is deducted from the cumulative total to determine the total revenue from the project.

Project editorial calendars superior Templates
calendars Superior editorial project Templates are important templates for project management and tracking. It helps you in tracking current media opportunities and also contains guidelines on how to create and manage your contact databases.

Tidyforms template

Tidyforms has yet another online tool that carries various templates for business, projects, and personal use. Most projects require a neat form template to track releases from the press, budget for marketing and keep track of the social media strategies that affect your project like advertising.

Project Tracker Excel Template
This excel Template analyzes your entire project information and concentrates in a central place. This ensures that the stakeholders involved in project management know the point at which they can get important details related to the project at hand. With this template, you can add priorities, statuses, tasks, costs, hours, deadlines, and submissions to track and monitor every detail. In case you are monitoring a large project, the most suitable Tracker Template project.

Agile Project Plan Excel Template
Agile Project Plan Templates are highly dependent on features and, to some extent, onthe characteristics of the project. This estimates the amount of time each project feature will complete. After adding the feature details for the Agile Schedule, it automatically calculates the duration. This helps you to group similar features into what we call a sprint for fast and easy delivery. All you have to do is to keep updating the schedule because the plan is vulnerable to regular changes.

Project Budgeting Templates
For the purpose of tracking and monitoring of resources, the Project Budgeting Template ensures that your project remains on budgeted resources. Templates track fixed costs, labor, materials, and other costs. Regardless of project size, the budget template is very important for the entire project management.

Gantt Chart Project Excel Template
Gantt chart is an exceptional excel template that has been used for many years in project management. This graph takes the name of the project as well as the start and end dates (project duration). He went ahead and changed the project's description into the bar chart. With graphics, you are in a position of visualizing the sequence of various tasks to occur. Gantt charts are more effective when working on more complex tasks and projects.

Project Plan Work Excel Template
Project Work Plan Templates are simple template project plans designed by way of breaking all broad project objectives and goals into small steps and actionable. The template defines what to do at a given moment. It also provides tasks to be completed by each stakeholder. Project Work Plan Templates are best suited for projects that deal with a large number of tasks.

Project Timeline Excel Templates

As the name suggests, Project Timeline Templates helps you visualize complex information about the project. Simplifying complex information makes it easy to understand concepts. With simplified details, you are in a progress tracking position through monitoring how long the task takes to complete. You can also detect delays. This template is very important for a project of any size.

Project Activity Map Excel Templates
this is an important template for each project. This is important in scheduling and planning based on available activities. It combines materials, tools, human resources and expertise with tasks to be accomplished. For monitoring purposes, this template shows how resources flow from sources and how they are being used to perform certain activities. This is important in resource control and in budgeting.

Project Timesheet Excel Templates
Project Timesheet Templates allow you to get a quick analysis of the resources allocated to a particular project. This is important in enabling all stakeholders and project teams to see and measure the level of commitment of each and everyone. It is also important in tracking the availability of resources at certain intervals. The Timesheet Project Templates are efficient when it comes to managing the various resources that will be used in large projects.

Project Risk Excel Templates
Risk is one of the key issues that need to be tracked and monitored by project managers. This is only because of hidden risks that cause delays and losses. This is why project managers need to identify risks as early as possible. The Project Risk Tracker detects and manages all potential risks in a way that reduces their control. It is suitable to manage both medium and large projects.

Projeck Management Dashboard

In reporting feasible tasks within a project, it requires the project manager to analyze multiple documents. This is obviously frustrating and time-consuming. With Dashboard Projeck Management, you communicate very quickly on project status. In case you want to communicate the status or net worth of your project, then you should use Project Management Dashboard.

Project Priority List of Excel Templates Tasks
This template is created in Word format. It produces a to-do list. The checklist consists of the highest priority tasks and the items listed from the highest to the lowest. So you can provide an explanation or describe the task, there is a record section within the project management framework. With this template, you remain organized in a way that all tasks are accomplished within the deadline.

Issue Tracker Excel Templates
When managing a project, it is easy for potential deficiencies to occur in the cracks. If this or defect is not resolved, they may result in a delay. To track and resolve this issue, you must use the Issue Tracker Template. This template helps you to identify problems quickly so you can assign them. In simple terms, these problems are solved as soon as they appear. To manage large or large sized project media, the Issue Tracker Template is important.

To-Do List Excel Templates
Each project has many processes that need to be tracked and monitored. This process can also be referred to as moving parts of a project. Some tasks or processes are not important, and this is the reason you need a To-Do List of Templates. This template helps you focus on the most important tasks. In other words, you can use templates to organize individual tasks.

Project Data Analysis Excel Templates
Just like a database, each project involves keeping records and transaction details for future evaluations and references. Organized data is essential in actual monitoring and tracking of tasks and resources and time spent on tasks. Organized data storage is possible with the use of Project Data Template Analysis. This excel template is perfect for big projects.

Project Tasks Excel Template Analysis

Regarding the time and resources allocated to individual projects, the Task Analysis Template helps you to determine the amount of time and resources needed to complete successful tasks. This template consists of the steps involved in completing a given task. Each step has the time and resources to spend. All project types require this template.

Scope of the Software

The first activity in software planning is the determination of the scope of the software. Functions and performance allocated to software during system engineering should be assessed to form a clear and understandable project scope at the management and technical level.

The scope of the software describes functionality, performance, limitations, interfaces and reliability. The functions described in the scope statements are evaluated and in many cases are also filtered to provide more detailed prefixes when estimation begins.

A widely used technique to bridge the communication gap between customers and developers and to initiate the communication process is by conducting preliminary meetings or interviews.

Gause & Weinberg proposes that analysis should begin by asking context-free questions, a series of questions that will lead to a fundamental understanding of the problem, the person who wants a solution, the nature of the expected solution, and the effectiveness of the meeting itself.

Resource

The second task of software planning is to estimate the resources needed to complete the software development effort.

The following figure shows the development resources as a pyramid.

Human resource planners begin by evaluating the scope and selecting the skills needed to complete the development.

It proposes four categories of software resources to be considered at the time of planning:
Off-the-self Components The existing PL components can be obtained from previous projects ready for use on the current project and have been fully validated.
Full-Experience Components. The existing PL components developed on the previous project similar to the PL to be built on the current project. Each team member has full experience so that the modifications required for this component are relatively low risk.
Partial-experience component. The existing PL components developed on the previous project similar to the PL to be built on the current project, but will require substantial modification. The OT team members have limited experience so that the modifications required for partial-experience components have moderate risk levels.
New components. The PL component that must be built by the P1 team in particular is for the current project needs.

The enabling environment of the Software project, also called Software Engineering Environment (SEE), combines PL and PK.

Estimated costs and software efforts will never be an exact science. Variables that are too many human beings, techniques, environments, politics can affect the costs and endeavors that are applied to develop them.

There are a number of options to achieve costly and business accounting estimates:

  1. Delaying the estimate until the end of the project (100% accurate estimate when project is completed)
  2. Basing estimates on similar projects that have been done before.
  3. Use a relatively simple "decomposition technique" to estimate project costs and effort.
  4. Use one or more empiical models for the estimated business and OT costs.

Ideally, the techniques written for each option should be applied in pairs, each used as a cross check for others. On the OT project estimate, the decomposition technique takes the "divide and beat" way.

Empirical estimation models can be used to complement decomposition techniques and offer potentially valuable estimation approaches. Experience-based and shaped model:

D = f (vi)

Where d is one of a number of estimated prices (business example, cost, project duration) and vi are selected independent parameters (such as LOC and FP are estimated). The automated estimating device implements one or more decomposition or empirical models.