Excel Template for Project management tracking: The essential characteristics of any multiple project management tracking template include: Collaborative to evaluate the progress: Templates must have the ability to, and many software generally can, be able to be shared with people involved in the project, like clients, contractors or freelancers. Multiple Project Tracking Template Excel helps you to manage the Multiple Projects and Resource in Excel. Multiple Project Tracking Template Excel Free Download is created using Microsoft Excel in xls and xlsx Format. Here is the Free Multiple Project Tracking Template Excel file. Download a free Project Tracking Template for Contractors and Freelancers - Track the status of multiple projects or tasks. Multiple Project Tracking Template Excel And Blank Monthly Bill Payment Worksheet can be beneficial inspiration for people who seek a picture according specific topic, you can find it in this website.
For contractors, consultants, freelancers, and those who work with them.
No matter how good your project management skills are, if you are balancing multiple clients, projects, and deliverables, a project tracking tool is essential. For large projects where you have many sub-tasks and a project schedule lasting multiple weeks or months, a Gantt Chart is a must-have tool. But, when working with a contractor, consultant, or freelancer, where new projects and tasks are created and completed daily or weekly, a different type of tool may be needed.
Vertex42's new project tracking template was created out of a need for a tool that could help us communicate vital information, estimate expenses, and stay up-to-date on the status of each task. Though there are many online project tracking tools for freelancers and contractors, sometimes you just can't beat the flexibility that a shared spreadsheet can give you, especially now that there are so many ways to collaboratively share files and documents.
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For: Excel 2007 or later, Office 365, & Excel for iPad/iPhone
Other Versions![]() Template DetailsLicense: Private Use(not for distribution or resale) ![]()
'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer and Brent Weight
Description
This project tracker is great for contractors, consultants, freelancers and other service providers who are managing or working on multiple projects with multiple deliverables and tasks. It can help improve communication and help you stay in sync with your clients. Just remember that it is not meant to be a substitute for a well written contract - it's primary purpose is to aid in communication.
We developed this project tracking template over time through our own use as we've worked with various sub-contractors over the years on a number of different projects. It is especially useful when you need to track tasks with more than just email, but don't need or want to use more complicated or formal project management software.
Download the new Time Tracking template to keep track of hours worked on specific projects and tasks.
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New Discussion-Style Comments in Google Spreadsheets Perfect for Collaboration - You can use this to post questions and comments about the project tracker as well. How to Use this Project Tracking Template
Collaboration: Keep the project tracker in a shared folder or Dropbox, or use the Google Docs version, so that both the client and service provider have real-time access to it. To make this truly useful, everyone needs to be able to see it regularly.
Notifications: The real key to this template is the very first column. Use it to notify the client of line items that need to be reviewed. This is the column you flag to let them know they need to pay attention to something. Add cell comments in this column to include notes about the status.
Email vs. the Project Tool: Don't expect the project tracking tool to eliminate the need for email. The purpose of the tool is to keep things organized, see the progress of individual tasks all in one place, and to track time and costs. It's inevitable that you'll have long email chains as you communicate about the details of the project. Use email to discuss details, and use the project tool to summarize things agreed upon.
Adding Comments: Comments are the key to communication using this template. When adding a new comment, add it to the top of the existing comments, and include the date along with your name like this: 'Jon Wittwer (2/16/2012): Needs a bit more re-work. See the Notes.'
Keep the Status Up-to-Date: Review the Project Tracker regularly and keep the status column updated. Send a quick email to notify others if you've made changes you want them to see.
Set Priorities: If you are the client, make sure to set priorities and remember that not all tasks can be the most important. If you are the service provider, you may need to ask your client now and then to verify the priority of the projects.
Use Concise Project and Task Names: Choose project and task names that can be easily referred to in the subject line of emails and other communication.
Use Detailed Descriptions: Ambiguity is one of the biggest evils in consulting, contracting, and freelance work. Make sure the tasks are described in detail. You may need to use and refer to other documents if the details cannot be communicated effectively using the Description column or cell comments.
Define Deliverables: Use the Deliverables section to summarize the deliverables and specify due dates. This may include listing the specific documents, images, files or prototypes that will be delivered as part of the project.
Costs and Time Estimates: Use the Cost and Hours section to help communicate costs, either fixed bids or estimates of hours. If you work hourly, keep the Actual column updated to let your client know how you are spending their money. Don't wait to surprise them with the actual costs in an invoice. If the tasks requires intermediate reviews and feedback, update the Actual column when you ask for a review or feedback, so that the client can see how much time has been spent already, and how much time is left.
The Project Tracker is Not a Contract: If you are working with sensitive information, mission-critical tasks, or high-cost projects, you may need more than just this template. This purpose of this template is to aid in communication and organization, it is not a replacement for contracts, quotes, and work orders.
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products , Project Management , VBA Macros - 59 comments
In this 2 part tutorial, we will learn how to design a project portfolio dashboard.Part 1 discussed user needs & design. Part 2 will show you Excel implementation.
Project Portfolio Dashboard Pack is now available.
Click here to get your copy. Background: Designing a Project Portfolio Dashboard
As discussed in part 1, the biggest challenge when it comes to designing project portfolio (program) level dashboards is that, End users want it very concise yet powerful.
We have identified important needs of our end users & come up with a mock up design that meets all these. Refer to part 1 for that discussion.
Final Implementation – Project Portfolio Dashboard
First lets take a look at the finalized dashboard implementation. Click on it to enlarge.
Construction of Project Portfolio DashboardMultiple Project Tracking Template Excel DownloadsDesign philosophy for the dashboard
First let us understand the design philosophy for this dashboard, because that is what drives all the Excel work. Here is a mind map that explains how I approached the design of this dashboard.
Data Entry
Majority of data in this dashboard is captured using Excel Tables. This has several advantages:
There are 6 important tables:
Calculations
Explaining each and every formula in this would take us until next years Christmas. So I will highlight key formulas & challenges faced:
Fetching relevant project plan from all plans:
This was one of the trickiest things. Since each plan has its own table, getting selected project’s table is necessary to drive all calculations. This is how its done.
Sorting Projects:
This is done using 3 steps:
This is essentially same technique Robert taught us in 2008 in KPI Dashboards article.
Showing Daily, Weekly or Monthly Gantt view:
This is achieved by using below logic:
Other important formulas:
Dashboard Display
This dashboard display follow box layout with simple colors, easy charts, picture links & lots of conditional formatting goodness.
Changing default text editor for python files mac. To understand the important Excel features used in this, see below image & following list.
Dashboard Usability
Color Scheme:
Use default Office 2007 (2010) theme. This provides very good contrast, excellent color mix & does not surprise many people.
Fonts:
Only 2 fonts are used thru out dashboard. Franklin Gothic Book for content & Franklin Gothic Demi for headers.
These fonts are specified in dashboard’s theme so that they apply by default when opened in any computer.
Printable:
The dashboard is optimized for print. All form controls & links are disabled for printing. This ensures that you get a clean printout with just data & charts. Sl1 scratch live does not recognize my turntables.
Tip: You can disable printing for any object by right clicking > format > properties and un-checking the print option.
Macros:
Since the workbook uses macros, I have added a warning message that shows up when macros are disabled. A technique I picked up from Mike Alexander.
How this dashboard works [Video]Excel Spreadsheet Templates For Tracking
Since all this explanation might not do justice to the work, I made a short video [12 mins] explaining how the dashboard works. See it below:
Download Project Portfolio Dashboard
Now you can get this and 4 other project portfolio management templates (including simplified portfolio dashboard, time line chart, gantt chart templates). All these files are easy to use, beautiful to present, fully customizable, unlocked and designed to make you awesome.
Virtual dj pro full crack mac. Click here to get a copy of the project portfolio portfolio dashboard.
How do you like this dashboard?
I really enjoyed making this dashboard. It was challenging & entertaining experience for me. I think the final workbook summarizes performance of a bunch of projects in a concise yet powerful way.
What do you think? Do you like this dashboard? Do you often work with project portfolio / program level dashboards? How do they look and behave? Please share your feedback, suggestions & ideas using comments.
Thank you for your suggestions & feedback
Thanks everyone who sent suggestions thru emails & comments. I feel very happy about the way this dashboard has turned out. Thanks for your continued support for Chandoo.org.
PS: Go ahead and pick up Project & Portfolio Management template pack today, because you want to be awesome.
Hello Awesome..
My name is Chandoo. Thanks for dropping by. My mission is to make you awesome in Excel & your work. I live in Wellington, New Zealand. When I am not F9ing my formulas, I cycle, cook or play lego with my kids. Know more about me.
I hope you enjoyed this article. Visit Excel for Beginner or Advanced Excel pages to learn more or join my online video class to master Excel.
Thank you and see you around.
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