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.
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. project management templates excel
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
| Task ID | Task Description | Priority | Assigned To | Due Date | Status (Not Started/In Progress/Done) | Comments | Date Completed | |---------|------------------|----------|-------------|----------|----------------------------------------|----------|----------------| Pie chart of budget by category