9 Essential Excel Spreadsheets for Tracking Tasks, Costs and Time

用于跟踪任务,成本和时间的9个基本Excel电子表格

2022-01-06 09:50 project manager

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Your work isn’t going according to plan. Nobody has enough time or money to do their tasks. The best you can hope for is to finish them quickly, saving as much time and costs as possible. If you’re in this spot, then you may seek out some task, cost and time tracking templates for Excel. We’ve collected ProjectManager’s 9 best Excel spreadsheets for tracking that you can download and use for free. And, if you want even more Excel spreadsheets and free templates, check out our templates hub. 1. Dashboard Template A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule. ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced. There’s another task graph that measures the duration of the tasks, which is helpful in seeing what is getting done on time and what is taking too long. Finally, there’s a cost bar chart to help you stay on budget. This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project management software automates that process. ProjectManager goes one step further by accumulating real-time data, crunching the numbers and displaying it. Get started with ProjectManager free today. 2. Task Tracker Template ProjectManager’s free task tracker for Excel template can organize your work and keep track of it. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work. This task tracker spreadsheet captures all the details of your work. Add the name of the task and include dependent tasks. You can assign it to yourself, or someone on your team. Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It’s got everything you need to track your tasks at a basic level with an Excel spreadsheet. 3. Budget Spreadsheet for Cost Tracking Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking all of your financial details on one spreadsheet. Tasks cost money. The budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS). Then, there are labor costs: planned vs actual hours, plus the cost per hour. Materials are broken down by units and cost per unit. There is also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget. 4. Timeline Template ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones! To get started with this free timeline template, you first need to list all your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete. You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline. All your tasks are now laid out as horizontal bars across a timeline so you can see how long it’ll take to complete each task. 5. Action Plan Spreadsheet Managing work means outlining the steps you must complete in order to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget. We’ve broken up this action plan template into three sections. The first are the action steps, which note priority, list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress. Section two is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and the resource cost. 6. Status Report Template Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and keep on schedule. This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future. A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders. 7. Risk Tracking Spreadsheet No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work. This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it will impact the work you’re doing if it goes from a risk to an actual issue. For each risk you identify on the template, you can add a risk response, which the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that team member is responsible for identifying and rectifying it. 8. Change Tracking Spreadsheet Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It will help you control change so it doesn’t make you spend too much overtime or add costs. A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a document that captures change when it happens. You can number changes for better tracking, and note when the change first came up and who discovered or requested it. You can then prioritize the change, and you or a team member can be given ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery, and makes sure that no change order is lost in the cracks. 9. Time Tracking Spreadsheet There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet. This timesheet is great for you, or for team members, to record the amount of time spent on work. The timesheet has space for your name or the name of the employee, what department they’re working in, who their supervisor is and the hourly rate of pay they get. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch. Then, the total for the week is added up and multiplied by the rate of pay to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, too, if accurate. Use ProjectManager to Track Time, Costs and Tasks Better Than Excel Templates and Excel spreadsheets for tracking are great, but as noted above, they can only do so much. ProjectManager is cloud-based work management software made for hybrid teams that connects everyone, no matter where they work, what time, department or skill level. And it does it in real-time, so everyone is collaborating and working on the most recent data. Automatically Fill Out Timesheets Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll, but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota or not. Also, once submitted, timesheets are locked and secure. Work in the Way That Suits You Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all your tasks on a timeline. The duration bar that connects each task’s start and end dates will automatically show progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. There’s not a more flexible tool available for hybrid work management and tracking work. Generate One-Click Reports in Seconds Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated. ProjectManager is award-winning work management software for hybrid teams. Our real-time tool tracks time, costs and more to make sure you’re always on schedule and never spending over your budget. Join the 35,000-plus people using our software to track tasks, cost and time. Get started with ProjectManager free today. Project Task Tracker Excel Template Project Brief Template Project Time Tracking: Management Tips & Tools Stakeholder Analysis Template
你的工作没有按计划进行。没有人有足够的时间或金钱去完成他们的任务。你所能期望的最好的结果就是快速完成它们,尽可能地节省时间和成本。 如果你在这个位置,那么你可以寻找一些Excel的任务,成本和时间跟踪模板。我们收集了ProjectManager的9个最好的Excel电子表格用于跟踪,您可以免费下载和使用。而且,如果你想要更多的Excel电子表格和免费模板,请查看我们的模板中心。 1.仪表板模板 仪表板是记录工作的方式,包括任务花费的时间,花费的费用以及是否按计划取得进展。ProjectManager的免费Excel仪表板模板为您提供了工作进展情况的概述。这些信息对于了解你是否超支或进度落后是至关重要的。 ProjectManager的免费仪表板模板有几个小部件,用于监视您工作中的度量。例如,有一个颜色编码的任务图,显示你的任务是否完成,是否正在进行,是否未开始或是否过期。还有一个工作量表,用于管理团队,确保他们的工作量平衡。 还有一个任务图可以测量任务的持续时间,这有助于查看哪些任务按时完成,哪些任务耗时过长。最后,还有一个成本条形图可以帮助你保持预算。 此Excel仪表板模板可以管理您的工作,但它是一个静态文档,必须手动更新。项目管理软件使这一过程自动化。ProjectManager更进一步,积累实时数据,处理数字并显示出来。即日免费开始使用ProjectManager。 2.任务跟踪器模板 ProjectManager的免费Excel模板任务跟踪器可以组织您的工作并对其进行跟踪。它类似于一个待办事项列表,您只需添加工作并对其进行管理。有一个任务清单是控制你的工作的第一步。 此任务跟踪器电子表格捕获您工作的所有细节。添加任务的名称并包括从属任务。您可以将其分配给自己或团队中的某个人。 接下来,设置优先级和你期望完成的时间。最后,还有一列来标记它的状态,这对于跟踪你的工作是必不可少的。它提供了所有您需要的东西,以跟踪您的任务在一个基本水平与Excel电子表格。 3.用于成本跟踪的预算电子表格 在你的工作中管理成本和在最后期限前完成任务一样重要。ProjectManager的Excel免费预算模板通过在一个电子表格上跟踪所有财务详细信息,帮助您保持预算。 任务是要花钱的。预算定义了你为完成这些任务所使用的资源的成本。首先,电子表格模板有一个编号列表,对应于您的工作分解结构(WBS)。然后,还有人工成本:计划vs实际小时数,再加上每小时的成本。材料按单位和单位成本进行分解。 在你的预算中还有其他细列项目的空间,其中包括差旅,设备,固定和杂项费用。最后,有列收集每个行项目的预算成本和实际成本,然后是余额,显示行项目是高于预算还是低于预算。 4.时间表模板 ProjectManager在Excel中的自由时间线模板非常适合在Excel中安排项目从开始到完成的时间。这是一种查看所有任务并保持进度的方法。你甚至可以添加里程碑! 要开始使用这个免费的时间线模板,你首先需要列出你所有的任务,并给它们一个名字。每个任务都必须有一个开始日期和结束日期,以及您认为需要完成的时间。 您可以将所有数据添加到模板的左侧,这是一个普通的跟踪电子表格。然后,在右边,你会看到时间线。现在所有的任务都以横穿时间线的水平条形式排列,这样你就可以看到完成每个任务需要多长时间。 5.行动计划电子表格 管理工作意味着勾勒出为了实现目标你必须完成的步骤。使用ProjectManager的free action plan spreadsheet for Excel来跟踪任务并详细说明在预算范围内按时完成工作的策略。 我们把这个行动计划模板分成三个部分。第一个是行动步骤,说明优先级,列出任务,阶段和分配。也有空间来记录任务的状态和跟踪它们的进度。 第二部分是时间表,包括开始日期和截止日期,包括计划的小时数。最后,第三节着重于资源;比如哪个部门负责哪个任务,需要什么材料,资源成本。 6.现状报告模板 知道你在项目生命周期中的任何特定点的位置是你如何管理时间和成本的。我们的免费状态报告模板是一个伟大的工具来跟踪您的进展和保持在计划。 这个免费的状态报告模板由五个部分组成:项目信息,项目状态摘要,项目健康状况,风险管理概述和一个包含对未来的建议的结论。 状态报告是跟踪工作的基石。它被用于项目管理和工作管理,因为它给管理者一个图片,他们的计划和实际进展。在向利益相关者展示时,它也是一个强大的工具。 7.风险跟踪电子表格 无论你的工作计划如何周密,仍有一些未知因素会影响你的进度。使用ProjectManager的免费风险注册电子表格来帮助您计划工作中的风险。 这个免费的Excel风险注册表有列来标识风险,以便于跟踪。有一个专栏描述风险,并解释如果风险变成实际问题,它将如何影响你正在做的工作。 对于您在模板上标识的每个风险,您可以添加风险响应,如果风险实现,您将采取该响应。您还可以注意到风险级别。然后,如果您在一个团队中工作,您可以分配风险,以便团队成员负责识别和纠正风险。 8.更改跟踪电子表格 下载ProjectManager的Microsoft Excel免费更改跟踪电子表格,以便在更改影响您的工作管理时对其进行管理。它将帮助你控制变化,这样就不会让你花费太多的加班时间或增加成本。 变更日志Excel电子表格是我们提供的最重要的Microsoft Excel模板之一。它是一个在变化发生时捕捉变化的文档。您可以对更改进行编号以便更好地跟踪,并记录更改第一次出现的时间以及发现或请求更改的人。 然后,您可以确定变更的优先级,并且您或团队成员可以被赋予所有权,以完成变更。Excel电子表格跟踪从发现到恢复的更改,并确保没有更改单丢失。 9.时间跟踪电子表格 没有比ProjectManager的空闲时间跟踪电子表格更好的模板来跟踪您在任务上花费的时间了。此时间表非常适合您或团队成员记录在工作上花费的时间。 时间表上有你的名字或员工的名字,他们在哪个部门工作,他们的主管是谁以及他们得到的每小时工资。模板收集他们的小时数,例如他们工作日的开始时间和结束时间。甚至还有个地方可以加班加点吃午饭。 然后,将一周的总数相加并乘以工资比率,以显示员工所欠的总金额。最后,有一行字供员工签字,主管检查并签字,如果准确的话。 使用ProjectManager比Excel更好地跟踪时间,成本和任务 用于跟踪的模板和Excel电子表格是很棒的,但正如上面所指出的,它们只能做到这么多。ProjectManager是一款基于云的工作管理软件,适用于混合团队,将每个人都连接起来,无论他们在哪里工作,什么时间,什么部门或技能水平。而且它是实时进行的,所以每个人都在协作,处理最新的数据。 自动填写时间表 以时间表为例。ProjectManager的时间表不会让员工填写时间表,而是自动填写他们的任务并更新他们所花费的时间。这简化了工资单,同时也提供了一个窗口来跟踪他们在任务上花费的时间。这样,你就知道他们是否完成了配额。此外,一旦提交,时间表就会被锁定和安全。 以适合你的方式工作 多个项目视图允许团队中的每个人以他们想要的方式工作。经理可以在甘特图上提前计划,甘特图在时间线上显示您的所有任务。连接每个任务的开始日期和结束日期的持续时间栏将根据阴影的多少自动显示进度。团队可以使用任务列表,看板或日历,如果他们愿意,所有这些都是更新的,并显示进度。没有更灵活的工具可以用于混合工作管理和跟踪工作。 秒内生成一键式报表 通过ProjectManager的一键报告,可以轻松地跟踪时间,成本等。获取状态报告,任务报告,时间表,费用等。这些报告采取复杂的数据,并将其转变为有洞察力和易于阅读的报告,以监测进展和更多。还可以对报表进行筛选,以便只看到您想要的数据,然后共享报表以使涉众保持更新。 ProjectManager是一款屡获殊荣的混合团队工作管理软件。我们的实时工具跟踪时间,成本和更多,以确保您总是按计划进行,永远不会超出您的预算。加入35,000多人使用我们的软件跟踪任务,成本和时间。即日免费开始使用ProjectManager。 项目任务跟踪器Excel模板 项目简介模板 项目时间跟踪:管理提示和工具 利益相关者分析模板

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