10 Essential Excel Report Templates

10个基本Excel报告模板

2022-09-01 19:00 project manager

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Planning a project only gets you so far. You also have to monitor your progress and performance to track if you’re on schedule and within budget. Then there are your stakeholders whose expectations must be managed. That’s where Excel report templates come in. Project reports are tools that project managers use to extract valuable project data. Excel report templates are a great tool to determine how you’re doing and keep your stakeholders updated. Using Excel Report Templates for Project Management The great thing about Excel report templates is that they’re free to download. Below are 10 essential Excel report templates that you can use now to get valuable data on your project. These Excel report templates cover everything from status reports to risk registers for a clear view of how your project is doing. Microsoft Excel is a great tool as these Excel report templates show, but they only go so far. Excel report templates must be imputed manually and are labor-intensive. They also don’t reflect real-time data so they’re always slightly behind. Project management software is the next step to gaining greater efficiency in managing your project, but if you’re not ready for that, Excel report templates will help. Excel Report Templates for Project Management Below are Excel report templates for project management, but they’re only a small sampling of the free project management templates we have to download on our template page. There are dozens of Word and Excel templates to help you through every stage of your project’s lifecycle. We’ve culled through that pack of templates to highlight our free Excel report templates. Download one or all of them now and use them to extract the information you need to deliver a successful project. When you’re ready to take your project templates one step further, read to the end and see how project management software leaves Excel project templates in the dust. 1. Project Dashboard Template Just as the dashboard on your car helps you track speed, mileage, gas consumption and more, our free project dashboard template is a window into the progress and performance of your project. It’s made up of a variety of graphs, such as a pie graph that shows how your team is progressing on their tasks to bar charts on workload, task lengths and project costs. The free project dashboard template is a high-level view of your project. It gives project managers a glimpse into what’s going on in the project so they can make better decisions. This Excel report template makes for a great communicative tool. Numbers can end up floating around on the page if math isn’t your strong suit, but the visual elements of the free project dashboard template create a quick and easily digestible way to deliver project data to stakeholders. ProjectManager software delivers more than any template. ProjectManager is online software that isn’t static like a template but instead connects to your project plan, schedule, resources and more. Our real-time dashboard receives live data as teams update their status so you’re always seeing current and accurate project information. There’s no data to input and it’s all done automatically. Get started with ProjectManager today for free. 2. Project Status Report Template Being able to get a snapshot of your project that shows its current state is critical for proper management. Our free project status report template lets you see the health of your project and how it’s progressing against your project plan. It can be used to communicate with stakeholders who prefer a more general synopsis of how the project is doing. This Excel report template is still a wealth of important information, from a summary to project health to risks and recommendations. That includes key accomplishments, what work is completed, what’s still ahead, milestones that have been reached and deliverables. There’s also a place for action items, overviews of the budget, schedule, quality and scope, and even roadblocks that need to be addressed. 3. Progress Report Template Knowing the progress of your project is one of the best ways to make sure you’re meeting scheduled milestones. Our free progress report template is a way to record the movement of your project over a specific period of time. That timeframe can be a week, a month or whatever is appropriate for your project Our free Excel report template captures the data. The Excel report template provides a summary of the project status, scope, schedule, cost and risk and then goes into more detail about all the tasks executed over the timeframe. It also looks at any issues that came up over this time period and how they impacted the budget. It then notes any existing or expected accomplishments. 4. Lessons Learned Template After you’ve delivered a project, it’s important to learn from it. What worked? What didn’t work? You can then take that knowledge and apply it to future projects to manage them better. One of the most important Excel report templates you can use is this free lessons learned template. The lessons learned template creates a space in which you can capture all the information you need from what is a win or a loss, describing what happened, the impact, how to change things to improve and then a list of action items to implement those changes. Use this Excel report template when doing a post-mortem with the project team. Get their feedback as they were on the front lines of the project and can offer a unique perspective. 5. Cost Benefit Analysis Template This Excel report template is a bit different. You use a cost-benefit analysis template to see if the project is viable and worth funding. There are always questions to answer before initiating a project, such as whether will meet a need, provide a service and whether you can deliver on deadline and for a reasonable cost. The cost-benefit analysis is a way to answer those questions before investing and risking the financial solvency of the organization. It lets you examine the numbers and make a knowledgeable decision about whether to go through with the project or not. This might be one of the most important Excel report templates you’ll use and it should always be part of your research. 6. Gap Analysis Template Whether you’re managing a project or an organization, you’re always on the lookout for ways to innovate and be more efficient and effective in meeting your long-term goals. A gap analysis template is a tool that helps conduct a strategic analysis of when you are, where you want to be and, most importantly, how to get there. Using this Excel report template is the first step to making an action plan that can help you close the gap you’ve found in your analysis. It helps you see the path to achieving those strategic long-term goals that help you grow and stay competitive. Like many Excel report templates, it also acts as a communication tool for stakeholders and employees, providing a lodestar to follow. 7. Project Task Tracking Template Keeping a project on schedule is one of the main responsibilities of a project manager. One way to accomplish this goal is with our free project task tracking template. It’s a tool that allows you to create a task list and use that to make sure each task in your project is on track to make its deadline. If not, you can reallocate resources to get it back on schedule. The Excel report template is set up to capture the task and a brief description. It outlines if it’s a dependent task and who it’s assigned to. There are also pulldown menus to note the priority, start date, planned end date and actual end date for each task. There’s a status column to note if the tasks are opened or closed and a space to add other details not collected already. 8. Timesheet Template Another Excel report template is our free timesheet template. It’s a tool that not only helps with payroll but allows project managers to track the time each team member is spending on their tasks. You can track cost per hour, vacation and overtime to help stay on schedule. This free Excel report template captures the personal data of each team member, including the department in which they work, their supervisor and their hourly rate. Their weekly hours are then collected and totaled to show you how much time they put in and what tasks they’ve completed or are still working on. Finally, there’s a signature line for the employee and supervisor. 9. Risk Register Template All projects have risks associated with them. We think of risks as bad, but some risks are good in that they open up an unforeseen opportunity. Our free risk register template helps you plan for risks, set priorities and outline who on the team is responsible for following through. This free Excel report template is important in helping you identify and respond quickly to any issues that show up in the project. You can’t know every risk that might show up, but with the help of your team’s experience, you can outline a majority of the likely risks and have a plan in place to effectively mitigate risks or take advantage of them. 10. Change Log Template Having a change log template is key to any change management process. Project plans are important but they’re not etched in stone. When changes occur in your project, whether external or internal, you need to have this free Excel report template to capture that change and track it throughout the project or until it’s resolved. The free change log template has a place for everything you need to identify and track changes in your project, such as when it was first discovered and who discovered it. The more data around the change, the more you can control it and make sure it doesn’t derail your project. How ProjectManager Makes Reporting More Robust These Excel report templates are a good start, but if you want to cross that project finish line on time and without accruing extra costs, then you need project management software. ProjectManager is online project management software that automates reporting and delivers real-time data for more accuracy and better decision-making. Use Real-Time Dashboards The dashboard template only gives you a taste of what a dashboard can do. Our real-time dashboard automatically captures live data. You don’t have to manually input it. It also does the calculations for you and then displays the results in easy-to-read graphs and charts. This high-level view is constantly updating so it’s like a high-level status report that’s always at your fingertips. While other project management tools have dashboards, often you have to set them up. That wastes time. Our dashboard is ready to go when you are. Get Customizable Reports All of the Excel report templates we’ve featured for free download are static documents. Our reports can be generated quickly and each can be filtered to show only the data you want to see or share with stakeholders. There are reports on portfolio status, project status, project plan, task, timesheets, availability, workload and various others to help you see in real time how the project is progressing and performing. Excel report templates don’t take the complex data from your project and turn it into helpful and digestible information, but our software does. The dashboard and reports are all collecting data from the many features that make our software unique in the project management space. We have robust Gantt charts that schedule tasks, resources and costs. Our kanban boards help to visualize your workflow while the sheet, list and calendar views are all designed to help you work how you want. Our collaborative platform connects everyone on your team, different departments and even outside enterprises so your reports can be shared with those who need to see them. ProjectManager is award-winning project management software that creates efficiencies by connecting everyone in real time. With features to plan, monitor and report on projects, and manage resources and risks, we have the one tool for all your project management needs. Join teams from NASA, Siemens and Nestle, among other organizations, delivering success. Get started with ProjectManager today for free.
计划项目只能让你走到这一步。你还必须监控你的进度和表现,以跟踪你是否按计划和预算。还有一些利益相关者,他们的期望必须得到管理。这就是Excel报表模板的用武之地。 项目报告是项目经理用来提取有价值的项目数据的工具。Excel报告模板是一个很好的工具,可以帮助您确定自己的工作情况,并让利益相关者了解最新信息。 使用Excel报告模板进行项目管理 Excel报表模板的优点是可以免费下载。下面是10个基本的Excel报告模板,您现在可以使用它们来获取项目中有价值的数据。这些Excel报告模板涵盖了从状态报告到风险登记簿的所有内容,可清楚地了解项目的进展情况。 Microsoft Excel是一个很好的工具,正如这些Excel报告模板所示,但它们也只能做到这一点。Excel报告模板必须手动插补,需要大量人力。它们也不反映实时数据,所以总是稍微落后。项目管理软件是提高项目管理效率的下一步,但如果您还没有准备好,Excel报告模板将有所帮助。 用于项目管理的Excel报告模板 下面是用于项目管理的Excel报告模板,但它们只是我们必须在模板页面上下载的免费项目管理模板的一小部分。有许多Word和Excel模板可帮助您完成项目生命周期的每个阶段。 我们已经挑选了这一包模板,以突出我们的免费Excel报告模板。立即下载其中一个或全部,并使用它们来提取成功交付项目所需的信息。当您准备好进一步使用项目模板时,请阅读全文,了解项目管理软件如何将Excel项目模板置于次要位置。 1.项目仪表板模板 就像汽车上的仪表板可以帮助您跟踪速度、里程、油耗等一样,我们的免费项目仪表板模板是了解项目进度和绩效的窗口。它由各种图形组成,例如显示团队任务进度的饼图,以及工作量、任务长度和项目成本的条形图。 免费的项目仪表板模板是项目的高级视图。它使项目经理能够大致了解项目的进展情况,以便做出更好的决策。此Excel报告模板是一个很好的交流工具。如果数学不是您的强项,数字可能会在页面上四处浮动,但免费项目仪表板模板的可视元素创建了一种快速、易于理解的方式,将项目数据交付给利益相关者。 ProjectManager软件提供的功能比任何模板都多。ProjectManager是一款在线软件,它不像模板那样是静态的,而是连接到您的项目计划、日程安排、资源等。我们的实时仪表板会在团队更新状态时接收实时数据,因此您始终可以看到最新且准确的项目信息。无需输入任何数据,一切都是自动完成的。立即免费开始使用ProjectManager。 2.项目状态报告模板 能够获取项目的快照以显示其当前状态对于正确管理至关重要。我们的免费项目状态报告模板可让您查看项目的健康状况以及项目计划的进展情况。它可用于与喜欢项目进展情况的更一般概要的涉众进行沟通。 此Excel报告模板仍然包含大量重要信息,从摘要到项目运行状况,再到风险和建议。这包括关键成就、已完成的工作、未来的工作、已达到的里程碑和可交付成果。还有一个地方的行动项目,概述的预算,时间表,质量和范围,甚至路障,需要解决。 3.进度报告模板 了解项目的进度是确保满足预定里程碑的最佳方法之一。我们的免费进度报告模板是一种记录您的项目在特定时间段内的进展情况的方式。该时间范围可以是一周、一个月或任何适合您项目的时间。我们的免费Excel报告模板可捕获数据。 Excel报告模板提供了项目状态、范围、进度、成本和风险的摘要,然后提供了在该时间段内执行的所有任务的详细信息。它还查看了在此期间出现的任何问题以及它们如何影响预算。然后说明任何现有的或预期的成绩。 4.已学习课程模板 在你完成一个项目后,从中学习是很重要的。什么是有效的?什么没起作用?然后,您可以将这些知识应用到未来的项目中,以便更好地管理它们。您可以使用的最重要的Excel报告模板之一是这个免费的经验教训模板。 经验教训模板创建了一个空间,您可以在其中捕获所需的所有信息,包括成功或失败,描述发生了什么、影响、如何进行改进,以及实施这些更改的操作项列表。与项目团队一起进行事后分析时,请使用此Excel报告模板。当他们在项目的第一线时,获得他们的反馈,并提供独特的观点。 5.成本效益分析模板 此Excel报告模板稍有不同。您可以使用成本效益分析模板来查看项目是否可行以及是否值得投资。在启动项目之前,总是有一些问题需要回答,比如是否能满足需求,提供服务,是否能在最后期限内交付,以及是否能以合理的成本交付。 成本效益分析是一种在投资和冒组织财务偿付能力风险之前回答这些问题的方法。它可以让你检查数字,并作出明智的决定,是否通过与项目或没有。这可能是您将使用的最重要的Excel报告模板之一,它应该始终是您研究的一部分。 6.差距分析模板 无论您是管理项目还是管理组织,您都需要不断寻找创新的方法,以便更高效地实现您的长期目标。差距分析模板是一种工具,可帮助您进行战略分析,了解您的时间、目标以及最重要的实现方式。 使用此Excel报告模板是制定行动计划的第一步,该计划可帮助您弥补分析中发现的差距。它可以帮助您了解实现这些战略性长期目标的途径,从而帮助您实现增长并保持竞争力。与许多Excel报告模板一样,它也是利益相关者和员工的沟通工具,提供了一个可供遵循的指南。 7.项目任务跟踪模板 保持项目按计划进行是项目经理的主要职责之一。实现这一目标的一种方法是使用我们的免费项目任务跟踪模板。它是一个工具,允许您创建一个任务列表,并使用它来确保您的项目中的每项任务都在轨道上,以达到其最后期限。如果没有,您可以重新分配资源以使其恢复到预定的状态。 设置Excel报告模板以捕获任务和简短说明。它概述了任务是否为相关任务以及分配给谁。此外,还提供了下拉菜单,用于记录每项任务的优先级、开始日期、计划结束日期和实际结束日期。有一个状态列,用于记录任务是打开还是关闭,还有一个空间,用于添加尚未收集的其他详细信息。 8.排程表模板 另一个Excel报告模板是我们的免费时间表模板。这是一个工具,不仅有助于工资,但允许项目经理跟踪每个团队成员花在他们的任务的时间。您可以跟踪每小时的成本、假期和加班时间,以帮助按时完成任务。 这款免费的Excel报告模板可捕获每个团队成员的个人数据,包括他们工作的部门、他们的主管和他们的小时工资。然后,他们每周的工作时间会被收集起来,并加总,以显示他们投入了多少时间,以及他们已经完成或仍在完成的任务。最后,还有一行签名供员工和主管签名。 9.风险登记簿模板 所有项目都有相关的风险。我们认为风险是坏的,但有些风险是好的,因为它们带来了不可预见的机会。我们的免费风险登记模板可帮助您规划风险、设定优先级并概述团队中负责跟进的人员。 这个免费的Excel报告模板非常重要,可以帮助您快速识别和响应项目中出现的任何问题。您不可能知道可能出现的每一个风险,但是在团队经验的帮助下,您可以概述大多数可能的风险,并制定计划来有效地降低风险或利用风险。 10.更改日志模板 拥有变更日志模板是任何变更管理流程的关键。项目计划很重要,但它们不是一成不变的。当项目发生变更时,无论是外部变更还是内部变更,您都需要使用这个免费的Excel报告模板来捕获变更,并在整个项目中跟踪变更,或者直到变更得到解决。 免费的变更记录模板提供了识别和追踪项目中变更所需的一切,例如第一次发现变更的时间和发现者。变更的数据越多,您就越能控制变更,并确保变更不会破坏项目。 ProjectManager如何使报表更加可靠 这些Excel报告模板是一个很好的开始,但是如果你想按时完成项目,而不增加额外的成本,那么你需要项目管理软件。ProjectManager是一款在线项目管理软件,可自动生成报告并提供实时数据,以提高准确性并做出更好的决策。 使用实时仪表板 仪表板模板只是让您体验一下仪表板的功能。我们的实时仪表盘可自动捕获实时数据。您不必手动输入,它也会为您进行计算,然后将结果显示在易于阅读的图形和图表中。此高级视图会不断更新,因此它就像一个高级状态报告,随时可供您使用。虽然其他项目管理工具也有仪表板,但通常您必须对其进行设置。浪费时间。我们的仪表盘随时准备好。 获取可自定义的报告 我们提供免费下载的所有Excel报告模板都是静态文档。我们的报告可以快速生成,每个报告都可以进行筛选,只显示您希望查看或与利益相关者共享的数据。有关于投资组合状态、项目状态、项目计划、任务、时间表、可用性、工作量和各种其他信息的报告,以帮助您实时查看项目的进展和执行情况。Excel报告模板不会将复杂的数据从您的项目中提取出来,并将其转化为有用且易于理解的信息,但我们的软件可以。 仪表板和报告都从许多功能中收集数据,这些功能使我们的软件在项目管理领域独树一帜。我们拥有强大的甘特图,可以安排任务、资源和成本。我们的看板有助于可视化您的工作流程,而工作表、列表和日历视图都旨在帮助您按照自己的方式工作。我们的协作平台将您团队中的每个人、不同部门甚至外部企业连接起来,因此您的报告可以与需要查看的人共享。 ProjectManager是一款屡获殊荣的项目管理软件,它通过实时连接每个人来提高效率。我们的工具具有计划、监控和报告项目以及管理资源和风险的功能,能够满足您所有的项目管理需求。加入来自NASA、西门子和雀巢以及其他组织的团队,取得成功。立即免费开始使用ProjectManager。

以上中文文本为机器翻译,存在不同程度偏差和错误,请理解并参考英文原文阅读。

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