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Gwen Chen
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May 18, 2018

Three Free Project Plan Excel Templates

I was happy to see so many comments on my excel templates posts on inventory management and small businesses. Over the next few months, I will be including more templates (in Excel and Google Sheets) organized by job functions and business sectors. I hope this post and the many to come will simplify your work life!

If you are interested in how to convert Google Sheet templates to mobile apps, I included instructions on how to make an app from our Google Sheets add-on.

Without further ado, here are the three free project management spreadsheets! 

Project Management: A (Building Materials) Package Delivery Excel Template

This template is for fleet or package delivery managers whose job is to make sure all packages are picked up and delivered at the right place and on time. It breaks data into three blocksPackage, Pickup and Deliveryso that users can clearly see the relationships between any two of the three groups of data.

PM_Package_Excel

We turned this spreadsheet into a sample app where building material delivery managers can see on a map where a building/job site is and where the associated building material packages should be picked up from or dropped-off. Based on the criteria they select, the maps can be a combination of Building Sites (primary layer) and Vendors (secondary layer), Vendors (primary layer) and Package PickUp (secondary layer) etc.

Unlike spreadsheets, the app provides a dynamic way to organize data. In this app, data is organized by Driver, Vendor, Overdue Packages, and Late Packages, etc.

Package Delivery Management

 

Download Excel Template

Download Google Sheet Template

Project Management: A Marketing Project Excel Template

This template is based on a spreadsheet I use on a daily basis to manage multiple marketing projects. It organizes projects by Category, for example, Blog, Landing Page, and Campaign, etc.

PM_Marketing_Excel

I turned this spreadsheet into a mobile app and here are some of the most useful features this app has:

  • Groups projects by owners and the project start time to easily track projects.
  • Automates email/SMS notifications to remind people of their project deadlines.
  • Controls access to data so that project owners only see what they need to see.

Project Management App-Date Grouping-3

Download Excel Template

Download Google Sheet Template

Project Management: A Sales Tracker Excel Template

This sales tracker template is for sales people to track their leads (potential customers), which are grouped by job functions and business sectors. Potential customers are color-coded to indicate what stages they are in—1st attempt, 2nd attempt, and Close, etc.

PM_Sales_Excel

This template can be turned into a very interesting app where you can have:

  • A Stage View to count the number of leads at each stage.
  • A Business Sector View/Job Function View to identify the areas where you want to develop more leads.
  • A Time View to generate reports on your sales pipeline by week, month, or year.

Download Excel TemplateDownload Google Sheet Template

 

What other templates would you like to see? Please leave your comments below and I will provide them in my future blogs.

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