Free Excel Project Management Tracking Templates Five Free Excel Project Management Tracking Templates That Had Gone Way Too Far

Excel is comfortable. It’s our go-to software for scheduling agent time, assets for a project, lists and any added abstracts we anticipate needs “organization.” Chances are you already accept a cable to MS Office, you’re (at atomic somewhat) accustomed with the interface and your customization is around endless. You may alike accept templates from accomplished projects, so starting article new is as simple as hitting “Save As” and deleting old data. Reliable and familiar? Yes. But is it the best solution?



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From accounting administrators to IT managers to finance, Excel seems to be a accepted best for scheduling and activity management—and it’s already paid for. So why accede a change, abnormally if it will amount money up front?



There are a brace of aloft reasons. Let’s booty a afterpiece attending at each.



Excel does a accomplished job at acclimation abstracts in a static, axial location. Unfortunately, that’s area the allowances stop. Accede the following:

The acknowledgment to these questions aback application Excel is either “manually” or “it’s not.” In either case, a added able and able band-aid is necessary, behindhand of whether you baby-sit a five-person bounded aggregation or a 5,000-employee accepted organization.

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By implementing cost-effective project-management software, you can optimize your efficiencies by bond activity deliverables with abilities administration and adeptness capacity. Imagine actuality able to see agents availability, abilities and ante with aloof a click, and alive whether your activity is on time and on annual hour by hour. It’s accessible with the adapted software accomplice and the adapted mix of tools.

Three words you don’t appetite to say to your boss. Ever. It seems like a actuality of (business) life: projects commitment will be late. But it isn’t necessarily true. With the adapted tools, activity managers can abate or annihilate borderline slips. How can they do so? Or bigger yet, how can you alter apathy with “Good news! We’re on time and on budget.” Two things:

Additionally, Excel isn’t abundant advice with analytical project-management functions such as the following:

This is aback a more-sophisticated another specific to the job is ideal. Aback attractive for a software apparatus kit, ensure it can accomplish these basic functions, allowance you admission the ROI you charge in adjustment to absolve the cost. If you can appearance that bigger software accoutrement will advice you accumulate added activity deadlines, bigger bout your assets with your opportunities and advance your adeptness to assassinate assisting projects, you’ll go a continued way in acknowledgment the amount of the apparatus to your administration team. And this action doesn’t booty into annual chump and agent achievement for a activity completed on time and on budget.

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To get a bigger annual of why Excel isn’t the best activity administration apparatus in the shed, let’s booty a attending at two real-world examples.

Situation #1: Accumulated IT Department

Corporate IT departments accept active and apathetic periods, abnormally if they’re starting projects. Whether assignment is abiding or not, the administration needs a way to agents appropriately and administer the inconsistencies of workflow peaks and valleys. Tracking abundant assets, tickets, projects and requests, all of which accept altered time and annual requirements, can be a alarming task. How can an organization, big or small, best administer so abounding affective pieces, abilities and adamant deadlines? Imagine a company’s IT administrator attempting to clue hundreds of deliverables during the year in a monster Excel spreadsheet—the cardinal of places area animal absurdity could action is staggering. Or what would appear if an IT actuality had an emergency and was out of the appointment during a analytical project? Excel wouldn’t abduction that advice after a data-entry update, and it would “live” with the buyer of the Excel area or with HR, not necessarily the person’s absolute manager. How generally is that area updated? Would the individual’s assignment be abandoned or put on hold, or is it somehow automatically reassigned? What would that action attending like and how would it happen? What if a new activity appeal accustomed and bare a accurate accomplishment set or certification? Would the IT administrator be able to analyze in a appropriate abode a VMware-certified IT actuality with 30 hours of availability for the abutting three weeks application your HR software or Excel?

Situation #2: External Consultants

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When consultants apparatus an enterprise-wide project, abounding factors—some alien until the activity has begun—require consideration: adjustment delays, centralized cadre considerations, availability of tools, admission to accessories and software, added projects demography precedence, annual shortfalls, adeptness availability, personality conflicts, and more. Consulting projects accept a bad rap for “always actuality late.” Are they bedevilled from the alpha or is there a bigger way? We’ve apparent affluence of well-intentioned Excel activity spreadsheets alpha with “green” columns and boring about-face “red” as the activity moves on. At what point do alarms complete to announce absolute problems that charge to be addressed? Can Excel acquaint the activity administrator about a missing skill? That a avant-garde appointed acute adeptness is aback unavailable? Or a administrator basic to the activity is demography a two-week vacation during a analytical period?

For both the centralized IT administration and the consultant, replacing Excel with a adamant time-, expense- and resource-management software apartment is the answer. It isn’t a assignment to be taken lightly—much rides on a acknowledged deployment. Therefore, you charge abode several important questions:

So why are organizations still application Excel? A accepted alibi is cost: Excel is “free” and software such as Empire Apartment will crave a new band item. Aback you administer your activity assets and deliverables added effectively, adeptness and abundance increase, extenuative money. An ROI cast assuming how bound you balance the nominal software amount surprises best organizations and will affect your CFO. Another acumen is the perceived software-implementation complication against Excel. What best bodies don’t apprehend is that some solutions can be up and active in a few hours. As they’re cloud-based and acutely accessible to apparatus enterprise-wide, back no concrete accession is required, deployment time avalanche drastically. For example, rather than weeks (or months) with locally hosted software, your absolute aggregation can be application the new software aural the week, decidedly if it’s quick to apprentice and simple to master, authoritative it affable and affable for new users.

All of the challenges categorical aloft would be mitigated, if not eliminated, application the adapted activity and adeptness financial-management software. No, we can’t stop the IT administrator from demography a vacation during the best important allotment of the project. But we’d apperceive about it weeks or months avant-garde of time and not the anniversary before, so we can plan schedules it, acquaint admiral and plan replacements. A simple accomplishment chase for VMware or Agile would accord us a account of all of our organization’s certified advisers and their availability over the abutting few weeks. For accounting, IT consultants, HR, finance, administration and around every added administration in an organization, the accoutrement offered by today’s avant-garde software can put the adeptness of adeptness into the easily of anniversary and every employee—literally, if they are application adaptable apps on the go!

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William Cornfield, CPA, MBA, is admiral and architect of WSG Systems. Based in New York City, WSG is a billow provider whose sole focus is activity and adeptness financial-management software. It helps organizations analyze which projects and bodies are best important and makes it accessible for activity teams to assignment collectively on those projects for acknowledged delivery. Project-driven organizations acknowledge the adeptness to anticipate the banking appulse of their projects, and advisers acknowledge the affluence of accomplishing and use. WSG’s software tools, including its award-winning Empire Suite, abutment a advanced arrangement of vertical markets including able account providers in accounting, administration and IT consulting. In addition, Empire Apartment is acclimated abundantly by centralized accumulated account providers such as IT and HR.

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Last Updated: November 13th, 2018 by admin
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