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Build a Project Management Excel Template
Rating: 4.4 out of 5(547 ratings)
4,076 students

Build a Project Management Excel Template

Set up a clean, easy-to-use tracker to plan, organize, and manage projects step by step in Excel.
Created byJustin Bateh, PhD, Projects Right
Last updated 5/2025
English
English [Auto],Indonesian [Auto],

What you'll learn

  • Build a Custom PM Tracker: Learn to design an Excel-based project tracker tailored to your workflow.
  • Streamline Project Monitoring: Use formulas, charts, and conditional formatting to track progress and deadlines.
  • Optimize Resource Allocation: Create actionable insights to manage tasks, budgets, and resources effectively.
  • Automate Tracking: Create automated features to streamline project management tasks.

Explore related topics

Course content

1 section • 12 lectures • 1h 2m total length

  • Welcome and Your Pre-Made Trackers!0:57

    Create a customized project management tracker in Excel by organizing tasks, tracking progress, and managing resources. Explore task dependencies, automation, and data visualization to build a fully functional tool.

  • Your Project Tracker Structure1:21

    Learn to build a project tracker in Excel, covering structure, phases, task assignment, health and priority metrics, start date, end date, progress, and a Gantt chart with a progress dashboard.

  • Starting the Project Tracker in Excel5:25

    Create a new blank workbook, build a project table with phases, tasks, assignee, health, priority, dates, duration, progress, status, and a hierarchy column, then format as a styled table.

  • Drop Down Menus6:07

    learn to create drop down menus in an Excel project tracker, using data validation with ranges for assigned to, health, priority, status, and hierarchy to ensure consistent data entry.

  • Color Coding & Conditional Formatting9:32

    Apply conditional formatting to a project tracker to automatically color-code health, priority, and status, using color fills, data bars, and icon sets for clear progress.

  • Organizing Tasks Hierarchically4:04

    Organize tasks hierarchically to show project progress and task groupings. Apply conditional formatting to highlight rows when column B shows p or T for the Gantt chart.

  • Protecting Formulas in Tracker3:39

    Protect formulas in your project tracker by locking non-formula cells, using a duration formula (end date minus start date plus one) or network days, and blanking when dates are missing.

  • Starting a Gantt Chart6:08

    Start a Gantt chart skeleton in Excel using conditional formatting to paint task bars, set a date timeline across columns, and create a dynamic start date that updates the chart.

  • Automating Gantt Chart Bars4:54

    Automate Gantt chart bars in an Excel template by applying conditional formatting to show task timelines between start and end dates, with fixed column references and safeguards for blank cells.

  • Gantt Chart - Conditional Formatting7:08

    Apply conditional formatting to the Gantt chart to highlight weekends and today, using duplicated rules, weekday formulas, and a mid-gray pattern while ensuring data presence with non-blank cells.

  • Calculating Project Progress4:23

    Calculate project progress by counting total tasks and status (completed, started, overdue, on hold) with countif and countifs in a helper tracker, then display percentages and a donut chart.

  • Creating Progress Dashboard9:01

    Build a professional Excel progress dashboard atop your project tracker using donut charts and dynamic status indicators (not started, in progress, completed) with a central project title.

Requirements

  • This course is beginner-friendly—no prior project management or Excel experience is needed!

Description

Hello!

I'm Justin, and I’ll be your instructor of record for this course.  My team at Projects Right, led by me, has also prepared some tutorials for you in the course.

Together, we’ll unlock the power of Excel to help you create an efficient, user-friendly project management tracker from scratch.

We’ll tackle the common challenges faced when organizing and tracking projects, like juggling deadlines, monitoring progress, and managing resources. Each concept will be broken down step by step, with clear explanations and hands-on examples to ensure you can apply these skills confidently.

In this course, you’ll explore:

  • Data Entry and Organization: Learn how to structure your project data for maximum clarity and ease of use.

  • Task Dependencies: Set up links between tasks to manage timelines effectively.

  • Resource Allocation: Track resources and ensure projects stay on schedule.

  • Progress Tracking: Create visual dashboards to monitor and showcase progress.

  • Automation Basics: Simplify your workflow with Excel’s built-in tools.

By the end of this course, you’ll have a professional project management tracker customized to your needs, equipping you to organize and manage projects with ease, even if you’re new to Excel or project management.

Also included are two copies of the completed tracker I created, so even if you don’t want to build one yourself, you’ll still have a ready-to-use tracker at your fingertips.

Why Choose This Course?

As a PhD, award-winning educator, and top-ranked project management instructor, I’ve guided over 15,000 students to build practical skills and achieve success. Whether you're a beginner or looking to level up, this course will give you the tools to manage projects like a pro.

Join me, and let’s simplify project management—one Excel sheet at a time!

Who this course is for:

  • This course is perfect for beginners, aspiring project managers, and professionals looking to master project tracking in Excel with no prior experience needed.

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