Project Tracking Template

For consultants, freelancers, and other service providers © 2012-2019 Vertex42 LLC
Project Tracking
Service Provider: Client:
Address: Address:
Phone: Phone:
Email: Email:
Rate/Hour: USD 30.00

NotificationsCurrent Status Projects Deliverables Cost / Hours

Notifi- % Days Est. Actual Billed
cations Status Date Priority Project / Task Description Deliverable(s) Deadline Fixed Cost
Done Left Hrs Hrs Hrs
- [ Project Title ] [ Details ]
- -

11/7/11 done [ Sub Task ] [ use comments for longer descriptions, but this field will [ product xyz installation ] 9/1/2012 100% - $ 150.00 X
- Completed also wrap ]
high [ Sub Task ] [ this is an example of a task with multiple deliverables [ rough draft ] 3/31/2019 50% -10 10 5
- Approved (rough and final drafts) ]
- Approved - [ final draft ] 4/22/2019 0% 12 10
- Graphic Design Create branding materials
- -

- - high Logo [ short description ] Illustrator file, .png, .gif

- - low Business Cards
- - low Stationary
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
Insert new rows above this line

https://www.vertex42.com/ExcelTemplates/project-tracking-template.html
Priorities Status Notifications
- - - Using This Worksheet
high Planning SP says: RAR These lists are used to populate the drop-down boxes
med Pending Approval SP says: FYI in the Projects worksheet. You can edit these lists as
low Approved SP says: NTD needed. For example, it may be more convenient to
done In Progress C says: RAR use names in place of "SP" (for service provider) and
Pending Review C says: FYI "C" (for client).
On Hold C says: NTD
Completed For information about how these lists are used to
populate the drop-down boxes, see the following article:
https://www.vertex42.com/ExcelTips/drop-down-list.html
p-down boxes
hese lists as

provider) and

ollowing article:
p-down-list.html
HELP
https://www.vertex42.com/ExcelTemplates/project-tracking-template.html © 2012-2019 Vertex42 LLC

About This Template

This template provides a starting point for creating a spreadsheet to help service
providers and clients communicate the status of multiple projects and tasks. In practice,
you'll likely want to share this file via a private shared network.

Instructions
Use Cell Comments: Use cell comments to communicate notes, clarifications, and
feedback, or for entering longer descriptions that don't fit conveniently into a cell. When
using comments, include the latest message at the top of the comment, along with your
name and date, like this:
Name 7/3/2012: The message
Name 5/6/2012 : The message

Show / Hide Comments: When leaving comments about a task that you want
somebody else to read, you can right-click on the cell to select "Show/Hide Comment."
After the other party has read the comment, they can hide it.

Use Conditional Formatting: The spreadsheet uses conditional formatting for the
Notifications, Status, Priority, and Days Left columns, but you can define your own
conditional formatting to highlight cells the way you want to.

Use Alt+Enter to add a carriage return within a cell.

Note: This project tracking template is meant to be used as a communication tool, not
as a substitute for a formal contract.

Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.

REFERENCES

SEE ALSO Vertex42.com: Gantt Chart Template

SEE ALSO Vertex42.com: Price Quote Template

TIPS Vertex42.com: Spreadsheet Tips Workbook

12-2019 Vertex42 LLC
Project Tracking Template

By Vertex42.com
https://www.vertex42.com/ExcelTemplates/project-tracking-template.html

© 2012-2019 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a

copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may not
use this template. Thank you.

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet.