Ultimate Project Management Template Standard v1.34

ULTIMATE PROJECT MAN
ANALYSISTABS
PROJECT MANAGEMENT TEMPLATE
@ TEMPLATE OPTIONS
Executive Dashboard gives Select a project to view
you a high-level overview every aspect (Budget,
4 LABEL PREFERENCES of projects, resource and Hours, Timelines, Risks,
budget Progress) of a project.
4 DEFAULT VALUES
EXECUTIVE DASHBOARD PROJECT DASHBOARD

4 ORG. WEEK ENDS
EXECUTIVE DASHBOARD
4 CALCULATIONS
Add and Manage your Add and Manage your
Projects, Resources and Milestones, Tasks and
Client details. Project Risks and Issues.
PROJECT DASHBOARD
4 CALCULATIONS
PROJECT MANAGEMENT
4 RESOURCE DASHBOARD
CALCULATIONS
TASK MANAGEMENT
GANTT CHART RESOURCE MANAGEMENT

4 CALCULATIONS
RISK LOG
CLIENT MANAGEMENT
4 HELP?
ROJECT MANAGEMENT TEMPLATE
a project to view Monitor if your team Visual representation of

y aspect (Budget, meeting the timelines. the progress of project
, Timelines, Risks, Check their workload & tasks , milestones and their
ress) of a project. progress of own tasks. timelines .
JECT DASHBOARD RESOURCE DASHBOARD GANTT CHART
and Manage your Add and Manage Your Add and Manage Company
stones, Tasks and Invoices and Billable Holidays and Project Lists.
t Risks and Issues. Expenses.
K MANAGEMENT INVOICE MANAGEMENT HOLIDAYS
RISK LOG EXPENSES (BILLABLE) LISTS

BACK TO
MAIN SHEET
How to use this template?
STEP 1
STEP 2
STEP 3
Field
Field
Field
Field
Field
Field
How to additional Columns to the Tables?

You can add more columns at the end of the table.ie; after the last column.
Right Click on the last column of the table and Insert Column to the Right
HELP?
use this template?
Add CLIENTS in the Client Management Sheet

Add PROJECTS in the Project Management Sheet
Add RESOURCE in the Resource Management Sheet
Then go to 'Task Management' Sheet to add your Project Milestones and Tasks
Select a Project - Add a Milestone - > Add Tasks
Now you can veiw the updated Dashboards, Gantt Chart and Summary Worksheets
Color Description
Data Entry Fields: Manually Type your entries.
Data Selection Fields: You can select the items from the drop down. You can manage the lists in
the respective worksheets (specified in the comments).
Change as per Requirement: You can change the data of these fields to suit your needs.
Formulas: Do not clear the data in these cells.
Do Not Change: Do not change the data under these fields.
additional Columns to the Tables?

can add more columns at the end of the table.ie; after the last column.
ht Click on the last column of the table and Insert Column to the Right
EXECUTIVE DASHBOARD BACK TO MAIN
SHEET
BUDGET 64 TASKS
12 PROJECTS 10 CLIENTS $ $28,000 5284 PLAN HOURS
ALL TASKS BY STATUS ALL TASKS BY PRIORITY ALL TASKS BY COMPLEXITY
8 TASKS
13 TASKS
22 TASKS
Level 3 4
13 of 64 tasks
InProgress
Level 2 15
Level 1 45
Open InProgress Completed
On Hold Cancelled OTHER
Low Medium High
21 OF 64 TASKS COMPLETED - 3 WEEKS | THIS WEEK | +7 WEEKS
72%
OVERALL PROGRESS 0 0 0 0 0 0 0 0 0 0 0
WK-3 WK-2 WK-1 THIS WEEK WK+1 WK+2 WK+3 WK+4 WK+5 WK+6 WK+7
TASKS DUE TASKS COMPLETED TASKS IN PROGRESS
PROJECT TIMELINES RESOURCE WORKLOAD
Person Name 1 483

15-May-19
18-Aug-16
22-Sep-17
10-Apr-18
27-Oct-18
31-Jan-16
18-Jun-20
6-Mar-17
Person Name 2 501

1-Dec-19
15-Jul-15
4-Jan-21
Person Name 3 914

Project Title 1; 1-Jun-17 Person Name 4 686
Project Title 2; 10-Jul-17 Person Name 5 317
Project Title 3; 10-Oct-17 Person Name 6 348
Project Title 4; 1-Jan-18 Person Name 7 179
Project Title 7; 24-Jul-18 Person Name 10 273
Project Title 8; 22-Sep-18 Person Name 11 162
Project Title 9; 21-Nov-18 Person Name 12 231
Project Title 10; 20-Jan-19
Person Name 13 190
Project Title 11; 21-Mar-19
Person Name 14 216
Project Title 12; 20-May-19
Person Name 15 186
PROJECT BUDGET & HOURS
PROJECT BUDGET
INVOICED BUDGET REMAINING BUDGET
$3,000 $3,000 $3,000
$2,500 $2,500 $2,500 $2,500

$2,200
$2,000 $2,000
$1,800
$1,000
BILLABLE EXPENSES
$1,600
$800 $800
$500
$400 $400
$300 $300
$200
$100 $50 $100
PLNNED VS ACTUAL HOURS
PLAN HOURS ACTUAL HOURS

6001
5488
4235
2760
2359
773
600
789
542
823
763
0
0
0
1
e4
e7
e8
e9
2
e1
e1
e1
e
le
e
itl
itl
itl
itl
itl
itl
itl
itl
Tit
itl
itl
itl
tT
tT
tT
tT
tT
tT
tT
tT
tT
tT
tT
ct
ec
ec
ec
ec
ec
ec
ec
ec
oje
ec
ec
ec
oj
oj
oj
oj
oj
oj
oj
oj
oj
oj
oj
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
773
600
789
542
823
763
0
0
0
1
e4
e5
10
11
12
e
e
itl
l
itl
itl
itl
itl
itl
itl
itl
e
Tit
itl
itl
itl
tT
tT
tT
tT
tT
tT
tT
tT
tT
tT
tT
ct
jec
jec
ec
ec
jec
jec
jec
ec
oje
ec
ec
ec
oj
oj
oj
o
oj
oj
oj
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
Pr
PROJECT RISKS & ISSUES
! TOTAL OUTSTANDING RISKS/ISSUES 29 IMPACT

Insignificant Minor Moderate Major Severe
RISKS MATRIX 0% 2% 11% 41% 71%

1% 10% 40% 70% 100%
Almost Certain
LIKELYHOOD
6 18
51% 100%
Likely
TOTAL 1
26% 50%
RISKS/ISSUES
36 Possible
1
11% 25%
Rare
3
6% 10%
Unlikely
7
2% 5%
Very Unlikely
0% 1%
Requested Approved Planning In Progress
Complete On Hold
#RISKS/ISSUES LOW MEDIUM HIGH EXTREME
RISK TYPE RISK LEVEL
Amend 2 12
Issue 10 9 9
6
Risk 11
Question 7
Other 6 Low Medium High Extreme
RISK & ISSUES BY PROJECT
7 7
4 4
3 3
2 2 2
1 1
0
START 1-Jun-17 BACK TO MAIN
STATUS
Project Title 1 END 27-Jul-18

SHEET
CLIENT Customer Name 1 COMPLETED
2 OF 3 MILESTONES 9 OF 12 TASKS
71% 3 COMPLETED 12 COMPLETED
OVERALL PROGRESS
5488 REMAINING
PROJECT BUDGET INVOICED
$2,500 $400 $2,100

773
PLAN HOURS HOURS SPENT
MILESTONES & TASKS PROGRESS

100%
100%
100%
100%
100%
100%
100%
100%
100%
90%
50%
Project Testing 0%
0%
0%
0%
Project Design
Development Task 1
Development Task 2
Development Task 3
Development Task 4
Project Development
Design Taks 1
Design Taks 2
Design Taks 3
Design Taks 4
Design Taks 5
Testing Task 1
Testing Task 2
Testing Task 3
PROJECT TIMELINE
26-Nov-16
06-Mar-17
18-Aug-16
31-Dec-17
22-Sep-17
10-Apr-18
27-Oct-18
14-Jun-17
19-Jul-18
Project Design; 1-Jun-17
Design Taks 1; 2-Jun-17
Design Taks 4; 25-Jul-17
Design Taks 5; 26-Jul-17
Project Development; 23-Aug-17
Development Task 1; 24-Aug-17
Development Task 2; 18-Oct-17
Development Task 3; 12-Dec-17
Development Task 4; 6-Mar-18
Project Testing; 31-May-18
Testing Task 1; 1-Jun-18
Testing Task 3; 11-Jul-18

Project Testing; 31-May-18
Testing Task 3; 11-Jul-18
TASKS BY %PROGRESS
1
0 0 0 0 0 0 0 0
0 1%-10% 11%-20% 21%-30% 31%-40% 41%-50% 51%-60% 61%-70% 71%-80% 81%-90% 91%-100%
TASKS & RISKS | RESPONSIBLE
PROJECT TASK PROJECT RISKS

4
3 3
1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0
e3
e5
e6
5
e1
e2
e4
e7
e8
e9
e1
e1
e1
e1
e1
e1
am
am
am
am
am
am
am
am
am
am
am
am
am
am
am
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
nN
r so
rso
rso
rso
rso
rso
rso
rso
rso
r so
r so
rso
rso
rso
rso
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
Pe
! TOTAL OUTSTANDING RISKS/ISSUES 2 RISK TYPE RISK LEVEL
Amend 1
3
Issue 0
TOTAL
RISKS/ISSUES
4
Risk 3
Question 0
0 0
Requested Approved Planning
In Progress Complete On Hold
1
Question 0
0 0
Requested Approved Planning
In Progress Complete On Hold
THIS YEAR PROJECT STATUS REPORT: PROJECT TITLE 1
TASKS DUE THIS YEAR: 0
STATUS PRIORITY COMPLEXITY
Level 10
0
Level 20
Level 30
Open InProgress Completed 0

Low 0
Medium 0
High
TASKS STARTS THIS YEAR: 0
COMPLEXITY PRIORITY STATUS
STATUS
Level 1 0
Level 2 0
0
Level 3 0 0 0 0
Low Medium High Open InProgress Completed
Notes:
Write important notes here when you wants to print.
RESOURCE OVERVIEW BACK TO
MAIN SHEET
RESOURCE WORKLOAD | TOTAL TASKS & PLAN HOURS
PLAN HOURS TASKS
S
SK
TA
S
11
1000 12
SK
S
TA
SK
900
TA
10
9
800
8
700
8
S
SKS
600
SK
SK
S
S
S
SKS
TA
TA
TA
500 6
SK
SK
SK
SK
SK
S
S
TA
TA
TA
TA
TA
TA
SK
SK
SK
4
4
400
TA
TA
TA
4
3
3
300
2
200
2
100
483 501 914 686 317 348 179 258 340 273 162 231 190 216 186
0 0
Person Name 1
Person Name 2
Person Name 3
Person Name 4
Person Name 5
Person Name 6
Person Name 7
Person Name 8
Person Name 9
Person Name 10
Person Name 11
Person Name 12
Person Name 13
Person Name 14
Person Name 15
*Select Person EMP NAME
TASK PROGRESS
1 TASKS
3 TASKS
TASKS ASSIGNED TASKS COMPLETED

64 21
21 TASKS 72% 26 TASKS
OVERALL
PROGRESS
DUE THIS MONTH DUE NEXT MONTH
0 0
13 TASKS
DUE THIS YEAR DUE NEXT YEAR

0 0 Open InProgress Completed On Hold Cancelled
OTHER
- 3 WEEKS | THIS WEEK | +7 WEEKS
TASKS DUE TASKS COMPLETED TASKS IN PROGRESS
0 0 0 0 0 0 0 0 0 0 0
K- 3 K- 2 K- 1 EEK K +1 K +2 K +3 K +4 K +5 K +6 K +7
W W W W W W W W W W W
IS
TH
TASKS HEATMAP
YEAR 2017 TIMEFRAME PLANNED *Select Person EMP NAME
Aggregate HOURS 3 HOURS=LOW(Green) | 6 HOURS=AVERAGE (Orange) | 9 HOURS=HIGH(Red)
2017 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec TOTAL
1
0 64.7 8.7 0 9.5 12.4 0 9.5 5 0 3.2 3.1 116.1
2
5.4 64.7 8.7 0 9.5 19.1 0 9.5 0 6 4.3 0 127.2
3
16.2 64.7 8.7 6.6 9.5 0 2.3 9.5 0 4.5 3.6 0 125.6
4
31 0 0 6.6 15.5 0 2.3 9.5 5 4.5 0 3.1 77.5
5
61 0 0 6.6 15.5 19.1 2.3 0 5 4.5 0 3.1 117.1
6
96.5 52.6 8.7 6.6 0 19.1 2.3 0 5 4.5 3.6 3.1 202
7
0 3.2 8.7 6.6 0 19.1 2.3 9.5 5 0 3.6 3.1 61.1
8
0 20.6 8.7 0 15.5 19.1 0 9.5 5 0 3.6 3.1 85.1
9
66.5 45.4 8.7 0 15.5 19.1 0 9.5 0 4.5 3.6 0 172.8
10
20.2 45.4 8.7 6.6 15.5 0 2.3 9.5 0 4.5 3.6 0 116.3
11
23 0 0 6.6 15.5 0 4.3 9.5 5 4.5 0 3.1 71.5
12
40.4 0 0 6.6 15.5 19.1 4.3 0 5 4.5 0 4.5 99.9
13
48.9 45.4 8.7 16.1 0 19.1 4.3 0 5 4.5 3.6 3.5 159.1
14
0 45.4 8.7 0 0 11.7 5 9.5 5 0 3.6 3.5 92.4
15
0 28 8.7 0 15.5 18.7 0 9.5 5 0 3.6 3.5 92.5
16
43.5 28 8.7 0 15.5 12 0 9.5 0 4.5 3.6 0 125.3
17
43.5 28 8.7 9.5 27.9 0 5 9.5 0 4.5 3.6 0 140.2
18
43.5 0 0 9.5 12.4 0 5 9.5 5 5.5 0 3.5 93.9
19
43.5 0 0 9.5 12.4 12 5 0 5 3.2 0 3.5 94.1
20
43.5 13.7 8.7 9.5 0 12 5 0 5 3.2 3.6 3.5 107.7
21 0 10.5 8.7 9.5 0 12 5 9.5 5 0 3.6 3.5 67.3
22
0 19.2 0 0 12.4 12 0 7.3 5 0 3.6 3.5 63
23
43.5 8.7 0 0 12.4 12 0 2.7 0 3.2 3.6 0 86.1
24 43.5 8.7 6.6 9.5 12.4 0 5 5 0 3.2 3.6 0 97.5
25
38 0 0 9.5 12.4 0 7.2 5 5 3.2 0 3.5 83.8
26
56.5 0 0 9.5 12.4 12 9.5 0 5 3.2 0 3.5 111.6
27
48 8.7 6.6 9.5 0 12 9.5 0 5 3.2 3.6 3.5 109.6
28
0 8.7 6.6 9.5 0 9.3 9.5 5 5 0 3.1 3.5 60.2
29
0 0 6.6 0 12.4 2.3 0 5 5 0 3.1 3.5 37.9
30
64.7 0 6.6 0 12.4 2.3 0 5 0 3.2 3.1 0 97.3
31
64.7 0 6.6 0 12.4 0 9.5 5 0 3.2 0 0 101.4
TOTAL 985.5 614.3 170.1 163.9 319.9 305.5 106.9 182.5 105 89.8 78 71.7 3193.1
DAILY AVERAGE 44.8 30.7 7.4 8.6 13.9 13.9 5.1 7.9 5.0 4.1 3.5 3.4 12.3
WORKING DAYS 22 20 23 19 23 22 21 23 21 22 22 21 259

Project Name PROJECT NAME Status
Responsible Person EMP NAME Complexity
✘ Show Milestones ✘ Show Tasks ✘ Color Bars
Multiple Colors A Show Project Labels Highlight Holidays (Daily View)
SCROLL 6
WBS MILESTONE PROJECT
UP/DOWN TASK
.
P1.M1 Project Design Project Title 1

CURRENT SCROOL OFFSET: 0
P1.T1 Design Taks 1

P1.T2 Design Taks 2
P1.T3 Design Taks 3
P1.T4 Design Taks 4
P1.T5 Design Taks 5
P1.M2 Project Development
P1.T6 Development Task 1
P1.M3 Project Testing
P1.T10 Testing Task 1
P2.M1 Phase 1 Project Title 2
P2.T1 Phase 1 Task 1
P2.M2 Phase 2
P3.M1 Project Design Project Title 3
P3.T1 Design Taks 1
P3.T2 Design Taks 2
P3.T3 Design Taks 3
P3.T4 Design Taks 4
STATUS Priority PRIORITY Time Frame NONE
COMPLXITY FLAG NONE Time Frame Based On PLAN END
Project Divider Start Date 2-Jan-2017 Gantt. View Monthly Plot Gantt ACTUAL PROGRESS
Highlight Holidays (Daily View) SCROLL GANTT 4

LEFT/RIGHT CURRENT SCROLL OFFSET: 0
1-May-17
1-Aug-17
1-May-18
1-Nov-17
1-Sep-17
1-Dec-17
1-Feb-17
1-Mar-17
1-Jun-17
1-Feb-18
1-Mar-18
1-Jun-18
1-Jan-17
1-Apr-17
1-Jan-18
1-Apr-18
1-Oct-17
1-Jul-17
1-Jul-18
PROGRESS
1
1
1
1
1
1
0.9
1
1
1
0.5
0
0
0
0
0.85
1
1
0.9
0.5
0.7
1
1
0.5
0.25
1
1
1
1
1
GANTT COLORS PLAN ACTUAL COMPLETE INPROGRESS

Style 1
Style 2
1-Aug-18
NONE
1-Sep-18
PLAN END
ACTUAL PROGRESS
RENT SCROLL OFFSET: 0

1-Oct-18
1-Nov-18
1-Dec-18
1-Jan-19
1-Feb-19
1-Mar-19
IN
SHEET
1-Apr-19
6
1-May-19
PROJECTS
BACK TO MAIN
1-Jun-19
1-Jul-19
1-Aug-19
1-Sep-19
1-Oct-19
1-Nov-19
16
MILESTONES
1-Dec-19
1-Jan-20
1-Feb-20
1-Mar-20
1-Apr-20
1-May-20
1-Jun-20
64
TASKS
1-Jul-20
72%
64
1-Aug-20
72%
1-Sep-20
1-Oct-20
1-Nov-20
1-Dec-20
1-Jan-21
1-Feb-21
1-Mar-21
1-Apr-21
1-May-21
1-Jun-21
1-Jul-21
1-Aug-21
1-Sep-21
1-Oct-21
1-Nov-21
1-Dec-21
1-Jan-22
1-Feb-22
1-Mar-22
1-Apr-22
1-May-22
1-Jun-22
BACK TO
MAIN SHEET PROJECT MANAGEMENT
SNO PROJECT NAME RESPONSIBLE CLIENT
1 Project Title 1 Person Name 1 Customer Name 1

MENT
BUDGET START DATE DAYS End Date COMPLEXITY PRIORITY
$ 2,500 1-Jun-17 300 27-Jul-18 Level 1 Medium

$ 2,500 10-Jul-17 350 13-Nov-18 Level 2 Medium
$ 2,000 10-Oct-17 400 24-Apr-19 Level 3 Low
$ 2,500 1-Jan-18 50 9-Mar-18 Level 1 Low
$ 3,000 5-Jan-18 100 25-May-18 Level 2 High
$ 1,000 10-Jan-18 120 27-Jun-18 Level 3 High
$ 2,200 24-Jul-18 350 25-Nov-19 Level 1 Medium
$ 2,000 22-Sep-18 300 14-Nov-19 Level 2 Medium
$ 2,500 21-Nov-18 200 27-Aug-19 Level 3 Low
$ 3,000 20-Jan-19 200 24-Oct-19 Level 1 Low
$ 3,000 21-Mar-19 400 30-Sep-20 Level 2 High
$ 1,800 20-May-19 200 21-Feb-20 Level 3 High
STATUS INVOICED BUDGET REMAINING TASK MILESTONES MILESTONES TASKS
PROGRESS COMPLETED
Completed $ 400 $ 2,100 71% 3 2 12
Completed $ 400 $ 2,100 77% 2 1 8
InProgress $ 600 $ 1,400 54% 3 1 12
InProgress $ 500 $ 2,000 100% 2 1 8
InProgress $ 500 $ 2,500 85% 3 0 12
InProgress $ 200 $ 800 54% 3 0 12
Open $ 400 $ 1,800 0% 0 0 0
Open $ 500 $ 1,500 0% 0 0 0
Open $ 300 $ 2,200 0% 0 0 0
Open $ - $ 3,000 0% 0 0 0
Open $ - $ 3,000 0% 0 0 0
Open $ - $ 1,800 0% 0 0 0
TASKS PLAN ACTUAL BILLABLE RISKS ActDays
COMPLETED HOURS HOURS EXPENSES
9 773 5488 $ 300 4 421
4 600 4235 $ 200 2 491
5 789 6001 $ 800 2 561
1 542 2359 $ 400 7 67
2 823 2760 $ 300 2 140
0 763 0 $ 400 1 168
0 0 0 $ 500 0 489
0 0 0 $ 1,600 7 418
0 0 0 $ 800 4 279
0 0 0 $ 100 1 277
0 0 0 $ 50 3 559
0 0 0 $ 100 3 277
BACK TO
MAIN SHEET RESOURCE MANAGEMENT
SNO EMP NAME EMP TYPE DEPARTMENT

1 Person Name 1 Full Time Network
2 Person Name 2 Part Time Coding
3 Person Name 3 Full Time Testing
14 Person Name 14 Full Time Coding
GEMENT
RATE PER HOUR Max Hours Per Day Workload PROJECT TASK PROJECT RISKS
200 8 483 4 1
300 8 501 2 1
500 10 914 3 1
400 12 686 3 0
200 5 317 0 0
300 8 348 0 0
500 10 179 0 0
400 12 258 0 0
200 5 340 0 0
300 8 273 0 0
500 10 162 0 1
400 12 231 0 0
300 8 190 0 0
300 10 216 0 0
500 12 186 0 0
ALL TASKS
4
8
11
9
3
3
2
3
4
4
2
3
3
2
3
BACK TO
MAIN SHEET CLIENT MANAGEMENT
SNO NAME COMPANY COUNTRY
1 Customer Name 1
2 Customer Name 2
3 Customer Name 3
4 Customer Name 4
5 Customer Name 5
6 Customer Name 6
7 Customer Name 7
8 Customer Name 8
9 Customer Name 9
10 Customer Name 10
NT
ADDRESS EMAIL PHONE

BACK TO
MAIN SHEET TASK MANAGEMENT
Validations:
FORMULA FORMULA
SNO WBS PROJECT MILESTONE_TASK
1 P1.M1 Project Title 1 Project Design
2 P1.T1 Design Taks 1
7 P1.M2 Project Development
8 P1.T6 Development Task 1
12 P1.M3 Project Testing
13 P1.T10 Testing Task 1
16 P2.M1 Project Title 2 Phase 1

17 P2.T1 Phase 1 Task 1
21 P2.M2 Phase 2

51 P5.T1 Project Title 5 Development Task 4
56 P5.M2 Phase 1
61 P5.M3 Phase 2


FORMULA
PLAN
IS MILESTONE RESPONSIBLE PLAN START DURATION PLAN END ACTUAL START
YES Person Name 1 1-Jun-2017 60 23-Aug-17 12-Jun-2017
Person Name 2 2-Jun-2017 10 15-Jun-17 2-Jun-2017
Person Name 2 28-Jun-2017 20 25-Jul-17 28-Jun-2017
Person Name 3 25-Jul-2017 20 21-Aug-17 25-Jul-2017
Person Name 4 26-Jul-2017 20 22-Aug-17 26-Jul-2017
YES Person Name 3 23-Aug-2017 200 31-May-18 1-Sep-2017
Person Name 3 24-Aug-2017 40 18-Oct-17 1-Sep-2017
Person Name 1 18-Oct-2017 40 12-Dec-17 26-Oct-2017
Person Name 4 12-Dec-2017 60 6-Mar-18 20-Dec-2017
Person Name 4 6-Mar-2018 60 29-May-18 14-Mar-2018
YES Person Name 1 31-May-2018 40 25-Jul-18 11-Jun-2018
Person Name 1 14-Jun-2018 20 11-Jul-18 25-Jun-2018
Person Name 1 11-Jul-2018 10 24-Jul-18 20-Jul-2018
YES Person Name 5 10-Jul-2017 350 13-Nov-18 26-Jul-2017

Person Name 2 11-Jul-2017 60 2-Oct-17 25-Jul-2017
Person Name 3 2-Oct-2017 100 19-Feb-18 16-Oct-2017
Person Name 4 11-Jul-2017 100 27-Nov-17 28-Jul-2017
Person Name 5 14-May-2018 130 9-Nov-18 25-May-2018
YES Person Name 6 14-Jul-2017 300 10-Sep-18 10-Aug-2017
Person Name 6 14-Jul-2017 80 2-Nov-17 1-Aug-2017
Person Name 8 2-Nov-2017 60 25-Jan-18 17-Nov-2017
Person Name 9 25-Jan-2018 100 14-Jun-18 19-Feb-2018
Person Name 10 14-Jun-2018 60 5-Sep-18 26-Jun-2018
YES Person Name 1 10-Jan-2017 20 6-Feb-17 10-Jan-2017
Person Name 2 11-Jan-2017 10 24-Jan-17 11-Jan-2017
Person Name 3 26-Jan-2017 8 6-Feb-17 26-Jan-2017
YES Person Name 11 8-Feb-2017 60 3-May-17 8-Feb-2017
Person Name 12 9-Feb-2017 10 22-Feb-17 9-Feb-2017
Person Name 13 22-Feb-2017 20 21-Mar-17 22-Feb-2017
Person Name 14 24-Mar-2017 15 13-Apr-17 24-Mar-2017
Person Name 15 13-Apr-2017 14 3-May-17 13-Apr-2017
YES Person Name 9 3-May-2017 40 27-Jun-17 3-May-2017
Person Name 10 4-May-2017 10 17-May-17 4-May-2017
Person Name 11 17-May-2017 20 13-Jun-17 17-May-2017
YES Person Name 1 2-Jan-2017 10 13-Jan-17 2-Jan-2017

YES Person Name 5 6-Feb-2017 10 17-Feb-17 20-Feb-2017
YES Person Name 5 5-Jan-2018 60 29-Mar-18 5-Jan-2018
YES Person Name 6 29-Mar-2018 40 24-May-18 1-Mar-2018
Person Name 6 4-Apr-2018 20 1-May-18 1-Mar-2018
Person Name 10 3-May-2018 15 23-May-18 8-Mar-2018

YES Person Name 14 8-Feb-2017 60 3-May-17 8-Feb-2017
Person Name 8 24-Mar-2017 15 13-Apr-17 24-Mar-2017
Person Name 9 13-Apr-2017 14 3-May-17 13-Apr-2017
YES Person Name 12 3-May-2017 40 27-Jun-17 3-May-2017
Person Name 13 4-May-2017 10 17-May-17 4-May-2017

FORMULA
ACTUAL ACTUAL END ACTUAL STATUS COMPLEXITY PRIORITY

DURATION PROGRESS
60 1-Sep-17 100% Completed
10 15-Jun-17 100% Completed Level 1
10 28-Jun-17 100% Completed Level 2 Medium
20 25-Jul-17 100% Completed Low
20 21-Aug-17 100% Completed Level 3 Low
20 22-Aug-17 100% Completed Level 1 Low
200 11-Jun-18 90% Completed Level 1 Medium
40 26-Oct-17 100% Completed Level 1 Medium
40 20-Dec-17 100% Completed Level 2 Medium
60 14-Mar-18 100% Completed Level 2 High
60 6-Jun-18 50% Completed
40 3-Aug-18 0% InProgress Level 2 High
10 25-Jun-18 0% InProgress Level 2 High
20 20-Jul-18 0% InProgress
10 2-Aug-18 0% InProgress
350 29-Nov-18 85% Completed

60 16-Oct-17 100% Completed Level 1
100 5-Mar-18 100% Completed Level 2 Medium
100 14-Dec-17 90% InProgress Low
130 22-Nov-18 50% InProgress Level 1 Low
300 5-Oct-18 70% InProgress Level 1 Low
80 20-Nov-17 100% Completed Level 3 Medium
60 9-Feb-18 100% Completed Level 1 Medium
100 9-Jul-18 50% InProgress Level 2 Medium
60 17-Sep-18 25% Open Level 2 High
20 6-Feb-17 100% Completed Level 2 High
10 24-Jan-17 100% Completed Level 2 High
10 25-Jan-17 100% Completed
10 26-Jan-17 100% Completed
8 6-Feb-17 100% Completed
8 6-Feb-17 100% Completed Level 1
60 3-May-17 40% InProgress Level 2 Medium
10 22-Feb-17 50% InProgress Low
20 21-Mar-17 80% InProgress Level 1 Low
15 13-Apr-17 20% On Hold Level 3 Low
14 3-May-17 0% Open Level 1 Medium
40 27-Jun-17 0% Open Level 1 Medium
10 17-May-17 0% Cancelled Level 2 Medium
20 13-Jun-17 0% Open Level 2 High
30 27-Jun-17 0% Open Level 2 High
10 13-Jan-17 100% On Hold Level 2 High
5 9-Jan-17 100%
5 10-Jan-17 100%
2 6-Jan-17 100% InProgress
2 9-Jan-17 100% InProgress Level 1
10 13-Jan-17 100% InProgress Level 2 Medium
30 20-Feb-17 100% Completed Low
10 24-Jan-17 100% Completed Level 1 Low
10 25-Jan-17 100% On Hold Level 3 Low
15 14-Feb-17 100% InProgress Level 1 Medium
16 20-Feb-17 100% InProgress Level 1 Medium
15 10-Mar-17 100% InProgress Level 2 Medium
10 10-Mar-17 100% On Hold Level 2 High
40 1-Mar-18 100%
20 1-Feb-18 100%
20 2-Feb-18 100%
20 1-Mar-18 100%
20 1-Mar-18 100%
40 26-Apr-18 56%
20 28-Mar-18 100%
30 13-Apr-18 50%
20 3-Apr-18 50%
12 23-Mar-18 25%
20 6-Feb-17 100%
10 24-Jan-17 100%
10 25-Jan-17 100%
10 26-Jan-17 100%
8 6-Feb-17 100%
8 6-Feb-17 100%
60 3-May-17 40%
10 22-Feb-17 50%
20 21-Mar-17 80%
15 13-Apr-17 20%
14 3-May-17 0%
40 27-Jun-17 0%
10 17-May-17 0%
20 13-Jun-17 0%
30 27-Jun-17 0%
OPTIONAL Additional columns
FLAG PLAN HOURS ACTUAL HOURS Column 1 Column 2 Column 3
1 38 363
1 67 302
1 70 593
1 46 1056
1 44 253
1 91 295
1 99 216
1 92 487
1 40 387
1 84 1098
42
1 76 618
1 55 364
1 71 245
1 71 408
1 30 254
1 88 408
1 98 600
1 45 930
1 98 291
1 72 126
1 56 319
1 64 245
1 76 553
1 75 889
36 1007
57 456
45 485
52 424
80 523
88 455
63 922
68 852
93 470
39 390
50 35
80 549
99 240
66 593
52 1078
96 198
54 205
74 254
60 450
71 241
54 592
31 1027
59 242
73 217
97 158
100 474
30 277
32 622
87 388
100 536
80 285
77 370
78 370
85
47
96
37
96
41
43
38
60
56
33
78
41
96
37
79
60
83
33
56
81
99
OPTIONAL
Column 4 Column 5 Column 6 Column 7 HEATTASKS REMARKS
0.6
6.7
2.3
2.2
4.6
0.5
2.3
1.4
0.7
1.9
5.5
3.6
7.1
0.1
1.5
0.5
0.8
0.2
0.7
1.1
0.8
1.3
1.8
5.7
4.5
5.2
10
11
1.1
6.8
4.7
2.6
3.6
9.9
3.3
1.7
9.6
10.8
14.8
30
35.5
5.4
1.6
5.9
7.3
12.1
16.7
3.2
17.4
14.3
1.3
2.6
2.6
2.8
1.6
2.4
1.9
3.2
2.1
2.9
1.9
5.6
3.3
9.8
5.1
1.6
3.7
5.9
0.8
5.6
4.1
3.3
FORMULA
Errors CPROJECT CPLAN DAYS CACTUAL DAYS CPROGRESS
Project Title 1 60 60 100%



VALID
CSTATUS CCOMPLXITY CPRIORITY TASK FLTB TASK FLTC FLTPROt ACTPLAN
TASK DAYS
Completed Level 1 Low 1 0 1 Project Title 1 83
Completed Level 2 Medium 1 0 3 Project Title 1 13
Completed Level 2 High 1 0 10 Project Title 1 84
InProgress Level 2 High 1 0 12 Project Title 1 55
InProgress Level 2 High 1 0 13 Project Title 1 13
InProgress Level 1 Low 1 0 14 Project Title 1 27

InProgress Level 2 Medium 1 0 24 Project Title 2 140
Open Level 2 High 1 0 25 Project Title 2 83
On Hold Level 3 Low 1 0 35 Project Title 3 20
Open Level 1 Medium 1 0 36 Project Title 3 20
Open Level 1 Medium 1 0 37 Project Title 3 55
Cancelled Level 2 Medium 1 0 38 Project Title 3 13
On Hold Level 2 High 1 0 41 Project Title 4 11
Open Level 1 Low 1 0 42 Project Title 4 6

On Hold Level 3 Low 1 0 49 Project Title 4 13
On Hold Level 2 High 1 0 55 Project Title 5 8


BACK TO
MAIN SHEET RISK & ISSUE LOG
SNO Description Project Name Owener

27 Risk Description 1 Project Title 1 Person Name 1
Likelyhood Impact Identified On Last Updated Category
5% 5% 1-Apr-17 16-Apr-17 Amend
10% 10% 9-May-17 24-May-17 Risk
10% 10% 10-May-17 25-May-17 Risk
10% 10% 11-May-17 26-May-17 Question
15% 15% 12-May-17 27-May-17 Other
5% 5% 13-May-17 28-May-17 Risk
60% 50% 14-May-17 29-May-17 Risk
80% 80% 15-May-17 30-May-17 Issue
95% 95% 16-May-17 31-May-17 Other
45% 45% 17-May-17 1-Jun-17 Issue
95% 95% 18-May-17 2-Jun-17 Issue
75% 75% 19-May-17 3-Jun-17 Question
5% 5% 1-Apr-17 16-Apr-17 Amend
60% 50% 9-May-17 24-May-17 Risk
80% 80% 10-May-17 25-May-17 Risk
95% 95% 11-May-17 26-May-17 Question
5% 5% 12-May-17 27-May-17 Other
60% 50% 13-May-17 28-May-17 Risk
80% 80% 14-May-17 29-May-17 Risk
95% 95% 15-May-17 30-May-17 Issue
5% 5% 16-May-17 31-May-17 Other
60% 50% 17-May-17 1-Jun-17 Issue

80% 80% 18-May-17 2-Jun-17 Issue
80% 80% 10-May-17 25-May-17 Risk
95% 95% 11-May-17 26-May-17 Question
5% 5% 12-May-17 27-May-17 Other
60% 50% 13-May-17 28-May-17 Risk
80% 80% 14-May-17 29-May-17 Risk
95% 95% 15-May-17 30-May-17 Issue
5% 5% 16-May-17 31-May-17 Other
60% 50% 17-May-17 1-Jun-17 Issue
80% 80% 18-May-17 2-Jun-17 Issue
80% 80% 18-May-17 2-Jun-17 Issue

* You can adjust the % figures (in green font) if required
25% <=25 ->Low
50% <=50 ->Medium
75% <=75 ->High
>75 =>Extreme
Status Score Level Reason

Requested 0% Low
In Progress 1% Low
Complete 1% Low
In Progress 1% Low
Requested 2% Low
In Progress 0% Low
Approved 30% Medium
In Progress 64% High
In Progress 90% Extreme
In Progress 20% Low
Complete 90% Extreme
In Progress 56% High
Requested 0% Low
In Progress 30% Medium
Complete 64% High
Requested 0% Low
Approved 64% High
In Progress 0% Low
Complete 64% High
Complete 64% High
Requested 0% Low
Approved 64% High
In Progress 0% Low
Complete 64% High
Complete 64% High
Effect Strategy Remarks
BACK TO
MAIN SHEET INVOICE MANAGEMENT
SNO INVOICE NUMBER CLIENT PROJECT DATE CREATED
1 I000112 Customer Name 1 Project Title 1 4/11/2018

AMOUNT PAID DUE REMARKS
$ 400.00 $ 200.00 $ 200.00

$ 400.00 $ 200.00 $ 200.00
$ 600.00 $ 200.00 $ 400.00
$ 500.00 $ 200.00 $ 300.00
$ 500.00 $ 200.00 $ 300.00
$ 200.00 $ 200.00 $ -
$ 400.00 $ 200.00 $ 200.00
$ 500.00 $ 200.00 $ 300.00
$ 300.00 $ 200.00 $ 100.00
BACK TO
MAIN SHEET EXPENSES (BILLABLE)
SNO PROJECT NAME DATE MERCHANT
1 Project Title 1 13-Apr-18

PURCHASE ORDER NUMBER TICKET NUMBER AMOUNT
$ 300
$ 200
$ 800
$ 400
$ 300
$ 400
$ 500
$ 1,600
$ 800
$ 100
$ 50
$ 100
REMARKS
BACK TO
MAIN SHEET COMPANY HOLIDAYS
SNO Date Description

1 1/1/2018 New Years
2 4/2/2018
3 4/14/2017
BACK TO
MAIN SHEET TEMPLATE LISTS
STATUS COMPLXITY PRIORITY YESNO

Open Level 1 Low YES
InProgress Level 2 Medium NO
Completed Level 3 High
On Hold
Cancelled
EMP TYPE EMP DEPARTMENT Progress Risk Category Risk Status
Full Time Testing 0% Amend Requested
Part Time Coding 5% Issue Approved
Network 10% Risk Planning
15% Question In Progress
20% Other Complete
25% On Hold
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
BACK TO
MAIN SHEET
Label Preferences
Actual Label
EXECUTIVE DASHBOARD
ALL TASKS BY STATUS
ALL TASKS BY PRIORITY
ALL TASKS BY COMPLEXITY
PROJECT TIMELINES
RESOURCE WORKLOAD
PROJECT BUDGET
BILLABLE EXPENSES
TOTAL OUTSTANDING RISKS/ISSUES
RISK TYPE
RISK LEVEL
PROJECT TIMELINE
TASKS BY %PROGRESS
RISK TYPE
RISK LEVEL
STATUS
PRIORITY
COMPLEXITY
RESOURCE OVERVIEW
RESOURCE WORKLOAD | TOTAL TASKS &
TASK PROGRESS
TASKS HEATMAP
TEMPLATE OPTIONS
Remarks New Label

Executive Dashboard: Heading 1
Executive Dashboard: TASKS BY STATUS Chart
Executive Dashboard: TASKS BY PRIORITY Chart
Executive Dashboard: TASKS BY COMPLEXITY Chart
Executive Dashboard: -3to+7 Weeks Chart
Executive Dashboard: PROJECT TIMELINES Chart
Executive Dashboard: RESOURCE WORKLOAD Chart
Executive Dashboard: PROJECT BUDGET Chart
Executive Dashboard: BILLABLE EXPENSES Chart
Executive Dashboard: PLNNED VS ACTUAL HOURS Chart
Executive Dashboard: BILLABLE EXPENSES Chart
Executive Dashboard: RISK TYPE Chart
Executive Dashboard: RISK LEVEL Chart
Executive Dashboard: RISK & ISSUES BY PROJECT Chart
Project Summary: MILESTONES & TASKS PROGRESS Chart
Project Summary: PROJECT TIMELINE Chart
Project Summary: TASKS BY %PROGRESS Chart
Project Summary: TASKS & RISKS | RESPONSIBLE Chart
Project Summary: TOTAL OUTSTANDING RISKS/ISSUES Chart
Project Summary: RISK TYPE Chart
Project Summary: RISK LEVEL Chart
Project Summary: STATUS Chart
Project Summary: PRIORITY Chart
Project Summary: COMPLEXITY Chart
Resource Overview: Heading 1
Resource Overview: RESOURCE WORKLOAD Chart
Resource Overview: TASK PROGRESS Chart
Resource Overview: - 3 WEEKS | THIS WEEK | +7 WEEKS Chart
Resource Overview: Heading 2
Default Values (If Blank)
Final Use Field
EXECUTIVE DASHBOARD Progress
ALL TASKS BY STATUS Status
ALL TASKS BY PRIORITY Complexity
ALL TASKS BY COMPLEXITY Priority
- 3 WEEKS | THIS WEEK | +7 WEEKS Days (Duration)
PROJECT TIMELINES
RESOURCE WORKLOAD
PROJECT BUDGET
BILLABLE EXPENSES
RISK TYPE
RISK LEVEL
PROJECT TIMELINE
TASKS BY %PROGRESS
RISK TYPE
RISK LEVEL
STATUS
PRIORITY
COMPLEXITY
RESOURCE OVERVIEW
RESOURCE WORKLOAD | TOTAL TASKS & PLAN HOURS
TASK PROGRESS
TASKS HEATMAP
Values (If Blank) Company Weekends
Default Value DAY WEEKEND
0% MONDAY Low
Open TUESDAY High
Level 1 WEDNESDAY
Low THURSDAY
1 FRIDAY
SATURDAY YES
SUNDAY YES Low
High
RESOURCE HEATMAP
User Defined Colors - Hours
25% Less than this % hours will be shown in Grean
75% Greater than this %hours will be shown in Red
0.25-0.75% hours will be shown in Orange
User Defined Colors - Tasks

2 Less than this number of tasks will be shown in Grean
4 Greater than this number of tasks will be shown in Grean
2-4 number of tasks will be shown in Orange

Ultimate Project Management Template Standard v1.34

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Ultimate Project Management Template Standard v1.34

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ULTIMATE PROJECT MAN

EXECUTIVE DASHBOARD PROJECT DASHBOARD

GANTT CHART RESOURCE MANAGEMENT

a project to view Monitor if your team Visual representation of

JECT DASHBOARD RESOURCE DASHBOARD GANTT CHART

K MANAGEMENT INVOICE MANAGEMENT HOLIDAYS

RISK LOG EXPENSES (BILLABLE) LISTS

How to use this template?

How to additional Columns to the Tables?

use this template?

Add CLIENTS in the Client Management Sheet

Formulas: Do not clear the data in these cells.

Do Not Change: Do not change the data under these fields.

additional Columns to the Tables?

ALL TASKS BY STATUS ALL TASKS BY PRIORITY ALL TASKS BY COMPLEXITY

21 OF 64 TASKS COMPLETED - 3 WEEKS | THIS WEEK | +7 WEEKS

TASKS DUE TASKS COMPLETED TASKS IN PROGRESS

PROJECT TIMELINES RESOURCE WORKLOAD

Person Name 1 483

Person Name 2 501

Person Name 3 914

INVOICED BUDGET REMAINING BUDGET

$3,000 $3,000 $3,000

$2,500 $2,500 $2,500 $2,500

PLNNED VS ACTUAL HOURS

PLAN HOURS ACTUAL HOURS

! TOTAL OUTSTANDING RISKS/ISSUES 29 IMPACT

RISKS MATRIX 0% 2% 11% 41% 71%

RISK TYPE RISK LEVEL

Other 6 Low Medium High Extreme

RISK & ISSUES BY PROJECT

Project Title 1 END 27-Jul-18

CLIENT Customer Name 1 COMPLETED

$2,500 $400 $2,100

PLAN HOURS HOURS SPENT

MILESTONES & TASKS PROGRESS

Project Design; 1-Jun-17

Design Taks 1; 2-Jun-17

Design Taks 2; 15-Jun-17

Design Taks 3; 28-Jun-17

Design Taks 4; 25-Jul-17

Design Taks 5; 26-Jul-17

Project Development; 23-Aug-17

Development Task 1; 24-Aug-17

Development Task 2; 18-Oct-17

Development Task 3; 12-Dec-17

Development Task 4; 6-Mar-18

Project Testing; 31-May-18

Testing Task 1; 1-Jun-18

Testing Task 2; 14-Jun-18

Testing Task 3; 11-Jul-18

Testing Task 1; 1-Jun-18

Testing Task 2; 14-Jun-18

Testing Task 3; 11-Jul-18

TASKS & RISKS | RESPONSIBLE

PROJECT TASK PROJECT RISKS

! TOTAL OUTSTANDING RISKS/ISSUES 2 RISK TYPE RISK LEVEL

THIS YEAR PROJECT STATUS REPORT: PROJECT TITLE 1

TASKS DUE THIS YEAR: 0

STATUS PRIORITY COMPLEXITY

Open InProgress Completed 0

TASKS STARTS THIS YEAR: 0

COMPLEXITY PRIORITY STATUS