Cost Category (e.g., Labor, Software, Travel), Forecasted Cost, Actual Cost, Remaining Budget, Variance (Actual – Forecast).
=Total Assigned Hours – Capacity → If positive, the person is overloaded (turn cell red). 4. Budget vs. Actuals Best for: Keeping your project profitable (or on budget). excel template for project management
Use conditional formatting to auto-color cells based on status. A simple stacked bar chart can mimic a Gantt chart. 2. The Task List with RAG Status Best for: Daily stand-ups and team accountability. Cost Category (e
Task ID, Task Name, Assigned To, Start Date, End Date, Duration, % Complete, Status (Not Started/In Progress/Done/Blocked). Budget vs
Priority (High/Med/Low), Due Date, Owner, Status, RAG (Red/Amber/Green) – where Red = At Risk, Amber = Caution, Green = On Track.
Risk ID, Description, Probability (1-5), Impact (1-5), Risk Score (=Probability*Impact), Mitigation Plan, Owner, Status (Open/Mitigated/Closed).
Add a data validation drop-down for Status and RAG to prevent typos. 3. Resource Allocation & Workload Tracker Best for: Avoiding burnout and overbooking your team.