Strategic planning, fiscal discipline: our template for project management and budgeting excellence.
Control your project budget and cost, manage & plan projects, track team workload with interactive dashboard, automated timeline, Gantt Chart and Kanban view.
About The Template
Our Project Management & Budgeting template offers a comprehensive solution for organizing, tracking and completing your projects on time and within budget.
In any project, cost is typically one of the primary concerns that arise, and creating a project budget is a crucial aspect of project management. When determining a budget for a project, multiple factors must be considered, including employee expenses, software costs, and necessary equipment purchases.
Who is this template designed for?
The Project Management & Budgeting Template is a perfect tool for project managers, team leaders, small business owners, freelancers or students for team and personal task management.
What are the main features?
Our Project Management & Budgeting template provides you the tools to control your budgets and comprehend how funds will be utilized and spent throughout the project's duration.
- Create project schedules, define project phases, set up tasks and monitor progress, assign project budget all in one place
- Monitor resource time and know your resource’s bill rates
- Stay alert when projects go over budget
- Get a high-level overview of project status, timelines, and workload, allowing you to make informed decisions and stay on top of your game
- Track your team working capacity with dashboard report on team performance
What's Included in This Template
The file contains 8 main Tabs & 1 additional User Guide tab.
- Tab 1: Project Dashboard (Fully Automated)
- Tab 2: Project Risk Assessment (Full Automated)
- Tab 3: Portfolio Report (Fully Automated)
- Tab 4: Time & Cost (Fully Automated)
- Tab 5: Task Tracker
- Tab 6: Gantt Chart
- Tab 7: Kanban Board
- Tab 8: Project Settings
How do I receive the file?
Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.
Can I customize the spreadsheet to my preference?
Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.
As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.
To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.
What if I need customization support for the template ?
Kindly email us at email@example.com and let us know the details. Once we know what you need, we can get you where you want to be.
About the Creators
We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.
Visit hellotemplately.com/#about to learn how we can help your team move forward.
For any questions, get in touch with us at firstname.lastname@example.org
You'll receive 1 PDF file including your link to generate a Google Sheet copy or a Excel file download link.