But for now, let’s focus on production scheduling. We’ll define both production scheduling and a production schedule and define what production scheduling is not. Then we’ll explain what to consider in production scheduling and how the process can benefit your projects.

What Is Production Scheduling?

A production schedule is a plan that helps facilitate the process of delivering products to customers and the marketplace. It’s part of the larger supply chain in manufacturing and includes everything from procurement of raw materials and labor and logistics to the costs involved and a production timeframe.

Manufacturers need to address production scheduling before they begin the manufacturing process. This might sound obvious, but production scheduling informs the costs involved in producing a product, such as the production itself and labor. Therefore, financial resources must be allocated for every step in your production cycle.

It’s essential to consider when to introduce your product to the marketplace. You want to do so quickly without negatively impacting quality, so many work backward from a deadline. That means understanding how long production will take and the timeline to transport finished goods to distributors. This requires balancing resources to have what you need when you need it.

That’s a lot of different pieces to coordinate. ProjectManager is award-winning project management software with robust Gantt charts to map your production schedule. Our Gantt charts allow you to manage your resources and costs in real time. All four task dependencies can be linked in the production schedule to avoid costly bottlenecks. Once you have your production scheduling planned, set a baseline to capture that plan. Now you can compare the planned schedule to the actual schedule when in production to help you stay on track. Get started with ProjectManager today for free.

Production Scheduling Process

To balance production orders with the availability of resources in a cost-effective manner, manufacturers apply the production scheduling process to their production facilities. It provides a better way to allocate resources, operations and processes when creating goods and services.

By following the steps below, manufacturers can adjust their production scheduling to reflect resource availability and client orders. However, your production schedule must be accurate in terms of the resources available to reap the benefits of production scheduling.

1. Production Planning

Everything rests on this step. Here, you’ll figure out the course of the entire production. Managers will look over production budgets, a demand plan, and the number of raw materials that will be required. There are two types of plans, static and dynamic, the former thinking that everything will follow the plan’s timeline and the latter believes everything can change. The dynamic plan is recommended as change is part of any execution of a plan.

2. Production Routing

Now with the plan done, you’ll want to determine the path the production will follow. This is routing. That is, how the raw materials are procured and then made into a finished product. The idea behind production routing is to determine the more economical sequence of operations in the production process.

3. Production Scheduling

This is when you determine the date and time that the production operation must be completed. There are three types of production scheduling, master scheduling (which defines the entire process from start to finish), manufacturing or operation scheduling (for routing raw materials) and retail operation scheduling (to get the finished product from the manufacturing facility to stores). You’ll want to include a contingency plan to respond to issues that negatively impact your schedule.

4. Dispatching & Execution

Once you’ve scheduled production, it’s time to share the plan with everyone involved. Assign the order of jobs, instructions and other production information that’s important for execution. Execution is when staff works together to ensure that the sequence of the production schedule is followed and deliverables meet deadlines. This means monitoring and removing bottlenecks that might delay production orders.

What Is a Production Schedule?

A production schedule is an integral part of production scheduling. The production schedule is a list of all the products that are to be manufactured. That list also notes where and when each product will be made.

The production schedule is very detailed and includes everything from raw materials to logistics and what processes will be used to run a smooth production line. Managers will also explore potential bottlenecks so they can avoid issues. The production schedule is reviewed throughout the manufacturing process and revised as needed to keep production running on time.

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Production schedules are only as reliable as the inventory and manufacturing data behind them. Fishbowl is an inventory and manufacturing platform built for small and midsize businesses running QuickBooks or Xero, and it exists to keep that data trustworthy without asking a shop to take on a full enterprise resource planning (ERP) project.

On the operations side, Fishbowl tracks on-hand stock, bills of materials (BOMs), work orders (WOs) and manufacturing orders (MOs) in one place, so a schedule can be built against what is actually available rather than what a spreadsheet said last week. Procurement lead times, work-in-progress, and finished goods stay visible as orders move, which is where most scheduling assumptions quietly fall apart.

On the finance side, Fishbowl acts as the source of truth that syncs inventory and manufacturing activity into QuickBooks and Xero. That accounting-first design supports clean cost of goods sold (COGS), landed-cost allocation, and a faster monthly close, so the numbers a controller sees match the numbers a production manager is scheduling against.

The practical effect is that scheduling stops living in a silo. When capacity, materials and costs read from the same system, the production schedule reflects the real state of the business, and changes on the floor show up in the books without a separate reconciliation pass.

Related: Best Production Scheduling Software

Not only managers but sales teams benefit from a production schedule. Sales can use the production schedule to keep the manufacturing team updated on the demand for the product. And, of course, managers can keep sales aware of what product is available.

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Production Schedule Template

Use this free Production Schedule Template for Excel to manage your projects better.

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What Should Be Included In a Production Schedule?

When creating a production schedule these elements must be included to help the project be delivered on time: forecasted production volume, production timeline, lead times, resource requirements, production tasks and processes and estimated project costs. Let’s review each of these.

Forecasted Production Volume

This refers to the anticipated quantity of products or services that will be produced within a specific time. This metric is essential for planning and resource allocation to ensure production meets demand. It includes quantitative estimates, demand analysis, production capacity, schedule alignment and adjusting as necessary when monitoring and reviewing production.

Production Timeline

This detailed schedule outlines the sequences of tasks and milestones required to complete a project within a specified time. This roadmap helps teams understand what needs to be done and when it has to be completed. To do this, tasks have start and end dates, milestones are added to define important dates and help monitor progress.

Lead Times

Lead time in a production schedule can refer to a few different things. For example, there is procurement lead times, which refers to the time required to acquire materials or equipment. Production lead time is the time needed for each step in the production process. Finally, delivery lead times are the time needed to ship the finished product or deliver services.

Resource Requirements

When referring to resource requirements in a production schedule, this means anything that is needed to execute the tasks. Therefore, resource requirements run the gamut from materials, such as raw materials or inputs required for production, personnel, equipment and machinery to the budget.

Production Tasks & Processes

This encompasses all the activities and steps required to complete the project. Each step in the production process must be broken down into tasks and the sequence of those tasks defined. It can also include material sourcing, supplier coordination, equipment setup, workflow planning and more.

Estimated Production Costs

Ensure that all production costs are covered, including direct material costs, such as raw materials, direct labor costs, as in wages and manufacturing overhead costs that range from utilities, maintenance and other factory-related expenses. There are also variable costs that fluctuate with production volume and fixed costs that are constant.

Production Schedule Template

This free production schedule template for Excel helps you schedule production orders and keep track of their status and due dates for manufacturing and shipping. It also allows you to keep track of the starting and ending inventory of finished goods after each production order to help you maintain optimum inventory levels.

Who Should Participate in the Production Scheduling Process?

Many professionals are involved in the production scheduling process. They include the production managers, production scheduler, procurement team, inventory manager, production engineering team, marketing and sales team and maintenance team. We’ll briefly describe each below.

Production Manager

The production manager is responsible for overseeing the production process, including realistic timelines and coordinating resources. They establish objectives and create the schedule, monitoring and adjusting that schedule as needed, ensuring quality deliverables and reporting to make insightful analyses.

Production Scheduler

A production scheduler oversees the production scheduling process, managing production schedules and allocating resources strategically to ensure that his organization can respond to customer orders at any point. To do so, production schedulers must constantly collaborate with production managers, production planners and cross-functional teams to ensure the production process is as efficient as possible.

A production scheduler must demonstrate working knowledge in key areas of production management such as production planning, optimization and control but also managerial skills such as resource planning, workflow management, team management and project scheduling.

Procurement Team

The procurement team is involved in material sourcing, identifying suppliers and vendor management to ensure the necessary materials, components and services are acquired in a timely and cost-effective manner. They work closely with production planners and analyze production forecasts. Procurement teams are responsible for creating and managing purchase orders.

Inventory Manager

The inventory manager ensures that the necessary materials and components are available when needed. They do this through material planning, which involves demand forecasting and tracking stock levels to prevent stockouts. They also oversee work-in-progress and finished goods.

Production Engineering Team

This technical team provides expertise to ensure processes are designed, optimized and maintained for efficient production. They develop production processes and analyze workflows to minimize bottlenecks and improve efficiency. The team assesses the production capacity of equipment and resources to determine how much can be produced and identify constraints that could impact the schedule.

Marketing and Sales Team

The marketing and sales team provides insights related to customer demand, market trends and promotional strategies. They provide demand forecasting, schedule new product launches and collect customer feedback to gather insights and manage expectations.

Maintenance Team

The maintenance team ensures that equipment and materials are operating smoothly and efficiently. They plan preventive maintenance for equipment and schedule all maintenance activities. The maintenance team also monitors equipment performance, performs emergency repairs and collaborates with production managers to understand production schedules and identify critical periods when equipment must be operational.

Production Schedule vs. Production Plan

Production scheduling and production planning work together but they are separate processes. In fact, sometimes a manufacturer will use one instead of both depending on the type of production they’re doing.

There are differences between the two and it’s important to understand what those differences are. One way to look at it is that production planning is a general overview of when a product is made, but a production schedule is a far more detailed look into that process.

Production Schedule vs. Master Production Schedule (MPS)

A master production schedule (MPS) details what, when and how many products a manufacturer will produce in the long term across the entire organization, usually covering weeks, months or even quarters. It links the demand determined by sales to the capacity a company has to make multiple production runs for all its production lines. Therefore, the master production schedule helps create a realistic plan that avoids overstocking warehouses but maintains on-time delivery.

A production schedule shares many qualities with the MPS, but the main difference is that its scope is much more specific as it focuses on individual production runs or batches of products and is meant to be used at a shop floor level for guiding everyday production processes and activities.

How to Make a Production Schedule

Production schedules vary from one organization to another depending on the production scheduling tools you use, the level of detail you’d like to include and the specific characteristics of your manufacturing process. Having said that, here are five general steps any organization should follow when making a production schedule.

1. Estimate Customer Demand

Before you make a realistic production schedule, you’ll need to forecast the future customer demand for your product so you have a better idea of the ideal production volume your organization should manufacture to ensure there’s enough product supply for fulfilling customer orders.

Various demand planning techniques and business analytics tools can make an accurate sales forecast for your business. Sales forecasts can be made for various time frames such as quarterly, monthly or yearly.

2. Measure Your Production Capacity

Once you’ve created a sales forecast, you’ll then need to measure your production capacity, which refers to the organizational resources such as raw materials, labor and capital assets that your organization uses to manufacture goods and evaluate whether there are enough resources to meet customer demand and manufacture products on time.

If this isn’t the case, you should invest in your manufacturing facilities to expand your production capacity. If that’s not possible, try production optimization techniques such as re-thinking your shop floor or balancing the workload of assembly line stations.

3. Make a Production Budget

Based on your sales forecast and production capacity, you can now make a production budget, which is a document that allows you to estimate the ideal number of units that should be produced to meet customer demand and also maintain optimal product stock inventory levels.

4. Optimize Production Routing

Production routing consists of defining the route that materials, parts and components will take across the production floor as they’re transformed into final products by production workers. The main objective of the production routing process is to identify the most efficient route in terms of time, effort and cost. By defining the production route, you can also accurately measure how long it’ll take to make your products.

5. Schedule Production Activities

At this point, you should clearly understand the quantity of product that needs to be manufactured, how much it’ll cost and how long it’ll take. Now, you’re finally ready to schedule production orders to meet the production budget you’ve defined.

Production Schedule Example

Various tools can make a production schedule, from a simple spreadsheet or task list with production order details and due dates to more advanced production scheduling tools such as Gantt charts.

Here’s an example of what a Gantt chart production schedule looks like. On the left side, you can list the major stages of your production process, which in this case are “design,” “prototyping” and “pre-production” among others. To complete these production processes, the team must execute many smaller tasks, such as 3D rendering, CNC machining and durability testing.

As you can see in our production schedule example image, a Gantt chart allows you to enter details about these tasks such as their due dates, duration, costs and more. On the right-hand side, there’s a visual timeline that shows bars to represent the duration of tasks over a calendar and allows you to track their percentage of completion and identify any dependencies between them.

If you prefer, use the visual timeline bars to represent each of your production orders to create a high-level view Gantt chart production schedule that allows you to check their progress and due dates at a glance. Or if you’re not ready for Gantt charts yet, you can use a manufacturing template for Excel to keep track of production orders.

Production Scheduling Techniques

Various production scheduling techniques can help you streamline your manufacturing process and efficiently use organizational resources. Here’s a quick overview of some of the most commonly used methods to make a production schedule.

Forward Scheduling

This production scheduling technique consists of manufacturing orders as soon as they’re received, or whenever resources become available. This ensures your production workers and capital assets have a high resource utilization rate but might make it difficult for your organization to accommodate new orders as production capacity is always limited.

Backward Scheduling

As its name suggests, this production scheduling method works in the exact opposite manner as forward scheduling. In a backward scheduling approach, manufacturers wait until the last day of the lead time to manufacture production orders. While it might seem counterintuitive, this allows them to use their production capacity strategically to take as many orders as possible.

Make-to-Order Production Scheduling

In a make-to-order production scheduling approach, manufacturers don’t keep an inventory of product stock so they only make the exact number of product units to meet customer orders.

Make-to-Stock

This production scheduling method is used by manufacturers who sell their products through physical distribution channels such as brick-and-mortar retail shops that hold inventories of product stock for sale. In a make-to-stock manufacturing approach, manufacturers constantly check stock inventory levels and schedule production orders to replenish them.

Finite Capacity Scheduling (FCS)

In a finite capacity production scheduling model, manufacturers schedule production orders based on their available production capacity. This conservative production scheduling approach helps ensure that organizations don’t take customer orders they can’t complete on time which is ideal for small to medium-sized manufacturing companies with limited resources.

Infinite Capacity Planning

The opposite of finite capacity scheduling, this method ignores production capacity constraints and consists of scheduling production orders based on their lead time but ignores resource constraints, which is a preferred method for larger organizations.

In this production method, resources utilized for a production order might be reallocated from one to another based on their lead time and due dates.

Key Factors to Consider In Production Scheduling

Because production scheduling is such a large job, it can seem overwhelming. It’s best to look at it as a collection of many smaller jobs or factors that contribute to production. Let’s look at some things you’ll need to consider when production scheduling.

• Production capacity: The most output measured in units of output per period.
• Production forecasting: Projection of the number of finished products or subassemblies that’ll be produced in a specific period to meet forecasted sales.
• Production inventory: Everything that’s used in the manufacturing process.
• Required raw materials & components: Specific items in production inventory.
• Supply chain: A series of processes in the production and distribution of a product.
• Available equipment: Metric to measure the percentage of time a piece of equipment can operate.
• Operations management: The production schedule must stay up-to-date on what’s going on with the organization.
• Plant layout: This is important as the time it takes to transport materials and process them is part of the larger production schedule.
• Real-time data integration: Schedules increasingly draw on live inventory, work order and shop floor data rather than a static forecast, so they can flex the moment materials, capacity or demand change instead of days or weeks later.
• Workforce and skills: Experienced production schedulers and planners can be hard to find and retain, which is one reason manufacturers are turning to automation and AI-driven scheduling to fill the gap rather than replace the role entirely.

Common Production Scheduling Challenges

Even a well-built production schedule runs into the same handful of problems. Knowing what typically goes wrong makes it easier to design a schedule and pick tools that hold up in practice.

• Data silos: Scheduling, inventory and accounting often live in separate systems, so the schedule reflects what a spreadsheet said last week rather than current stock, work orders or costs.
• Demand volatility: A late customer order, a rush request or a sudden dip in demand can invalidate a schedule that was accurate when it was built, especially in make-to-order environments.
• Resource and capacity conflicts: When multiple orders compete for the same equipment, labor or materials, schedules can look fine on paper but fall apart the moment two jobs need the same resource at once.
• Static, manual planning: Schedules built and maintained in spreadsheets go stale quickly and are slow to update when something changes, which is part of why real-time data integration and AI-driven scheduling have become more common.
• Thin scheduling bench strength: With experienced schedulers in short supply, schedules can end up too dependent on one person’s knowledge, making it harder to adjust quickly when that person is unavailable.

The common thread across all of these is visibility: the schedule needs to reflect what’s actually happening on the floor, in the warehouse and in the books, which is exactly what software is meant to solve.

Production Scheduling Software

Production scheduling software helps manufacturers better schedule their production lines, including equipment and resources. It can automate certain activities to streamline work and define employees’ availability to make it easier to assign them to jobs.

It monitors and tracks the schedule to help managers catch issues and respond to them quickly to avoid any slowdown or delay or delivery. It can address customer demand and reduce lead time getting products into retail shops or eCommerce. Production scheduling software can help with workflows, timesheets and much more.

Choosing software to manage your production scheduling process can be difficult, which is why we’ve reviewed the best free and paid production scheduling software in our blog to help you make an informed decision.

ProjectManager Has Powerful Production Scheduling Tools

ProjectManager is award-winning scheduling software that helps managers plan, manage and track their jobs in real time. Live dashboards and customizable reporting tools allow managers to have transparency into the production line, whether getting a high-level view of costs, time and more or digging deeper into status reports, variance and other reports that can be shared with stakeholders to keep them updated.

Make Detailed Production Schedules with Gantt Charts

You can use ProjectManager’s Gantt chart to map all your production orders in one place and visualize their duration and due dates at a glance. In addition, you can zoom into the activities that need to be completed to transform your raw materials, parts and components into final products. You can track their percentage of completion, costs, task dependencies, priority and much more.

Create Production Workflows With Kanban Boards

Creating custom workflows allows production to move from one activity to the next. You can even automate workflows by adding triggers that will change the status, assignee and more. To ensure that only quality moves forward on the production line, set task approvals and designate someone with authority to review and approve. Our software has multiple project views so the production scheduling of the Gantt chart is the same when you toggle over the kanban board, which makes it easy to visualize the workflow.

Track Resource Utilization With Timesheets and Workload Charts

Keeping track of your resources is essential to staying on a production schedule. Our software has resource management tools that can keep your production line working more efficiently. There are tools, such as secure timesheets, which do more than streamline payroll. They also show you a real-time picture of how complete each team member’s job is. You can set the availability of team members’ PTO, vacations and global holidays, which makes it easier to assign them work. Then our color-coded workload chart makes it easy to see who is overallocated. You can balance their workload from that chart to keep production on track.

As mentioned above, production scheduling must be flexible and adjust to changes. Our risk management features make it easier to identify risk and track issues in real time to ensure that there’s as little disruption as possible. Our collaborative platform makes it easy for everyone to share files, comment and more whether they’re on the production line or in the office. Manufacturers can benefit from all the features of our software.

Related Content

• Best Production Scheduling Software Rankings
• Best Production Planning Software Rankings
• Best Production Tracking Software
• Production Management: A Quick Guide
• Production Planning in Manufacturing: Best Practices
• Production Schedule Template
• How to Create a Master Production Schedule (MPS)
• Programación de producción: Cómo crear un cronograma de producción
• Planification du calendrier de production : les bases
• Produktionsplanung Grundlagen: Einen Produktionsplan erstellen

ProjectManager is online scheduling software that builds schedules and helps you execute them more efficiently. Use tools to plan, assign, track and report on all aspects of your production. Get started with ProjectManager today for free.

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Allocating resources helps to complete tasks on time and keeps the project on budget. While project management software is the best solution for managing project time, templates can also help. That’s why we’ve collected seven free time management templates to help deliver successful projects.

Why Use Time Management Templates?

Time management templates help deliver successful projects. That’s because time management is a key part of project management for many reasons. Time management templates help prioritize work, which allows teams to manage their time better. This leads to greater productivity.

Time management templates can also help with making important decisions. It allows managers and team members alike to make decisions quickly thanks to tasks and activities having deadlines and priorities. This also relieves the stress that comes from procrastination, which can lead to waiting until the last minute to complete work and that can lead to shoddy quality.

The only reason not to use time management templates is that they’re static documents that don’t foster collaboration and pull users away from their work to manually update them. ProjectManager is award-winning project and portfolio management software that has time management features, such as secure timesheets that can easily track time spent on tasks as well as the associated labor costs. Users can log hours anywhere to streamline payroll and save money with accurate project time management. Archiving timesheets gives managers historical data on labor costs that can help better estimate time and costs for future projects. Get started with ProjectManager today for free.

Best Time Management Templates for Excel

For those who aren’t ready to upgrade to project management software, these free time management templates for Excel can help them manage their projects and teams better. They can’t deliver the efficiency of a software solution, but they do a good job of creating timesheets, work schedules, project calendars and much more.

1. Daily Schedule Template

A daily schedule template helps individuals and teams map out their hours before the day begins, turning vague intentions into a structured plan. By assigning time blocks to specific tasks, it reduces the mental overhead of deciding what to work on next and keeps priorities front and center throughout the workday.

Using a daily schedule template consistently builds a habit of proactive time management rather than reactive task-switching. It also creates a record of how time was actually spent, which is useful for spotting patterns, adjusting workloads and improving personal productivity over time.

2. Weekly Schedule Template

A weekly schedule template gives teams a bird’s-eye view of the full week ahead, making it easier to balance workloads, prepare for meetings and anticipate deadlines before they arrive. Planning at the weekly level reduces the risk of last-minute rushes by surfacing conflicts and gaps while there’s still time to act.

With a weekly schedule template, managers can distribute work more evenly across the team while individuals can align their daily priorities to broader weekly goals. Reviewing and updating the schedule at the start of each week is one of the simplest habits that consistently improves how time gets used across a project.

3. Work Schedule Template

This work schedule is a time management template to plan and control the human resources of an organization or project. It lists all employees, their location, working times and responsibilities over a specific period. That period can be a day, week or month. It’s a way to ensure that employees and teams are productive and work as efficiently as possible. Use this free work schedule template for Excel to track resource utilization, streamline work scheduling processes and help meet deadlines.

Use this free time management template as a weekly work schedule, which is especially useful for businesses with variable workloads, which plan their schedules based on customer demand forecasts. It can be a monthly work schedule for longer projects with clearly defined tasks and deliverables. The time management template can also be a daily work schedule where employee performance is monitored daily. It can also be used for a work shift schedule, flexible work schedule and part-time or full-time work schedules.

4. Project Calendar Template

Another time management template is a project calendar template for Excel. This free template makes it easy to see assignments on a monthly grid, with deadlines and more. It’s a great tool for planning schedules, executing tasks and managing work throughout a project’s life cycle. Not only is it a time management template, but it is also a to-do list to help teams get their work done promptly. Therefore, it also acts as a task management tool, can help with team collaboration and communicate changes in workflow.

Project managers can use this time management template to chart the regular hours of their team, which makes it easier for them to see the availability of those team members when making assignments. The free calendar template can also be used to avoid scheduling delays by noting holidays, vacations and PTO of the team members. There are also resource management advantages to using this time management template as it helps schedule resources beyond human resources. It’s also a communication tool to keep everyone aware of their work and important dates.

5. Project Timeline Template

A project timeline is used in planning to add project tasks, due dates and milestones. Most timelines are made with Gantt charts, which are divided into two parts: a spreadsheet with the data collected on the left and a timeline showing the entire project on the right. This time management template is the first step to managing the project schedule and delivering that project on time.

Download the free project timeline template for Excel to create a project schedule. It can also be used to share the project schedule with the team and stakeholders to manage their expectations. This time management template collects all the project tasks, start and end dates, plus duration on the left-hand spreadsheet. The right-hand timeline is then automatically populated with this data. The timeline taskbars, which represent the duration of specific tasks, can then be color-coded to differentiate the different phases of the project to make the time management template easier to read.

6. Workload Analysis Template

Workload analysis is used when managing a workforce. Its goal is to evenly distribute the workload across all team members to keep them working at capacity without risking burnout and eroding morale. This time management template is also a productivity tool and delivers better work quality while increasing team member satisfaction. The free workload analysis template for Excel identifies, measures and evaluates the amount of work each team member needs to do and how to balance that to avoid over-allocation.

This workload management tool will help managers get the most out of their workforce and help to produce high-quality deliverables. It can also help with resource identification and getting an accurate picture of the resources available for the project. Analyzing things like seasonality and potential disruptions to the workforce leads to a more strategic plan that helps managers better prepare for the unexpected.

7. Meeting Agenda Template

A meeting agenda template ensures every meeting starts with a clear purpose and a structured list of topics, preventing the unfocused discussions that make meetings feel like a waste of time. By distributing the agenda in advance, participants arrive prepared, which shortens meetings and produces better decisions.

Poor meeting management is one of the most common sources of lost time in the workplace. A meeting agenda template forces organizers to think through what needs to be decided before the meeting starts, making it easier to stay on track and end on time. It also creates a reference document for following up on action items after the meeting concludes.

8. 30-60-90 Day Plan Template

A 30-60-90 day plan template breaks a longer planning horizon into three focused phases, making large goals easier to sequence and execute. Commonly used for onboarding new hires or launching initiatives, it helps define what needs to be learned, contributed and led within the first three months.

Beyond onboarding, a 30-60-90 day plan template is useful any time a team needs to structure progress toward a milestone over a medium-term window. By setting expectations for each phase, it creates accountability checkpoints that keep work moving without requiring constant check-ins from management.

Pros and Cons of Using Excel for Time Management

Excel templates are only going to be helpful to a point. They serve a purpose, but eventually hit a wall and will be more frustrating than useful. That doesn’t mean Excel templates for time management are without merit. Here’s a short list of their pros and cons.

Pros of Excel for Time Management

• Easy to use
• Cost-effective
• Organize data

Cons of Excel for Time Management

• Needs technical expertise to get the most out of Excel templates, such as knowing formulas, conditional formatting and filtering
• Poor collaborative tool, as templates are static documents
• Risk of data loss or corruption
• Manual updates are time-consuming

Go Beyond Excel Time Management Worksheets With ProjectManager

It’s clear to see time management templates have their uses, but they fall short of project management software. Their limitations will frustrate managers who want to track time to ensure that teams are working efficiently and keeping to their schedule. To get the most out of time management and other project management techniques use ProjectManager, award-winning project and portfolio management software that uses multiple project views to plan, manage and track time throughout the project’s life cycle. For example, our Gantt charts schedule tasks and resources and filter for the critical path. Use timesheets to track time and labor costs or leverage other tools to monitor progress and more.

Track Time With Dashboard and Reports

Monitoring the team’s progress with real-time project and portfolio dashboards is easy. They offer a high-level overview of the project, collecting live data and displaying it on easy-to-read graphs and charts that show time, but also costs, workload and more. Use this tool as an instant status report to spot issues and keep projects running on schedule. For more detail, toggle over to the customizable reports that can be generated with a keystroke and filtered to show details for managers and more general data to keep stakeholders informed. For example, timesheet reports can show the hours teams have submitted, get time estimates and streamline payroll.

Use Calendars and Resource Management Features

One of the multiple project views accessible with our software is the calendar. It can help managers plan availability for their team, which can be set when onboarding the team. The calendar can show if there are vacations, PTO or even global holidays. Managers can use the color-coded workload charts to easily see who is overallocated and then balance the workload right from that chart. This keeps teams working at capacity without burning them out.

Related Time Management Content

For those looking to explore time management beyond the time management template, there are many opportunities to do so on our site. We published weekly blogs, guides, eBooks and free templates on all aspects of project management as it relates to various industries. Here are some of the recent posts we’ve published on time management.

• Project Time Management Software
• 15 Excel Spreadsheet Templates for Tracking Tasks, Costs & Time
• Time Estimation in Project Management: Tips & Techniques
• Project Time Management: Strategies, Tips & Tools
• A Quick Guide to Time Blocking
• Time and Materials Contract (T&M): When to Use One

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out in the field or anywhere else in the world. They can share files, comment at the task level and stay up to date with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

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In this roundup, we’ve gathered a collection of free workflow templates that support project planning, execution and monitoring. From a work plan and critical path to a PERT chart and work instruction templates, all are designed to simplify complex workflows and improve collaboration. Each template serves a specific purpose and can be customized to fit your project needs, giving your team a strong starting point without having to build everything from scratch.

1. Workflow Template

A workflow template is a predefined framework that outlines the steps required to complete a business process. It maps the sequence of tasks, who is responsible for each step and how work moves from one phase to another. By visualizing each stage of a process, teams can quickly understand their roles, deadlines and dependencies.

Workflow templates are useful across a range of industries and departments—whether you’re managing a content approval process, onboarding new clients or handling procurement. With a consistent structure in place, organizations can improve efficiency, ensure accountability and reduce delays by eliminating guesswork and clarifying expectations from the start.

Workflow templates are especially beneficial for teams managing complex or repetitive tasks. They not only speed up execution but also help identify bottlenecks or inefficiencies over time. These templates can be adapted for one-off projects or daily operations and scaled depending on the size of the team or scope of the workflow. For project managers, workflow templates reduce the risk of missing steps or duplicating efforts, making it easier to deliver results on time.

ProjectManager’s Gantt chart goes far beyond what a static workflow template can offer by providing an interactive, real-time view of your project’s tasks, timelines and dependencies. Instead of manually updating a static document, our Gantt chart automatically adjusts when changes are made, allowing for easy drag-and-drop task scheduling, dynamic dependency linking and milestone tracking.

You can assign tasks to team members, set start and end dates, view baselines to measure progress against your original plan and track the percentage complete—all from one intuitive interface. Color-coded phases make workflows easier to scan, and integrated file attachments and comment threads keep communication centralized. Get started with ProjectManager today for free.

2. Kanban Board Template

A kanban board template visualizes work in progress using cards and columns, helping teams better manage task flow and workload. Each card typically represents a task, while the columns denote stages such as “To Do,” “In Progress” and “Done.” This setup makes it easy to spot bottlenecks, allocate resources and ensure no task falls through the cracks.

The kanban methodology is ideal for agile project management because it emphasizes continuous delivery and transparency. A kanban board template offers a ready-made format to start tracking and managing your team’s workflow without building a board from scratch.

With a kanban board template, you can customize columns based on your team’s unique process and label tasks with priorities, deadlines and responsible parties. This helps keep teams aligned and ensures timely updates as work progresses.

Because it provides a snapshot of work at any given moment, it’s an effective communication tool for daily standups, sprint reviews or client reporting. Teams using kanban board templates are better equipped to manage capacity and respond to changes quickly. This type of template encourages accountability and streamlines workflows across projects of any size.

3. SIPOC Template

A SIPOC template (Suppliers, Inputs, Process, Outputs, Customers) is a high-level tool used to document a business process from start to finish. It gives teams a structured way to define the scope of a process improvement initiative by identifying all the elements involved in delivering a product or service.

SIPOC templates are commonly used in Six Sigma and lean management to clarify process boundaries and ensure stakeholder alignment. By listing suppliers and inputs on one end and customers and outputs on the other, the SIPOC framework helps teams focus on what matters most to deliver quality outcomes.

The beauty of a SIPOC template lies in its simplicity. It doesn’t require detailed process mapping but instead serves as a quick reference for understanding how value flows through a system. This helps in client reporting by illustrating the key contributors and outputs in a clear and concise format. SIPOC templates are especially useful in the early stages of a project when scoping or redesigning processes.

They promote cross-functional collaboration and help prevent miscommunication by aligning everyone around a shared understanding. With a SIPOC template, teams can more easily uncover inefficiencies, standardize procedures and ultimately improve service delivery and customer satisfaction.

4. Process Map Template

A process map template provides a visual representation of the steps, decision points and people involved in completing a task or workflow. Unlike a simple task list, a process map shows how activities connect and where handoffs occur, making it easier to identify inefficiencies and redundancies in any operation.

Process mapping is widely used in business process improvement, onboarding documentation and compliance workflows. By laying out each step visually, teams can quickly communicate how work gets done and pinpoint where delays or errors commonly occur.

Using a process map template, teams can document current-state workflows and compare them to desired future-state processes. This is especially valuable when redesigning operations, training new employees or seeking stakeholder approval for process changes. A well-documented process map reduces ambiguity and creates a shared understanding across departments, helping teams execute more consistently and improve over time.

5. Swimlane Diagram Template

A swimlane diagram template organizes workflow steps into horizontal or vertical lanes, each representing a team, role or department. This layout makes it immediately clear who is responsible for each task and how work moves between people or groups, reducing confusion in cross-functional processes.

Swimlane diagrams are particularly effective for documenting complex workflows where multiple teams collaborate, such as approval chains, customer service escalations or product launch sequences. The visual separation of responsibilities helps identify delays caused by unclear handoffs between teams.

With a swimlane diagram template, project managers can present complex interdependencies in a format that anyone on the team can follow. By mapping responsibilities side-by-side, teams can quickly spot bottlenecks, clarify ownership and streamline how work flows from one stage to the next, making it a powerful tool for both process design and stakeholder communication.

6. Flowchart Template

A flowchart template uses standardized symbols to map out the steps in a process, including decisions, actions and outcomes. This visual structure makes it easy to understand complex workflows at a glance and ensures everyone follows the same steps when executing a repeated process.

Flowcharts are used across virtually every industry for documenting procedures, troubleshooting problems and designing new processes. Whether you’re mapping a customer support workflow, an IT ticket resolution process or a product approval chain, a flowchart template provides a consistent, shareable format.

Using a flowchart template removes the need to start from scratch when documenting workflows. Teams can quickly adapt the template to fit their specific process, then share it across departments to ensure consistent execution. Flowcharts are also useful for onboarding, helping new team members understand how things work without relying solely on verbal instructions.

7. Work Instruction Template

A work instruction template is a document that provides detailed, step-by-step instructions for performing a specific task or process. It’s more granular than a workflow or work plan template and is commonly used in manufacturing, engineering or technical settings where accuracy and consistency are critical.

A work instruction outlines exactly what needs to be done, how to do it and what tools or materials are required. This eliminates ambiguity and ensures uniformity in task execution, especially when training new employees or standardizing procedures across teams or departments.

Using a work instruction template can dramatically improve quality control, reduce errors and enhance safety. It also supports knowledge transfer by documenting institutional processes that might otherwise be lost. In client reporting, these templates help demonstrate compliance and process rigor, particularly in regulated industries.

A well-designed work instruction can include images, diagrams or links to supplemental documentation. It makes complex tasks accessible to both new and experienced workers alike. For project managers, having a library of work instructions streamlines operations, reduces downtime and improves stakeholder confidence by showing that procedures are clearly defined and reliably executed.

ProjectManager Helps With Workflow Management

Project management software is far more powerful than basic workflow templates because it offers dynamic, connected tools rather than static documents. For example, our resource management features provide a critical foundation for building and maintaining smooth workflows. With our real-time workload chart, you can instantly see who is overloaded and who’s underutilized, helping you reassign tasks before bottlenecks form.

The color-coded chart updates automatically as work progresses, so you can adjust plans without delays. Our team page offers a centralized view of every team member’s availability, skill set and assignments, ensuring the right people are working on the right tasks. Users can also allocate resources directly within the task window, so project leads can monitor both progress and capacity in one place. These capabilities prevent over-allocation, reduce idle time and align your workflow to actual team bandwidth.

Learn more about our workflow automation software and how it can help streamline your projects and portfolios.

Use Multiple Project Views to Match Workflow Needs

While many turn to Gantt charts for visual planning, we offer multiple project views that support every kind of workflow. The kanban view is ideal for agile workflows, helping teams manage backlogs and visualize progress through customizable columns. The calendar view is perfect for deadline-driven projects, letting you quickly spot schedule conflicts and plan upcoming sprints.

The sheet view is best for users familiar with spreadsheets but needing more automation and integration. The list view provides a structured, task-focused layout where users can organize, prioritize and group work by assignee, phase or status. This view is especially useful for workflow-heavy operations because it offers powerful filtering, grouping and drag-and-drop organization while staying visually clean and focused.

Track Workflow Performance in Real Time

ProjectManager’s tracking features are essential to workflow management because they allow teams to respond to real-time data, not assumptions. The project and portfolio dashboards offer live status updates on task progress, overdue items and upcoming milestones, all pulled from actual team activity. You can track progress through visual charts, KPIs and health indicators, and drill down into specific tasks or projects for deeper insights.

Customizable reports allow managers to generate detailed views of workflows across teams and periods, highlighting what’s working and what needs attention. Secure timesheets make it easy to track hours worked, ensuring accountability and accurate forecasting. These tools close the loop between planning and execution, helping project managers identify inefficiencies early, adjust workloads and keep workflows on target from kickoff to delivery.

Related Workflow Management Content

Workflow templates are a great introduction to workflow management. For those who care to learn more, check out the links below. They lead to articles that show how to create a workflow diagram, explain the workflow process and much more.

• How to Create a Workflow Diagram: Examples & Free Templates
• Workflow Management Process: Workflow Examples, Tips and Tools
• How to Make an Ideal Kanban Workflow for Your Team
• How to Define a Workflow Process
• What Is Workflow Automation? A Quick Guide
• How to Make an Agile Workflow for Your Team

ProjectManager is online project and portfolio management software that connects teams, whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestles and Siemens who are using our software to deliver successful projects. Get started with ProjectManager today for free.

The post 7 Free Workflow Templates for Excel and Word appeared first on ProjectManager.

In this roundup, we’ve gathered roadmap templates designed to support different functions and project types – from high-level strategic and IT roadmaps to product and program planning. We’ve also included a milestone chart template to bridge the gap between a roadmap’s big-picture view and the specific dated checkpoints teams need to track progress. These free templates provide structure while remaining flexible enough to adapt to your unique planning needs.

Why Use a Roadmap Template?

Using a roadmap template streamlines the process of planning and visualizing a project or strategic initiative. Instead of starting from scratch, teams can rely on a structured format that ensures all critical elements-such as goals, milestones, timelines and resource needs-are included. This helps reduce planning errors, saves time and ensures consistency across different projects or departments.

A roadmap template also improves communication and alignment. Whether you’re presenting to executives, stakeholders or team members, a clear and well-organized roadmap makes it easier to convey progress, upcoming initiatives and strategic priorities. It supports transparency and helps manage expectations by showing how short-term tasks tie into long-term goals.

Moreover, roadmap templates can be customized to suit specific methodologies or industries, from IT and product development to marketing and operations. This adaptability makes them a practical tool for guiding teams, tracking execution and adjusting plans based on feedback or changing circumstances-all without losing the strategic big picture.

That doesn’t mean a template is ideal. There are limitations to using a static document to manage something as dynamic as project planning. Templates can’t provide real-time data. Everything must be manually updated, which means the information is always at least a step behind. Templates are also poor collaboration tools. However, there’s a solution: use project management software.

ProjectManager is award-winning project and portfolio management software with powerful roadmaps with automated updates, drag-and-drop editing and seamless integration with tasks, timeline and resources. Unlike templates, our roadmaps can link all four types of task dependencies to avoid cost overruns, filter for the critical path to identify essential tasks and slack, plus set a baseline to track progress in real time. Get started with ProjectManager today for free.

1. Roadmap Template for Excel

Download this free roadmap template for Excel to help teams plan, visualize and communicate project goals, timelines and milestones over a specific period. It includes rows for tasks, start and end dates. This structure allows users to map out project phases and deadlines in a linear, visual format.

Excel’s native features like conditional formatting, color coding and cell merging make it relatively easy to customize a roadmap to reflect priorities, statuses, and team responsibilities. These templates are particularly useful for high-level planning across departments or for presenting strategic overviews to stakeholders.

While Excel roadmap templates are popular for their accessibility and familiarity, they also have limitations. As noted above, they are static by nature and require manual updates, which can be time-consuming and prone to human error, especially as project details evolve.

Collaboration is also limited in Excel unless used in an online platform like OneDrive or Google Sheets, and even then, version control, which is included in ProjectManager, can become a challenge. Despite these drawbacks, Excel roadmap templates remain a widely used solution for teams that need a quick, straightforward way to organize and present project or product plans without specialized software.

2. Product Roadmap Template

This free product roadmap template for Excel is a strategic planning tool used to visually outline the development and evolution of a product over time. It typically includes key elements such as product goals, features, releases, timelines and responsible teams or stakeholders.

By organizing this information in a clear, linear format-often segmented by quarters or development phases-product managers and cross-functional teams can align their efforts around shared objectives. A roadmap template provides a high-level overview that helps prioritize features, communicate progress and coordinate tasks across departments like engineering, marketing, sales and customer support.

Product roadmap templates are valuable for both internal planning and external communication. Internally, they serve as a reference point to keep development teams focused on short-term deliverables while working toward long-term product vision. Externally, they can be shared with leadership, customers or partners to provide visibility into the product’s future direction.

Our free roadmap templates are also highly customizable, allowing teams to tailor them to specific methodologies, such as agile, scrum or waterfall, or to categorize by themes, epics or customer segments. With a well-structured product roadmap template, organizations can ensure alignment between business goals and development priorities, making it easier to deliver a cohesive and value-driven product experience.

3. Strategic Roadmap Template

This free strategic roadmap template for Excel is a planning tool designed to outline an organization’s long-term vision and the key initiatives required to achieve it. Unlike project or product roadmaps that focus on deliverables and timelines, a strategic roadmap provides a high-level overview of business objectives, priorities and the phased actions necessary to meet those goals. It often spans multiple years and is divided into major categories like operations, marketing, technology, finance or customer experience, helping stakeholders see how efforts align across departments.

This roadmap template includes a timeline segmented into quarters, along with strategic goals, key initiatives, responsible teams and performance indicators. A strategic roadmap template helps leadership communicate direction clearly, maintain alignment across the organization and track progress toward long-term objectives. Strategic roadmap templates are especially useful during annual planning, business transformation or when launching new corporate strategies, providing a structured yet flexible format to visualize and adjust strategy execution over time.

4. Program Roadmap Template

Download this free program roadmap template for Excel to outline the strategy, schedule and key deliverables of a program that consists of multiple related projects. It helps program managers coordinate efforts across different teams and initiatives by clearly mapping out timelines, milestones and high-level goals. Unlike a project roadmap that focuses on a single initiative, a program roadmap captures the broader view, aligning several projects under one strategic umbrella to ensure they collectively contribute to organizational objectives.

This template includes time-based sections in months, rows for individual projects or workstreams and visual markers for major milestones and phases. It allows stakeholders to see how various projects interrelate, when critical deliverables are expected and how resources are allocated across the program.

A program roadmap template is particularly useful for long-term initiatives such as digital transformation, product portfolios or cross-functional strategic goals. It facilitates communication, risk identification and alignment across departments, making it easier to adjust plans as priorities evolve.

5. IT Roadmap Template

Use this free IT roadmap template for Excel to visually outline the direction, priorities and development phases of an organization’s information technology initiatives. It helps IT leaders align technology investments and projects with broader business goals by mapping out plans across categories like infrastructure upgrades, system integrations, cybersecurity enhancements, application development and digital transformation.

Organized by a monthly timeline, an IT roadmap template gives stakeholders a clear view of what’s coming, what’s in progress and how technology will support organizational growth.

The IT roadmap template includes key sections for strategic objectives, current and future initiatives, milestones, responsible teams, budgets and resource requirements. It’s especially useful for managing complex IT portfolios where coordination across multiple teams and systems is essential.

By using an IT roadmap template, organizations can ensure better alignment between IT and business units, prioritize critical projects, reduce duplication of efforts and anticipate infrastructure or security needs. Whether you’re planning cloud migrations, enterprise software rollouts or IT governance enhancements, a well-structured IT roadmap brings clarity and focus to your technology strategy.

6. Milestone Chart Template for Excel

A roadmap sets the direction, but milestones mark the moments that confirm you are on track. A milestone chart template translates the high-level goals of a roadmap into specific, dated checkpoints that teams and stakeholders can rally around, making it easier to measure progress and communicate where the project stands at any given point.

This milestone chart template for Excel plots key deliverables and deadlines along a horizontal timeline, with completion indicators that make progress easy to read at a glance. Teams can use it alongside any roadmap to give stakeholders a focused, date-anchored view of what is coming next without the full detail of a Gantt chart.

ProjectManager Is Better Than a Roadmap Template

We’ve already listed why a roadmap template is a poor tool for planning and visualizing a project or strategic initiative. While anyone can download these free roadmap templates and try them out, they’ll quickly conclude that a more interactive planning tool that goes beyond the basic visualization of a roadmap template is in order.

ProjectManager is award-winning project and portfolio management software with robust roadmaps that are live and collaborative. There are also other project views, such as Gantt charts, kanban boards, sheet, task and calendar views, all of which track progress, adjust timeline and reallocate resources as priorities shift.

Stay Productive With Resource Management Features

Use our resource planning and tracking tools to keep teams working at capacity, but avoiding burnout. This begins by scheduling resources on the roadmap and then onboarding the team, where their availability can be set to ensure resources are allocated efficiently. Use the color-coded workload chart to track allocation. See who is overallocated or underutilized and balance their workload without leaving the chart.

There’s also a team page that offers a daily or weekly summary of their activities. It can be filtered by progress and priority and users can update tasks from the same page.

Track Progress and More With Real-Time Dashboards and Reports

Resources are only one metric that needs to be monitored. For a high-level overview of key project metrics, toggle to the real-time project or portfolio dashboards. They don’t require any setup and automatically collect live data that’s displayed on easy-to-read graphs and charts showing time, cost, workload and more.

One-click reports go deeper into the data and can be filtered to also provide a more general view of progress that can be shared with stakeholders. Secure timesheets streamline payroll, but also track labor costs to help keep on budget.

Related Roadmap Content

• How to Create a Project Roadmap (Example Included)
• How to Create a Product Roadmap: Examples & Templates Included
• What Is a Program Roadmap (Example & Template Included)

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or out in the field. They can share files, comment at the task level and stay up to date with email and in-app notifications. Join teams at Avis, Nestle and Siemens who are using our software to deliver successful projects. Get started with ProjectManager today for free.

The post 6 Roadmap Templates appeared first on ProjectManager.

Use these free 15 business report templates to create a project dashboard, progress report and workload analysis to make a strategy map, cost-benefit and balanced scorecard.

1. Project Dashboard Business Report Template

A project dashboard is a high-level overview of the project. It captures various key performance indicators (KPIs). It gives managers an instant status report to see if the project is progressing as planned, if costs are aligned with the budget and other metrics to help stay on track.

This free project dashboard template for Excel monitors tasks, workload, task lengths and costs. It does this with easy-to-read graphs and charts. The only problem is that the template must be manually updated, taking time away from the project and the data is already old by the time it’s been inputted.

ProjectManager is award-winning project and portfolio management software that has real-time project and portfolio software that don’t require any lengthy or complicated setup as with lightweight software alternatives. Unlike a template, users get live data and can view one project, a program or a portfolio of projects in real time. Get started with ProjectManager today for free.

2. KPI Dashboard Template

KPIs give executives and project managers a way to measure what matters most, but raw data spread across multiple reports makes it hard to see the full picture at a glance. A KPI dashboard template consolidates key performance indicators into a single visual display, making it faster to identify trends, spot issues and communicate performance to stakeholders.

This KPI dashboard template for Excel tracks performance metrics across multiple business areas, with charts and summary tables that update as data is entered. Teams can customize the indicators to reflect their own goals and use the dashboard in regular reporting cycles to compare current performance against targets and support data-informed decisions.

3. Sales Dashboard Template

Tracking sales performance across products, regions and team members without a centralized view leads to missed trends and reactive decision-making. A sales dashboard template brings together revenue data, conversion rates, pipeline value and quota attainment so managers can quickly assess where the team stands and where attention is needed.

This sales dashboard template for Excel organizes key sales KPIs and metrics into visual charts and summary tables that make performance easy to read and present. Managers can use it in weekly team reviews, monthly leadership reports or quarterly business reviews to show progress, flag underperforming areas and align the team around shared targets.

4. Progress Report Template

One of the most common business report templates is the progress report. It captures a snapshot of the project over a specific period, providing an overview of all the activities and tasks that have taken place during that time. It highlights milestones and performance metrics such as risks, issues, changes and more.

The free progress report template for Word captures all that data and more. It helps project managers understand if they’re on schedule and can be shared with stakeholders to keep them updated. Reviewing the progress report can open up discussions between the project manager and the stakeholder earlier when they can be dealt with easier than later when the issue is more embedded and harder to resolve.

5. Project Status Report Template

A project status report is different from a progress report. Managers and stakeholders use them to stay updated on the project’s progress, but they differ in focus and scope. The status report is a broad overview of an entire project compared to its plan, while a progress report focuses more on specific tasks and milestones.

Use this free business report template to capture the project’s status and improve communication with key stakeholders. A free status report template for Excel has project information, a summary of the project’s status and health and a risk management overview. It offers recommendations moving forward.

6. Marketing Report Template

Marketing teams run campaigns across multiple channels simultaneously, making it easy to lose track of what is working and what is not. A marketing report template brings together performance data across campaigns including reach, engagement, conversions and spend so teams can evaluate results and make informed decisions about where to invest next.

This marketing report template for Excel captures key campaign metrics including audience data, channel performance, budget utilization and goal attainment in a structured format that is easy to present to stakeholders. Teams can use it for monthly performance reviews, end-of-campaign summaries or budget planning discussions where a clear view of results is needed.

7. After Action Report Template

Teams that do not formally review what happened after a project or campaign concludes are likely to repeat the same mistakes. An after action report template structures that review, capturing what was planned, what actually occurred, what worked and what should be done differently, turning hindsight into a practical guide for the next effort.

This after action report template for Word walks teams through a systematic post-event analysis covering objectives, results, key successes and lessons learned. Project managers and team leads can use it immediately after project close or a major initiative to document findings while details are fresh and make those insights available across the organization.

8. SWOT Analysis Business Report Template

SWOT stands for strengths, weaknesses, opportunities and threats. This free SWOT Analysis template for Word is a tool to assess a business’s competitive position, both internally and externally. It is a key technique in developing a strategic plan. It’s a business report template that gathers data to help make more insightful decisions.

A SWOT analysis template is divided into four parts. These quadrants are labeled strengths, weaknesses, opportunities and threats. The vertical left-hand axis is divided into external and internal, while the top is broken down into positive and negative. Managers then add to each of these quadrants to get a better picture of the business and its competitive position.

9. Balanced Scorecard Business Report Template

A balanced scorecard is a document that looks at strategic measures and more traditional financial measures. This provides a more balanced perspective and holistic approach to managing a business’s strategy. This free balanced scorecard template for Excel is a strategic performance metric that businesses use to improve internal operations and external outcomes.

To use this business report template, first set strategic objectives, plan initiatives and establish key performance indicators (KPIs) and expected targets. Next, group strategic objectives using the four balanced scorecard perspectives: financial, customer, business process and learning and growth.

10. Gap Analysis Business Report Template

Use this free gap analysis template for Excel to take a business from its current state to the desired future state. It focuses on areas of improvement, a gap percentage, a timeline, resource requirements and much more. This business report template can be used for project management, business process improvement and product management.

To use this free template, begin by losing the focus areas, such as a business process that needs improvement or a human resource gap. Then determine the current and future state of the focus area. Next, estimate the gap percentage and, finally, list the action items that will close that gap. There’s also space to list the responsible parties and the status of the work.

11. Cost Benefit Analysis Template

Using this free cost-benefit analysis template for Excel will determine the return on investment (ROI) for a project. Use it before approving a project to understand if the project is viable from a financial perspective. It’s a business report template that can help companies avoid investing in lost leaders.

The free template works by capturing quantitative costs, indirect, intangible and opportunity. Then there’s a place to list the types of costs and the quantitative benefits. The cost-benefits analysis then compares the costs of doing the project compared to its financial benefits. This is an essential decision-making tool.

12. Root Cause Analysis Template

A root cause analysis, also called a fishbone diagram, is used to figure out what went wrong so it can be fixed rather than just patched up. This business report template is used to identify the cause of a process not conforming to its planned output. This is part of the larger total quality management process.

The root cause analysis template uses a fishbone diagram, which captures the cause-and-effect relationship in the process to uncover any imperfections, variations, defects or failures. This is used in product development to ensure that the product they’re working on will resonate with customers and work as planned.

13. Workload Analysis Business Report Template

Businesses use workload analysis to manage their workforce. The goal of workload analysis is balancing tasks across all project teams to ensure that no one is overallocated or underutilized, which slows down productivity and threatens to erode morale or create burnout. None of those should be acceptable to a business.

The free workload analysis template for Excel lists team members’ names and hourly rates. Managers enter their total available work hours per month. Then allocate work hours to each team member and monitor resource utilization rates and costs. This business report template helps keep everyone working at capacity.

14. Operating Budget Business Report Template

This business report template applies to any industry that uses an operating budget to forecast revenue and expenses over a period of time. The free operating budget template for Excel is an essential tool for coming up with an accurate budget for a company’s quarter or even the full coming year.

An operating budget is more than a picture of the financial dimensions of a business going forward. It can help set realistic business goals and determine if the results of the quarter or year match the forecast of the operating budget template. There could be unexpected expenses and the annual balance might need to be adjusted.

15. Inventory Business Report Template

Use this free inventory template for Excel to record the level of stock and track turnover. This business report template lists all of a company’s inventory used in its daily operations and gives managers quick access to volume, price and more. There’s also a place to note when a reorder is needed and how long it will take to replenish that stock.

This business report template serves manufacturers and retailers alike. But it can also track tools or materials used to get work done. This prevents not having what is needed, which will slow down production and impact a business’s bottom line. Being able to track inventory keeps work moving smoothly.

ProjectManager Creates Better Reports Than Templates

Business report templates are fine, but they’re not ideal reporting tools. For one, these are static documents that don’t capture live data and, therefore, provide a dated picture of the project. Business report templates also must be manually updated, which takes time away from actually managing and executing the project. For those looking for a more effective alternative to Excel spreadsheets, there’s project management software. ProjectManager is award-winning project and portfolio management software that delivers live data to help make more insightful decisions whether managing one project, a program or a portfolio of projects.

Use Customizable Reports for Easy Analysis

Unlike with business report templates, there’s no manual inputting of data with our reports. They’re automatically collecting real-time data and turning complex information into helpful reports. There are status reports, portfolio reports and reports on variance, workload, timesheets and more. All reports can be created with a keystroke and shared with stakeholders and teams. They can also be filtered to drill down into projects for actionable data on particular team members or tasks. Use reports on progress, costs, time and more to better manage projects.

Collect All Project Data on One Powerful Project Portfolio Roadmap

Use project portfolio roadmaps to view all projects in one Gantt chart-like timeline. This allows managers to better understand resource management and how to allocate limited resources across projects to work more efficiently and effectively. They can also track time and manage tasks. The portfolio roadmap can be filtered by assignee, project manager or customer to make forecasts, view which projects are open and who’s assigned to tasks as well as highlight key metrics for stakeholders.

Related Template Content

There’s more to templates than business report templates. For those not ready to upgrade to project management software, there are over 100 free project management templates that can be downloaded immediately from our site. They cover every phase of managing a project across multiple industries. Here are a few round-up blog posts that offer many free templates.

• Free Excel Templates for Business (Plus 10 Word Templates)
• Free Project Planning Templates for Excel and Word
• Must-Have Project Management Excel Templates and Spreadsheets

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

The post 15 Must-Have Business Report Templates appeared first on ProjectManager.

Timeline templates can schedule projects faster and improve workload management, prioritization, change management and progress tracking. This collection covers a range of timeline formats, from Gantt charts and milestone charts to implementation plans and event timelines, giving teams a visual scheduling tool for any project type. Download these free timeline templates to schedule projects from inception to completion.

The following free timeline templates can be used to make a timeline in a variety of tools, from Excel spreadsheets to Google Docs and Sheets. There are ones that service construction and manufacturing, though any industry will profit from project timeline templates.

Free timeline templates provide essential tools for accurate scheduling, such as a PERT chart and critical path templates. All of these timeline templates help with planning, keep the entire project team on track and accountable, and quickly onboard new team members.

1. Excel Timeline Template

Use this Excel timeline template to map activities, processes or projects over a year. Project managers can use this free timeline template to see who is responsible for what, whether they’re a team member or a department in the organization.

The flexibility of this timeline template allows it to serve several different purposes. It can be used as a project timeline to estimate the duration of a project and visualize the order tasks will be completed. It can also be used as a product roadmap to show product development teams the activities they need to execute from ideation to final launch. Finally, using this free template timeline as a strategic roadmap shows all the projects an organization will execute over time to achieve the overall strategic goals and objectives of its strategic plan.

Timeline templates are useful, but they’re not great for project management. They require manual updates, which takes time away from more important tasks. These are static documents so they aren’t collaborative. Therefore, even free timeline templates aren’t the most efficient way to create, manage and track a project schedule, project management software is.

ProjectManager is award-winning project and portfolio management software that has powerful roadmap tools to manage programs and portfolios. They collect all projects and display them on a Gantt chart with resource management, time tracking and task management features. Users can filter by assignee, project manager or customer to make forecasts, see which projects are open and who’s assigned to tasks, as well as highlight key metrics to keep stakeholders informed. This is all done in real time to keep everyone on the same page. Get started with ProjectManager today for free.

2. Gantt Chart Timeline in Google Docs

Gantt charts are used in project management to build schedules and organize tasks. They are part spreadsheet and part graphical representation of the project schedule. The timeline is displayed as a bar chart that shows the start and finish dates of all project tasks.

Making a Gantt chart in Google Docs allows teams to store and share the document online. This fosters collaboration in a way that a static Excel document can’t. This free timeline template can provide a high-level view of the project for reporting purposes when updated and shared with stakeholders.

3. Gantt Chart Timeline Template for Excel

Excel spreadsheets have their limits, but for those looking for an easy way to build a Gantt chart, this free timeline template is the way to go. It doesn’t have all the bells and whistles of Gantt chart software, but can organize tasks and create a timeline showing the entire project on one page.

On the left-hand side of the timeline template is a simple spreadsheet. All project tasks can be listed, with their start and end dates. Then add the duration each task is expected to take. Once this information has been fed into the template, the right-hand side bar chart automatically populates. Users can then add color to differentiate project phases.

4. Gantt Chart Timeline Template for Google Sheets

Gantt charts are notoriously difficult to create, which is why many opt for project management software. But for those not ready to upgrade and still need a Gantt chart to schedule project work, there are timeline templates that have done the hard work.

Using this free timeline template fosters collaboration, unlike Excel spreadsheets, as it’s cloud-based. Plus, many people are already used to working with Google’s products. The Gantt chart template for Google Sheets can easily be shared and fully integrated with other Google products. It’s understandable why some prefer this type of timeline timesheet.

5. Milestone Chart Timeline Template for Excel

A milestone chart shifts focus from day-to-day tasks to the moments that define project progress – key deliverables, phase completions, approvals and deadlines. For stakeholders who don’t need the full detail of a Gantt chart, a milestone timeline provides a clear, high-level view of where the project stands and what is coming next.

This milestone chart template for Excel maps project milestones along a horizontal timeline with dates and completion indicators that make it easy to track progress at a glance. It works well for executive reporting, stakeholder presentations and project kickoffs where clarity and simplicity matter more than granular scheduling detail.

6. PERT Chart Timeline Template

PERT charts are used in project management to schedule projects. They organize and coordinate tasks. PERT is an acronym for program evaluation review technique, and a PERT chart is a timeline template that breaks down each task so they can be analyzed to estimate the minimum time needed to complete the project.

The PERT chart works by using nodes, which are represented by rectangles or circles on the timeline template, to show events and milestones that occur during the project. Vectors connect the nodes. These are lines that stand for the different tasks that must be completed. This allows project managers to visualize dependencies between steps.

7. Critical Path Timeline Template

The critical path in project management is the longest sequence of tasks that must be completed on time for a project to finish successfully. It identifies essential and non-essential tasks. This allows project managers to make informed decisions if there are issues regarding time, cost or scope.

This free timeline template will improve accuracy and flexibility when scheduling projects, especially more complex ones. Project managers can see which tasks need to be prioritized and how long it’ll take to complete them. This timeline template can also be used to communicate clearly between the project manager and stakeholders.

8. Project Calendar Timeline Template

Timeline templates come in a variety of styles. A project calendar is a type of timeline that captures a month’s worth of activity. This allows the project manager and the team to see the entire month’s tasks in one place, including highlighting important dates.

This project timeline can foster better task management, team collaboration and communication when workflows change. Project managers can use the calendar to show the team’s availability when there are holidays and other things that can interfere with assigning tasks efficiently.

9. Google Sheets Timeline Template

Another way to create a project timeline template is with Google Sheets, which is the Google version of a spreadsheet. It’s a free alternative to project management software and one that many people are already familiar with. It’s easier than Excel and better and, like Google Docs, cloud-based, which means there’s no downloading or saving files.

Google Sheets timeline templates are not real Gantt charts. There’s no workflow automation, for example, and they’re not as easy to use as Gantt chart software. But they can schedule projects, show the duration of tasks and mark milestones and deliverables.

10. Master Production Timeline Template

For those in manufacturing, a production schedule helps balance supply and demand when producing a commodity. This free timeline template is built for manufacturing. It’s flexible enough to respond to fluctuating demand and sets up inventory to avoid stockouts.

Use this free timeline template as part of the larger supply chain management. It can manage resources, but also assist sales by keeping them aware of production schedules to give customers more accurate fulfillment dates.

11. Construction Timeline Template

Construction projects use timelines to schedule work. These projects are very structured and lend themselves to the hierarchical structure of a Gantt chart that can coordinate not only tasks but also resources, costs and tracking.

Opening up this free timeline template in ProjectManager gives users access to powerful Gantt charts that link dependencies, filter for the critical path and set baselines. But it also links with multiple project views, such as kanban boards, task lists, calendars and more. There are resource management features to balance workload, risk and issue tracking, dashboards and reports to monitor progress in real time, more than any mere template can do.

12. Implementation Plan Timeline Template for Excel

Translating a plan into action requires more than a task list. An implementation plan template structures the work into phases with owners, deadlines and dependencies, giving teams a timeline they can follow from day one. It bridges the gap between the project plan and the work happening on the ground.

This implementation plan template for Excel breaks the project into sequential steps with columns for task description, assigned owner, start date, end date and status. Teams can use it to coordinate cross-functional rollouts, system deployments or process changes where a clear, phased timeline keeps everyone aligned and accountable.

13. Event Plan Timeline Template for Excel

Events are time-bound projects with multiple workstreams running simultaneously – venue, vendors, staffing, marketing and logistics all converging on a single date. An event plan template gives organizers a structured timeline to coordinate every moving part and ensure nothing is missed as the event date approaches.

This event plan template for Excel breaks the event into phases from initial planning through execution and post-event wrap-up, with tasks, owners and deadlines organized in a clear timeline layout. Event managers can adapt it to conferences, product launches, fundraisers or any occasion where scheduling and coordination determine success.

ProjectManager Works Better Than Timeline Templates

Creating a timeline, managing it throughout the life cycle of a project and tracking progress to ensure that it adheres to the schedule can be done on templates. The only question is why? Templates are static documents. They’re taking teams away from their work to manually update the timeline templates. They’re not collaborative. It’s like managing a project without real-time data to make insightful decisions. Project management software solves the problem of templates. ProjectManager is award-winning project and portfolio management software that makes it simple to create, manage and track timelines in real time, whether for one project, a program or a portfolio. We’ve already shown the power of Gantt charts or roadmaps for scheduling projects, but there are also features to manage those resources on the timeline and monitor their progress and costs.

Use Resource Management to Balance Workloads

The project timeline only sets up the project for successful completion. The resources are what execute it, whether the team or the tools, equipment and materials they require to do their jobs. Those resources can, first, be scheduled on the Gantt chart or roadmap, but then they need to be monitored to ensure that the work is being done. Secure timesheets can help track labor costs and provide a window into the percentage of work done for each team member. Then use the team page or color-coded workload chart to view resource utilization. Managers can quickly see who is overallocated or underutilized and then balance their workload from that page to keep everyone working at capacity and staying on schedule.

Monitor Progress With Real-Time Dashboards and Reports

Keeping to the schedules means managers have to have real-time data to track the actual progress against the planned progress. Once they’ve set the baseline in the Gantt chart, this information is automatically updated and delivered throughout the software. For example, the taskbars on the Gantt chart are shaded to represent the percentage complete for that task. But there are more robust tools, such as the real-time project or portfolio dashboard, which displays easy-to-read graphs showing key performance indicators (KPIs), such as time, tasks, workload and more for a high-level overview of the project. Get deeper into the data with customizable reports on project status, portfolio status, workload, variance, timesheets and more. Filter the report for details or to be more general for stakeholders, which can get the reports in a variety of formats to stay updated.

Related Free Template Content

These free timeline templates are but a drop in the deep bucket of free templates available on our site. We have free project management templates for Excel, Google and Word that address every phase of managing projects across multiple industries. Below are some of the roundup posts that collect templates under a theme.

• 25 Must-Have Project Management Excel Templates and Spreadsheets
• 15 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time
• How to Create a Timeline in Excel (Free Templates Included)
• How to Make a Gantt Chart in Excel Step-by-Step (Template Included)
• 15 Free Word & Excel Templates for Business

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out in the field or anywhere in the world. They can share files, comment at the task level and stay up to date with email and in-app notifications. Get started with ProjectManager today for free.

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Product management templates give your team a repeatable starting point for every phase of development. Instead of rebuilding your tracking systems from scratch for each product, you work from a proven framework that keeps tasks, timelines and stakeholders aligned from the start.

Below are seven free product management templates covering the full product lifecycle, from initial planning through go-to-market execution. Download any of them free and customize for your team.

1. Product Development Template

A product development template gives your team a structured framework for moving from concept to release. Every product involves a sequence of dependent tasks across multiple teams, and without a shared system, those hand-offs break down. This template organizes each phase of development with pre-built columns for start and finish dates, assigned team members, task priority, planned and actual costs and completion percentage.

The template supports subtasks for breaking down complex phases into actionable steps and allows file attachments directly on tasks so design specs, schematics and feedback all live in one place. Switch between Gantt, kanban, sheet and calendar views depending on how your team works best.

2. Agile Sprint Plan Template

Sprint planning keeps your development team focused on the right work at the right time. An agile sprint plan template helps your scrum team organize work for each iteration, defining deliverables, assigning tasks and tracking progress through the sprint lifecycle. Without a consistent planning structure, backlogs grow unmanageable and sprint goals drift.

The kanban board view includes customizable columns like Backlog, In Progress, Ready to Deploy and Return from Test so your workflow matches how your team actually operates. A roadmap view connects individual sprints to the full release timeline so product managers and stakeholders can see the big picture alongside the sprint detail.

3. Product Roadmap Template

A product roadmap template translates your product vision into a timeline your whole organization can follow. It answers two questions every stakeholder has: what are we building, and when will it be done. The template organizes tasks and milestones by week, month or quarter, with columns for deliverables, team assignments and dependencies, so every function from engineering to marketing knows what is coming and when.

Dependency linking prevents bottlenecks from cascading across phases, and critical path filtering helps you focus when timelines get compressed. Real-time cost tracking and resource balancing ensure the roadmap stays achievable as priorities shift.

4. Product Launch Template

A product launch template helps you coordinate everything that needs to happen once your product is ready to meet its market. Communications, assignments, timelines and stakeholder updates all need to be tracked across multiple teams simultaneously. A great product can still fail without the right launch structure connecting it to the audience it is built for.

The kanban board view is especially useful here, with columns for each launch phase and cards for tasks like defining user stories, building prototypes and gathering feedback. Time tracking and one-click status reports keep every stakeholder informed without requiring additional meetings.

5. Product Backlog Template for Excel

A product backlog template is a prioritized list of every feature, enhancement, bug fix and work item your team needs to complete before a product is done. It is the foundation of agile planning, and without a well-maintained backlog, sprint planning becomes guesswork. This Excel template gives each backlog item a unique ID, type, description, priority rating and story point estimate so nothing gets lost or deprioritized by accident.

Additional fields for sprint assignment, assignee and acceptance criteria make it easy to move items from the backlog into an active sprint without losing context. The template can also be opened directly in ProjectManager kanban board view for real-time collaboration across your team.

6. Product Requirements Document Template for Word

A product requirements document template defines what a product needs to include before a single line of code is written. It serves as the source of truth for development and QA teams, documenting objectives, assumptions, user stories, feature lists and release criteria in one organized structure. Without it, development teams build from assumptions that can diverge from what stakeholders actually want.

The nine-section template includes space for strategic fit, scope and exclusions alongside the core requirements, so the team knows not just what to build but why. Success metrics and release criteria give QA and stakeholders a clear standard for when the product is ready to ship.

7. Go to Market Strategy Template for Excel

A go to market strategy template ensures your product launch is backed by a documented, executable plan rather than improvised decisions made under deadline pressure. It covers the five components every successful launch requires: product and value proposition, market analysis, buyer persona definition, budget planning and execution timeline. Without this structure, teams often discover gaps in positioning or resource allocation only after the launch is live.

The market analysis section helps you quantify total market size and available market size so you can assess demand before committing resources. The budget planning section allocates costs across promotional channels, sales channels and distribution methods so nothing is underfunded at launch.

Manage Product Development With ProjectManager

Templates are a starting point. Managing an actual product through every stage of development requires real-time visibility, team collaboration and the ability to track work across multiple views simultaneously. ProjectManager is online project management software built for product teams of every size.

From sprint planning and backlog management to roadmap visualization and launch coordination, ProjectManager gives product teams a connected platform where every plan stays current and every stakeholder stays informed. Try it free for 30 days.

Plan and Track Sprints on a Gantt Chart

ProjectManager Gantt chart lets product managers map out every sprint, milestone and dependency in a single view. Set start and finish dates, link dependent tasks to prevent delays and filter for the critical path to see which tasks drive the timeline. As work gets done, progress updates in real time so the plan always reflects where the product actually is.

Monitor Product Health with Real-Time Dashboards

ProjectManager portfolio dashboard gives product leaders instant visibility into status, budget, workload and progress across all active product initiatives. Color-coded health indicators surface problems before they escalate, and customizable reports make it easy to share updates with leadership without spending hours pulling data together.

Related Content

• 18 Free Software Development Templates for Excel, Word and More
• 8 Agile Templates: Which Free Agile Template is Right for You?
• 6 Project Report Examples (Free Download)
• 8 Free Status Report Templates for Excel

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Download these free estimate templates to deliver projects on time, within budget and to stakeholders’ expected quality standards. This collection covers estimate templates for projects, contractors and trade work, along with cost breakdowns, service quotes and procurement documents, giving teams a complete set of tools to plan, propose and manage costs across any industry. While an estimate template is a good starting point, read on to learn how project management software can take you across the finish line.

1. Project Estimate Template

One of the more important estimate templates is the free project estimate template for Excel. It helps project managers build the budget by accurately forecasting project costs, such as resources and their duration. Use this estimate template to secure funding and increase the profit margin.

To ensure accuracy, this free estimate template starts with a space to describe the job. This puts the project into context, which is an essential part of a good estimate. Then the project is broken into phases. Each phase has columns to list the vendor or contractor, the cost of labor and materials, which is then added up. At the bottom of the estimate template, there’s a total, which is the project budget.

The trouble with free estimate templates is that they’re static documents. They may help create a budget, but after that, they’re useless as collaborative tools or living documents as they have to be manually updated. Why not upgrade to project management software? ProjectManager is award-winning project and portfolio management software with dynamic Gantt charts that help with budget planning. They provide a detailed breakdown of all project costs, including both human and nonhuman resources. Not only that, but they link all four types of task dependencies to avoid cost overruns due to delays and can set a baseline to track cost variance in real time. Get started with ProjectManager today for free.

2. Job Estimate Template

The budget or project schedule cannot be accurately built without first estimating how long the work will take and what it will cost. For that, download this free job estimate template for Excel. Subcontractors use this estimate template to capture the project’s costs. Using this free estimate template helps to streamline work to keep projects on time and within their budgets.

A job estimate lists the labor, materials and cost estimate for the contracted work. This free estimate template isn’t only valuable for estimating the project budget but also for building a better relationship between the project owner and client. It allows them to agree on what will be done when the project begins, including the costs associated with the work. Doing this ahead of time avoids confusion and misunderstandings when the project is being executed.

The estimate template is simple and easy to use. List all the project resources that will be needed for the project, including a description, dates when it will be needed, how many days and the price. That list is then added up, including tax, for a labor total. The same thing is done with the materials needed for the job. These two figures are then added together and an accurate estimate is delivered for the project budget.

3. Construction Estimate Template

An accurate estimate for a construction project is doubly important. As with any project, the more accurate the estimate, the less likely to have to seek additional funding. However, general contractors build a profit margin for the job. An estimate that doesn’t properly forecast costs means those extra costs are coming out of their pocket. That’s why they need this free construction estimate template for Excel.

This estimate template allows for a more realistic budget and better profit margins for the general contractors and facilitates the construction bidding process. The more details that can be hammered out on the free estimate template, the more likely this bid will beat the competition. Then, when the bid is won, the estimation template can help with budget tracking, comparing actual costs to the budget.

There are other ways estimate templates benefit construction projects. This estimate template provides a detailed breakdown of costs, which can pinpoint areas where savings can be achieved. It can also be used in change order management by comparing the costs of the proposed change with the original contract estimates to find discrepancies and determine how the budget is impacted.

4. Contractor Estimate Template

This free contractor estimate template for Excel is used to forecast the expected direct, indirect and overhead costs of a construction project. The general contractor creates it, often assisted by subcontractors, and then submits it to potential clients. They create this estimate template by looking at the construction project’s specifications and determining the raw materials and labor needed to complete the work.

Labor costs are measured per hour. Material costs are estimates based on a unit of measurement for raw materials. Indirect costs are such items as overhead, equipment rental fees and other hard or soft construction costs. The profit margin is agreed upon by the general contractor and project owners and the free estimate template has a field to set the profit margin percentage for the project.

Use this estimate template based on construction design documents, such as blueprints or computer-aided designs. The general contractor will then send it to the project owners for them to consider during the bidding process. The more accurate the estimate, the more likely one is to get the job and not regret the cost eating into their profit margins.

5. Painting Estimate Template

We’ve been looking at more general estimate templates so let’s review a couple more specific examples that will come in handy during most construction projects. For example, this free painting estimate template for Excel can capture all information necessary to complete a paint job at a price agreeable to both contractor and customer.

Use this estimate template to create a professional, accurate and consistent estimate for business clients. Painting estimate templates capture the general information about the job, such as the color, trim work, etc., that the customer wants. Then it goes into detail about both the interior and exterior, which makes it useful for any building painting job.

Whether the job is for the interior or exterior of the building, the breakdown is the same. There’s a column for material descriptions, quantity, cost and amount. The same structure follows for the labor description, but with hours, rate and amount. Add it up for an accurate estimate for the job.

6. Roofing Estimate Template

Another specialized estimate template is the free roofing estimate template for Excel. There are many different types of roofs in a construction project and they demand different materials, maintenance and other issues that are addressed in free estimate templates.

This estimate template offers a broad overview of what a customer can expect from a roofing service. There is basic information on cost, materials and the scope of work. This allows the contractor to prepare the customer for the job so they know what to expect once the work begins.

Information covered in the estimate template includes customer contact and property information, including the type of roof, size and material. There’s then a space for general information to explain the scope of work. Under that is a chart with a description of the materials, labor, equipment, etc., how much is needed, cost and more.

7. Project Budget Template

No matter what type of project is being managed, there’s going to be a budget to pay for its execution. This free project budget template for Excel is flexible enough to forecast costs for construction, manufacturing, professional services, IT or whatever else one is working on.

The estimate template is color-coded to monitor project expenses when tasks are being executed. Users can see when they’re in the red. In terms of forecasting costs, this free estimate template collects labor costs, consultant fees, raw materials, software licenses and travel expenses.

Those costs are unique to the specific project. However, there are other project costs that may change or carry over from one project to another. These costs, such as telecommunications, office space and office equipment rentals, general administration and company insurance, are also included in this estimate template.

8. Cost Breakdown Template

When submitting proposals or planning budgets, stakeholders want to see exactly where money is going. A cost breakdown template organizes all project expenses into categories such as labor, materials, equipment and overhead, giving clients and sponsors a transparent view of how costs are structured and making it easier to identify where estimates may carry risk.

This cost breakdown template captures all cost line items by category, quantity, unit price and total, with subtotals that roll up into a final project cost. Teams can use it when preparing bids, presenting proposals or building internal budgets, and update it as scope evolves to keep financial planning accurate throughout the project lifecycle.

9. Service Quote Template for Excel

Before a client approves any engagement, they typically need a formal quote that spells out what will be delivered and what it will cost. A service quote template gives service businesses a professional, structured format to present pricing clearly, reducing back-and-forth and setting expectations before work begins.

This service quote template for Excel captures service descriptions, quantities, unit rates and totals in a clean layout, with room for payment terms, validity dates and contact details. It can be used by consultants, agencies or any team that bills for services to deliver polished quotes faster and maintain consistency across client engagements.

10. Request for Proposal Template for Word

When a project requires outside expertise or contracted work, getting competitive estimates starts with a well-constructed RFP. A request for proposal template helps project owners define the scope, timeline and requirements upfront so vendors can submit comparable, accurate proposals that are easier to evaluate side by side.

This RFP template for Word covers all the sections a complete proposal request needs: project background, objectives, deliverables, timeline, evaluation criteria and submission instructions. Sending a structured RFP reduces the risk of receiving proposals that miss key requirements and gives the selection process a consistent, defensible basis.

ProjectManager Is Better Than an Estimate Template

We encourage you to download all these free estimate templates and try them out. They can be incredibly helpful. However, anyone managing a project will quickly see how they fall short of project management software. Estimate templates are static documents that must be manually updated and aren’t collaborative. Yes, they’re free, but you get what you pay for. ProjectManager is award-winning project and portfolio management software that has multiple project views for managers to build budgets on Gantt charts and then teams to execute their tasks on kanban boards and task lists that monitor costs. Stakeholders can use the calendar view to stay updated on progress.

Use Robust Cost Management Features

Once the budget is completed, the real work begins. Our resource management features allow managers to set availability, including PTO, vacation time and global holidays, to easily allocate resources and track their associated costs with secure timesheets, which provide a window into labor costs. Cost overruns can occur when teams are burned out by overburdening them with work. Managers can avoid this by going to the team page or the color-coded workload page to get a live overview of resource utilization. There, they can balance workload to keep teams working at capacity and staying productive without eroding morale.

Get Real-Time Data Cost, Time and Budget Tracking

Monitoring costs is how project managers deliver projects within the budget and keep their profit margin, and our software has many ways to do this. For a high-level overview, toggle over to the real-time project and portfolio dashboards. Whether managing one or multiple projects, live data is collected and displayed on easy-to-read graphs and charts that show project metrics such as time, cost, workload and more. For a deeper understanding of project costs, use customizable reports. These reports can be filtered to get details for project managers and their teams or a more general overview for stakeholders.

Related Project Estimating Content

There’s more to project estimating than free estimating templates. Check out these recent posts from our blog on everything from project cost estimating to parametric estimating in project management.

• Project Cost Estimation: How to Estimate Project Cost
• Calculating Estimate at Completion (EAC)
• Parametric Estimating in Project Management
• Best Construction Estimating Software of 2024
• Construction Estimating Guide

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or on the job site. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

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There are resource allocation templates, resource management Excel templates, resource planning Excel templates and resource forecasting templates to ensure that projects have the resources they need when they need them to deliver projects on time, within budget and while meeting quality standards. This collection also covers role clarity and workforce continuity, giving teams the tools to manage resources from initial planning through long-term succession.

1. Resource Plan Template

A resource plan is when project managers identify, list and organize the resources required to complete the project. This resource management template helps determine the amount of resources needed, how much they’ll cost and when they’ll be required in the project. This includes storable (available unless used up) and non-storable resources (must be restocked periodically or used during specific times).

Download this free resource plan template for Excel to integrate with the project schedule and budget to keep on track and not overspend when in the execution state. This resource management template is critical to the planning phase of any project. But it’s not a one-and-done activity. The resource plan template for Excel must be regularly reviewed and updated throughout the project life cycle as changes occur and impact the plan.

The problem is that templates aren’t a great tool for that. They can be helpful for planning, but because they’re static documents and must be manually updated. On top of that, it’s not collaborative, which means teams aren’t aware of the changes until they’re informed. Project management software can solve those problems. ProjectManager is award-winning project and portfolio management software that has robust Gantt charts to plan resources and their costs and share with teams to keep them updated on deadlines, changes and more. Once the resource plan is done, set a baseline to capture it and compare that plan against the actual progress in real time. Templates can’t do that. Get started with ProjectManager today for free.

2. Capacity Planning Template

It’s often said that people are one’s most valuable resource. To deliver projects on time, within budget and meeting quality standards, resource capacity must be well-planned. This free capacity planning template for Excel is the perfect tool to ensure an organization has an effective operational or project plan to meet future resource requirements.

Capacity planning is used to determine how much production capacity is needed to meet demand for products. It can be tricky as demand is constantly changing. To do this, managers have to integrate resource, time, team and work management processes. This resource management template helps balance available resources to meet customer demand or the project’s capacity needs.

This resource utilization template shows the time and effort used by everyone on the project team for them to do their assigned tasks. This allows managers to make the necessary changes to future projects based on skill set and team availability. Keep track of autonomous teams, stay aware of changing priorities, prepare for unpredictable tasks and manage remote workers.

3. Workload Analysis Template

Managing a team’s workload is crucial for many reasons. If some have more tasks than others it’s going to erode morale, reduce productivity and threaten burnout. To avoid those pitfalls, use this free workload analysis template for Excel. This resources management template helps to evenly distribute tasks across project teams.

This is done by identifying, measuring and evaluating the work that must be completed by team members to deliver the project. Workload analysis is used to avoid overallocation and underutilization, which can negatively impact the project schedule, budget, quality and more. This aspect of workload management gives managers a process to get the best performances from their teams and allows them to produce the highest-quality deliverables.

Use this resource management template and reap those benefits by first listing all the team members by name and hourly pay rate. Then, enter their total available work hours per month. At this point, the manager will begin to allocate work hours to each team member and, as they execute those tasks, monitor the resource utilization rate and costs. Of course, this must all be done manually, which can be frustrating, but there is a solution, which we’ll get to shortly.

4. Timesheet Template

Timesheets aren’t necessarily top of mind when thinking about resource management. They’re more associated with payroll and human resources. While that is true, there is more to timesheets than simply capturing the hours a team member has worked. Using a free timesheet template for Excel can provide more benefits than one would first expect.

Yes, this resource management template will help employers to keep track of the hours their employees work. It collects all the pertinent information needed to streamline that process, from the personnel data, such as the employee’s name, department, supervisor and hourly rate. The timesheet is then divided into a week’s worth of work and the hours the employee works over that time are collected and added up.

How does this help with managing resources? It’s a window into labor costs, which is essential if one hopes to stay within budget. Managers can access these templates to look at where the team member is in terms of completing their tasks and how much that costs. If they’re behind, resources can be allocated to get the project schedule back on track before cost overruns threaten the project budget.

5. Job Estimate Template

There are many angles by which to approach resource management. One is by estimating the job, such as the materials and labor that will be needed to complete it on time and within budget. Using this free job estimate template for Excel is the first step to compile the costs and create a realistic schedule and budget.

This resource management template helps managers estimate costs for contracted work as well as a timeframe for completing the job. This is an essential step towards building an accurate budget for the work. Therefore, this resource forecasting template should be used in the early stages of a project, when soliciting quotes from vendors and contractors during the initiation phase.

The resource management template is broken into three distinct parts. There’s space to add the project description, which is important to put the work in context. Following that there is a chart where the labor needed is listed, including the dates required, duration and price. Following that is a similar chart for the materials, with dates, quantities and unit prices. These two subtotals are then added together and with tax will provide an accurate estimate of project costs.

6. Work Breakdown Structure Template

Before project managers can move on to identifying and allocating resources, they have to know the work that must be completed in the project. This free work breakdown structure for Excel is a tool that does just that. It’s a hierarchical chart with the final deliverable on top and the various other deliverables mapped below. From that, one can determine the tasks needed to create those deliverables.

This resource management template allows managers to visualize the deliverables in their projects and, in so doing, the tasks and subtasks that create them. It decomposes the total scope of work that will be done by the project team. Therefore, it’s an important tool to provide a place to start understanding cost estimating, control and the project schedule.

The work breakdown structure is divided into two sections. There’s a spreadsheet where all the project tasks can be listed. These tasks are broken down into sections that correspond to each of the five phases of the project. The other spreadsheet is the tree diagram with the main deliverable on top and the other deliverables that build to that point listed below.

7. Team Charter Template

The team charter is a document that sets the agenda for the project team before they start collaborating during the execution phase. It helps define who does what in the project and establishes boundaries, which is what makes it a useful resource management template. Like the project charter, this free team charter template for Word should be created early in the project.

The team charter is a way to set up human resources for the coming project. It offers guidance and support, identifies the team leader, sets up goals and defines the reason for the project. This resource management template is also a means to provide transparency for better alignment, accountability, etc.

Project managers can use this resource management template to educate their teams before assigning them tasks and moving into the execution phase of the project. It should answer all their questions and put them in a better place to do their jobs when the project manager allocates the resources.

8. RASCI Matrix Template for Excel

Even when resources are correctly allocated, projects stall when team members are unclear on who owns a decision or who needs to be consulted before work moves forward. A RASCI matrix template maps every task or deliverable to the people responsible, accountable, supporting, consulted and informed, removing the ambiguity that leads to duplicated effort and missed handoffs.

This RASCI matrix template for Excel lists tasks down one axis and team members across the other, with a cell for each RASCI designation. Managers can complete it at the start of a project to set clear expectations for every role and revisit it as the team or scope changes. It is especially useful on projects with multiple departments or external stakeholders where accountability needs to be explicit.

9. Succession Plan Template for Excel

People are the most critical resource on any project or team, which means resource management has to account for what happens when key contributors leave or move into new roles. A succession plan template helps organizations identify those critical positions, assess potential successors and build a development roadmap before a vacancy creates a disruption.

This succession plan template for Excel logs key employee details, successor readiness ratings and development actions in a structured spreadsheet. HR teams and project managers can use it to maintain an up-to-date view of workforce continuity risk and ensure that no single team member represents an unmanaged dependency on the project or the broader organization.

10. Work Log Template for Excel

Tracking what resources actually did – not just what was planned – is essential for accurate reporting and future estimating. A work log template gives teams a consistent way to record daily activity, time spent and task progress, creating a paper trail that supports both accountability and post-project analysis.

This work log template for Excel captures task descriptions, assigned resources, time logged and completion status across a project or work period. Managers can use it alongside timesheets and workload analysis templates to cross-reference planned versus actual resource use, identify bottlenecks early and build more accurate estimates for future projects.

ProjectManager Is Better Than an Estimate Template

All of these resource management templates are helpful, but only to a degree. The truth is templates are limited in scope. They’re not collaborative, which is necessary when managing resources, nor do they save time. Because managers must manually update resource management templates, they’re inherently inefficient. Download these free templates and find out. Then the upgrade to project management software is going to be a no-brainer. ProjectManager is award-winning project and portfolio management software that captures real-time data, is collaborative and has interactive Gantt charts to plan human and nonhuman resources with more control than a static template can provide.

Manage Resources in Real Time

Resource management templates can monitor resources in real time. This makes balancing workload a game of catch-up as resource utilization is at best old news. With real-time data collection, our software has multiple ways for managers to monitor and manage resources. Once teams are onboarded, where their availability is set to help make it easier to assign them to tasks, managers can view the team page or color-coded workload chart. From there they can balance the workload to keep everyone working at capacity and avoid burnout and poor morale.

Monitor Costs, Time and More

Another thing resource management templates aren’t equipped to handle is time and cost tracking. Once resources are planned, they must be monitored to ensure they’re meeting schedule and budget demands. Templates to that by manually inputting old data, but our software is constantly collecting live data. For example, get a high-level overview of the project or projects with real-time dashboards. They display metrics such as time, cost, workload and more in easy-to-read graphs and charts. Customizable reports offer more detailed data and secure timesheets to track labor costs and streamline payroll.

Related Project Estimating Content

When planning resources, estimating costs is essential to build and maintain a project budget. Resource management templates can help and project management software can do even more. But for those not ready to upgrade and want to learn more about project estimating, here are a handful of links to recent posts that can help with estimating project costs.

• Project Cost Estimation: How to Estimate Project Cost
• Calculating Estimate at Completion (EAC)
• Parametric Estimating in Project Management
• Best Construction Estimating Software of 2024
• Construction Estimating Guide

ProjectManager is online project and portfolio management software that connects teams whether they are in the office, out in the field or anywhere else in the world. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

The post 10 Free Resource Management Templates appeared first on ProjectManager.

In this roundup, we’ve gathered a range of scope templates designed to support various project and program needs. Whether you’re managing a small initiative or a complex multi-project program, these free templates, documents and Excel spreadsheets will help you outline deliverables, boundaries, responsibilities and success criteria clearly and consistently.

1. Project Scope Template

Download this free project scope template for Word to define and outline a project’s boundaries, objectives, deliverables and key requirements. It serves as a foundational planning tool that clarifies what is included in the project, and just as importantly, what is not, to ensure alignment among stakeholders, avoid misunderstandings and manage expectations from the start.

This free scope template includes sections such as project objectives, deliverables, milestones, exclusions, constraints, assumptions and approval requirements. By standardizing how scope is communicated, the template helps project managers maintain focus, reduce the risk of scope creep and ensure that all efforts are directed toward the agreed-upon goals. It’s a critical reference point throughout the project lifecycle, guiding decision-making and change management.

2. Scope of Work Template

Use this free scope of work template for Word to outline specific tasks, deliverables, timelines and responsibilities in a project or contract. It serves as a detailed agreement between parties-typically a client and a service provider-clearly defining what work will be performed, how it will be done and under what conditions. This scope template helps ensure all stakeholders have a shared understanding of the project’s scope and reduces the risk of miscommunication or disputes.

A scope of work template includes sections such as project objectives, detailed work descriptions, deliverables, timelines or milestones, payment terms, success criteria and any assumptions or constraints. In both project and program management, using a standardized scope template improves consistency, transparency and accountability across teams and vendors. It also forms the basis for tracking progress and evaluating whether the work is completed to expectations.

3. Project Plan Template for Excel

This free project plan template for Excel is used to outline the key elements of a project, including its goals, scope, timeline, resources, budget, risks and communication strategy. It serves as a comprehensive roadmap that guides project execution and ensures all team members and stakeholders are aligned from the outset. As with a scope template, it helps project managers organize their planning efforts and maintain consistency across different projects.

A project plan template includes sections such as project objectives, scope, milestones, task breakdowns, roles and responsibilities, risk management strategies and monitoring and reporting processes. By using a project plan template, teams can reduce planning time, improve clarity and more effectively manage timelines, deliverables and resources. It’s a foundational tool for keeping projects on track and ensuring successful outcomes.

Not only that, but this scope template directly influences the creation of the Gantt chart when scheduling the project. What it outlines is translated into the task list, sequencing and duration used in the Gantt chart. While there are Gantt chart templates, it’s not advisable to use such a static tool to plan a dynamic project. For that, we recommend upgrading to project management software.

ProjectManager is award-winning project and portfolio management software with robust Gantt charts (among other project views) that schedule tasks, resources and costs. Unlike much of the competition, our Gantt charts can link all four types of task dependencies to avoid cost overruns, filter for the critical path to identify essential tasks and slack, plus set a baseline to track progress in real time. Get started with ProjectManager today for free.

4. Statement of Work Template

Download this free statement of work template for Word to define the specific work to be performed on a project, including objectives, deliverables, timelines, roles and conditions. This scope template acts as a binding agreement between a client and a contractor or service provider, detailing what is expected, how it will be done and under what terms. The statement of work template helps prevent scope creep, miscommunication and disputes by clearly outlining responsibilities and expectations from the start.

This scope template includes sections such as the project purpose, scope of work, detailed task descriptions, deliverables, schedule, performance criteria, payment terms and acceptance criteria. In project and program management, using a standardized scope template ensures consistency across engagements, strengthens accountability and facilitates smoother project execution by providing a clear and shared understanding of the work to be completed.

5. Project Charter Template

Use this free project charter template for Word to formally authorize the start of a project. It outlines the project’s purpose, objectives, key stakeholders, scope, high-level timeline and resource requirements. This project scope template serves as a reference point for all involved parties, providing a clear understanding of what the project aims to achieve. It establishes the authority of the project manager to allocate resources and make decisions.

A project charter template includes sections such as project background, goals, scope (inclusions and exclusions), assumptions, constraints, key milestones, roles and responsibilities and approval signatures. This scope template is essential for securing stakeholder buy-in, aligning the team around a shared vision and reducing ambiguity before detailed planning begins. It sets the foundation for all subsequent project documents and activities.

6. Estimate Template

This free estimate template for Excel can calculate and present the projected costs, time and resources required to complete a project or a specific set of tasks. It helps project managers, clients and stakeholders understand the financial and logistical expectations before work begins. By itemizing costs-such as labor, materials, equipment and other expenses-this scope template provides a transparent and detailed overview that supports budgeting, decision-making and planning.

An estimate template is closely tied to the project scope, as it derives its inputs directly from the scope’s defined deliverables and boundaries. The project scope outlines what work needs to be done, including specific tasks, features, milestones and objectives. The estimate template then takes that scope and translates it into quantifiable elements-such as time, labor, materials and costs-needed to complete each part of the project, which is why it’s included in this scope template roundup.

7. Needs Assessment Template

Use this free needs assessment template for Excel to identify and evaluate the gaps between current conditions and desired outcomes. It helps organizations determine what resources, processes or changes are necessary to achieve specific goals. This scope template includes sections for identifying the target audience or stakeholders, documenting existing problems or inefficiencies, outlining desired results and prioritizing needs based on impact and feasibility.

In project management, a needs assessment template plays a key role in defining project scope. By systematically analyzing what the organization truly needs, this scope template helps project teams avoid unnecessary or misaligned work. It provides a fact-based foundation for determining what should be included in the project (inclusions) and what should not (exclusions), helping to ensure that the scope directly addresses real, validated needs. This process supports more focused, efficient project planning and increases the likelihood of delivering meaningful, value-driven outcomes.

8. Work Breakdown Structure Template

Download this free work breakdown structure (WBS) template for Excel. It’s a visual, hierarchical tool used to break down a project into smaller, more manageable components. This scope template organizes project deliverables into a structured tree, starting with high-level objectives and progressively dividing them into tasks, sub-tasks and work packages. The goal of a WBS is to clearly define all the work that needs to be done to achieve the project goals.

The WBS template directly informs and supports the project scope by translating broad scope statements into specific, actionable work items. This scope template ensures that all aspects of the scope are captured and nothing is overlooked. By detailing every deliverable and its related tasks, the WBS helps clarify the project boundaries, making it easier to estimate resources, assign responsibilities, schedule tasks and monitor progress. In essence, the WBS is a blueprint that operationalizes the scope, serving as a bridge between planning and execution.

9. Change Request Form

Even the best-defined scope will face change requests as a project moves forward. Requirements shift, stakeholders refine priorities and unforeseen factors create the need to adjust. A change request form brings discipline to that process by giving every proposed change a documented trail, capturing what is being changed, why it is needed and what impact it carries before anything is approved.

This change request form documents proposed changes in detail, including the requestor, description, priority, affected areas and estimated impact on timeline and budget. Project managers can use it to evaluate each request consistently, present options to stakeholders and maintain a clear record of every decision made throughout the project lifecycle.

10. Change Log Template for Excel

Once scope changes start rolling in, tracking them without a central log becomes a risk. A change log template gives project managers a single place to record every requested change, along with its status, priority and downstream impact on scope, cost and schedule. It keeps the whole team and key stakeholders aligned as the project evolves.

This change log template captures each change by ID, date, description, owner and approval status, giving teams a running record they can reference in status meetings and stakeholder reviews. Keeping a structured change log alongside your scope documents ensures that no request slips through unreviewed and that approved changes are reflected in the project plan.

11. Feasibility Study Template for Word

Before any scope can be defined, the project itself has to be evaluated. A feasibility study examines whether the proposed work can realistically be completed within the available time, budget and resources – and whether it is likely to deliver a meaningful return. Completing this step before committing to a scope document prevents costly course corrections later.

This feasibility study template for Word walks teams through a structured analysis covering technical, financial, operational and scheduling dimensions. By working through each section before writing a single line of scope, project managers can present stakeholders with a clear-eyed assessment of viability and use the findings to inform a scope that is grounded in reality from the start.

ProjectManager Manages Scope Better Than Templates

Scope templates can help define a project’s scope. But they’re not ideal for planning, managing and tracking projects. That’s not just scope templates, of course, but all of them. That’s because whether created in Excel or Word, they remain static documents that are poor collaborative tools. Put the templates away and take out project management software for a more dynamic and integrated way to manage projects. ProjectManager is award-winning project and portfolio management software that can help teams plan and execute their work, but also manage resources and track progress in real time.

Allocate and Track Resources in Real Time

Gantt charts schedule resources and, when onboarding teams, project managers can set their availability to allocate those resources as efficiently as possible. But that’s only the start of our resource management tools. Color-coded workload charts show resource allocation in real time across one or more projects.

It’s easy to see who is overallocated or underutilized and balance the team’s workload to keep them productive. A daily or weekly team page summarizes their work. It can be filtered by priority or progress, and tasks updated without leaving the page.

Monitor Scope With Real-Time Dashboards and Reports

Changes in scope have to be monitored, whether that’s adding tasks or deliverables. Our software does that automatically, reflected in Gantt chart timelines, depending on the aforementioned workload chart. This helps to capture scope creep fast and mitigate it. A high-level overview of the project’s metrics can be found with our real-time dashboards and more detailed information uncovered in customizable reports on resource usage, task completion, budget impact and more.

Related Scope Content

Scope management relies on much more than scope templates. For those that are curious to learn more about the subject, below are links to recently published articles from our blog, which offer tips, tools and more.

• What Is Project Scope? Scope Management Steps, Tips & Tools
• Project Scope Statement: How to Write One With Examples
• What Is Scope Creep and How Can I Avoid It?
• How to Make a Scope Management Plan (Template Included)

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

The post 11 Free Scope Templates: Documents, Excel Spreadsheets & More appeared first on ProjectManager.