Project Tracking Template

For consultants, freelancers, and other service providers

2012-2016 Vertex42 LLC

Project Tracking
Service Provider:
Address:
Phone:
Email:
Rate/Hour: USD 30.00
Notifications Current

Status

Notifications

Date

Status

Completed

Projects
Priority Project / Task
-

11/7/11

Approved

[ Sub Task ]

[ use comments for longer descriptions, but this field will

also wrap ]
[ this is an example of a task with multiple deliverables
(rough and final drafts) ]

high
-

Create branding materials

Logo

[ short description ]

high

low

Business Cards

low
-

Stationary

Deliverable(s)

[ product xyz installation ]

[ rough draft ]
[ final draft ]

Graphic Design

Description
[ Details ]

[ Sub Task ]
Approved

Deliverables

[ Project Title ]

done

Client:
Address:
Phone:
Email:

[ Project Title ]

[ Details ]

[ Project Title ]

[ Details ]

[ Project Title ]

[ Details ]

Cost / Hours
% Days
Done Left

Deadline

9/1/2012

100%

10/15/2016

50%

11/6/2016

0%

Fixed Cost

Est.
Hrs

150.00

X
10

-10
12

Actual Billed
Hrs
Hrs

10

Illustrator file, .png, .gif

Insert new rows above this line

http://www.vertex42.com/ExcelTemplates/project-tracking-template.html

Priorities
high
med
low
done

Status
Planning
Pending Approval
Approved
In Progress
Pending Review
On Hold
Completed

Notifications
SP says: RAR
SP says: FYI
SP says: NTD
C says: RAR
C says: FYI
C says: NTD

Using This Worksheet

These lists are used to populate the drop-down boxes
in the Projects worksheet. You can edit these lists as
needed. For example, it may be more convenient to
use names in place of "SP" (for service provider) and
"C" (for client).
For information about how these lists are used to
populate the drop-down boxes, see the following article:
http://www.vertex42.com/ExcelTips/drop-down-list.html

e the drop-down boxes

can edit these lists as
e more convenient to
r service provider) and

e lists are used to

see the following article:
Tips/drop-down-list.html

HELP
http://www.vertex42.com/ExcelTemplates/project-tracking-template.html

2012-2016 Vertex42 LLC

About This Template

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

Instructions
Use Cell Comments: Use cell comments to communicate notes, clarifications, and
feedback, or for entering longer descriptions that don't fit conveniently into a cell. When
using comments, include the latest message at the top of the comment, along with your
name and date, like this:
Name 7/3/2012: The message
Name 5/6/2012 : The message
Show / Hide Comments: When leaving comments about a task that you want
somebody else to read, you can right-click on the cell to select "Show/Hide Comment."
After the other party has read the comment, they can hide it.
Use Conditional Formatting: The spreadsheet uses conditional formatting for the
Notifications, Status, Priority, and Days Left columns, but you can define your own
conditional formatting to highlight cells the way you want to.
Use Alt+Enter to add a carriage return within a cell.
Note: This project tracking template is meant to be used as a communication tool, not as
a substitute for a formal contract.
Additional Help
The link at the top of this worksheet will take you to the web page on vertex42.com that
talks about this template.

REFERENCES
SEE ALSO

Vertex42.com: Gantt Chart Template

SEE ALSO

Vertex42.com: Price Quote Template

TIPS

Vertex42.com: Spreadsheet Tips Workbook

12-2016 Vertex42 LLC

Project Tracking Template

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

2012-2016 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a
copyrighted work under the United States and other copyright laws.
Do not submit copies or modifications of this template to any website or online
template gallery.
Please review the following license agreement to learn how you may or may not
use this template. Thank you.
See License Agreement
http://www.vertex42.com/licensing/EULA_privateuse.html
Do not delete this worksheet. If necessary, you may hide it by right-clicking on
the tab and selecting Hide.