Project Tracking Template

For consultants, freelancers, and other service providers © 2012-2024 Vertex42 LLC
Project Tracking
Service Provider: Client:
Address: Address:
Phone: Phone:
Email: Email:
Rate/Hour: USD 30.00

Notification Current Status Projects Deliverables Cost / Hours

Notifi- % Days Est. Actual Billed
cations Status Date Priority Project / Task Description Deliverable(s) Deadline Fixed Cost
Done Left Hrs Hrs Hrs
- [ Project Title ] [ Details ]
- -

- Completed 11/7/11 done [ Sub Task ] [ use comments for longer descriptions, but this field [ product xyz installation ] 9/1/2012 100% - $ 150.00 X
high [ Sub Task ] will
[ thisalso wrap
is an ]
example of a task with multiple deliverables [ rough draft ] 3/23/2024 50% -10 10 5
- Approved
- (rough and final drafts) ] [ final draft ] 4/14/2024 0% 12 10
- Approved
- Graphic Design Create branding materials
- -

- - high Logo [ short description ] Illustrator file, .png, .gif

- - low Business Cards
- - low Stationary
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
- [ Project Title ] [ Details ]
- -

- - -
- - -
- - -
- - -
Insert new rows above this line

https://www.vertex42.com/ExcelTemplates/project-tracking-template.html
Priorities Status Notifications
- - - Using This Worksheet
high Planning SP says: RAR These lists are used to populate the drop-down boxes
med Pending Approval SP says: FYI in the Projects worksheet. You can edit these lists as
low Approved SP says: NTD needed. For example, it may be more convenient to
done In Progress C says: RAR use names in place of "SP" (for service provider) and
Pending Review C says: FYI "C" (for client).
On Hold C says: NTD
Completed For information about how these lists are used to
populate the drop-down boxes, see the following article:
https://www.vertex42.com/ExcelTips/drop-down-list.html
drop-down boxes
dit these lists as
e convenient to
ce provider) and

are used to
he following article:
drop-down-list.html
HELP
https://www.vertex42.com/ExcelTemplates/project-tracking-template.html © 2012-2024 Vertex42 LLC

About ThisThis
Template
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.
Show When using
/ Hide comments,
Comments: include
When the latest
leaving message
comments atathe
about topthat
task of the
you want
comment, along with your name and date, like this:
somebody else to read, you can right-click on the cell to select "Show/Hide
Comment."
Use After the
Conditional other partyThe
Formatting: hasspreadsheet
read the comment, they can formatting
uses conditional hide it. for
the Notifications, Status, Priority, and Days Left columns, but you can define your
own conditional
Use Alt+Enter toformatting to highlight
add a carriage returncells
withintheaway
cell.you want to.
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

Project Tracking Template
By Vertex42.com
https://www.vertex42.com/ExcelTemplates/project-tracking-template.html

© 2012-2024 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.

https://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet.