Top 5 Project plan and portfolio Excel templates

3 min readMay 16, 2024

Introduction:

Project Plan Templates are structured documents designed to assist project managers in planning and organizing project activities. These templates provide a framework for outlining project objectives, tasks, timelines, resources, and risks, ensuring that all aspects of the project are systematically addressed.

On the other hand, Portfolio Templates are tools used to manage multiple projects or investments collectively, providing a centralized view of all portfolio components. They help organizations prioritize resources, monitor progress, and make strategic decisions.

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Top 5 Excel Templates:

Here are five top project plan and portfolio Excel templates:

Gantt Chart Project Template

Description: Gantt charts are widely used for project planning and tracking. This template provides a dynamic Gantt chart that visually represents project tasks, timelines, and dependencies.
Key Features:
Clear visualization of project timelines and task dependencies.
Easily customizable to add or modify tasks, durations, and dependencies.
Automatically calculates start and end dates based on task durations and dependencies.
Color-coded bars for different types of tasks or phases.

Project Budget Template

Description: This template helps manage project finances by tracking budget allocations, expenditures, and variances.
Key Features:
Tracks budget allocations for various project categories (e.g., labor, materials, overheads).
Logs actual expenditures and calculates variances against the budget.
Provides visual indicators for budget status (e.g., green for under budget, red for over budget).
Summarizes budget and expenditure data in easy-to-read charts and graphs.

Project Risk Register Template

Description: A risk register is essential for identifying, assessing, and managing project risks. This template provides a structured format for recording and monitoring project risks.
Key Features:
Lists all identified risks, along with their likelihood, impact, and mitigation strategies.
Prioritizes risks based on their severity and potential impact on the project.
Tracks the status of risk mitigation actions and their effectiveness.
Includes visual indicators to highlight high-priority risks and overdue mitigation actions.

Project Status Dashboard Template

Description: A project status dashboard provides a high-level overview of project progress, milestones, and key performance indicators (KPIs).
Key Features:
Displays project timelines, milestones, and completion status.
Tracks KPIs such as budget, schedule, and quality metrics.
Includes charts and graphs to visualize project performance trends.
Highlights areas needing attention or improvement through color-coded indicators.

Project Portfolio Management Template

Description: This template helps manage multiple projects within a portfolio, providing a centralized view of project statuses, priorities, and resource allocations.
Key Features:
Lists all projects within the portfolio, along with their descriptions, statuses, and priority rankings.
Tracks resource allocations across projects, including budget, personnel, and materials.
Provides visual representations of portfolio timelines, milestones, and dependencies.
Includes summary charts and graphs for portfolio performance metrics and financial summaries.

Conclusion:

These Excel templates provide powerful tools for project planning, tracking, and portfolio management, helping organizations effectively manage their projects and achieve their strategic goals.