Project Tracker Spreadsheet for Google Sheets and Excel — cover

Project Tracker Spreadsheet for Google Sheets and Excel

Sale price  $13.95 Regular price $27.90
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Project Tracker Spreadsheet for Google Sheets and Excel — cover

Project Tracker Spreadsheet for Google Sheets and Excel

Sale price  $13.95 Regular price $27.90

PROJECT MANAGEMENT SPREADSHEET FOR GOOGLE SHEETS AND EXCEL

A project management spreadsheet and team project tracker for freelancers, studios and small agencies who sell time against a fixed price. It tracks hours against the estimate for every project, and shows what each one was really worth after the hours it took.
Covers projects, tasks, hours, a board, a timeline and budget against actual.

📊 WHAT IT DOES

✓ Board: shows every task's stage with the hours of work left, not just cards.
✓ Today: lists everything due today or earlier, worst first, and what's coming in the next few days.
✓ Timeline: shows each project's date, how much is done, and whether the hours left still fit.
✓ Late: lists everything past its date, worst first, with the hours behind it.
✓ Budget vs actual: tracks every project against its quoted hours and fee, and how far past the estimate it is.
✓ Profit by project: shows what arrived, what the hours cost, and what was left, project by project.
✓ Rate check: compares the rate you quote with the rate you actually got on finished work.
✓ Scope creep: tracks hours asked for after the brief, and how many of them were billed.
✓ Workload: shows eight weeks ahead against what the team can actually give.

📂 WHAT'S INSIDE: 33 TABS AND 86 CHARTS

✓ Start with these: Home, Start here, Setup
✓ Describe it once: Projects, People
✓ Fill in as you work: Tasks, Hours, Changes, Payments
✓ The work right now: Board, Today, This week, Timeline, Late
✓ What it is worth: Budget vs actual, Profit by project, Rate check
✓ Where it leaks: Scope creep, By kind, Utilisation
✓ The team and the weeks: Who is on what, Workload
✓ Over time: This month, The year, Trend
✓ Deciding and keeping going: Estimates, What if, Lessons, Review, Check-in, Notes, Read me, Free gift

📝 HOW IT WORKS

  1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
  2. On Start here, fill in the shaded cells. Add your name, your hourly rate, how many hours a week you sell, and when a task counts as late or over budget.
  3. Add each project on Projects, each task on Tasks, and log a line on Hours for every working session.
  4. Everything else fills in by itself. Home shows hours of work left, what's late right now, and your billable time.

📥 WHAT YOU GET

✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel on Windows or Mac
✓ A filled example to look around, and a blank copy for your own data
✓ A PDF with the links and the first steps
✓ A video guide for this planner (the link is in the PDF)

💻 GOOD TO KNOW

✓ Works with a free Google account. No add-ons, no subscription, no bank connection.
✓ Type only in the shaded cells. Formulas are protected, so you can't break them by accident.
✓ Best on a computer. The Google Sheets app works for quick entries on your phone.
✓ The Excel version may look slightly different from the photos (fonts, colors, charts). The photos show Google Sheets.
✓ English only. Not made for Apple Numbers.
✓ Free updates for life.

This is a digital download. Nothing will be shipped. Because it is a digital file, it can't be returned, but if anything is unclear, message me and I will help you set it up.

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