Professional Documents
Culture Documents
Project Tracking
Project Tracking
Project Tracking
For consultants, freelancers, and other service providers © 2012-2022 Vertex42 LLC
Project Tracking
Service Provider: Client:
Address: Address:
Phone: Phone:
Email: Email:
Rate/Hour: USD 30.00
11/7/11 done [ Sub Task ] [ use comments for longer descriptions, but this field will also [ product xyz installation ] 9/1/2012 100% - $ 150.00 X
- Completed wrap ]
high [ Sub Task ] [ this is an example of a task with multiple deliverables [ rough draft ] 10/20/2022 50% -10 10 5
- Approved (rough and final drafts) ]
- Approved - [ final draft ] 11/11/2022 0% 12 10
- Graphic Design Create branding materials
- -
- - -
- - -
- - -
- - -
- [ 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
e the drop-down boxes
can edit these lists as
e more convenient to
r service provider) and
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.
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
By Vertex42.com
https://www.vertex42.com/ExcelTemplates/project-tracking-template.html
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