Project Tracker · Free · No account
A project tracker with a budget and actual cost for each task.
The budget setup adds Budget and Actual columns to every task, with the Variance worked out beside them. The Project Overview totals the budget, what has been spent so far and what remains. The tasks still have owners, status, dates, milestones and the Timeline.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Start compact or detailedPick Compact, Standard or Detailed, then switch on any of the columns you want: phases, owners, status, priority, dates, progress, milestones, budget.
- Name phases and ownersType the phases in order and the owner names, one per line. Choose 13, 26 or 52 weeks for the Timeline if you use it.
- Add tasks and datesDownload the workbook and type one task a row with its owner, status, start and due date. Deadline marks anything overdue or due soon.
Build your workbook
Preview: Project budget tracker. Change the selected dates, categories or layout to update the preview.
JavaScript is required to use the builder. The workbook is made in your browser.
What you get
What is different in this setup
Freelancers and small builders who need to see whether each part of a job is on budget, and who is doing it.
- Budget and Actual columns on every task.
- Variance worked out for each task from Budget and Actual.
- The Overview shows the total budget, the amount spent so far and what remains.
Sheets included (6)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- TasksOne row per task. Start typing in row 6.
- Project OverviewProject details to fill in, progress, the next milestone and what is coming up. Figures are calculated.
- TimelineEach of the first 200 tasks as a bar across 26 weeks, with progress, milestones and this week marked.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Timeline sheet and the Project Overview sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
Which currency does it use?
Pick one in the builder and it is used to format the Budget and Actual columns. The default is pounds sterling.
Does it show budget by phase?
No. The Overview lists budget totals by status. To see a phase, filter the Phase column on the Tasks sheet and read the Budget and Actual columns.
Related Due Form edition
DF.035 The Working Notebook
In production
A numbered notebook for notes you may need again.
Write project decisions by hand and look them up later by page number.
Request a tool or send feedback
Request a tool or report a problem
Tell us what you would like to add, change or fix in the Project Tracker builder.