✅ Project Management Templates

1. Project Charter Template

  • Outlines project scope, objectives, stakeholders, and key milestones.

  • Used during the initiation phase to formally authorize the project.

2. Project Plan Template

  • Contains tasks, timelines, dependencies, and resource allocations.

  • Central to overall planning and tracking.

3. Work Breakdown Structure (WBS)

  • Breaks down project deliverables into manageable tasks.

  • Helps define scope and assign responsibilities.

4. Gantt Chart Template

  • Visual timeline of project tasks, durations, and dependencies.

  • Great for monitoring progress against schedule.

5. Project Timeline Template

  • Linear view of key phases, milestones, and due dates.

  • Simplified alternative to a Gantt chart.

6. RACI Matrix

  • Defines who is Responsible, Accountable, Consulted, and Informed for each task.

  • Ensures role clarity.

7. Project Status Report Template

  • Summarizes current status, completed tasks, risks, issues, and upcoming actions.

  • Used for stakeholder updates.

8. Risk Management Template

  • Identifies potential risks, their impact, probability, and mitigation strategies.

  • Essential for proactive project control.

9. Issue Tracker Template

  • Records issues, their status, owner, and resolution timeline.

  • Ensures proper issue handling.

10. Change Request Log

  • Tracks proposed changes, approvals, and implementation.

  • Helps manage scope creep.

💰 Project Budget Analysis Templates

1. Project Budget Template

  • Itemizes costs for labour, materials, travel, software, etc.

  • Includes planned vs. actual spend comparison.

2. Cost Estimation Template

  • Used during the planning phase to forecast all cost components.

  • Includes direct and indirect costs.

3. Resource Cost Tracking Template

  • Tracks cost by individual/team/resource.

  • Useful for time-based or resource-heavy projects.

4. CapEx vs. OpEx Analysis Template

  • Separates capital expenditures (CapEx) from operational expenditures (OpEx).

  • Useful for finance and accounting alignment.

5. Earned Value Management (EVM) Template

  • Measures project performance using metrics like:

    • Planned Value (PV)

    • Earned Value (EV)

    • Actual Cost (AC)

    • Cost Performance Index (CPI)

    • Schedule Performance Index (SPI)

6. Budget Variance Template

  • Compares budgeted vs. actual expenses and calculates variances.

  • Helps identify overspending or cost savings.

7. Cash Flow Forecast Template

  • Projects inflow and outflow of cash across the project lifecycle.

  • Useful for managing liquidity.

8. Invoice Tracker Template

  • Monitors vendor/client invoices, payment dates, and amounts.

  • Ensures proper billing and cash tracking.