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Project Management Gantt Chart and Dashboard | All-in-One Excel Tracker Template for Workstreams, Tasks & Deadlines | Custom Fiscal Calendar
Project Management Gantt Chart and Dashboard | All-in-One Excel Tracker Template for Workstreams, Tasks & Deadlines | Custom Fiscal Calendar
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A powerful yet easy-to-use Excel spreadsheet for managing projects, tasks, and timelines across multiple workstreams. Features an interactive dashboard, customizable Gantt chart, priority tracking, and built-in fiscal calendar support
Stay on top of your projects with ease using this dynamic Project Portfolio & Gantt Tracker โ designed for project managers, team leads, and professionals juggling multiple workstreams or initiatives. This Excel template transforms your task list into a visual and flexible tracking system with zero learning curve.
โ Key Features
Comprehensive Instructions Tab with Companion YouTube Tutorial to have a full overview of the spreadsheet in under 8 minutes. View ahead of time at https://youtu.be/wFBsyKx4z3s
๐๏ธ Task List Input Tab
> Manage up to 6 distinct workstreams โ label them as projects, departments, or themes
> Track Main Tasks and Sub-Tasks with start and due dates
> Add priority rankings (1 = High, 2 = Med, 3 = Low), owner/delegate, and status
> Choose from status options like: Complete, In Progress, Not Started, Needs Review, Needs Update, On Hold
Just fill in the table โ the rest updates automatically!
๐ Interactive Dashboard
> Top Priorities This Week, Next Week & Week After โ highlights top 10 due tasks
> Owner/Delegate Filter โ see the next 10 tasks due for any person
> Workstream Snapshot โ sort by priority, due date, or main task with a click
> Auto-hides completed tasks for cleaner focus
๐
Customizable Gantt Chart View
> Choose which workstreams to display
> Optionally hide sub-tasks or completed items
> Set your own start & end dates โ or use the default (today to max end-date) view
> Select your preferred time scale: Daily, Weekly, Monthly, or Quarterly
> Daily views offer the choice of Sun-Sat or Work Week (MonโFri)
> Mondays or Sundays are shaded to make timelines easy to scan for the Daily View
> Filter further by Owner, Status, and more
๐จ Color-coded by workstream, with visual flags for past due tasks and status. Customize the header by showing Month/Quarter/Year.
๐งฎ Built-in Fiscal Calendar Support
Use your own fiscal calendar to map standard dates into, Fiscal Week #, Period #, Fiscal Quarter, or Fiscal Year
Align your Gantt headers with your companyโs internal language and timing
๐ง Simple to Use, Easy to Customize
> Clean, guided layout with automated formulas
> Full Instructions tab included
> No macros required โ runs in Excel with default settings
This tool is perfect for Project Managers, Department Leads, PMOs, Ops & Planning Teams, Consultants, and anyone juggling multiple workstreams or portfolios!
Designed for Office 365 Users (Current Channel). Instant Excel File Download.
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