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Project Toolkit Bundle: 4 separate Excel and Google Sheets tools. Preview of the Task Tracker, Project Command Center, Gantt Planner and Project Cost Tracker dashboards in a cascade, with the title 4 Project Tools.

Project Management Bundle: 4 Excel Templates

Projects need different tools at different moments: a list of tasks, a view of who is overloaded, a timeline, and a budget. The Project Toolkit Bundle puts four separate spreadsheets in one download, so you can start with the one you need today and add the others later.

Each tool is its own file with its own example file and PDF guide. They are deliberately not merged into one giant workbook, which keeps every file light and easy to understand. The tools do not read each other's data: you type your numbers into the one you are using.

It is a digital download for Excel and Google Sheets, made for freelancers, small teams, makers and small businesses.

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Digital download. Works in Excel and Google Sheets. Nothing is shipped.

What this spreadsheet tracks

The Task Tracker: a to-do list with priority, status, assignee, due dates and repeating tasks
The Project Command Center: projects, tasks, a Gantt chart, a Kanban board and team workload
The Gantt Planner: one project on a timeline, with dependencies, milestones and a baseline
The Project Cost & Budget Tracker: budget, commitments, invoices, change orders and a forecast
Four separate files, each with an example file and a Quick Start PDF with a Google Sheets link

Who it's for

Freelancers and small teams that run several jobs at once
Small businesses that want to plan the work, follow the tasks and watch the budget
Anyone who prefers a set of spreadsheets they control to a project management app

How it works

Download the four zip files after purchase, one for each tool.
Unzip the tool you want and open the example file first if you want to see it filled in.
Open the Excel workbook, or use the link in the PDF to make your own Google Sheets copy.
Follow the Quick Start Guide: set up Start Here once, then add your own entries.

See it in action

See inside

What is inside the Project Toolkit Bundle: Task Tracker for tasks and due dates, Project Command Center for projects, status and team load, Gantt Planner for timeline, dependencies and baseline, Project Cost Tracker for budget, contracts, bills and forecast.

Task Tracker dashboard: open, due today, overdue, due this week and completed tasks, tasks by status and priority, open tasks by due date and by assignee, and lists of overdue tasks and the next tasks coming due. Charts update from the tasks you type.

Project Command Center dashboard: active projects, open tasks, percent done, overdue, at risk and blocked tasks, hours left, project progress, tasks by status, task risk, team load for the next four weeks, overdue tasks and a Needs Attention panel.

Gantt Planner dashboard: progress, open tasks, overdue, milestones in the next 30 days, planned and forecast finish and finish variance, progress by phase, status chart, finish slip by phase, next milestones, overdue list and a phase table.

Project Cost Tracker dashboard: total budget, committed, invoiced, paid, forecast at completion, over or under budget, reserve left and pending change orders, with a watch list, charts by category, lines over budget and a category summary.

Frequently asked questions

Does it work in Excel and Google Sheets?

Yes. You get an Excel workbook and a PDF guide with a link to make your own copy in Google Sheets. The two versions are separate files and do not sync.

Do the four tools share data?

No. They are separate files and do not read each other. Use them together or one at a time.

Can I buy the tools separately?

Yes. Each tool is also sold on its own.

Do they plan more than one project?

The Task Tracker and the Project Command Center handle several projects. The Gantt Planner and the Project Cost Tracker plan one project per file.

Is there an example file?

Yes. A second Excel file is filled with example data for each tool, so you can see how everything works before using your own numbers.