Description
The Projects & Admin Bundle is a project management spreadsheet for small teams that want to plan work, balance workload and keep the office running without paying for project software. You get 7 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
Plan the work, then check who can do it
Add projects and tasks once. The Gantt chart draws itself from your dates, project health updates from task progress, and Resource Allocation shows each person’s planned hours for the next 8 weeks against the hours they can give. Change a date or an owner and everything updates.
7 templates in 4 groups
Plan the work (2): Task & Project Tracker and Gantt Chart. Projects with budget, dates and an on track, at risk or overdue flag; tasks with owner, status, % complete and hours; a 26-week timeline coloured by status.
Balance the team (2): Resource Allocation and Meeting Minutes & Action Log. Planned hours per person per week with overloaded people flagged; meetings, decisions and action items with owners and due dates.
Run the office (2): Office Supplies Tracker and Visitor Log. Stock from purchases and usage with reorder alerts and spend; visitor sign-in and out with time on site.
Stay compliant (1): Document & Licence Register. Expiry and renew-by dates for every licence, registration, policy and agreement, with Renew soon and Renew now alerts.
One dashboard for everything
The dashboard shows 30 headline numbers and 12 charts: active and at-risk projects, open and overdue tasks, on-time completion, planned hours and utilisation by person, meeting actions, supplies spend, documents needing renewal and visitors by month.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- Team names in dropdowns link tasks, workload and actions
- No macros, add-ons or formulas to write
Good to know
The Task & Project Tracker is also part of our Small Business Complete Bundle; the other six templates (Gantt, Resource Allocation, Meetings, Supplies, Documents and Visitors) are new.
Step-by-step guide
New to this? Read our guide: 7 Project Management Spreadsheets for Small Business: Tasks to Office Admin.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Buy smarter with the Purchase & Vendors Bundle.
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