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Small Business · Projects - Template 102

Multi Project Manager

Run every client, project and task from one spreadsheet.

Instant download

Microsoft Excel◆Google Sheets◆.xlsx files

Run every client, project and task from one spreadsheet. Type your clients, projects, tasks and budget lines once, and the workbook builds the dashboard, a 52 week Gantt chart, a Kanban board and monthly and yearly calendars for you. Room for 30 clients, 40 projects, 150 tasks and 150 budget lines, with up to 12 team members. It opens in Excel and in Google Sheets from the same download, with a blank copy and a filled-in example.

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What's inside · 11 tabs

  • Instructions & Setup - a quick start guide, statuses, priorities, team and currency
  • Dashboard - project status, task priority and workload charts, plus tasks due soon and overdue
  • Client, Project & Budget Managers - budget against actual, revenue, profit and percent done for every project
  • Task Manager & Kanban View - five filters, up to three people per task and cards grouped by status
  • Gantt Chart, Calendar & 12-Month View - a 52 week timeline drawn from one start date, and every task on every day it runs

In Motion

Type it once, every tab follows.

Change a task date or a budget line and the Gantt chart, the Kanban board, the calendars and the dashboard update together.

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