Work & Project Templates

These workbooks are for people who run projects or a small business from a spreadsheet: project managers, site leads on construction and fit-out jobs, freelancers, online sellers and service businesses. The Gantt planners calculate dates from working days, your holidays and finish-to-start dependencies, then draw the chart, status, resource load and dashboard for you. The construction edition adds trades, inspection hold points and permits. The business dashboards turn income, expense and invoice logs into a monthly P&L and a KPI dashboard, with extras for sellers (fees and profit per product) and service firms (profit per job and per hour).

The files are .xlsx workbooks with no macros or add-ins. Scripts recalculated them in Excel for Mac 16.114.3 and LibreOffice. Excel for Windows and Google Sheets have not been tried. Each workbook comes as a filled example and a blank copy with a PDF guide, and formula cells are protected without a password. The files are built by code, then every formula is recalculated in a real spreadsheet engine and compared with an independent Python calculation.

All 7 templates

Which one do I need?

Comparison of Work & Project Templates
TemplateBest forOpens inFilesInsideBundle containsPrice
Gantt Chart Project Planner for ExcelProject leads and teams, any projectExcel for Mac, LibreOfficeExample + blank .xlsx, 4-page PDF guideGantt, dependencies, RAID log, resource load, dashboard—$3.79
Construction Schedule Template (Gantt with Trades & Permits)Contractors, fit-out and renovation jobsExcel for Mac, LibreOfficeExample + blank .xlsx, 4-page PDF guideGantt + trades, hold points, permits—$3.79
Project Management Bundle: Gantt Planner + Business DashboardOwners who plan jobs and track moneyExcel for Mac, LibreOffice5 zips: example + blank .xlsx + PDF guide eachGantt (core + construction), 3 business dashboardsGantt Chart Project Planner for Excel, Construction Schedule Template (Gantt with Trades & Permits), Small Business Dashboard: Freelancer Edition, Online Seller Profit Tracker, Service Business Dashboard$5.09
Small Business Dashboard: Freelancer EditionFreelancers and sole tradersExcel for Mac, LibreOfficeExample + blank .xlsx, 3-page PDF guideIncome, expenses, invoices, P&L, top clients—$3.19
Online Seller Profit TrackerOnline sellers tracking orders and feesExcel for Mac, LibreOfficeExample + blank .xlsx, 3-page PDF guideOrders, fees, postage, profit per product—$3.19
Service Business DashboardCleaning, contracting and other service firmsExcel for Mac, LibreOfficeExample + blank .xlsx, 3-page PDF guideJobs, billable hours, profit per job, P&L—$3.19
Pro Spreadsheet Bundle (Gantt, Dashboard, Budget + Debt)One toolkit for projects, business and moneyExcel for Mac, LibreOffice3 zips: 14 .xlsx files + PDF guidesGantt x2, dashboards x3, debt payoff + budgetGantt Chart Project Planner for Excel, Construction Schedule Template (Gantt with Trades & Permits), Small Business Dashboard: Freelancer Edition, Online Seller Profit Tracker, Service Business Dashboard, Monthly Budget Spreadsheet, Debt Payoff Tracker: Snowball vs Avalanche$6.49

Prices in US dollars from our listing records. Etsy shows the current price and your local currency at checkout.

Related guides

Questions

Does it do dependencies?

Yes: finish-to-start, one predecessor per task, with lag or overlap in working days. To wait for several tasks, link to the one that finishes last.

Is it for big projects?

It's built for small and medium jobs: 150 task rows, finish-to-start links. For critical-path analysis of large programmes use dedicated scheduling software.

Is it tax software?

No. It tracks income and costs and sets aside a % you choose. It is not tax advice and does not file returns.