Dashboard templates are designed to track a variety of different metrics that provide vital data for project managers and their teams. We have free dashboard templates that will help track budget, workload, progress and more. Monitoring this allows project managers to determine if the project is on schedule and not overspending. If it is, adjustments can be made to get back on track before it impacts the success of the project.

Download these Excel dashboard templates for free or sign up for a free 30-day trial of our software and see what real-time dashboards can do when managing a project, program or portfolio. We’ll talk more about that later, but first, let’s get to the Excel dashboard templates for free download.

1. Project Dashboard Template for Excel

Excel dashboard templates are important for a high-level overview of the project. This free project dashboard template for Excel is an excellent choice. It allows project managers and their teams to monitor project progress on several different bar charts and pie charts. Four dashboards together paint a clear picture of the project and where it stands concerning where it should be in terms of the project plan.

There’s a pie chart that captures the project tasks. It makes it easy to see at a glance what percentage of the team’s tasks have been completed, are in progress, aren’t yet started or are overdue, as well as the total. A workload bar chart shows the resource allocation for the project team. It’s color-coded to show work in progress, not started and overdue. A task length chart shows duration and a cost chart helps track the actual cost against the budget for that period.

All of this information is crucial to managing a project, but so is working efficiently. Excel dashboard templates are just not going to provide the efficiency that is built into project management software. ProjectManager is award-winning project and portfolio management software with real-time dashboards for either a project and multiple projects. Because our dashboard is online, it collects live data automatically, there’s no need to manually update a template. Our live dashboards provide a current overview of the project’s performance and progress, which allows project managers to quickly make adjustments if necessary to get the work back on track. Templates can’t do that. Get started with ProjectManager today for free.

2. KPI Dashboard Template for Excel

But, again, not everyone is ready to upgrade to project management software with real-time data visualization. For those looking for Excel dashboard templates to help as a task tracker, download this free KPI dashboard template for Excel. This is a great tool for providing critical information as it monitors, analyzes and displays KPIs to better manage organizations and projects.

This Excel dashboard has even more charts and graphs to help track the project timeline, budget and more. There’s even a yearly profit and loss overview with two charts, one showing revenue over time and the other expenses. This will help keep organizations aware of whether they’re in the red or the black. That data is even broken further down to monthly revenue, quarterly revenue, monthly expenses and quarterly expenses. There’s also a chart capturing workload analysis and one for resource planning, among others.

3. Budget Dashboard Template for Excel

One of the most important KPIs to track is cost. This free budget dashboard template for Excel is a robust breakdown of project costs essential for keeping track of the budget and delivering projects without suffering cost overruns. There’s also space to add the job number, customer name, job description and start and completion dates. This is certainly one of the Excel dashboard templates needed to keep track of budgets.

Beneath that are colorful pie charts that make this Excel spreadsheet easy to read and understand. For example, there’s one to show the planned costs against the actual costs, which helps project managers see if their current spending aligns with where the budget said they should be at this time. There are also pie charts for direct material costs, direct labor costs, direct equipment costs and overhead costs. A bar chart collects the total costs for an overview of the budget, which is another reason this Excel dashboard comes in handy when managing the budget.

4. Workload Dashboard Template for Excel

We’ve mentioned workload a few times already, but for those who aren’t familiar with the term, workload refers to the total amount of work assigned to a team member or group within a project. It’s usually measured in hours or tasks. Keeping track of workload ensures that team members are working at capacity, but not overallocated to the point of suffering from burnout, which erodes morale. Therefore, this is one of the Excel dashboard templates that everyone needs.

The free workload dashboard template for Excel is made up of four bar charts. On the left side are color-coded monthly resource allocation charts that show each team member’s resource availability (hours per month) in black and current workload allocation (again in hours per month) in yellow. This provides a monthly overview of the team’s resource allocation and can help project managers to balance their workload. Workload can also help with tracking labor costs. The right side of the Excel dashboard shows labor costs by employee in a chart for each month they’re working on the project.

5. Task Tracker Dashboard Template for Excel

Project managers use a task tracker to organize, prioritize and monitor the progress of individual tasks within a project. This free task tracker dashboard template for Excel is a centralized location to manage all project details and improve collaboration between team members while helping project managers know what needs to be done, who is responsible and when each task is due.

As Excel dashboard templates go, this one is another must-have. It is made up of a couple of charts and pie charts that are color-coded to make it easy to digest them easily and fast. There’s one for task priority levels, which has the status on the left column, which goes from very low to critical. There are also columns for count and percentage. There’s another, set up the same, only this tracks task status, from on hold to not started. This information is then translated to pie charts that visually show the percentage and color codes for those who prefer to get their information that way.

6. Asset Management Dashboard Template

Keeping track of equipment, tools and other business assets becomes much easier with this asset management dashboard template. Designed to consolidate inventory information into a single reporting view, it helps users monitor asset quantities, values and distribution across locations. This dashboard supports better resource planning, maintenance decisions and long-term asset management by presenting critical information in an organized format.

Several tables and charts work together to provide a comprehensive overview of asset data. A donut chart visualizes how assets are distributed across categories, while bar charts compare asset values and quantities. Supporting tables break down inventory by location, allowing users to quickly understand where assets are assigned.

7. Sales Dashboard Template

For teams that need a quick snapshot of sales performance, this dashboard template brings key metrics together in one place. It tracks revenue, orders, customer growth and sales activity while measuring results against predefined targets. By summarizing performance across products and regions, the template helps users identify opportunities, evaluate outcomes and make informed business decisions.

A combination of KPI tables, comparison charts and performance reports provides multiple perspectives on sales data. Revenue, units sold and closed deals are displayed through bar charts and visual summaries, while detailed tables organize results by product and region. Progress toward targets is also highlighted throughout the dashboard.

8. CRM Dashboard Template

Customer information, sales opportunities and account activity are centralized within this CRM dashboard template. It gives businesses a practical way to monitor customer relationships, schedule follow-ups and track potential revenue from active opportunities. With customer records and engagement data stored in a structured format, the dashboard supports stronger relationship management and improved sales visibility.

At the heart of the dashboard is a customer table containing contact information, account status, follow-up schedules and revenue details. Additional visual reports summarize customer types and highlight top-performing accounts. Together, the charts and tables provide a clear overview of customer engagement and revenue contribution.

Benefits of Using Excel Dashboard Templates

We’ve been talking about the importance of Excel dashboard templates and why they’re beneficial to project managers and their teams. To reiterate and provide more detail, we’ve listed the benefits of using an Excel dashboard in project management below.

• Dashboards bring together various project data in a centralized location, which makes it easier to track and monitor progress across different aspects.
• Excel dashboards can be updated regularly to reflect close-to-real-time data, giving project managers an updated view of how the project is progressing.
• With data presented in an easily digestible format, project managers can quickly identify problems or areas that need attention and make informed decisions faster.
• Graphs and charts help simplify complex data, making it easier for stakeholders to understand and access the project status without needing to dive into raw data.

Disadvantages of Using Excel Dashboard Templates

While Excel dashboard templates can be useful, they’re not a perfect project management tool. We’ve already noted some ways they are inferior to project management software. Here are some general disadvantages.

• Many pre-designed templates have fixed structures, which might not suit every project’s unique needs. Customizing templates is time-consuming and challenging.
• As the project grows or becomes more complex, the template might not scale effectively, creating issues with handling large amounts of data, slow performance or clutterness.
• Excel dashboards rely heavily on manual data entry or data imports. If the data isn’t consistently updated or entered correctly, it can lead to inaccurate results, which could impact decision-making.
• Unless specifically designed with automation or integration features, Excel templates don’t typically pull real-time data from other sources, which could result in outdated information unless manually refreshed.

ProjectManager Is a Better Project Tracking Tool Than Excel Dashboard Templates

While Excel dashboard templates have a place in project management, it’s mostly a stepping stone to more sophisticated tools. Sure, try out these free dashboard templates and get a handle on how useful they are in monitoring project metrics to meet deadlines and stay on budget. But chances are frustration will settle in soon enough. After all, these are only static documents that must be manually updated and are poor collaboration tools. ProjectManager is award-winning project and portfolio management software with real-time project and portfolio management dashboards. But that’s only one feature of many to deliver successful projects.

Multiple Project Planning and Scheduling Views

Before one can track data, projects must be planned and tasks, resources and costs scheduled. Our software has multiple project views to do that and execute the work. Project managers prefer the robust Gantt charts that schedule tasks, resources and costs, but also link all four types of task dependencies to avoid delays and cost overruns. They can filter for the critical path rather than go through timely and complicated calculations. Then, once a baseline is set, progress and performance are tracked in real time. Plans are shared across the visual workflow of kanban boards and powerful task lists for teams to execute their work, while stakeholders can stay updated with the calendar view.

Robust Resource Management Features

Many of the dashboards include workload, as does ours, but real project management software will have resource management tools, as well. As noted above, both human and nonhuman resources can be scheduled on the Gantt. When onboarding teams, project managers can set their availability according to PTO, vacation and global holidays, as well as skill sets, which makes assigning tasks easier. There’s a color-coded workload page to view resource allocation and balance team workload to keep everyone working at capacity. Our team page summarizes team activities, which can be filtered by priority, progress and more. Even our secure timesheets, which streamline payroll, also measure how far each team member has gotten in completing tasks.

Of course, there’s more. Automated workflows with task approvals for quality control, version control, global search and unlimited file storage, email and in-app notifications and risk management tools. But first, try the free Excel dashboard templates, then take a free trial and join the successful teams at Avis, Nestle and Siemens who use our software to deliver successful projects. Get started with ProjectManager today for free.

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Using Excel as a Project Progress Tracker

Excel spreadsheets have long been a popular method for maintaining a project progress tracker. They allow users to list tasks, assign responsibilities, set deadlines and update progress manually. Conditional formatting, formulas and charts provide visual cues for project status. Excel is flexible and accessible, but requires manual updating, which can increase the risk of errors. While simple for small projects, it becomes cumbersome for larger initiatives, making dedicated project progress tracker tools more efficient.

Best Free Project Progress Tracker Templates & Spreadsheets

There are many free project progress tracker templates and spreadsheets available for managers seeking a quick start. Templates often include built-in formulas, Gantt chart visuals and pre-formatted tables for task tracking. They allow users to monitor task completion, resource allocation and deadlines at a glance. These free spreadsheets are ideal for small teams or individual projects but may lack automation, real-time updates and collaboration features that larger organizations require for effective project tracking.

1. Project Progress Tracker Template

This project progress tracker template provides a clear layout for tracking tasks, deadlines and completion status. Each task can be assigned to team members with start and end dates, priority levels and percentage completed.

Conditional formatting highlights overdue tasks or milestones that require attention, while summary charts give managers a visual overview of overall progress. This template is ideal for single projects, helping teams stay organized and accountable while ensuring every deliverable is completed on time.

However, templates have their limitations. To avoid those pitfalls, use ProjectManager, award-winning project and portfolio management software with real-time dashboards that collect live data and display it on easy-to-read graphs and charts. Even better, with AI-powered analytics and recommendations, users can get instant summaries and expert advice. Get started with ProjectManager today for free.

2. To-Do List Progress Tracker Template

The to-do list progress tracker template simplifies task management by focusing on individual assignments. Team members can check off completed items, update progress percentages and note any blockers.

This template is particularly useful for small teams or personal projects, providing a quick and easy way to monitor daily or weekly tasks. Managers can see which tasks are behind schedule at a glance, ensuring work is prioritized effectively and the project stays on track.

3. Multiple Project Progress Tracker Template

The multiple project progress tracker template is designed for organizations managing several projects simultaneously. It allows managers to view tasks, milestones and deadlines across multiple initiatives in one consolidated spreadsheet.

Each project can have its own tab, while summary dashboards provide overall progress insights. This template supports resource allocation, identifies potential bottlenecks and enables better decision-making, making it ideal for teams handling complex workloads and needing a comprehensive view of progress across all projects.

4. Action Plan Progress Tracker Template

The action plan progress tracker template helps teams break down strategic objectives into actionable steps. Each action item is assigned to a team member with start and end dates, priority and completion status.

Conditional formatting highlights overdue or delayed tasks, while summary charts provide a visual overview of overall progress. This template ensures accountability, keeps teams focused on key objectives and allows managers to monitor execution against the plan efficiently, making it ideal for structured project management and strategic initiatives.

5. Task Progress Tracker Template

The task progress tracker template is designed to monitor individual tasks within a project. It includes columns for task name, owner, start and end dates, priority, status and percentage complete.

Visual cues such as color coding or progress bars quickly highlight completed or delayed tasks. This template is suitable for both small and medium projects, providing an easy way to track workload, identify potential bottlenecks and ensure tasks are completed on schedule, keeping the project aligned with its objectives.

Related: Best Task Management Software: Free & Paid Options (2025)

6. Timeline Progress Tracker Template

The timeline progress tracker template provides a visual Gantt-style layout of project tasks along a timeline. Each task is represented with start and end dates, dependencies and progress percentage.

This allows managers to see overlaps, critical paths and project milestones at a glance. Ideal for projects with multiple phases, the timeline template ensures that deadlines are visible, resources are managed effectively and teams remain on track. It simplifies complex schedules and helps prevent delays by highlighting potential conflicts early.

7. Project Dashboard Tracker Template

The project dashboard tracker template consolidates project data into one visual report for quick analysis. It displays task progress, resource allocation, budget status and timeline metrics using charts and graphs.

Managers can instantly identify delays or risks and make informed decisions. This project progress tracker is ideal for teams managing multiple deliverables since it provides a high-level overview without digging through spreadsheets. It helps improve communication, supports executive reporting and keeps every stakeholder aligned on performance and project health.

8. Budget Tracker Template

The budget tracker template helps monitor project expenses, compare actual costs against forecasts and manage financial performance throughout the project lifecycle. Each line item lists planned and actual costs, remaining budget and variance.

Charts or conditional formatting highlight overspending and help maintain cost control. As part of a project progress tracker system, it ensures teams stay financially accountable and enables project managers to make data-driven adjustments before cost overruns occur, promoting better transparency and long-term financial planning.

Related: 13 Budget Templates for Business & Project Budgeting

9. KPI Tracker Dashboard Template

The KPI tracker dashboard template allows project managers to measure performance against key success indicators such as cost variance, schedule adherence, resource utilization and milestone completion.

Data is displayed in charts, gauges and summary cards to provide a real-time view of progress. This project progress tracker simplifies complex reporting by centralizing metrics in one place, ensuring stakeholders can quickly assess performance. It supports continuous improvement by revealing trends, identifying inefficiencies and driving actionable insights for better decision-making.

10. Project Status Tracker Template

The project status tracker template provides a structured way to summarize overall project performance across schedule, budget and deliverables. It highlights progress through color-coded indicators such as “on track,” “at risk” or “delayed.”

This project progress tracker helps project managers report status updates clearly to stakeholders while maintaining visibility across multiple phases. By using this template, teams can align on project priorities, ensure accountability and quickly address areas needing attention before they escalate into larger issues that affect timelines or budgets.

11. Project Risk Tracker Spreadsheet

The project risk tracker spreadsheet helps identify, assess and monitor potential risks that could impact project success. It includes fields for risk descriptions, probability, impact level, mitigation strategies and contingency plans.

Using this as part of a broader project progress tracker allows teams to manage uncertainty proactively and maintain control over project outcomes. Project managers can track evolving risks, assign ownership and regularly update statuses to ensure preventive actions are taken before risks turn into costly delays or disruptions.

12. Project Change Tracker Spreadsheet

The project change tracker spreadsheet records and evaluates all approved or pending changes to project scope, schedule or budget. It lists change requests, justifications, impacts and approval statuses in one organized view.

Incorporating this into a project progress tracker ensures transparency and helps manage scope creep effectively. Teams can document decision history, evaluate trade-offs and maintain alignment with stakeholders when adjustments are needed. This structured approach improves governance and prevents miscommunication across departments and project teams.

13. Milestone Chart Template

Executives and stakeholders often care more about major achievements than individual tasks. That’s where this milestone chart template for Excel comes in. Instead of displaying every activity in a project schedule, it highlights the most important dates and deliverables on a visual timeline.

Project managers use it to communicate progress quickly and identify whether key targets are being met. The template combines milestone names, target dates, priorities and completion status into a format that simplifies schedule reporting and decision-making.

14. Issue Tracking Template

Every project encounters unexpected problems, but unresolved issues can quickly affect budgets, schedules and deliverables. This issue tracking template provides a structured process for documenting, prioritizing and resolving those challenges before they escalate.

It is commonly used by project teams, IT departments and operations managers who need visibility into open issues. Key sections capture ownership, priority levels, status updates, impacts and resolution details, creating a centralized record that supports accountability and faster problem resolution.

15. Project Update Template

Rather than pulling information from multiple reports, managers can use this project update template for Excel to create a comprehensive status report in one place. The template is designed for recurring stakeholder communications and helps summarize what happened during the reporting period, what is planned next and where attention is needed.

Information is organized into sections covering accomplishments, completed work, upcoming activities, milestones, deliverables, project health, risks and change requests, making project performance easier to evaluate.

16. Workload Analysis Template

Before assigning additional work to a team member, managers need a clear picture of available capacity. This workload analysis template makes that process easier by comparing resource availability with scheduled work hours throughout the month. Resource managers, project managers and department leaders use it to balance workloads and control labor costs.

Built-in utilization calculations help reveal overallocated and underutilized employees, while fields for hourly rates, availability and assignments provide the information needed to make informed staffing decisions.

ProjectManager Is a Better Project Progress Tracker Than Excel Templates

While Excel templates offer a static way to record project data, ProjectManager transforms tracking into a dynamic, real-time experience. This online project progress tracker connects tasks, resources and budgets across multiple projects, so updates automatically sync across dashboards and reports. Managers can import Excel data instantly, visualize dependencies and monitor performance through interactive dashboards that update in real time. Use Gantt, kanban, list, calendar and sheet views that update instantly as tasks move forward.

This flexibility lets project managers plan at a high level or zoom in on details, depending on the stage of work. Gantt charts show dependencies and critical paths, while kanban boards enable agile workflows. Calendar and list views make daily prioritization easier, ensuring no milestone is missed.

Robust Resource Planning and Cost Tracking Tools

Plan and balance workloads with ProjectManager’s built-in resource management tools. The team page provides a centralized view of every team member’s assignments and availability, while workload charts display utilization across projects to prevent burnout or bottlenecks. Managers can allocate hours, adjust schedules and rebalance workloads with a few clicks.

Cost tracking features connect directly to tasks, letting you monitor labor rates, expenses and budgets in real time. This live resource data eliminates the guesswork common in Excel-based project progress trackers and ensures financial accuracy from start to finish.

Real-time Project Management Dashboards and Reports

Track performance instantly with live dashboards that pull data directly from active projects. ProjectManager’s dashboards display metrics such as task completion rates, time logged, budget variance and workload distribution. Teams can create AI-powered reports that analyze project health, flag risks and recommend adjustments automatically.

Secure online timesheets integrate with these dashboards, providing up-to-date insight into labor costs and productivity without manual input. Compared to Excel templates, which require constant data entry and static reporting, ProjectManager delivers continuous visibility and actionable intelligence that drive better project outcomes.

Related Project Progress Tracking Content

Looking for more information on project progress tracking? You’ve come to the right place. Below are a number of links to articles on time tracking, cost tracking and other related subjects.

• Project Time Tracking: Tools, Features and Software Reviews
• Project Cost Tracking: Process, Tools and Best Practices
• Tracking Budget Variance in Project Management
• Project Expense Tracking: 6 Ways to Track Project Costs

ProjectManager is online project and portfolio management software that connects teams, whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.

The post 16 Free Project Progress Tracker Templates for Excel & Word appeared first on ProjectManager.

Using Excel to Track Tasks

Managers have more control over their projects and operations with Excel tracking templates. Because of their quantitative nature, Microsoft Excel spreadsheet templates are a great tool to track data-rich metrics. Whether it’s a KPI dashboard for an overview of progress or a timeline template to visually organize tasks in one place, Excel task trackers can help you deliver on time and on budget.  Without such tools, you risk joining the 78% of projects that reportedly go over budget.

Related: Project Management Excel Templates and Spreadsheets

Best Free Excel Tracker Templates & Spreadsheets

We’ve collected ProjectManager’s 32 best Excel spreadsheet templates for tracking that you can download and use for free. Want more than task trackers for Excel? Visit our project management templates page where we’ve created over 100 free templates for Excel and Word.

1. Dashboard Template

A dashboard is how you keep track of your work, including the time spent on tasks, what you’re spending and if you’re making progress as planned. ProjectManager’s free dashboard template for Excel gives you an overview of how you’re doing on your work. This information is vital to know if you’re overspending or running behind on your schedule.

ProjectManager’s free dashboard template has several widgets that monitor metrics in your work. For example, there’s a color-coded task graph that shows if your tasks are complete, in progress, not started or overdue. There’s also a workload chart for managing teams and making sure their workload is balanced.

There’s another task graph that measures the duration of the tasks, which is helpful in seeing what’s getting done on time and what’s taking too long. Finally, there’s a cost bar chart to help you stay on budget.

This Excel dashboard template can manage your work, but it’s a static document that must be updated manually. Project management software automates that process. ProjectManager is better than Excel spreadsheet templates as it helps to accumulate real-time data, crunch the numbers and display it. Plus it’s packed with planning and collaboration features like Gantt charts, task lists, reports and more. Get started with ProjectManager for free today.

Not all project management software offers the same project dashboards. ProjectManager’s project dashboard comes equipped with the right project management features to help you keep track of time, tasks, costs and more.

2. Task Tracking Spreadsheet

ProjectManager’s free task tracker for Excel template can organize and keep track of your work. It’s similar to a to-do list, where you just need to add the work and manage it. Having a task list is the first step to controlling your work.

This task tracker spreadsheet captures the details of your work plan. Add the name of the task and include dependent tasks. You can assign it to yourself or someone on your team.

Next, set the priority and when you expect to finish. Finally, there’s a column to mark its status, which is essential to track your work. It has everything you need to track your tasks at a basic level with an Excel spreadsheet.

3. Budget Spreadsheet for Cost Tracking

Managing costs in your work is as important as meeting deadlines. ProjectManager’s free budget template for Excel helps you keep to your budget by tracking your financial details on one spreadsheet.

Tasks cost money, and the budget defines the costs of the resources you’ll employ to deliver those tasks to completion. First, the spreadsheet template has a numbered list that corresponds to your work breakdown structure (WBS). Then, there are labor costs including planned vs. actual hours plus the cost per hour. Materials are broken down by units and cost per unit.

There’s also room for other line items on your budget, which include travel, equipment, fixed and miscellaneous costs. Finally, there are columns to collect the budgeted and actual cost for each line item, then a balance showing if the line item is above or under budget.

Related: How to Track Project Expenses

4. Timeline Template for Task Tracking

ProjectManager’s free timeline template in Excel is perfect for scheduling your project from start to finish in Excel. It’s a way to view all your tasks and keep on schedule. You can even add milestones!

To get started with this free timeline template, you first need to list your tasks and give them a name. Each task must have a start date and an end date, plus the time you think it’ll take to complete.

You add all that data to the left side of the template, which is a normal tracking spreadsheet. Then, on the right, you’ll see the timeline that lays out your tasks as horizontal bars across a timeline. It’s easy to see how long it’ll take to complete each task.

Excel spreadsheet templates are good for beginners, but if you want to take your planning even further, upgrade to online software that lets you build timelines in minutes. ProjectManager has online project timelines that update instantly as the team collaborates on tasks. Track costs, workload, planned vs actual progress and more. Get started for free.

5. Task Tracking Dashboard Template

When tasks move across teams, having a unified dashboard helps everyone stay aligned and focused on priorities. Instead of juggling multiple task lists or updates spread across apps, a dashboard brings key progress metrics into one view. Managers can instantly see what’s on schedule, what’s falling behind and who may need additional support. With real-time tracking, teams respond faster to changes, reduce bottlenecks and keep momentum strong from planning through completion.

Our task tracker dashboard template for Excel displays assignments, due dates, priorities and status indicators in a structured, easy-to-scan layout. Color-coded breakdowns show how much work is done, in progress or overdue, helping users quickly assess workload distribution. Notes fields allow for context on delays or follow-ups, while tracking actual versus planned dates improves schedule accuracy over time. On top of that, it’s also equipped with charts that make it even easier to track tasks at scale and ensure nothing slips through the cracks.

6. Budget Tracking Dashboard Template

Tracking a budget is easier when the numbers instantly make sense. A budget tracking dashboard gives teams visual control over spending by highlighting where money is going and how it compares to the original plan. Instead of combing through long spreadsheets, users can quickly spot overruns, evaluate cost efficiency and make informed adjustments before issues escalate. This centralized view supports better financial decision-making, stronger accountability and more predictable outcomes for any type of project or operation.

This budget dashboard template for Excel organizes expenses into clear categories such as materials, labor, equipment and overhead, while comparing planned versus actual totals to show whether spending is staying on target. Donut charts visually break down budget available, budget spent and remaining balance so users can track financial health at a glance. With automatic totals and clear variance indicators, the dashboard simplifies reporting and helps teams maintain full visibility into budget performance from start to finish.

7. Daily Task Tracking Spreadsheet

Managing tasks day by day keeps priorities clear and prevents work from slipping through the cracks. A daily tracker helps individuals and teams stay focused on what matters right now, while also maintaining visibility of progress over time. It encourages accountability, supports better workload planning and highlights both achievements and emerging roadblocks early. With structured daily tracking, projects move forward more smoothly because decisions are based on current, accurate information rather than assumptions.

Our daily task tracker template for Excel breaks each day into hourly slots so responsibilities, deliverables and progress updates can be captured in real time. Clear status indicators show what’s completed, scheduled or still pending, helping users adjust their workflow quickly.

8. KPI Tracking Dashboard

An Excel tracker template will ideally provide an overview of key metrics across an organzation. This free KPI dashboard template for Excel is designed to display a high-level view of progress to track the key performance indicators. This allows managers to make sure campaigns and operations are performing as planned.

This Excel task tracker displays project data imputed by the team. This data is then automatically translated from data to easy-to-read graphs and charts that make it simple to see the status of the KPIs at a glance.

This task tracker for Excel keeps tabs on everything from timelines to the budget and even provides a cost summary. There are graphs and charts that analyze workload to keep teams productive, task status and much more.

9. Action Plan Spreadsheet

Managing work means outlining the steps you must complete to achieve your goals. Use ProjectManager’s free action plan spreadsheet for Excel to track tasks and detail the strategy you’ll use to complete your work on time and within budget.

We’ve broken up this action plan template into three sections. The first is the action steps, which note the priority and list tasks, phases and assignments. There’s also space to note the status of your tasks and track their progress.

Section two of this Excel spreadsheet template is a timeline, with start and due dates, including planned hours. Finally, section three focuses on resources; for example, which department is responsible for which task, what materials are needed and what are the resource costs?

10. Status Report Spreadsheet

Knowing where you are at any particular point in the project life cycle is how you manage time and costs. Our free status report template is a great tool to track your progress and stay on schedule.

This free status report template is made up of five sections: project information, project status summary, project health, risk management overview and a conclusion that includes recommendations for the future.

A status report is a cornerstone of tracking your work. It’s used in project management and work management alike because it gives managers a picture of their planned vs actual progress. It’s also a powerful tool when presenting to stakeholders.

11. Risk Tracking Spreadsheet

No matter how well-planned your work is, there are unknowns that can impact your progress. Use ProjectManager’s free risk register spreadsheet to help you plan for risks in your work.

This free risk register for Excel has columns to ID the risk to make it easier to track. There’s a column to describe the risk and explain how it’ll impact the work you’re doing if it goes from a risk to an actual issue.

For each risk you identify on the template, you can add a risk response, which is the response you’ll take if the risk actualizes. You can also note the risk level. Then, if you’re working in a team, you can assign the risk so that the team member is responsible for identifying and rectifying it.

12. Change Tracking Spreadsheet

Download ProjectManager’s free change tracking spreadsheet for Microsoft Excel to manage change when it impacts your work management. It’ll help you control change so it doesn’t make you spend too much overtime or incur additional costs.

A change log Excel spreadsheet is one of the most important Microsoft Excel templates we offer. It’s a spreadsheet template that captures change when it happens. You can number changes for better tracking and note when the change first came up and who discovered or requested it.

You can then prioritize the change, and you or a team member can take ownership to see it through to completion. The Excel spreadsheet tracks the change from discovery to recovery and ensures that no change order is lost in the cracks.

13. Time Tracking Spreadsheet

There’s no better template to track the time you spend on your tasks than with ProjectManager’s free time tracking spreadsheet. This timesheet is great for you or team members to record the amount of time spent on work.

This timesheet Excel spreadsheet template has space for your name or the name of the employee, their department, supervisor and hourly rate. The template collects their hours, such as their start time and end time for their workday. There’s even a place to add overtime and lunch.

Then, the total for the week is added and multiplied by the pay rate to show the total amount the employee is owed. Finally, there’s a line for the employee to sign and the supervisor to look it over and sign it, if accurate.

14. Bug Tracker Template

The QA process is ideal for an Excel tracking template. When a problem is identified in a software product, a bug report is generated and sent to developers. They follow the instructions therein to fix the problem. This process is tracked by the free bug report template for Excel. It tracks one bug at a time to avoid confusion and make sure that the issue is resolved before the product is delivered to the public.

This Excel task tracker does so by collecting all the pertinent information a developer will need to replicate and remove the bug. There’s space to add a summary, screenshot and define the environment in which the bug occurred. There’s also bug tracking to define the severity and priority of the problem.

15. Project Update Spreadsheet

Regular project update meetings keep everyone aligned on progress, risks and upcoming priorities. They provide a space to celebrate recent wins, surface challenges early and ensure stakeholders are able to keep track of how timelines and scope are evolving. These touchpoints improve accountability because every owner knows what is expected next. By sharing updates consistently, teams reduce confusion, strengthen decision-making and maintain momentum all the way to project completion.

This project update template for Excel captures status insights in a clean, structured way. It includes sections for key accomplishments, completed work, upcoming tasks and milestone tracking so updates remain clear and focused. RAG indicators help quickly show what’s on track and where attention is needed. Budget, schedule, scope and quality summaries provide executive-level visibility at a glance. With space for risks, change requests and comments, this template ensures every update is thorough, actionable and easy to reference later.

16. Multiple Project Tracking Spreadsheet

When you’re managing a portfolio or program, you have to monitor all your projects in one place to make insightful decisions as to how to allocate resources. Using our free multiple-project tracking template for Excel gives you a high-level overview of every project for which you’re responsible.

Once you download the free Excel template, you’ll find it’s formatted with three projects, one stacked on top of the other. You can copy and paste to add as many projects as needed. You can also add columns if you need to track something not already on the template.

Each project spreadsheet allows you to list all the project tasks by name and description, as well as if they’re dependent on another task. There’s space to add who’s assigned to each task. Each task has a start and planned end date, and planned cost, with an actual end date and actual cost to help you track the project.

17. Issue Tracking Spreadsheet

Issues are problems that arise while executing your project. These issues must be quickly identified and resolved to keep the project on schedule and within its budget. With our free issue-tracking template for Excel, you have the tools to monitor the progress of resolving those issues.

The free template is ideal to capture risks, which become issues if they in fact show up in your project. When they do, you already have them described in the template and what their potential impact is. Next, you can define its priority, from low to critical, which helps you determine which risks need your immediate attention.

There’s also a place to note the date the issue first was discovered and when it was closed, as well as the team member who’s responsible for resolving it. Finally, the free template states the department that’s handling the issue and there’s a column to note its status when tracking the issue.

18. Operating Budget Tracking Spreadsheet

Tracking costs is critical to keeping a business operating. An operating budget is used to forecast revenue and expenses over a period of time. Download the free operating budget template for Excel to create an accurate operating budget.

Managers can use this Excel tracker template at the end of each month to see if the actual results match the figures forecast in the operating budget. It can also help to go back over the month or quarter and see if sales were correctly predicted. Managers can analyze financial results and adapt to changing business conditions.

The free template tracks income and expenses, identifies cost drivers and helps to show where there is room for cost efficiency and greater profitability.

19. To-Do List Template

Everyone has work to do, and getting that work done efficiently requires task management. At its most basic, that means having a list of your tasks. It’s the first step to getting organized. That’s where our free to-do list for Excel comes in handy.

A to-do list is a simple but highly effective tool. Simply list the tasks you’ve been assigned or you can even use it for household chores. Next, you’ll want to give each task a start and due date. This is the duration or timeframe in which you want the work completed.

Now, you’ll want to track your progress. The free to-do list template shows the percentage complete for each task. It’s a satisfying feeling to see the cell move from 25 percent to 100 percent. Then there’s a column to note the progress. Before you know it, your work is done.

20. Action Log Spreadsheet

An action log is a simple but powerful tool for keeping track of follow-up items that emerge during meetings and project reviews. It records what needs to be done, who is responsible, and when each action must be completed. By prioritizing tasks and monitoring progress, teams avoid delays, miscommunication and forgotten commitments. This level of visibility promotes accountability across departments and ensures that essential work keeps moving forward toward project goals.

This action log template for Excel organizes every action into a clear structure, including ownership, priority level, expected duration and planned start and finish dates. Status updates show whether an item is not started, in progress or completed, making it easy to track progress during check-ins. With all key details in one place, project managers can identify overdue actions early, shift resources when needed and maintain momentum between meetings—even on fast-moving initiatives.

21. Inventory Tracking Template

If you’re a manufacturer or have a company with which you carry stock that you need to run your business, then you need our free inventory template for Excel. Use it to prevent production delays by keeping track of what you’re warehousing.

Use this free template to record the level of your inventory and track its turnover. First, each line is numbered to make it easier to find the item you want. Then the item is listed and described, with the unit price noted and the quantity you have in stock.

Now you can calculate the inventory price, which is the unit price multiplied by the number in stock. This Excel spreadsheet template does this automatically. There’s a column to note whether you need to reorder, what level to reorder, how long it takes to restock and what that reorder quantity should be.

22. Progress Report Template

Project reports are essential for a number of reasons. One, they help you monitor your progress and performance, and two, they’re a great tool for keeping stakeholders updated. Our free progress report template for Word captures an overview of the activities and tasks that occurred over a specific period.

The free progress report is broken up into a number of different sections. There’s a summary, which provides a quick overview of what’s to follow, including pertinent data, such as the project scope, schedule, cost and risk for the time period being reported on.

Then there’s a section in this Excel spreadsheet template that goes over the tasks that have been executed over a period of time covered in the report. There’s space to note the status of tasks that aren’t yet completed and a section to list issues, talk about the budget and more. It’s a great way to capture a snapshot of the project in time.

23. Punch List Template

Construction project management can’t deliver a project until everything is completed properly. To ensure that the work is done as planned, the crew does a walkthrough and adds any incomplete or incorrect work to a punch list.

To keep track of that last-minute work, download this free punch list template for Excel. Property owners are often contractually allowed to withhold the final payment until the punch list is completed. Using this task tracker for Excel ensures the general contractor gets paid and the client is happy with their work.

The punch list template will avoid miscommunication between contractors, subcontractors, architects, builders, et al. This document is collaborative and that means better productivity. All the information necessary for the work is collected on the template, from a description and who’s assigned to task dates and status.

24. Work Schedule Template

Need help managing your human resources or operations planning? Check out our free work schedule template for Excel. This free template lists all your employees and their working hours, including responsibilities, over a day, week or month.

Use the work schedule template to keep your employees productive and help with tracking your resource utilization and scheduling. You can also use it to prioritize tasks and balance your team’s workload, which leads to greater productivity and happier employees.

Our free spreadsheet template has a weekly and monthly work schedule. Both list your employees, their tasks, which project they’re working on and then their hours, either day-by-day or over the course of a month. This will help most organizations and even long-term projects.

25. Workload Analysis Template

Beyond tasks, costs and time, one of the essential metrics to track is workload. Workload tracks resource allocation. Using an Excel tracker template to calculate workload is going to help teams work more efficiently and avoid burnout. Download this free workload analysis template for Excel to manage the project workforce. It identifies the amount of work that must be done and determines how to balance that workload evenly across the project team.

Using this Excel task tracker ensures that the team is working at capacity and no one is overallocated or underutilized. This delivers the best possible performance and highest-quality deliverables.

26. Payment Tracking Spreadsheet

Keeping track of payments received is essential for maintaining healthy cash flow and avoiding missed revenue. Businesses that organize invoices and payment activity can quickly identify overdue balances, monitor customer payment behavior, improve financial visibility and reduce accounting errors that affect daily operations.

Designed to centralize payment activity in one place, this payment tracking spreadsheet records invoice details, customer information and payment amounts while calculating remaining balances automatically. Teams can monitor paid, partial and outstanding transactions, compare payment methods and maintain a clear record of incoming revenue without sorting through multiple invoices.

27. Job Tracking Spreadsheet

Tracking jobs is critical for job-based businesses because work often moves through multiple stages, teams and deadlines simultaneously. Construction contractors, maintenance providers and manufacturers use job tracking to monitor progress, assign responsibilities, control costs and prevent work from slipping behind schedule.

Built to improve visibility across active work, this job tracking spreadsheet captures job descriptions, assigned personnel, schedules, priorities and completion status alongside labor and material costs. Managers can follow work from request through completion, compare planned dates against actual performance and identify jobs requiring attention.

28. Cash Flow Tracking Spreadsheet

Monitoring cash flow is essential because businesses need enough available cash to cover expenses, pay employees and support daily operations. Consistent tracking helps organizations understand where money is coming from, where it is being spent and whether future financial obligations can be met.

Created to organize financial activity across a timeline, this cash flow tracking spreadsheet records monthly inflows and outflows while calculating beginning balances, net cash movement and ending cash positions automatically. Teams can compare revenue sources against operating expenses, evaluate trends and forecast future cash availability.

29. Asset Tracking Spreadsheet

Tracking assets is essential because businesses rely on equipment, vehicles, tools and technology to operate efficiently. Equipment-heavy industries such as construction, manufacturing and logistics use asset tracking to monitor utilization, control costs, reduce losses and make informed maintenance and replacement decisions.

Created to organize both operational and financial information, this asset tracking spreadsheet records asset details, locations, ownership and status alongside purchase data and depreciation values. Teams can monitor equipment throughout its lifecycle, maintain visibility into asset performance and keep important records accessible in a single place.

30. Corrective and Preventive Actions Tracking Spreadsheet

Documenting and tracking corrective and preventive actions is important because unresolved issues often create repeated errors, quality problems and operational disruptions. Organizations use structured tracking to identify root causes, assign responsibility, implement solutions and prevent the same issue from occurring again.

Built to manage issues from identification through resolution, this corrective and preventive actions tracking spreadsheet captures issue details, root causes, corrective measures and preventive actions while monitoring ownership and progress. Teams can document verification results, track approvals and maintain a historical record of improvement efforts.

31. Project Documentation Tracking Spreadsheet

Creating and tracking project documentation is important because projects generate information that guides decisions, responsibilities and execution activities. Teams rely on organized records to maintain visibility, support collaboration, reduce confusion and ensure important documents remain accessible throughout the project lifecycle.

Built to centralize project records in one location, this project documentation tracking spreadsheet organizes documents by project phase while tracking ownership, status and update history. Teams can maintain visibility into document progress, locate files quickly and monitor whether important project records are complete and current.

32. Milestone Tracking Spreadsheet

Milestones are significant points in a project timeline used to measure progress toward major objectives or deliverables. Tracking milestones is important because project teams use them to monitor performance, verify completion targets, identify delays and keep execution activities aligned with planned schedules.

Created to provide a visual view of project progress, this milestone tracking spreadsheet combines milestone details with a timeline chart that displays key project events over time. Teams can record target dates, assign priorities, track completion percentages and quickly identify upcoming milestones and schedule changes.

Use ProjectManager to Track Time, Costs and Tasks Better Than Excel

Templates and Excel spreadsheets for tracking are great, but as noted, they can only do so much. ProjectManager is online work management software that connects everyone, no matter where they work, what time, department or skill level. It does so in real-time to ensure that everyone is collaborating and working on the most recent data.

Automatically Fill Out Timesheets

Take timesheets, for example. Instead of having your employee fill out the timesheet, ProjectManager’s timesheets autofill their tasks and update the time they’ve spent. This streamlines payroll but also offers a window into tracking the time they spend on their tasks. That way, you know if they’re meeting their quota. Once submitted, timesheets are locked and secure.

Work the Way That Suits You

Multiple project views allow everyone on the team to work how they want. Managers can plan ahead on Gantt charts that show all their tasks on a timeline. The duration bar that connects each task’s start and end dates automatically shows progress based on how much of it is shaded. Teams can use task lists, kanban boards or calendars if they prefer, all of which are updated and show progress. No tool is more flexible for planning and tracking work.

Generate One-Click Reports in Seconds

Tracking time, costs and more is easy with ProjectManager’s one-click reports. Get status reports, reports on tasks, timesheets, expenses and more. These reports take complicated data and turn it into insightful and easy-to-read reports to monitor progress and more. Reports can also be filtered to see only the data you want and then shared to keep stakeholders updated.

Related Excel Project Management Content

While Excel is not a project management software, it can still be a very helpful for managing various aspects of your projects. That’s why we’ve created dozens of blogs, templates and guides to help you use Excel for project management.

• Essential Excel Report Templates
• Free Manufacturing Excel Templates
• Free Excel Construction Templates
• Free Word & Excel Templates for Business
• How to Create a Project Timeline in Excel (Free Template Included)
• How to Make a Gantt Chart In Excel Step-By-Step (Template Included)
• Project Management Templates for Google Sheets
• 14 Plantillas de Seguimiento de Tareas, Costos y Tiempo para Excel
• 14 modèles de suivi des tâches, des coûts et du temps pour Excel

ProjectManager is award-winning project management software for teams. Our real-time tool tracks time, costs and more to ensure you’re always on schedule and never spending over your budget. Join the 35,000+ people using our software to track tasks, cost and time. Get started with ProjectManager free today.

The post 32 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time appeared first on ProjectManager.

What Is the Scope of a Project?

The scope of a project defines all the work required to complete it, including deliverables, tasks, boundaries and objectives. It clarifies what is included and excluded, sets expectations for stakeholders and guides planning and execution. A well-defined project scope helps control costs, manage resources and prevent misunderstandings throughout the project lifecycle.

You can use a work breakdown structure (WBS) to help you identify the individual project tasks, activities and deliverables. Then you’ll need a scope statement, which is a project planning document where you define the scope of your project.

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Project Scope Template

Use this free Project Scope Template for Word to manage your projects better.

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What Is Scope Creep? Meaning and Definition

Scope creep is a project management risk that refers to the uncontrolled expansion of a project’s scope after work has begun, usually due to changes made to the initial plan without the oversight of the project management team. This results in work being added without proper approval or adjustments to time, cost or resources.

Such changes affect the project schedule, budget and resource allocation and can compromise the completion of milestones and goals. In many cases, scope creep causes the project to fail due to insufficient resources, time constraints and budget depletion.

While unmanaged changes are the primary driver, scope creep can also result from unclear or incomplete requirements, poor initial scope definition or a lack of governance and change control processes. Because of these and other causes, scope creep is one of the most common project management risks, affecting projects across industries, sizes and levels of complexity.

ProjectManager is award-winning software with robust Gantt charts that help managers avoid scope creep. Our Gantt chart is easy to use and shows the whole project, from start to finish, on a timeline. You can link all four task dependencies to avoid bottlenecks. Then set a baseline and capture your planned schedule to compare it to your actual progress in real time. When there’s an issue, simply reallocate your resources to stay on track. Get started with ProjectManager today for free.

10 Main Causes of Scope Creep

Scope creep is a risk that’s inherent to any project and it can occur for many different causes. Here are some of the most frequent reasons why projects are affected by scope creep.

1. Poorly Defined Project Scope

A poorly defined scope for a project can make it difficult to determine the project’s scope or keep it focused. This can happen when a project’s statement of work is vague or incomplete and lack timelines, objectives and terms of reference.

2. Unsupervised Changes to the Project Plan

Making changes to the project plan without using change control methods will lead to scope creep. A change request can also lead to scope creep, too. That’s because changes impact the project timeline, budget, costs and resource allocation.

3. Unrealistic Project Schedule

Not taking the time to understand how much time a project will take is going to create scope creep. Projects always take longer than anticipated because of stakeholders adding more deliverables or other issues pushing back deadlines. The most control occurs when a realistic project schedule has been made by knowing the tasks needed to complete the project and their duration, the project schedule is aligned with resource capacity and task dependencies are identified.

4. Subpar Project Execution

Project teams can either take too long to execute tasks, in which case they might produce deliverables that don’t meet the acceptance criteria. Badly executed tasks might generate additional work. Poor task prioritization, lack of communication and uncontrolled changes can all play a part in why a project is poorly executed.

5. Absence of Project Controls

In most cases, the absence of project control measures results in teams drifting away from the project scope baseline for a variety of reasons. Project managers must establish procedures or use tools like project management software to keep a close eye on the team’s progress and project KPIs.

6. Lack of Stakeholder Alignment

When stakeholders are not aligned on project objectives, priorities or deliverables, conflicting expectations can emerge during execution. This often leads to new requests being introduced to satisfy different stakeholders, expanding the scope. Clear communication and early agreement on goals are essential to prevent misalignment from driving unnecessary changes.

7. Inadequate Requirements Gathering

Incomplete or poorly documented requirements make it difficult to define what the project should deliver. As gaps are discovered during execution, teams are forced to add new tasks or features to meet expectations. A structured requirements gathering process helps ensure that all needs are captured before work begins.

8. Weak Change Control Processes

Without a formal process to evaluate and approve changes, project teams may implement new requests without assessing their impact. This leads to uncontrolled additions to the scope. Establishing a clear change control process ensures that all changes are reviewed, approved and properly integrated into the project plan.

9. Overly Optimistic Budget Estimates

Underestimating project costs can create pressure to adjust deliverables or add workarounds during execution. As teams attempt to meet expectations within limited resources, additional tasks may be introduced, expanding the scope. Accurate cost estimation helps align the project scope with available resources from the start.

10. Poor Communication Across Teams

Breakdowns in communication between team members, departments or stakeholders can result in misunderstandings about project requirements. These gaps often lead to rework or the addition of new tasks to correct mistakes. Consistent and clear communication helps maintain alignment and prevents unnecessary scope expansion.

Scope Creep Examples

Once one understands what scope creep is and how it can affect a project, as well as the reasons it happens, it can still be helpful to illustrate what scope creep looks like in a few industries. Here are some scope creep examples in construction project management, manufacturing and IT.

Construction Project Scope Creep Example

Acme Builders was contracted to construct a three-story multi-family residential building with a fixed budget and a 10-month schedule. The scope included structural work, plumbing, electrical systems and interior finishes. Work had already begun when the client informally requested the addition of a fourth floor without revising the contract, budget or timeline.

Despite the project manager’s concerns, the change was implemented directly through the site team without formal approval. This introduced new structural requirements, additional materials and extended labor, disrupting the original plan and creating immediate cost and scheduling pressures.

Original Scope and Budget

Expanded Scope After Scope Creep

Manufacturing Project Scope Creep Example

A to B Manufacturers planned to produce a standard phone case with a streamlined design and low production cost. The scope included material sourcing, mold design and a three-week production cycle. Just before production began, the executive team instructed the engineering team to add a belt clip feature without adjusting the production schedule or budget.

The change bypassed formal review and required redesigning the mold, sourcing new materials and modifying assembly processes. Because the change was implemented immediately, it disrupted procurement timelines and increased production complexity.

Original Scope and Budget

Expanded Scope After Scope Creep

IT Project Scope Creep Example

A software development team was assigned to deliver a web-based application within three months. The original scope included user authentication, a dashboard and reporting features. During development, the project sponsor began introducing new features such as real-time notifications and third-party integrations without adjusting the schedule or prioritizing requirements.

Although some changes were documented, many were implemented informally through direct communication with developers. This led to scope expansion without proper re-baselining, increasing workload while keeping the same delivery deadline.

Original Scope and Budget

Expanded Scope After Scope Creep

How to Avoid Scope Creep

Don’t let the scope creeper cripple your project. Here are seven actions that will help avoid scope creep, or at least prevent it.

1. Document the Project Requirements

The most important thing to avoid scope creep is to document your project requirements. A clear definition of the project requirements allows you to define the scope of your project. Talk to all the project stakeholders and users to work out exactly what they want from the project. Write it down. Manage conflicts. Say one stakeholder wants their new website to be blue and a client wants it to be green, find someone to arbitrate and make a final decision. Prioritize requirements, as it may not be possible to do them all.

It can be time-consuming to record everything the stakeholders say, but once you have done so, capture all the requirements in a document. This document is known as a requirements management plan, and it should contain all the information needed to manage the project requirements such as how they will be tracked and the process to change them. Share that document online so everyone can easily see it.

2. Make a Project Scope Statement and Establish a Scope Baseline

A project scope statement is a document that defines a project’s boundaries and summarizes the work that will be done. This internal document guides participants in the project and provides clarity to the work. It includes objectives, deliverables, deadlines, constraints, assumptions and exclusions.

At this point, establish a scope baseline by creating a work breakdown structure (WBS) to visualize deliverables for the project. Use the scope statement to break down tasks and subtasks. Create a scope management plan to monitor the project. Create a change management plan to control change. Then create a schedule, scope and cost baseline to capture that data and compare it to the actual effort when executing the project to stay on track.

3. Make a Scope Management Plan

The scope management plan is a component of your project plan that describes how the scope of your project will be established and controlled. This document includes your work breakdown structure, scope statement and the process by which the scope will be approved by stakeholders as a baseline for your project.

The scope management plan helps project managers make sure that stakeholders understand the project scope baseline, and how changes to it will affect the overall project management plan.

4. Create a Change Management Plan & Set Up Change Control Processes

The requirements document is only a starting point. What happens when someone wants to change something?

It is unrealistic to think that nothing will change. What you need to prevent scope creep is managed, controlled change on your project. For that, you’ll need a change management plan that defines the procedures of the change control process that must be followed when the project plan needs to be changed. In most cases, project managers need to adjust the schedule, budget and scope.

At a minimum, you should use a change request form to control changes made to your project scope. A change control process is very straightforward. Essentially, someone suggests a change via a change request, it is reviewed, approved or rejected and if it is approved, then incorporated into the project plan. Use a change log to keep track of all these changes.

5. Create a Realistic Project Schedule

Use your stakeholders’ requirements to determine your project scope. Then you can use a work breakdown structure (WBS) to create a detailed task list. The project schedule is the result of knowing what your project will deliver; it should show all the requirements and how they will be achieved, in the form of tasks, activities and milestones. This is commonly made on a Gantt chart.

You can cross-reference your project schedule against your requirements management plan document to ensure you have not forgotten anything. Once you have outlined the schedule, make sure you have planned for some contingency. As noted above, change does happen. Project scope creep only occurs if changes were not handled as defined in your change management plan.

6. Verify the Project Scope with the Stakeholders

It’s important to check that you have properly understood the stakeholder requirements. What you think the project sponsor means about the project deliverables might not be what he or she meant. Often people talk at cross purposes without realizing it. Take the time to go back to your stakeholders such as clients, investors or project sponsors and share the requirements documentation with them. You can also show them your project schedule and ensure that all the elements they expected to see are represented in the task list.

You may find that they’ve changed their mind about things like product features, or delivery times. It’s important to make sure that you adjust your project plan early during the planning process to mitigate the risk of scope creep, rather than finding out later once the project has started.

You can also use these discussions to talk to your sponsor and stakeholders about the change control process. Explain how you will manage changes to the project plan and what approval you will need from them to proceed. This is a useful moment to remind them that they can have pretty much whatever they want – if they are prepared to pay for it and for the project to take longer if they include new requirements!

If the stakeholders are “too busy” to want to get detailed with the schedule at this stage, gently remind them what stage you’re in. Sometimes, poor communication means key stakeholders were not informed of what the requirements-gathering process ended!

7. Engage the Project Team Members

When your project stakeholders are happy, don’t neglect to make sure your project team members are happy as well. They need to know about the change control process, and how it will affect them. They need to be guardians and protectors of the project scope, not agents of change.

Sometimes project team members want to be helpful and will agree to change something without applying the formal change management process. Explain that they cannot say yes to changes without the change being approved because that would affect the project plan and could cause scope creep. If they want to help a stakeholder, the best thing to do is to explain the change control process and offer to help with documenting the change.

Scope creep is a real problem on projects, especially when the project manager, the team and the stakeholders don’t understand the impact that changes can have on the resources, the budget and the schedule. Fortunately, it does not need to be a major issue if you are clear about the initial project scope and you carefully manage changes to your project plan during the lifecycle of your project.

How to Manage Scope Creep

If scope creep is already occurring, it’s important to act quickly before it affects the project budget or schedule beyond repair. If that’s the case, here are some general steps that can be taken to assess the impact of scope creep and get projects back on track.

Measure the Impact of Scope Creep in the Project Schedule and Budget

Refer to the original project scope, schedule and cost baselines. These will show the expected duration, cost and tasks to be completed if everything went according to plan. Then measure the time and costs spent on the unnecessary tasks caused by scope creep and, based on that, determine the impact of scope creep.

Communicate with Stakeholders Early and Re-Baseline the Project

Early communication with stakeholders helps to manage scope creep by making sure that they understand the project’s scope and purpose. This keeps teams focused on the project’s intended outcomes and reduces the changes of scope creep. Therefore, communicating with stakeholders should be done early and throughout the project.

As for re-baselining the project, it reminds stakeholders of the project’s scope and what was included in it. This helps the project team realign on the project’s requirements.

Use the Project Schedule Compression Technique

Scope creep is a problem that will build up until it wipes out the project like an avalanche. It’s important that the project manager quickly informs project stakeholders of the additional costs and delays that will be expected to get approval on a new project scope, schedule and cost baseline.

Project Fast Tracking

Fast-tracking involves changing a project’s schedule so that tasks are completed at the same time or concurrently instead of one after the other. This only works if the tasks aren’t dependent. This technique allows teams to finish a project in time using the same resources by executing tasks in parallel as long as dependencies allow it.

Project Crashing

Another project schedule compression technique is project crashing. Project crashing is used to speed up a project’s timeline by adding more resources. The goal of project crashing is to complete the project on or before its scheduled deadline without changing the scope. This can involve adding more team members to a task, paying a premium for faster results, adjusting task sequences and limiting the scope to reduce time spent on tasks.

Focus on the Project Critical Path Activities

Some organizations might just allocate additional resources to speed up the completion of projects, even after scope creep. But focusing on the critical path activities is another viable option for overcoming scope creep, as it identifies the essential tasks that must be completed on time to deliver a successful project. Let’s say a construction firm is delivering a big contract for an important client. It’s better to incur some costs from bringing additional labor and machinery into the site than failing to finish by the due date and reducing its chances in future bidding processes.

Consult the Risk Management Plan

In case scoop creep occurs, it’s advisable to review the project risk management plan. The project’s risk management plan is a document that establishes the strategies, roles, responsibilities and funding for risk management. In simple words, it’s a plan that contains all the information you need to prevent and mitigate risks like scope creep.

Scope Creep Explained by a Certified Project Management Professional (PMP)

Project managers are always on the lookout for scope creep, yet it remains a persistent risk that can affect any project at any time. This video features a project management professional (PMP) who shares seven practical ways to mitigate scope creep before projects derail.

In the video above, Jennifer Bridges, PMP, offers this short tutorial on how to avoid scope creep in your projects. She provides planning techniques that can be applied to manage the project as planned as well as manage changes. She outlines seven ways to prevent and deal with scope creep:

• Define the scope
• Log the changes
• Re-baseline
• Request more funding and/or resources
• Watch for signs
• Set Priorities
• Avoid the traps

It’s important to note that sometimes the cause of scope creep is your resources (this article will help you determine when your team is out of control). Who is making problems in your project causing scope creep? They could range from team members to stakeholders. You can use the same planning techniques outlined above to help manage them.

Pro-Tip: Remember to keep an eye on yourself, as well! As a project manager, you want to ensure that you’re not the one extending the scope by adding additional features and requirements. Developing a collaborative team free to discuss and share impacts to the project, is the best way to support the project.

The video goes into greater detail on all these points. It’s a good primer that addresses an important obstacle on the road to the successful completion of your project.

How ProjectManager Curbs Scope Creep

Managing scope creep is a bit like managing a project. You have to control a lot of pieces and make them come together, like a puzzle. ProjectManager is award-winning project management software that organizes projects and teams to keep you on schedule. With our award-winning software, a project manager can prioritize these changes and assign the work to team members, and when a change is approved, someone can get to work on it immediately.

When changes are suggested by stakeholders, you need to capture them. Our software has unlimited file storage, so detailed records can be saved in one place. Once you’ve got the requirements, you need to share them, which is just a click away with our software.

When a change comes up, adding controls is the best way to make sure that scope creep doesn’t occur. To do this, we have kanban boards that visualize the workflow. Columns are fully customizable, so you can create ones that are titled doing, testing and done. Now you can track each request and make sure it’s not negatively impacting the larger project.

If the change makes it to the done column, then it’s time to create a project schedule to implement that change into the project timeline. Just as you do on your project plan, you want to schedule the work on one of our online Gantt charts. At this point, you can set up tasks, link dependencies and assign team members to do the work.

Before you can execute that project plan, stakeholders have to see it and approve it. Luckily, it’s simple to share your Gantt charts with your stakeholders to get their thumbs-up. Then, you can share the plan with the team and prioritize your tasks so your resources match your capacity. Keep scope creep at bay with ProjectManager!

• ¿Qué es scope creep en la gestión de proyectos?

If you’re looking for project management tools like Gantt charts, Kanban boards and project calendars to manage projects from start to finish and keep scope creep under control, then try ProjectManager, online project management software. It has the tools your team needs to communicate and collaborate in real time. Get started for free. 

The post What Is Scope Creep In Project Management? appeared first on ProjectManager.

What Is a Break Even Analysis?

A break even analysis is a financial technique used to identify the breakeven point at which total revenue equals total costs. It compares fixed costs and variable costs against sales, price per unit and cost per unit to determine the number of units sold required to avoid a profit loss. By using contribution margin, unit contribution margin and contribution margin ratio, the analysis shows how each sale contributes toward covering costs.

Break even analysis is a flexible financial tool that applies far beyond a single use case. Organizations use it across products, services, projects and strategic initiatives to test assumptions, compare options and manage risk. From early planning to ongoing review, it adapts to different industries, cost structures and sales models without losing relevance or clarity for leaders and teams alike.

Within project management, break even analysis plays a strategic role in evaluating feasibility and financial risk. It helps project managers assess whether expected sales volume can realistically cover fixed and variable costs, validate pricing assumptions and understand how changes in total revenue affect outcomes. This insight supports better planning, clearer stakeholder discussions and more informed go or no-go decisions.

ProjectManager has built-in tools to make a break even analysis simple and stress-free. Our integration with Acumatica provides a two-way connection between project and ERP systems to sync operational and financial data. Our Gantt chart also provides a live look into resource costs, making it easy to see how schedule changes impact your cost projections. Get started with a free 30-day trial.

Break Even Analysis Formula

The break even analysis formula translates cost and pricing data into a clear financial threshold. It shows how many units must be sold for total revenue to fully cover total costs, helping managers understand the relationship between fixed costs, variable costs, sales volume and financial viability before profits appear.

• Fixed costs: Expenses that remain constant regardless of units sold.
• Variable costs: Costs that change directly with production or sales volume.
• Price per unit: The amount charged for each unit sold.
• Cost per unit: The variable cost associated with producing one unit.
• Unit contribution margin: Revenue per unit minus variable cost per unit.

Break Even Point (Units) = Fixed Costs ÷ (Price per Unit − Cost per Unit)

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Break Even Analysis Template

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Who Is Responsible for Break Even Analysis?

Break even analysis is a shared responsibility that sits between business leadership and project execution. Strategic teams focus on pricing, sales and financial targets, while project management translates those assumptions into cost structures, schedules and delivery constraints. Only by combining both perspectives can organizations produce realistic, decision-ready break even insights.

• Executive leadership: Sets profitability expectations, approves pricing strategy and uses break even results to decide whether a project aligns with broader business objectives and acceptable financial risk.
• Finance managers: Calculate fixed costs, variable costs and contribution margin figures, ensuring assumptions are accurate and consistent with accounting standards and historical financial performance.
• Strategic planning teams: Analyze sales volume scenarios, total revenue targets and margin ratio impacts to assess long-term viability and competitive positioning.
• Sales leadership: Provides realistic units sold forecasts, validates price per unit assumptions and confirms whether projected sales targets are achievable in current market conditions.
• Project managers: Translate financial assumptions into project budgets, timelines and resource plans, ensuring delivery constraints align with the breakeven point expectations.
• Cost estimators: Define cost per unit and variable cost drivers, refining estimates as scope, materials or labor assumptions change during planning.
• Program or portfolio managers: Compare break even outcomes across multiple projects to prioritize investments and balance financial exposure at an organizational level.
• Operations managers: Assess whether operational capacity, staffing and processes can support the required sales volume without inflating total costs beyond break even thresholds.

When to Conduct a Break Even Analysis

Timing matters just as much as accuracy when applying break even analysis. Organizations rely on it at moments where financial commitments increase and uncertainty narrows available options. Whether shaping strategy or refining execution, this analysis helps leaders understand how costs, pricing and sales expectations interact before decisions become difficult or expensive to reverse.

• Launching a new product or service
• Evaluating the financial viability of a new project
• Setting or adjusting pricing strategies
• Comparing alternative project delivery approaches
• Assessing the impact of increased fixed costs
• Analyzing changes in variable costs or cost per unit
• Planning sales volume targets and revenue goals
• Deciding whether to scale operations or production
• Reviewing project performance after scope or cost changes
• Supporting go/no-go investment decisions

Related: 12 Free Business Planning Templates for Excel & Word

Why Is a Break Even Analysis Important? Key Benefits

Understanding where financial balance is achieved gives organizations a powerful decision-making advantage. Break even analysis helps businesses of all sizes evaluate risk, clarify financial expectations and avoid committing resources blindly. By revealing how costs, pricing and sales interact, it supports smarter planning, more confident investment decisions and stronger alignment between strategy and execution across projects, products and operations.

• Clarifies financial viability: Shows whether projected sales can realistically cover total costs before profits are expected.
• Supports informed decision-making: Provides concrete data for go/no-go, pricing and investment choices.
• Improves cost awareness: Highlights the impact of fixed and variable costs on overall performance.
• Reduces financial risk: Identifies break points early, helping organizations avoid unprofitable commitments.
• Aligns strategy and execution: Connects business goals with project-level cost and delivery planning.
• Enhances forecasting accuracy: Strengthens revenue and sales volume projections with realistic assumptions.

How to Do a Break Even Analysis

Executing a break even analysis requires more than plugging numbers into a formula. The process combines financial inputs, realistic assumptions and project context to reveal when costs are recovered and decisions shift from risk containment toward sustainable performance over time.

1. Define the Project Scope

Start by defining the product or project scope clearly. Identify what is being sold, over what period and under which assumptions, ensuring the analysis reflects a realistic launch, delivery model and operational boundaries rather than abstract financial averages alone, theoretical.

2. Identify Fixed Costs

List all fixed costs associated with the project. Include expenses that remain unchanged regardless of sales volume, such as development, salaries, marketing commitments or infrastructure, to establish the baseline financial threshold that must be recovered before any profit can exist.

3. Determine Variable Costs per Unit

Determine variable costs on a per-unit basis. Focus on expenses that increase with each unit sold, such as materials, support or transaction fees, so cost per unit accurately reflects the true marginal cost of delivery for each additional sale made.

4. Set the Price per Unit

Set a realistic price per unit based on market conditions. Pricing should align with customer expectations, competitive positioning and value perception, as even small price changes can significantly shift contribution margin and the breakeven point across projected sales volumes.

5. Calculate the Unit Contribution Margin

Calculate the unit contribution margin using price and variable cost data. This figure shows how much each unit sold contributes toward covering fixed costs and is the foundation for determining the break even point within the defined project financial structure.

6. Calculate the Break Even Point

Apply the break even formula to calculate the required sales volume. Dividing fixed costs by the unit contribution margin reveals how many units must be sold before total revenue equals total costs under current assumptions, pricing, costs and demand conditions modeled.

7. Analyze Results and Scenarios

Review results and test alternative scenarios. Adjust pricing, costs or sales assumptions to understand sensitivity, identify risk and support informed decisions before committing resources or finalizing the project business case and aligning expectations across stakeholders, strategy, execution timelines and funding.

Related: 20 Best Resource Management Software of 2026 (Free & Paid)

Break Even Analysis Template

Conducting a break even analysis for a business idea or a project can be overwhelming, especially for beginners, which is why we’ve created a free break even analysis template for Excel, which automates the calculations required to implement the break even analysis formula. Simply enter the variables and the Excel formulas will help you calculate the profitability of your initiative.

Break Even Analysis Example

Company XYZ plans to launch a new subscription-based software feature and must evaluate its financial feasibility before moving forward. To do this, the organization conducts a break even analysis to understand how pricing, costs and sales volume interact. Fixed project costs include development, marketing and onboarding efforts, while variable costs are tied to customer support and platform usage.

By calculating the unit contribution margin and identifying the breakeven point, management can estimate how many subscriptions must be sold to cover total costs. This analysis helps decision-makers assess risk, validate assumptions and determine whether demand justifies proceeding with the product launch.

Free Related Business and Project Management Templates

We’ve created over 100 free business and project management templates for Excel, Word and Google Sheets. Here are some that can help when conducting a break even analysis.

Cost-Benefit Analysis Template

This template helps organizations compare expected benefits against associated costs, making it easier to evaluate value, prioritize initiatives and support objective decision-making before committing resources to a project.

Feasibility Study Template

Use this template to assess technical, financial and operational feasibility, ensuring proposed projects are realistic, aligned with strategic goals and capable of delivering expected outcomes within defined constraints.

Cost Breakdown Template

This template organizes project costs into clear categories, improving visibility into spending drivers, supporting accurate estimates and helping teams monitor cost performance throughout the project lifecycle.

How ProjectManager Helps Deliver Profitable Projects

Utilize a combination of ProjectManager’s built-in resource management features to gather data and construct an accurate break even model. Enter your planned expenses and update them with actuals to see how close you are to your expected breakeven point.

Integrate with Acumatica to Sync Financial Data

ProjectManager’s Acumatica integration is another key way to deliver profitable projects. As the primary use for Acumatica is for finance and accounting teams, executives, department leaders and subcontractors, it’s the ideal platform to oversee customizable budget reports. Use the integration to manage finances, oversee projects with complex schedules, understand resource allocations and more. Watch the video below to learn more.

Custom Resource-Driven Reports

Stakeholders want to be kept in the loop of how projects are playing out, and custom reports are a great way to do so. In a few clicks, you can produce reports that combine costs, resource usage and cash flow data. To take reporting to the next level, use AI Project Insights to analyze and contextualize your project data.

Related Content

• Project Cost Estimation: How to Estimate Project Cost
• Cost-Benefit Analysis: A Quick Guide with Examples
• What Is a Cost Baseline in Project Management?
• What Is a Feasibility Study? How to Conduct One
• Feasibility Report in Project Management

ProjectManager is award-winning software that helps you plan, manage and track resources in real time. We empower teams on a collaborative platform with task and resource management features to keep everyone working together more productively. Get started with ProjectManager today for free.

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There are over 100 free project management templates for Excel and Word available to download right now on our site. They cover every phase of managing a project and can be used across industries. We’ve cherry-picked the best free goal-setting templates and goal-tracking templates and listed them below to help deliver successful projects.

1. SMART Goals Template

Not all goals are created equal. If you set unrealistic goals for yourself or a project, you’re setting yourself up for failure. Instead, be smart. Using a free SMART goals template for Word is the first step to achieving your goals because this goal-setting template ensures that the goals are grounded in reality. Once the goals are set, use this goal-tracking template to ensure you’re meeting your goals.

This is achieved through the simple process of vetting goals. That’s where the SMART part comes into play. This acronym stands for specific, measurable, attainable, relevant and time-bound. The goal-setting template is divided into three columns. The first column is for what each letter in SMART stands for. The second column asks a series of questions to help define that goal as related to a specific SMART goal. Finally, there’s a space for answers. When this process is complete, the goals collected will be specific, measurable, attainable, relevant and time-bound.

2. Strategic Roadmap Template

Setting goals is only the start. Now, those goals must be communicated to the team responsible for executing the individual tasks that will lead to achieving those goals. Using this free strategic roadmap template for Excel is a great visual aid for achieving the goal of disseminating the goal across the organization. This goal-setting template is a powerful tool to deliver long-term strategy, key goals, objectives and outcomes.

Using this free goal-setting template helps lay out all the strategy elements to prepare an organization for moving from where it currently stands to where it wants to be at a future date. Having a strategy and executing it are two points that are very distant from one another. The strategic roadmap template helps fill that gap.

The trouble with this goal-setting template is that it’s not very collaborative. Project management software is more conducive to sharing strategic plans. ProjectManager is award-winning project and portfolio management software that has robust roadmaps that can be shared with teams. More than that, we have resource management, time tracking and task management features that help teams reach those goals. Our robust roadmaps view all projects related to the strategic goal in one place where projects can be filtered to view which are open. The roadmap highlights key metrics for stakeholders, links dependencies, filters for the critical path and sets a baseline to track variance to stay on schedule. Get started with ProjectManager today for free.

3. SWOT Analysis Template

You can’t set goals blindly. Before setting goals, it’s important to understand where an organization stands. Knowing the competitive landscape and how the company fits into it is essential to developing a strategic plan. That’s where a free SWOT analysis template for Word comes in. It’s another acronym, this one standing for strengths, weaknesses, opportunities and threats. Filling out the goal-setting template helps to gather the data necessary to make the next, right move.

This goal-setting template is divided into four quadrants, one for strengths, weaknesses, opportunities and threats. The left-hand vertical axis is divided into two parts, one for external and the other for internal. Across the top axis is a column for positive and another for negative. Then it’s just a matter of placing the information about the company and its competitors into the proper quadrants. This will guide the development of a more impactful strategic plan.

4. Gap Analysis Template

A gap analysis is a tool to gather information that will help build an action plan. The free gap analysis template for Excel is designed to show how an organization can move from its current state to the desired future state. Use this goal-setting template to understand how to hit a strategic or business goal by determining the actions that must take place. Use it for project management, business process improvement and product management.

To use this goal-setting template, first list the focus areas, such as business processes to improve or an HR skill gap. Next, determine the current and future state of that focus area. Then, estimate the gap percentage and list the action items to close that gap (including priority, start and end dates as well as required resources). These action items will be assigned to someone and a status column helps track their progress.

5. To-Do List Template

Once goals are set, then comes the real work. Using this free to-do list for Excel is a task management tool that organizes and prioritizes work to make executing that work more efficient and effective. This goal-setting template collects all the tasks a team member is responsible for and keeps them in one place, which makes it easier to manage. It’s also a goal-tracking template in that it provides a sense of progress as each task on the list is completed.

It’s easy to get started with this goal-setting template. Just list all the tasks assigned to a team member and estimate the duration of each task, which includes the start date and due date. As tasks are being worked on, set the percentage complete with the drop-down menu, which goes in 25 percent increments from zero to 100. Then note the progress and add any notes that don’t fall into the previous columns.

6. Milestones Template

One of the easiest ways to track progress toward your goals is by using milestones. A milestones template maps out the key checkpoints in a project’s lifecycle; major events such as the end of a phase, delivery of a major deliverable or critical approvals. This structure makes it easy to track when important dates are approaching or overdue, coordinate handoffs or phase completions, and communicate critical deadlines with your team or stakeholders.

These milestones mark progress in a clear, visible way, helping teams and stakeholders stay aligned on what’s important and when. By focusing on major achievements instead of every small task, a milestone plan simplifies scheduling, highlights priorities and helps avoid surprises.

7. Progress Report Template

Setting goals without tracking their progress is a loser’s game. One way to make sure that the actual progress is aligned with the planned progress is with this free progress report template for Word. A progress report documents how far a project has progressed against where the project plan says it should be at this point. This goal-tracking template captures a snapshot of the project’s progress within a specific time frame to show if things are moving forward as planned.

This goal-tracking template begins with a summary to show the big picture before diving into the details that follow. Those details include all the tasks that were executed over the period covered in the progress report, any issues that came up and the money spent over that time. There’s also room to list any accomplishments and expected accomplishments that will show up in the next progress report.

8. 5-Year Plan Template

It’s never too early to start setting long-term goals. This 5-year plan template is designed to define your long-term objective and break it down year by year, noting annual end-goals, strategies or processes to get there, required resources and measurable success metrics.

It gives long-term direction, helps prioritize resources and provides a framework for decision‑making over time. With a clear 5‑year plan, everyone understands the vision and can align their efforts to support sustainable growth, avoid chaos, and measure progress against shared objectives.

9. Status Report Template

Another goal-setting template is the free status report template for Excel. A status report is different from a progress report. The former is a broad overview of a project’s current state, while the latter focuses on the project’s progress over time. Regardless, both are important goal-tracking tools.

This goal-setting template opens with a summary of the project, such as its name, date, project manager as well as the reporting period. There follows a summary of key accomplishments, completed work, planned work, milestones, deliverables and action items. Then there’s a rundown of the project’s health, such as the budget, schedule, quality and scope. There is also a risk management overview and recommendations for going forward.

10. Project Deliverables Template

A project deliverables list defines the concrete outputs a project is expected to produce, including the reports, features, products, or services that must be delivered when the project ends. With this project deliverables template, you capture each deliverable’s name, description, who’s responsible, and its due date, all in one organized sheet. You can monitor status (e.g., not started, in progress, complete), add notes or comments and adjust deadlines or ownership as needed.

By specifying deliverables early, it ensures everyone understands what “done” means, aligns expectations among stakeholders and reduces the risk of scope creep or missing outcomes. This clarity helps guide planning, coordinate work, and validate project success.

11. Requirements Gathering Template

Knowing the requirements necessary to execute a plan is a key part of achieving one’s goals. Using this free requirements gathering template for Word collects what’s required and communicates that information between the user and developer. The user will show what they require and the developer ensures that it’s all accounted for in the requirements-gathering process.

The free goal-setting template has a cover page that not only names the project but also has a box that tracks the versions and why changes were made to the requirements gathering template. Next, there’s a section for the project plan, its purpose, scope and timeframe, with milestones, goals and dependencies. Constraints and restrictions are outlined. Then the requirements are broken down into seven subsections to capture everything from user requirements to risk management.

12. Project Overview Template

A project overview is a high-level description of the project and one of the documents used to get a new project started. Use this free project overview template for Word to convince senior management of the project’s viability and to get the project team on the same page in terms of the goals and objectives of the project.

This goal-setting template captures everything from the business case, which summarizes the project and its value, to the project deliverables. There’s also a section to capture opportunities and problems, goals and objectives and what’s in and out of scope for the project.

13. Annual Work Plan Template

An annual work plan is a strategic document that lays out what a team or organization aims to accomplish over the course of a year. Use our free annual work plan template to turn broad goals into concrete objectives, define the initiatives needed and assign responsibilities, timelines and resources.

The template offers a central place to organize objectives, giving your team a shared roadmap and helping everyone stay focused on what matters most during the year.

14. Project Summary Template

A project summary is part of a project proposal, which is used to convince stakeholders or clients that the potential project is worth funding. To achieve this goal use our free project summary template for Word. This project goal-setting template can also be a standalone document or part of a project proposal. Either way, it’s a comprehensive overview of the project, briefly stated, but including key details.

This goal-setting template captures important information, such as the project schedule, including durations, milestones and deliverables. There’s space for the project budget, which includes financial projections to show costs and return on investment (ROI). The resource plan is outlined and there’s a risk management overview to show how roadblocks and other challenges will be dealt with.

15. Eisenhower Matrix Template

The Eisenhower matrix is a simple yet powerful prioritization method that helps you decide which tasks to tackle first by evaluating two criteria: urgency and importance. Use our free Eisenhower matrix template to divide tasks into four categories: “urgent & important,” “important but not urgent,” “urgent but not important” and “neither urgent nor important.”

You can quickly see which tasks deserve your immediate attention, which should be scheduled later, which can be delegated and which can be dropped. By doing so, the template helps you convert a chaotic to‑do list into a prioritized, actionable plan

ProjectManager Helps With Goal-Setting and Tracking

Using these goal-setting templates is helpful, but only to a point. That’s because all templates, whether for Excel or Word, are static documents. That means that each must be manually updated, taking teams away from their tasks and giving managers data that is already outdated once added to the template. To leverage an advantage that templates can’t provide, use project management software. ProjectManager is award-winning project and portfolio management software that delivers real-time data and has workflow automation with approval settings to ensure quality deliverables while streamlining processes.

Monitor Goals With Real-Time Dashboards

There are goal-setting templates that can monitor progress and help make sure the actual effort is aligned with the planned effort. But those templates are always a day late and a dollar short. Get a high-level overview of the project’s key performance indicators (KPIs) with our real-time dashboards for individual projects, a program or a portfolio of projects. Easy-to-read graphs and charts capture time, cost, workload and more, automatically updating as teams log their statuses. Best of all, there’s no lengthy and complicated setup needed as with lightweight alternatives.

Get More Details With Customizable Reports

When more detail is required, toggle over to the reporting feature. Reports can be generated in minutes and show project or portfolio status, variance, timesheets, workload and more. Filter the reports to go deep into detail for managers and their teams or create a more general overview that can then be shared with stakeholders to keep them up to date.

Related Template Content

Looking for more free templates. Other template roundups collect free templates around a theme, whether that’s change management, construction or project management. Below are links to those posts.

• 15 Goal-Setting Strategies for Individuals and Teams
• How to Create SMART Goals (Example Included)
• How to Set CLEAR Goals: CLEAR Goal Examples
• How to Set FAST Goals: FAST Goal Examples
• How to Set a Big Hairy Audacious Goal (BHAG)
• 14 Free Change Management Templates for Excel and Word
• 18 Free Excel Construction Templates
• 25 Must-Have Project Management Excel Templates and Spreadsheets
• Plantillas de seguimiento de objetivos para Excel y Word (gratis)

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office, out in the field or anywhere else. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.

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Teams can plan workflows, assign responsibilities and visualize progress across multiple projects using interactive dashboards and automated reporting tools. This software gives organizations complete control and transparency, helping them deliver work on time and within budget while reducing the risk of miscommunication.

What Is the Best Way to Track a Project?

The best way to track a project is by using project management software that provides real-time visibility into tasks, deadlines and resource allocation. This type of tool allows managers to monitor progress against baselines, identify delays early and keep all stakeholders informed. With live updates and performance metrics, teams can maintain alignment and ensure that each phase of the project stays on schedule and within scope.

Project management software centralizes all project data in one platform, replacing scattered spreadsheets and manual reporting. It enables automatic tracking of tasks, budgets and workloads while offering multiple project views like Gantt, kanban, list and calendar. This not only saves time but also improves accuracy and collaboration by keeping everyone on the same page from start to finish.

ProjectManager is the best option for tracking projects because it combines robust planning tools with real-time dashboards and AI-powered reports. Managers can instantly see progress across teams, update timelines, balance workloads and track costs. Unlike Excel or basic apps, ProjectManager integrates planning, collaboration and reporting in a single platform that scales with your business, making it the most effective and efficient choice for professional project tracking. Get started with ProjectManager today for free.

Best Ways to Track Projects by Project Management Software Tool

There are many tools available for managing and monitoring work, but project management software provides the best way to track projects in real time. These tools give teams structure and visibility so they can meet deadlines, control costs and communicate effectively. Whether you’re leading small initiatives or large cross-functional programs, using the right view makes all the difference in keeping projects organized and on schedule.

Below are some of the best ways to track projects using different project management software tools. Each view serves a specific purpose and helps teams visualize progress, allocate resources efficiently and make better decisions. From detailed planning to high-level reporting, these methods help ensure that every project stays on track from start to finish.

1. Gantt Charts: The Best Way to Track Projects With Task Dependencies and Complex Timelines

Gantt charts are one of the best ways to track projects that involve multiple phases, interdependent tasks and strict deadlines. They provide a visual timeline showing how tasks relate to one another and how delays in one area affect the rest of the schedule.

Project managers can use Gantt charts to set baselines, assign tasks, link dependencies and monitor overall progress in real time. They also make it easy to adjust timelines when priorities change. With ProjectManager, Gantt charts automatically update as team members complete work, ensuring project data remains accurate and updated. This helps leaders forecast delays, identify bottlenecks and communicate changes effectively to stakeholders across departments.

2. Task Lists: The Best Way to Track Projects That Are Simple or Small

Task lists are the best way to track projects that have straightforward workflows or smaller teams. They provide a clear breakdown of what needs to be done, who’s responsible and when tasks are due. Task lists help teams focus on immediate priorities without the complexity of advanced planning tools.

Managers can assign owners, set deadlines and check progress quickly, keeping everyone accountable. ProjectManager enhances task list tracking by syncing updates in real time and connecting each item to larger goals. Teams can easily filter tasks by priority, progress or due date, and switch to other views when projects grow more complex. This makes task lists a simple but scalable method for maintaining project clarity and control.

3. Project Dashboards: The Best Way to Track Projects Across an Organization

Project dashboards are one of the best ways to track projects across multiple teams or departments. They provide instant visibility into project performance through key metrics like schedule progress, costs, workloads and task completion rates. Dashboards consolidate this data into visual charts and graphs, helping leaders spot risks or inefficiencies before they escalate.

With ProjectManager, dashboards update automatically as work is completed, ensuring accurate and current insights. Managers can customize views by department, portfolio or objective, creating tailored reports for executives or clients. This allows for data-driven decision-making, stronger communication and better alignment across the organization, making dashboards essential for enterprises managing several projects simultaneously.

Related: 5 Google Sheets Dashboard Templates for Business and Project Management

4. Project Reports: The Best Way to Track Projects as a Stakeholder

Project reports are the best way to track projects from a stakeholder’s perspective because they summarize key data on progress, performance and outcomes. Reports consolidate essential metrics like schedule variance, cost performance and resource utilization into clear visual summaries. This allows executives and clients to quickly understand whether goals are being met without reviewing detailed schedules.

ProjectManager simplifies this process with automated reporting tools that can generate status, variance or workload reports in seconds. Stakeholders can view or export these reports in multiple formats for presentations or governance meetings. With real-time data feeding directly from the project workspace, project reports ensure transparency, accountability and informed decision-making across every level of the organization.

5. Project Sheets: The Best Way to Track Projects’ Estimations vs. Actual Results

Project sheets are the best way to track projects when comparing estimated values against actual results. They combine spreadsheet functionality with real-time data to monitor costs, timelines and resource usage side by side. Teams can input budget forecasts, expected durations and planned hours, then track live performance as the project progresses. This provides an instant understanding of where projects are on or off track.

In ProjectManager, project sheets update automatically as team members log time, complete tasks or adjust resources. Managers can apply filters, conditional formatting and roll-up summaries to evaluate overall accuracy and efficiency. This makes project sheets a powerful, data-driven tool for cost control and performance tracking throughout the project lifecycle.

6. Kanban Boards: The Best Way to Track Projects With Repetitive Workflows and Recurrent Tasks

Kanban boards are the best way to track projects that involve ongoing, repetitive workflows such as agile sprints, maintenance tasks or marketing campaigns. They visualize work in columns labeled “To Do,” “In Progress” and “Done,” giving teams an instant view of project status.

ProjectManager enhances kanban tracking with features like task automation, customizable workflows and drag-and-drop updates. Each card can store attachments, due dates and assignees, while color-coded tags make priorities easy to identify. Real-time sync ensures every team member sees the latest updates. Kanban boards encourage continuous improvement, limit bottlenecks and help maintain a steady workflow pace, making them ideal for teams managing recurring deliverables or multi-step production processes.

Related: 32 Must-Have Project Management Templates for Google Sheets

7. Timesheets: The Best Way to Track Projects With High Labor Costs

Timesheets are the best way to track projects that rely heavily on labor hours and workforce productivity. They help managers capture billable and non-billable time, monitor workloads and calculate actual costs against budgets. Accurate time tracking is essential for payroll, resource forecasting and project profitability.

With ProjectManager, timesheets integrate directly into task assignments, allowing team members to submit hours online or from mobile devices. Managers can approve entries, generate utilization reports and identify where labor costs may exceed estimates. Real-time updates ensure financial data remains current, reducing errors and improving accountability. This seamless integration between tasks and timesheets gives organizations better control over time, cost and overall project performance.

Related: 9 Free Timesheet Templates for Excel, Google Sheets & Word

8. Workload Charts: The Best Way to Track Projects That Require Labor-Intensive Work

Workload charts are the best way to track projects that demand careful management of labor-intensive tasks. They provide a visual representation of team members’ assigned tasks, hours committed and capacity limits, allowing managers to prevent overload and balance workloads effectively.

In ProjectManager, workload charts update automatically as tasks are assigned or completed, showing over-allocated resources in red for immediate action. Teams can filter by project, department or employee to identify bottlenecks. These charts help managers optimize assignments, maximize productivity and maintain a consistent workflow while ensuring labor-intensive projects stay on schedule without overtaxing personnel.

9. Project Status Reports: The Best Way to Track Projects With a Long Duration

Project status reports are the best way to track long-duration projects, as they summarize progress over weeks or months. They highlight milestones, completed tasks, upcoming deadlines and potential risks, providing stakeholders and managers a clear overview without sifting through detailed schedules.

ProjectManager automates status report generation, pulling real-time data from tasks, timesheets and resource charts. Users can customize reports to focus on budget, scope or schedule performance and export them for governance meetings. Regular status reporting ensures transparency, allows for early corrective actions and maintains alignment across teams and stakeholders throughout extended project timelines.

10. Critical Path Method: The Best Way to Track Projects With Tight Deadlines

The critical path method (CPM) is the best way to track projects that have tight deadlines because it identifies tasks that directly impact the overall project completion date. By mapping dependencies, durations and milestones, CPM highlights which activities must be completed on time to avoid delays.

ProjectManager incorporates CPM into Gantt charts, automatically calculating the earliest start and finish dates and showing the critical path visually. Managers can adjust schedules, reassign resources and monitor task progress to prevent slippage. This ensures that even complex projects with strict timelines remain on track, allowing teams to focus on priority tasks and complete projects efficiently and reliably.

11. Earned Value Management: The Best Way to Track Projects With Tight Budgets

Earned value management (EVM) is the best way to track projects with tight budgets because it integrates scope, schedule and cost to provide a clear measure of project performance. EVM compares planned work and costs against actual progress and expenditures, helping managers identify variances early.

ProjectManager automates EVM calculations, showing cost performance index (CPI) and schedule performance index (SPI) in real time. Users can see whether tasks are under or over budget, adjust resources, and make informed decisions to prevent overspending. This method ensures that even financially constrained projects stay within budget while maintaining progress and quality standards.

12. Project Baselines: The Best Way to Track Projects When Conditions Are Known

Project baselines are the best way to track projects when conditions are known because they establish a reference for scope, schedule and cost at the start of a project. Comparing actual progress against the baseline allows managers to identify deviations and implement corrective actions quickly.

ProjectManager enables teams to set and update baselines within Gantt charts, highlighting changes in real time. By tracking performance against established baselines, managers can maintain control over deliverables, monitor schedule adherence and assess the impact of changes. Baselines provide a trusted benchmark, ensuring that projects are measured accurately, risks are mitigated and objectives are achieved efficiently.

ProjectManager Is the Best Way to Track Projects of All Kinds

ProjectManager is the best way to track projects of all kinds because it combines multiple project views, real-time dashboards, automated reporting and resource management tools in a single platform. Teams can use Gantt charts, kanban boards, project sheets and timesheets to monitor progress, manage workloads and control costs. AI-powered reporting and baseline comparisons provide instant insights while collaboration features keep everyone aligned.

Unlike static spreadsheets or limited software, our software adapts to any project size or complexity, making it ideal for tracking deadlines, budgets and performance across teams, departments and entire organizations efficiently and accurately.

Related Project Progress Tracking Content

These are the best ways to track projects, but not the only ways. For readers to want to continue and explore this important topic, check out the links below. They lead to articles on time tracking, cost tracking and others.

• Project Time Tracking: Tools, Features and Software Reviews
• Project Cost Tracking: Process, Tools and Best Practices
• Tracking Budget Variance in Project Management
• Project Expense Tracking: 6 Ways to Track Project Costs

ProjectManager is online project and portfolio management software that connects teams, whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Get started with ProjectManager today for free.

The post 12 Best Ways to Track Projects With Project Management Software appeared first on ProjectManager.

The best time tracking software for consultants offers features tailored to their unique workflows, like flexible time entry options, client-specific tracking, integrated invoicing and robust reporting. With mobile access, automatic timers and easy integration with accounting tools, consultants can focus more on delivering value and less on administrative tasks.

What Is Time Tracking Software?

Time tracking software is a digital tool designed to monitor and record the amount of time individuals or teams spend on tasks, projects or activities. It helps businesses and professionals gain visibility into how work hours are allocated, ensuring better productivity, accountability and resource management. Time tracking tools typically allow users to start and stop timers, log hours manually, assign time entries to specific projects or clients and generate detailed reports for billing or analysis.

For project managers, time tracking software is vital in keeping projects on schedule and budget. By understanding how time is spent, managers can identify bottlenecks, allocate resources more effectively and make data-driven decisions. The best time tracking software also integrates with project management platforms, invoicing systems and collaboration tools, streamlining workflows and enhancing overall efficiency. Whether for internal operations, client billing or performance tracking, online time tracking software has become essential to modern project and team management.

What Features Make the Best Time Tracking Software?

When choosing time tracking software, look beyond basic timers. The best time tracking software offers comprehensive features that track hours, improve planning, streamline workflows and support decision-making across teams and departments. Below is a list of the key features to look for.

• Automated Time Tracking: Minimizes manual input by automatically recording time spent on apps, websites or tasks, helping ensure accuracy and reducing interruptions.
• Task & Workflow Management: Allows users to create, assign and track tasks within projects, offering visibility into who’s doing what and how long tasks are taking.
• Project Scheduling: Helps map out timelines, dependencies and milestones, ensuring tasks are aligned with project goals and deadlines.
• Project Tracking: Provides real-time progress updates and performance metrics to monitor whether projects are on schedule and within scope.
• Project Budgeting & Cost Tracking: Enables managers to set budgets, track labor costs and forecast financials based on time spent, helping to prevent overruns.
• Timesheets: Lets users log hours worked and submit them for review or approval, streamlining payroll, invoicing and compliance.
• Workload Management Charts: Visual tools that display team capacity and task distribution, helping to balance workloads and avoid burnout or inefficiencies.

2025 Best Time Tracking Software Rankings

Now that we understand what time tracking software is and the features that potential users should look for, let’s go through a list of the best online time tracking software on the market. The following starts with our pick for the time tracking tool that meets all the criteria and then the list moves down in descending order.

1. ProjectManager

ProjectManager is an ideal time tracking software for consultants because it seamlessly combines time logging, project planning and client management in one streamlined platform. Consultants benefit from its ability to track billable and non-billable hours in real time, link time entries directly to specific clients or projects and generate detailed reports for invoicing or performance analysis. Its online design and mobile accessibility make it easy for consultants to log hours on the go, stay updated on progress and keep clients informed—all while maintaining full visibility and control over their time and workload.

Schedule Projects With Gantt Charts

Scheduling projects with Gantt charts in ProjectManager is especially useful for consultants juggling multiple clients and deliverables. The intuitive drag-and-drop interface allows users to build project timelines, set all four types of task dependencies to avoid cost overruns and bottlenecks and adjust plans as priorities shift. Consultants can visualize how each project phase unfolds, share progress with clients in real time and ensure deadlines are met without overcommitting or losing track of tasks by setting a baseline to track the planned effort against the actual effort in real time.

Assign Tasks to Team Members and Track Their Work Hours

Assigning tasks to team members and tracking their work hours is simple and efficient. Color-coded workload charts provide a real-time overview of resource allocation. ProjectManager enables consultants working with subcontractors or team members to delegate tasks, monitor progress and view time spent on each activity. A team page provides valuable transparency into individual contributions, helps avoid scope creep and ensures that time is spent effectively, critical for maintaining profitability and meeting client expectations. Teams can manage their work on robust task lists, add files, priority and more.

Streamline Payroll with Online Timesheets

Streamlining payroll with online and secure timesheets is another major advantage for consultants. ProjectManager automatically populates timesheets based on logged hours and assigned tasks, eliminating manual entry and reducing errors. These timesheets can be reviewed, approved and exported for payroll or client billing, ensuring faster, more accurate compensation and smoother administrative processes—all while maintaining clear records for audits or client reviews. They also track labor costs to make it easy to stay on budget.

It’s clear that ProjectManager checks all the boxes for the best time tracking software for consultants. Find out for yourself, get started with ProjectManager today for free.

Verdict: Best Time Tracking Software for Consultants

ProjectManager Pros & Key Features

• Combines time logging, project planning and client management
• Cost tracking of billable and non-billable hours in real time
• Mobile app for Android and iOS
• Task management and automated workflow with task approval settings
• Online, secure timesheet
• 30-day free trial

ProjectManager Cons & Limitations

• Limited customization features
• Few native integrations
• No free plan

ProjectManager Pricing

• Team: $14.00/user/month
• Business: $26.00/user/month
• Enterprise: contact sales for a custom quote

ProjectManager Reviews

• G2 review: 4.4/5
• Capterra review: 4.1/5

Highlighted User Reviews

• “ProjectManager works very well with both large and small-scale projects. Being able to use this with anything from a project involving only two members of staff, to hundreds, has been invaluable.” Peter W – from Capterra
• “We used to manage our projects, resources, and reporting in different systems. Enter ProjectManager. We have consolidated systems and work more efficiently.” Jeffrey M – from Capterra
• “Having the full scope of activities and who is responsible to do it, plus the time tracking is excellent.” Flavio M – from G2
• “It has an excellent accounting system capable of calculating the time that a person has used to develop a task that was assigned to him. I like being able to collaborate with all my colleagues in the Finance sector through ProjectManager.” Jesus C – from G2
• “The UI of the application is user-friendly, and it helps to identify what we are looking for with minimal effort.” Pavan H – from G2

2. Harvest

Harvest is a time tracking software for consultants with a clean interface, ease of use and strong invoicing capabilities. It allows consultants to track time by project, task or client, making it easy to distinguish between billable and non-billable hours. Integrated expense tracking, one-click invoicing and compatibility with tools like QuickBooks, Asana and Trello make this time tracking tool a practical choice for solo consultants and small teams who want a streamlined, no-fuss solution that handles time logging and billing in one place.

However, Harvest has limitations that may be restrictive for consultants managing complex or large-scale projects. It lacks robust project planning tools like Gantt charts, detailed resource management or advanced scheduling capabilities, which are essential for consultants juggling multiple deadlines and collaborators. Additionally, while it works well for straightforward time tracking and invoicing, it may fall short for those needing deeper insights into project performance or integration with broader project management workflows. As a result, it’s better suited for simpler consulting setups rather than full-service consulting firms or teams with more complex operational needs.

Verdict: Best Time Tracking Software for Solo Consultants

Harvest Pros & Key Features

• Clean interface and ease of use
• Easy to distinguish between billable and non-billable hours
• Good for small teams

Harvest Cons & Limitations

• Not ideal for complex or large projects
• Lacks Gantt charts, detailed resource management and advanced scheduling
• Doesn’t provide deeper insights into project performance

Harvest Pricing

• Free: for individuals
• Pro: $11/seat/month
• Premium: $14/seat/month

Harvest Reviews

• G2 review: 4.3/5
• Capterra review: 4.6/5

Highlighted User Reviews

• “Has a clean interface to track time with many management options that avoid you to spend excessive time on that task. I use it frequently in my daily work and it is integrated with my employer management platform.” – Diego Felipe M., from G2
• “I used Harvest in the past for one of my clients with its integration with Asana and liked its simple interface. For a newbie, it is a good time tracking program but still needs more advanced functionality.” – Ankit D., from Capterra

3. Toggl Track

Toggl Track is a time tracking software for consultants who value simplicity, speed, and flexibility in time tracking. Its intuitive interface allows users to start tracking time with a single click, making it ideal for fast-paced consulting work where switching between tasks and clients is common. Toggl Track supports tagging, client and project breakdowns and detailed reporting, which helps consultants understand how their time is spent and generate accurate invoices. Its mobile and desktop apps, browser extensions, and offline tracking capabilities make it accessible anytime, anywhere—perfect for consultants constantly on the move.

On the downside, Toggl Track lacks deeper project management features that many consultants might need, such as task scheduling, budgeting tools or built-in invoicing. While it integrates with other platforms to fill these gaps, these can add complexity or cost for users who prefer an all-in-one solution. For consultants working on multi-phase projects or with teams requiring task coordination, Toggl Track may feel too lightweight and require supplemental tools to manage the full project lifecycle.

Verdict: Best time Tracking Software for Consultants on the Move

Toggl Track Pros & Key Features

• Simple and flexible tool
• Detailed reporting
• Client and project breakdowns

Toggl Track Cons & Limitations

• Lacks task scheduling, budgeting tools and built-in invoicing
• Adding missing features through integration is complex and costly
• Not up to handling multi-phase projects

Toggl Track Pricing

• Free: up to five users
• Starter: $10/user/month
• Premium: $20/user/month
• Enterprise: contact sales

Toggl Track Reviews

• G2 review: 4.6/5
• Capterra review: 4.7/5

Highlighted User Reviews

• “Full control over work hours. Both billable and non billable. Good reports, and easy to use. I’m especially happy with the calendar sync with Outlook.” – Chrisster H., from G2
• “Easy to use! I like the reminder that pops up after a time. The ease of creating projects and tasks. The connectivity with the apps for phone and computer.” – Sophie J., from Capterra

4. Time Doctor

Time Doctor is ideal for consultants who need to track billable hours and productivity precisely across multiple client projects. Its automatic time capture, website and app monitoring and screenshot features provide transparency that helps consultants justify their time and improve client accountability. Integration with popular project management and invoicing tools streamlines workflows, making it easier to manage different engagements simultaneously. Detailed reports also enable consultants to analyze how their time is spent, helping optimize efficiency and accurately bill clients.

However, Time Doctor’s heavy monitoring features might feel intrusive for consultants who value autonomy and flexibility. The software’s complexity and learning curve can be challenging, especially for solo consultants without dedicated IT support. Since Time Doctor focuses mainly on time tracking, it lacks built-in project management or collaboration tools, requiring consultants to juggle multiple apps to manage their workflow, which can reduce overall productivity and increase administrative overhead.

Verdict: Best Time Tracking Software for Consultants Tracking Billable Hours

Time Doctor Pros & Key Features

• Precise tracking of billable hours and productivity
• Automatic time capture, website and app monitoring
• 14-day free trial

Time Doctor Cons & Limitations

• Intrusive for consultants who value autonomy and flexibility
• Steep learning curve, especially for those not supported by a dedicated IT team
• Lacks built-in project management and collaboration tools, requiring additional apps

Time Doctor Pricing

• Basic: $6.70/user/month billed annually
• Standard: $11.70/user/month billed annually
• Premium: $16.70/user/month billed annually
• Enterprise: contact sales

Time Doctor Reviews

• G2 review: 4.4/5
• Capterra review: 4/5

Highlighted User Reviews

• “Time doctor allows me to track the hours and activity of my foreign employees. I find it incredibly useful for this purpose.” Philip S. – from G2
• “We have been using Time Doctor for close to years now and it has been a great experience with the way it works and how it keeps track of everything.” Ania C. – from Capterra

5. ProofHub

ProofHub is a great choice for consultants who want time tracking built directly into their project management workflows. It’s built-in time tracker lets you log billable hours in real time, add manual entries, set time estimates, and create detailed timesheets. Timesheets can be exported for invoicing or shared with clients, adding transparency to consulting projects.

Moreover, ProofHub makes it easy for consultancies to organize and manage multiple client projects from a single platform. You can categorize projects by client, invite clients into the workspace, and control what they see with custom roles and access permissions. This ensures clients stay informed without compromising sensitive internal information. In addition, ProofHub brings together task management, project planning, discussions, chat, file sharing, proofing, and reporting, all in one tool. Its flat-rate pricing, with no per-user charges, makes it especially cost-effective for consulting teams that scale or work with external collaborators.

On the downside, ProofHub doesn’t offer built-in invoicing. However, you can seamlessly integrate it with accounting and invoicing tools like FreshBooks and QuickBooks, giving you flexibility to manage billing alongside project work.

Verdict: Best time Tracking Software for Consultants managing multiple client projects

ProofHub Pros & Key Features

• All-in-one project management and team collaboration tools
• Flat pricing with no per-user fee
• Customizable and intuitive interface

ProofHub Cons & Limitations

• Lacks direct invoicing
• Not suitable for solopreneurs
• No free version available

ProofHub Pricing

• Essential: Flat $45/month (billed annually) for unlimited users and up to 40 projects
• Premium: Flat $89/month (billed annually) for unlimited users and projects

ProofHub Reviews

• G2 review: 4.6/5
• Capterra Review: 4.5/5

Highlighted User Reviews

• “I really like how easy ProofHub is to use. It just makes your life easy with its intuitive and user-friendly interface. Despite a range of features for task management, project planning, resource management, time tracking, project reporting, and team communication, it does not get complex” –Alona S., from G2
  “Working in ProofHub was a sensation of scaling collaboration at a known cost. With ease, I listed teammates and clients together, built task templates, and handled permission in relation to safeguard sensitive content.” –Jenifer, from Capterra.

6. Clockify

Clockify is a strong choice for consultants thanks to its intuitive interface, flexible time tracking options and generous free plan that supports unlimited users and projects. It enables consultants to track billable hours in real time, categorize work by client or project and generate detailed timesheets and reports for invoicing and performance analysis. This time tracking software for consultants also integrates with project management tools, streamlining workflows for consultants managing multiple clients. The platform’s ability to distinguish between billable and non-billable hours helps ensure accurate client billing and improves profitability.

On the downside, Clockify’s reporting and analytics tools can feel too basic for consultants who need more advanced insights or customizable dashboards. While the core time tracking features are solid, many more powerful tools—like invoicing, labor cost tracking and time audits—are locked behind paid plans. This may require consultants to upgrade sooner than expected. Additionally, this time tracking software for consultants doesn’t include built-in client communication or task management features, which means consultants often need to use separate tools to handle those aspects of their workflow.

Verdict: Best Time Tracking Software for Consultants Who Want Free Tool

Clockify Pros & Key Features

• Free for life with unlimited users and projects
• Tracks billable hours in real time, categorizes work by client or project
• Generates timesheets and reports for invoicing and performance analysis

Clockify Cons & Limitations

• Basic reporting and analytic tools don’t provide advanced insights
• Invoicing, labor cost tracking and time audits are locked behind paid plans
• Doesn’t include built-in client communication or task management features

Clockify Pricing

• Free

Clockify Reviews

• G2 review: 4.5/5
• Capterra review: 4.8/5

Highlighted User Reviews

• “Clockify is great for keeping track of projects, and total time on all projects for each client. There are simple dashboard features that keep time tracking easy and at your fingertips.” Charles H. – from G2
• “They were great with the setup. We provided some functional requests and those seemed to evaporate in the void. I’m probably going to look for another solution unless our “quality of life” requests are implemented.” Michael P. – from Capterra

7. Simple Time Tracker

Simple Time Tracker is a lightweight, no-frills solution that appeals to consultants who need a quick and efficient way to track time without navigating a complex interface. Its minimal setup and distraction-free environment make it easy for solo consultants or small teams to start tracking time immediately. The time tracking software for consultants supports tagging by project or task, helping consultants differentiate between clients and activities. It’s especially useful for those who prefer a straightforward tool that doesn’t overwhelm with unnecessary features, keeping the focus purely on accurate time logging.

However, Simple Time Tracker lacks many advanced features consultants often need, such as detailed reporting, client invoicing or integration with project management and billing systems. This time tracking software for consultants may feel too barebones for managing multiple clients or complex billing structures. There’s limited automation or customization, and it doesn’t offer mobile apps or cloud syncing, which can be a disadvantage for consultants working remotely or across devices. As needs grow, consultants may quickly outgrow the tool and need to switch to something more robust.

Verdict: Best Time Tracking Software for Consultants Wanting a Simple Interface

Simple Time Tracker Pros & Key Features

• Lightweight, no-thrills for quick, efficient time tracking
• Ideal for individuals or small teams
• Supports tagging by project or task to differentiate between clients and activities

Simple Time Tracker Cons & Limitations

• Lacks advanced features for detailed reporting, client invoicing and project management integration
• Too barebones for managing multiple clients or complex billing structures
• Limited automation, customization and no mobile app

Simple Time Tracker Pricing

• Free
• $10/month

Simple Time Tracker Reviews

• G2 reviews: 5.0/5
• Capterra reviews: 4.4/5

Highlighted User Reviews

• “Simple is super easy to use, and you can create a task and start logging on it very fast! There are no overcomplicated fields to fill and options to set… Honestly it is “just” tracking your time and that’s all. It is a good choice for freelancers. The UI is also nice, there are no noises there, just your tasks.” Renata J. – from G2
• “I love it because it’s user-friendly; literally anyone can use it.” Christian – from Capterra

8. Tick Time Tracker

Tick Time Tracker is time tracking software for consultants who manage multiple client projects and need to track time against budgets. Its simplicity and budget tracking features help consultants stay profitable by alerting them when they’re nearing project limits. The software integrates with popular tools like Basecamp, Trello and QuickBooks, making it easier to fold into an existing workflow. With reporting features tailored to billable vs. non-billable hours, Tick enables consultants to monitor efficiency and accurately invoice clients, ideal for freelancers and small consulting teams focused on staying within scope.

Despite its budget-awareness features, this time tracking software for consultants can feel overly simplistic for those who need advanced functionality like detailed invoicing, time audit trails or productivity monitoring. It lacks features like automatic time tracking or idle time detection, which are useful for accurately capturing all billable hours. The mobile app experience is also limited, and without offline tracking or more powerful integrations, Tick may not scale well for consultants juggling complex client needs or working in teams that require a more comprehensive time and project management solution.

Verdict: Best Time Tracking Software For Freelance Consultants

Tick Time Tracker Pros & Key Features

• Manages multiple clients and tracks time against budget
• Alerts when nearing project budget limits
• Reporting features tailored to billable vs. non-billable hours

Tick Time Tracker Cons & Limitations

• Overly simplistic, lacking advanced functionality like detailed invoicing, time audit trails or productivity monitoring
• Lacks automatic time tracking and idle time detection for accurate billable hours
• Limited mobile app

Tick Time Tracker Pricing

• 1 project: free
• 10 projects: $19/month
• 30 projects: $49/month
• 60 projects: $79/month
• Unlimited projects: $149/month

Tick Time Tracker Reviews

• G2 review: 4.5/5
• Capterra review: 4.5/5

Highlighted User Reviews

• “What I like best about Tick is the ability to track time spent on my projects. It’s a brilliant and incredible platform that supports excellent features which are very easy to use.” Genevieve M. – from G2
• “I love how easy Tick is to use. The interface is streamlined for both the user and administrator. The API is simple, yet has just enough features to make it worth implementing.” Josh A. – from Capterra

9. Paymo

Paymo is a good time tracking software for consultants who need more than just a stopwatch. It combines time tracking with project management, task planning, and invoicing—all in one platform. Consultants can track time per task or project, convert billable hours into branded invoices and even manage retainers and recurring clients. The visual timesheets, detailed reporting and ability to track time manually or automatically help ensure accuracy and accountability. For consultants juggling multiple clients, Paymo’s built-in tools reduce the need for additional software, streamlining administrative work and keeping projects on track.

While Paymo offers a robust feature set, its interface can be overwhelming for consultants who want straightforward time tracking without project management extras. It also lacks deeper functionality in areas like automated time capture or integrations with certain CRM or accounting tools that consultants may already use. Additionally, Paymo’s pricing tiers may not be ideal for solo consultants on a tight budget, especially compared to free or lower-cost tools focused solely on time tracking. For those who don’t need the full suite of features, Paymo may feel like more software than necessary.

Verdict: Best Time Tracking Software for Consultants Juggling Multiple Clients

Paymo Pros & Key Features

• Combines time tracking and project management
• Tracks time per task or project
• Converts billable hours into branded invoices

Paymo Cons & Limitations

• Overwhelming interfaces for those who only want a time tracker
• Lacks deeper functionality like automated time capture and integrations
• Pricing tiers are not ideal for solo consultants or those on a tight budget

Paymo Pricing

• Free plan: $0/user/month
• Starter plan: $3.90/user/month paid annually
• Small Office plan: $6.90/user/month paid annually
• Business plan: $10.90/user/month paid annually

Paymo Reviews

• G2 review: 4.6/5
• Capterra review: 4.7/5

Highlighted User Reviews

• “Paymo has all the capabilities that allows me to save time by automating project and task management procedures.” Larry K – from G2
• “I like the way Paymo has been designed. With its straightforward menu sidebar, it’s easy to access everything your business needs quickly and easily.” Jamie Lee J – from G2

Related Content

If readers want more background before deciding which time tracking software for consultants is best, check out the links below. They lead to more general articles on timesheets, time management and more.

• Timesheets: How to Use Project Timesheets
• Project Time Management: Strategies, Tips & Tools
• Project Tracker: The Ultimate Guide to Project Tracking

ProjectManager is online project and portfolio management software that connects teams whether they’re in the office or out in the field. They can share files, comment at the task level and stay updated with email and in-app notifications. Join teams at Avis, Nestle and Siemens who are using our software to deliver successful projects. Get started with ProjectManager today for free.

The post 9 Best Time Tracking Software for Consultants appeared first on ProjectManager.

Beyond keeping teams on track, project time tracking also supports accurate billing and better forecasting. It helps managers spot bottlenecks early and shift workloads to avoid burnout or wasted time. The best project management time tracking tools combine ease of use with real-time data, so decisions can be made quickly and confidently.

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What Is Project Time Tracking?

Project time tracking is the process of monitoring how much time team members spend on specific tasks and deliverables. It helps managers see where hours are allocated across the project timeline and ensures deadlines stay realistic. Accurate time tracking also improves accountability by showing which tasks are taking longer than expected and which are ahead of schedule, giving project managers the data they need to adjust resources before issues escalate.

Time tracking for project management also supports accurate cost control and better client reporting. When hours are logged consistently, managers can create more precise estimates for future projects and avoid budget overruns. For teams that bill clients based on hours worked, project time tracking software ensures invoices are transparent and defensible, strengthening client relationships and reducing disputes over project costs.

Project management time tracking software brings all project data into one platform, making it easy to connect hours worked with tasks, budgets and deadlines. Instead of using separate spreadsheets or manual logs, teams can enter time directly where work is managed. This eliminates double entry, reduces errors and provides real-time insights into project health, which is crucial for fast-moving teams.

ProjectManager is built to make project time tracking simple and powerful. Its Gantt charts link tasks to timelines, so managers can see progress against the schedule in real time. Secure online timesheets make it easy for team members to log hours from anywhere, while workload charts help balance assignments and prevent burnout. It also integrates with ERP platforms like Acumatica, connecting time tracking with financial data for a complete picture of project performance. Together, these features give construction, manufacturing, IT and professional services teams everything they need to stay on schedule and on budget. Get started with ProjectManager today for free.

Why Is Project Time Tracking Important?

Project time tracking is essential for keeping work on schedule and budgets under control. It gives managers visibility into how time is spent so they can spot delays early and reassign tasks before deadlines are missed. Without project management time tracking, projects often run over schedule and over budget because there’s no accurate way to measure progress against the plan.

Tracking time also leads to better decision-making and forecasting. When you know how long tasks actually take, you can create more realistic schedules for future work and improve cost estimates. For client-facing teams, project time tracking software ensures billing is accurate and transparent, which builds trust and helps maintain strong relationships.

Key Features of Project Time Tracking Software

The best project time tracking software gives managers visibility into every hour of work and ties that data directly to project performance. These tools do more than just log time—they help teams plan, monitor and optimize how work gets done. When evaluating project management time tracking options, focus on features that connect hours with tasks, budgets and deadlines so you can act on real data.

Gantt Charts

Gantt charts connect tasks to deadlines, making it easy to see where work stands at any moment. When paired with project time tracking, they show how logged hours align with scheduled work so managers can spot delays early and adjust timelines or resources.

Timesheets

Online timesheets let team members record hours quickly from anywhere, which reduces manual entry and keeps time logs consistent. Integrated timesheets feed the project time tracking system so managers get real-time visibility into labor costs and progress.

Task Time Tracking

Task-level time tracking reveals exactly how much time is spent on individual tasks and deliverables. This detail helps teams measure productivity, refine estimates and reallocate resources to the highest priority work.

Time Clock & Attendance

A built-in time clock simplifies attendance by letting users clock in and out from the platform. This is especially useful for teams that need precise records for payroll, compliance and shift management.

Related: 20 Excel Spreadsheet Templates for Tracking Tasks, Costs and Time

Workload Management Charts

Workload charts visualize how hours are distributed across people and projects. They help managers balance assignments, avoid overloading team members and keep capacity aligned with project demands.

Billable vs. Non-Billable Hours

Separating billable from non-billable hours is crucial for client-facing teams. This feature ensures invoices reflect actual work performed and gives a clear view of how much time generates revenue versus supporting tasks.

Planned vs. Actual Hours Comparison

Comparing planned hours to actual hours highlights where tasks take longer than expected. Project time tracking that offers these comparisons improves future estimates and pinpoints process inefficiencies.

Integration with ERP & Payroll Management Systems

Integrations with ERP and payroll systems connect time tracking data to financials, reducing duplicate entry and improving payroll accuracy. Linking project time tracking to enterprise systems gives a complete view of project costs and profitability.

5 Best Project Time Tracking Software Tools

With the understanding of what project time tracking is and the features that are essential to a viable project time tracking software, let’s review the top products on the market. We’ll explore the good, bad and ugly of each, providing pricing and customer reviews to give readers a well-rounded assessment of each so they can make an educated decision of which is best for them.

1. ProjectManager

ProjectManager is online project management software that can be used anywhere and by anyone. This flexibility is especially useful for project time tracking, where teams may be distributed or working on multiple projects at once. Managers can monitor hours spent on tasks in real time, keeping projects on schedule and budgets under control.

Beyond time tracking, ProjectManager offers a suite of tools to manage every aspect of project workflow, from scheduling tasks and tracking hours to balancing workloads and analyzing billable versus non-billable time. The platform also integrates with ERP and payroll systems, connecting tracked hours directly to financials and improving accuracy. Plus, ProjectManager offers a free 30-day trial so teams can test its features before committing.

Visual Scheduling and Task Management

ProjectManager includes online Gantt charts that provide a clear timeline of tasks, start and end dates and logged hours. Managers can assign tasks, link dependencies, track critical path tasks and adjust schedules with drag-and-drop ease. Task-level time tracking shows exactly how much time is spent on each deliverable, helping managers spot inefficiencies and optimize workflows. The platform also lets teams collaborate at the task level by leaving comments, attaching files and tracking updates in real time.

Time Tracking, Attendance and Workload Management

Timesheets allow team members to log hours from anywhere, supporting accurate project time tracking and payroll. A built-in time clock tracks attendance automatically, while workload charts visualize how hours are distributed across the team. Managers can balance assignments, prevent overwork and ensure deadlines are realistic. The system also separates billable from non-billable hours and compares planned versus actual hours, giving clear insight into performance and profitability.

Integrations and Streamlined Financials

ProjectManager integrates with ERP and payroll platforms like Acumatica, connecting tracked hours to financials for accurate reporting and billing. This reduces duplicate entries, simplifies payroll processing and provides a complete picture of project costs. All files, timesheets and reports are stored securely online, allowing managers to access critical data anytime from a desktop or mobile.

Given its comprehensive project time tracking and management features, ProjectManager is an ideal tool for teams looking to optimize schedules, track hours accurately and streamline workflows. Click here to start a 30-day free trial.

Verdict: Best Project Time Tracking Software for Teams

ProjectManager Pros & Key Features

• Online Gantt charts for visual task and time management
• Timesheets and task-level time tracking for real-time insights
• Workload management charts to balance assignments
• Attendance tracking with built-in time clock
• Billable vs. non-billable hours and planned vs. actual hours comparison
• Integration with ERP and payroll systems
• Mobile app for Android and iOS
• Free 30-day trial available

ProjectManager Cons & Limitations

• Limited customization options
• No built-in invoicing or payment tools
• Lacks advanced bidding functionality
• No free plan beyond trial

ProjectManager Pricing

• Team: $14.00/user/month
• Business: $26.00/user/month
• Enterprise: Contact sales for a custom quote

ProjectManager Reviews

• G2 review: 4.4/5
• Capterra review: 4.1/5

Highlighted User Reviews

• “ProjectManager works very well with both large and small-scale projects. Being able to use this with anything from a project involving only two members of staff, to hundreds, has been invaluable.” Peter W – from Capterra
• “We used to manage our projects, resources, and reporting in different systems. Enter ProjectManager. We have consolidated systems and work more efficiently.” Jeffrey M – from Capterra
• “Having the full scope of activities and who is responsible to do it, plus the time tracking is excellent.” Flavio M – from G2
• “It has an excellent accounting system capable of calculating the time that a person has used to develop a task that was assigned to him. I like being able to collaborate with all my colleagues in the Finance sector through ProjectManager.” Jesus C – from G2
• “The UI of the application is user-friendly, and it helps to identify what we are looking for with minimal effort.” Pavan H – from G2

2. Clockify

Clockify is a project time tracking software that, as its name suggests, is cloud-based. It’s easy to use for teams of any size. Its intuitive interface allows employees to log hours quickly and accurately, whether they are working on individual tasks or multiple projects at once. Clockify supports project management time tracking with features like timers, manual time entry, task-level tracking and reporting.

Teams can monitor billable versus non-billable hours, compare planned versus actual hours and generate reports to improve productivity and resource allocation. Its mobile app makes time tracking simple for remote or on-site work, and integrations with platforms like Asana, Trello and Jira ensure seamless workflow management across tools.

On the downside, Clockify is primarily focused on time tracking rather than full project management. While it offers basic task management features, it lacks advanced scheduling tools, Gantt charts and workload management charts that are included in more robust platforms. It also does not integrate with ERP or payroll systems out of the box, which can limit its usefulness for teams that want a single platform to manage hours, resources and finances together. Reporting and dashboards are functional but less customizable than higher-end project management software, and some advanced features require a paid plan.

Verdict: Best Free Project Time Tracking Tool

Clockify Pros & Key Features

• Timer and manual time entry for accurate project time tracking
• Task-level time tracking and reporting
• Billable vs. non-billable hours tracking
• Planned vs. actual hours comparison
• Mobile app for Android and iOS
• Integrations with Asana, Trello, Jira and other project tools
• Free plan available for unlimited users and projects

Clockify Cons & Limitations

• Limited project management features beyond time tracking
• No built-in Gantt charts or workload management charts
• Lacks ERP and payroll system integrations
• Advanced reporting and dashboards require a paid plan

Clockify Pricing

• Free

Clockify Reviews

• G2 review: 4.5/5
• Capterra review: 4.8/5

Highlighted User Reviews

• “Clockify is great for keeping track of projects, and total time on all projects for each client. There are simple dashboard features that keep time tracking easy and at your fingertips.” Charles H. – from G2
• “They were great with the setup. We provided some functional requests and those seemed to evaporate in the void. I’m probably going to look for another solution unless our “quality of life” requests are implemented.” Michael P. – from Capterra

Related: 9 Free Timesheet Templates for Excel, Google Sheets & Word

3. TimeCamp

TimeCamp is an online project time tracking software designed to help teams log hours accurately and improve productivity. It supports project management time tracking with features such as automatic time tracking, manual entries, task-level tracking and detailed reporting.

Teams can monitor billable and non-billable hours, compare planned versus actual hours and get insights into resource allocation. TimeCamp also integrates with popular project management tools like Trello, Asana, Jira and Basecamp, allowing seamless workflow management and real-time tracking across multiple projects.

On the downside, TimeCamp is primarily focused on time tracking rather than full project management. While it has some task organization and reporting features, it lacks advanced scheduling tools, Gantt charts and workload management charts. Integration with ERP or payroll systems is limited and often requires third-party connectors. Customization options for dashboards and reports are less flexible than more comprehensive project management platforms, and some features are only available in paid plans.

Verdict: Best Lightweight Project Time Tracking Solution for Teams

TimeCamp Pros & Key Features

• Automatic and manual time tracking for accurate project hours
• Task-level tracking and reporting for detailed insights
• Billable vs. non-billable hours tracking
• Planned vs. actual hours comparison
• Integrations with Trello, Asana, Jira and Basecamp
• Mobile app for tracking on the go
• Free plan available for basic time tracking

TimeCamp Cons & Limitations

• Limited project management features beyond time tracking
• No built-in Gantt charts or workload management charts
• ERP and payroll integrations require third-party connectors
• Advanced features and reporting require paid plans

TimeCamp Pricing

• Free
• Starter: $2.99 per month/user billed annually
• Premium: $4.99 per month/user billed annually
• Ultimate: $7.99 per month/user billed annually
• Enterprise: $11.99 per month/user billed annually

TimeCamp Reviews

• G2 review: 3.5/5
• Capterra review: 4.7/5

Highlighted User Reviews

• “Easy tracking, connection to trello. Many settings.” Yevgen G. from G2
• “A great way to track hours for billing or for tracking time on projects.” John B. – from Capterra

4. My Hours

My Hours is online project time tracking software that helps teams monitor hours, stay organized and optimize productivity. It supports project management time tracking with features like timers, manual time entry, task-level tracking and reporting.

Teams can track billable versus non-billable hours, compare planned and actual hours and generate insights to improve scheduling and resource allocation. My Hours also integrates with tools like Trello, Asana and Basecamp, making it easy to track project time across multiple platforms and keep projects on target.

On the downside, My Hours focuses primarily on time tracking rather than full project management. It lacks advanced scheduling features, Gantt charts and workload management charts found in more robust platforms. Integration with ERP or payroll systems is limited, which can be a challenge for teams that want a single system to manage time, resources and finances. While reporting and dashboards are useful, they are less customizable than higher-end project management software, and some features are only available in paid plans.

Related: 20 Best Resource Management Software of 2025 (Free & Paid)

Verdict: Best Simple and User-Friendly Project Time Tracking Software

My Hours Pros & Key Features

• Timer and manual time entry for accurate project time tracking
• Task-level tracking and reporting for detailed insights
• Billable vs. non-billable hours tracking
• Planned vs. actual hours comparison
• Integrations with Trello, Asana and Basecamp
• Mobile app for tracking on the go
• Free plan available for unlimited users and projects

My Hours Cons & Limitations

• Limited project management features beyond time tracking
• No built-in Gantt charts or workload management charts
• ERP and payroll integrations are limited
• Advanced reporting and dashboards require paid plans

My Hours Pricing

• Free, up to five users or teams
• Pro: $8 per user/month billed annually
• Enterprise: contact sales

My Hours Reviews

• G2 review: 4.6/5
• Capterra review: 4.8/5

Highlighted User Reviews

• “Easy to use, navigate and help organize. Report filters are great. Customer Support prompt. Natash O. – from G2
• “Easy to use time tracking and billing” Rish A. – from Capterra

5. Paymo

Paymo is online project time tracking software is designed to help teams log hours, manage tasks and improve productivity. It supports project management time tracking with features like timers, manual time entries, task-level tracking and detailed reporting.

Teams can track billable versus non-billable hours, compare planned and actual hours and generate insights to optimize scheduling and resource allocation. Paymo also integrates with popular tools like Trello, Asana and QuickBooks, making it easy to manage project time across multiple platforms.

On the downside, Paymo is more focused on time tracking and task management than full-scale project management. It lacks advanced Gantt charts, workload management charts and deeper ERP or payroll system integrations found in more comprehensive platforms. While reporting and dashboards are functional, customization options are limited, and some advanced features require paid plans. Teams looking for a complete all-in-one project management solution may need additional tools alongside Paymo.

Verdict: Best All-in-One Project Time Tracking Software for Small Teams

Paymo Pros & Key Features

• Timer and manual time entry for accurate project time tracking
• Task-level tracking and reporting for detailed insights
• Billable vs. non-billable hours tracking
• Planned vs. actual hours comparison
• Integrations with Trello, Asana and QuickBooks
• Mobile app for tracking on the go
• Free plan available with basic time tracking features

Paymo Cons & Limitations

• Limited advanced project management features
• No built-in Gantt charts or workload management charts for complex scheduling
• ERP and payroll integrations are limited
• Advanced reporting and dashboards require paid plans

Paymo Pricing

• Free plan
• Starter plan: $3.90/user/month paid annually
• Small Office plan: $6.90/user/month paid annually
• Business plan: $10.90/user/month paid annually

Paymo Reviews

• G2 review: 4.6/5
• Capterra review: 4.7/5

Highlighted User Reviews

• “Paymo has all the capabilities that allows me to save time by automating project and task management procedures.” Larry K – from G2
• “I like the way Paymo has been designed. With its straightforward menu sidebar, it’s easy to access everything your business needs quickly and easily.” Jamie Lee J – from G2

What Are the Main Benefits of Using Project Time Tracking Software

Project time tracking software gives teams a clear view of where hours are being spent and how resources are being used. It helps managers understand project performance, optimize schedules and ensure that work is completed on time. With accurate data on time spent per task, organizations can improve productivity and make informed decisions about future projects.

Accurate Labor Cost Tracking and Cost Control

Project time tracking allows managers to monitor labor hours for each task and project. This helps control costs by showing exactly how much time and effort are being invested. Tracking hours accurately ensures that budgets are adhered to and that billing for client work is transparent and precise.

Facilitates Project Progress Tracking

By logging hours against tasks and milestones, project time tracking software makes it easy to see progress in real time. Managers can identify delays or bottlenecks early, reassign tasks when needed and adjust project schedules to keep everything on track. This transparency ensures that deadlines are met and projects remain aligned with their goals.

Helps Managers Balance Their Team’s Workload

Workload charts and task-level tracking give managers insight into who is working on what and how much time each task requires. This helps balance the distribution of work, prevent team members from being overloaded and ensure that resources are used efficiently. Balanced workloads improve team productivity and reduce the risk of burnout.

Related Project Time Tracking Software

There is more to learn about project time tracking. For those that want to further explore the topic, check out the links below. They lead to articles on strategy, time management plans and much more.

• Project Time Management: Strategies, Tips & Tools
• How to Make a Time Management Plan You’ll Actually Use
• A Quick Guide to Time Blocking
• Time Estimation in Project Management: Tips & Techniques
• Free Time Management Worksheets & Templates
• 8 Best Time Tracking Software for Consultants

ProjectManager is online project and portfolio management software that connects teams, whether they’re in the office or out in the field. They can share files, comment at the task level and stay up to date with email and in-app notifications. Get started with ProjectManager today for free.

The post Project Time Tracking: Tools, Features and Software Reviews appeared first on ProjectManager.

The following is a list of the best production tracking software in descending order. These production tracking software tools help manufacturers monitor the production cycle, optimize operations, track capacity and improve overall efficiency. Whether you need a dedicated tracking system or an ERP solution with production monitoring capabilities, this list has options to fit your needs. Before we dive into the top production tracking software, let’s clarify what production tracking software is and why it’s essential for modern manufacturing.

What Is Production Tracking Software?

Production tracking software is a tool that helps manufacturers monitor and manage their production processes from start to finish. This type of production tracking software tracks the progress of tasks, oversees resource usage, monitors inventory and ensures that production stays on schedule. Production tracking software can be cloud-based or installed on-premise, depending on your needs.

While “production tracking software” is the most common term, you may also hear it referred to as manufacturing tracking software, production monitoring software or production management software. Production tracking software helps minimize delays by streamlining workflows, providing real-time updates on production progress and optimizing the allocation of resources for a more efficient manufacturing process.

Key Features of Production Tracking Software

The features offered by production tracking software can vary, and the best solution depends on your industry and how your team manages production. Here are some essential features to look for:

• Task & Workflow Monitoring: Production tracking software allows managers to follow the progress of tasks in real time. Tools such as Gantt charts, kanban boards, checklists and dashboards help teams visualize the production timeline, see who is responsible for each task and track completion status.
• Resource Management: Efficiently allocating people, materials and machinery is critical. Production tracking software should include features to schedule and manage resources effectively, including workload distribution charts and real-time availability updates.
• Project Management Capabilities: Since production often follows a project-like structure with timelines, budgets and stakeholders, production tracking software should support basic project management principles, allowing managers to plan, coordinate and adjust as needed.
• Cost Tracking and Budgeting: Keeping production costs under control is essential. Look for production tracking software with timesheets, cost dashboards and reporting features to monitor labor, materials and overhead throughout the production cycle.
• Document Management: Production involves many documents, including manufacturing orders, bills of materials and purchase orders. The best production tracking software offers file storage, sharing and version control to keep everything organized.

10 Best Production Tracking Software

Now that we understand what production tracking software is and the features that it should have to do its job better, let’s review the best products on the market. We’ll start with the best and for each review pros and cons, pricing and more.

1. ProjectManager

ProjectManager is award-winning production tracking software that puts manufacturers in control of their entire production process. Cloud-based and easy to set up, it offers a full suite of tools for production monitoring, resource management, task tracking and reporting. There’s even a mobile app for managing work directly from the shop floor. With a free 30-day trial, you can experience ProjectManager’s robust tracking features firsthand.

Track Resources and Costs in Real Time

ProjectManager’s Gantt charts are essential for production tracking. They connect all task dependencies to prevent bottlenecks and costly delays. Both human and nonhuman resources, along with associated costs, are tracked in real time. Once a production schedule is created, you can set a baseline to compare planned versus actual progress, identify anomalies and reallocate resources to keep production on track.

Automate Production Workflows

ProjectManager allows you to create custom workflows that keep production moving smoothly. Automated workflows enable triggers to update task status, assignees and more, saving time while maintaining control. Task approval settings ensure quality by requiring an authorized check before a task progresses. Multiple project views—Gantt, kanban, list and calendar—reflect all workflow updates across the platform, making it easy to manage production from any perspective.

Gain Real-Time Insights Into Team Workload and Progress

ProjectManager’s resource management tools let you see all team tasks in one place. Filter tasks by team, daily or weekly work, and adjust assignments instantly with drag-and-drop. You can add comments, attach files or update hours on any task. This seamless integration of production tracking with resource management makes it easier than ever to balance workloads and keep projects on schedule.

Thanks to its powerful scheduling, resource management and workflow automation features. ProjectManager is ideal for manufacturers who need real-time insights, task tracking and seamless project visibility across teams. Start your free 30-day trial today and see how it can optimize your production operations.

Verdict: Best Production Tracking Software for Manufacturers

ProjectManager Pros & Key Features

• Workload charts monitor resource utilization and allocate tasks in real time
• Real-time dashboards & timesheets track costs, labor and key performance indicators
• Workflow automation & task approval settings streamline production while ensuring quality deliverables
• Multiple project views show schedules in Gantt, kanban, list and calendar formats
• Document & version control store files and revert to previous plans if needed
• Risk management features visualize potential issues with impact and likelihood graphics
• Mobile app manages production from anywhere on iOS or Android
• Free 30-Day trial allows users to test all features with no risk

ProjectManager Cons & Limitations

• Does not include built-in ERP tools but integrates with Acumatica
• Missing some manufacturing-specific features
• Limited support for assembling the bill of materials
• No free plan beyond the trial

ProjectManager Pricing

• Team Plan: $14/user/month
• Business Plan: $26/user/month
• Enterprise Plan: Contact sales

ProjectManager Reviews

• G2 review: 4.4/5
• Capterra review: 4.1/5

Highlighted User Reviews

• “ProjectManager works very well with both large and small-scale projects. Being able to use this with anything from a project involving only two members of staff, to hundreds, has been invaluable.” Peter W – from Capterra
• “We used to manage our projects, resources, and reporting in different systems. Enter ProjectManager. We have consolidated systems and work more efficiently.” Jeffrey M – from Capterra
• “Having the full scope of activities and who is responsible to do it, plus the time tracking is excellent.” Flavio M – from G2
• “It has an excellent accounting system capable of calculating the time that a person has used to develop a task that was assigned to him, I like being able to collaborate with all my colleagues in the Finance sector through ProjectManager.” Jesus C – from G2
• “The UI of the application is user-friendly, and it helps to identify what we are looking for with minimal effort.” Pavan H – from G2
• “It’s a solid platform and has very good customer service. you can send collaboration invitations to your customers or partners, without the need for a setup or anything extra. What I like is that the website is always online, does not fall and is easy and intuitive to manage.” Aleksei V – from GetApp

2. MRPeasy

MRPeasy is an entry-level production tracking software that provides basic tools for small manufacturers. It offers built-in production planning and inventory management, giving real-time visibility into schedules, inventory levels and material requirements.

MRPeasy also tracks customer information and integrates with accounting platforms like QuickBooks and Xero, making it a solid choice for small teams looking to streamline basic production and financial processes. There’s a free trial, and the platform has a mobile-friendly interface for Android and iOS, allowing some flexibility for users on the go.

However, MRPeasy has several limitations that make it less ideal for more complex manufacturing environments. It only provides a calendar view for scheduling, which can feel restrictive compared to dynamic tools like Gantt charts. Workload management features are limited, and workflow customization is minimal, making it challenging for manufacturers with specialized processes. Some functionality requires paid integrations, which adds cost and setup complexity. Additionally, the platform can have a steep learning curve for non-technical users, and its mobile app is not as fully featured as competitors.

Verdict: Production Tracking Software for Small Manufacturers

MRPeasy Pros & Key Features

• Tracks customer information, including order history and communications
• Integrates with QuickBooks and Xero for invoicing and financial reporting
• Built-in production planning and inventory management for real-time schedule and material tracking
• Offers a free trial
• Mobile-friendly interface for Android and iOS

MRPeasy Cons & Limitations

• Only offers a calendar view for scheduling production, lacking dynamic visualization tools like Gantt charts
• Relies on paid integrations for full functionality, adding cost and setup complexity
• No workload management tools for balancing tasks across employees or machines
• Limited workflow customization for specialized processes
• Mobile app is limited in functionality compared to desktop features
• Steep learning curve for non-technical users

MRPeasy Pricing

• Starter: $49/user/month
• Professional: $69/user/month
• Enterprise: $99/user/month
• Unlimited: $149/user/month

MRPeasy Reviews

• G2 review: 4.5/5
• Capterra review: 4.5/5

Highlighted User Reviews

• “It covers all the essential features I need to manage my manufacturing processes, from inventory tracking to order management, without overwhelming me with complexity.” Alice B – from G2
• “It provided a solid foundation for managing manufacturing processes and streamlining operations.” Marek T – from Capterra

3. Katana MRP

Katana MRP is a cloud-based production tracking software that works well for small to mid-sized manufacturers. It provides automated workflows to move tasks along production lines efficiently and offers clear visibility into raw material availability and inventory levels directly linked to production orders.

The software integrates seamlessly with e-commerce platforms and accounting systems, giving manufacturers a central hub to manage both production and sales. There’s a free 14-day trial, making it easy to test the platform before committing.

On the downside, Katana lacks many advanced production tracking features that larger or more complex manufacturers may need. It does not include Gantt charts or other in-depth production planning tools, and there are no workload management features like resource leveling or shift planning.

Users also have limited access to project status, cost reporting or quality control tools. Workflow customization is minimal, there’s no native CRM, and the absence of a mobile app makes it harder for teams to manage production on the go.

Verdict: Production Tracking Software for Integrating with E-Commerce Platforms

Katana MRPPros & Key Features

• Automated workflows trigger actions to move production tasks efficiently
• Visibility into raw material availability and inventory levels tied to production orders
• Seamless integration with e-commerce and accounting platforms
• Offers a free 14-day trial

Katana MRP Cons & Limitations

• Limited production planning and scheduling features, lacking tools like Gantt charts
• No workload management features, such as resource leveling or shift planning
• No project status, cost or health reports, limiting insight into job-level performance
• Lacks native CRM and customer communication tools
• No built-in quality control tools for inspections or defect tracking
• Limited workflow and status customization
• No mobile app

Katana MRP Pricing

• Essential: $99/user/month
• Advanced: $299/user/month
• Professional: $599/user/month
• Enterprise: Contact sales

Katana MRP Reviews

• G2 review: 4.4/5
• Capterra review: 4.6/5

Highlighted User Reviews

• “I’ve found Katana to be quite easy to use and operate.” Lucas M – from G2
• “The Excel templates allow for bulk uploads of all of the required data categories, which don’t need to be uploaded manually.” Brent T – from Capterra

4. NetSuite

NetSuite is a powerful cloud-based production tracking software that is well-suited for medium to large manufacturers. Its integrated ERP system gives full visibility into production processes, inventory levels, and supply chain management. Users can track materials, monitor production progress, and manage resources all in real time. NetSuite also offers strong reporting tools, allowing manufacturers to analyze performance, costs, and efficiency across multiple sites.

However, NetSuite can be overly complex for smaller operations or teams without dedicated IT support. Its setup and customization require significant time and expertise, and the platform can feel overwhelming for non-technical users. NetSuite’s high price point and reliance on ERP modules for full functionality may make it inaccessible for smaller manufacturers, and mobile access is limited compared with more lightweight production tracking solutions.

Verdict: Production Tracking Software for Enterprise Manufacturers

NetSuite Pros & Key Features

• Integrated ERP system provides real-time visibility into production, inventory and supply chain
• Comprehensive reporting for performance, cost tracking, and operational insights
• Tracks materials and production progress across multiple facilities
• Centralized platform for managing resources, procurement and manufacturing processes
• Cloud-based system allows for remote access and collaboration

NetSuite Cons & Limitations

• Complex setup and configuration requiring technical expertise
• High cost, making it less suitable for small manufacturers
• Steep learning curve for non-technical users
• Mobile app functionality is limited compared with other production tracking software
• Full production tracking features often require additional ERP modules

NetSuite Pricing

• Pricing varies by package and number of users; contact sales for a quote

NetSuite Reviews

• G2 review: 4/5
• Capterra review: 4.2/5

Highlighted User Reviews

• “The best part about NetSuite is the ease of use for new users across our organization.” Joe W – from G2
• “NetSuite was the easiest ERP Software to learn and use.” Wes P – from Capterra

5. SAP PP

SAP PP (Production Planning) is a robust production tracking software designed for large-scale manufacturers and complex production environments. It provides comprehensive tools to plan, track, and optimize production processes, including material requirements planning, capacity planning and real-time monitoring of shop floor activities.

SAP PP integrates seamlessly with other SAP modules, giving manufacturers a full view of operations from procurement to sales, and enabling data-driven decisions across the enterprise.

Despite its power, SAP PP can be challenging for smaller businesses due to its complexity and cost. Implementation is time-intensive, requiring specialized knowledge, and users often need training to navigate the platform effectively. The interface can feel overwhelming, and its mobile capabilities are limited compared with lighter production tracking software. For companies without dedicated SAP support, the steep learning curve and high subscription fees may be significant obstacles.

Verdict: Production Tracking Software for Large Manufacturers

SAP PP Pros & Key Features

• Comprehensive production planning, including MRP, capacity planning and shop floor tracking
• Integrates with other SAP modules for full enterprise visibility
• Real-time monitoring of production progress and resource usage
• Advanced reporting and analytics for cost, efficiency, and operational insights
• Supports complex manufacturing processes and multi-site operations

SAP PP Cons & Limitations

• Complex setup and implementation requiring specialized expertise
• High cost makes it inaccessible for small and medium manufacturers
• Steep learning curve for non-technical users
• Limited mobile capabilities compared with lightweight alternatives
• Interface can feel overwhelming for smaller production teams

SAP PP Pricing

• Pricing varies by company size and module selection; contact SAP sales for a quote

SAP PP Reviews

• G2 Review: 4.2/5
• Capterra Review: 4.3/5

Highlighted User Reviews

• “SAP Customer Data Platform helps us to build trust with customers and reduce the time to market products. It has a holistic view of customer data, which is very helpful to our management in making decisions. It complies with all of our required compliance.” Rajiv T. – from G2
• “The thing I like most about this is that you can manage all the Enterprise Resources, so that you can get better efficiency. Javier R. – from Capterra

6. Jira

Jira is a flexible production tracking software popular with manufacturing and software teams alike. Its strength lies in task management, workflow customization, and real-time progress tracking. Jira allows teams to visualize production processes using kanban boards, scrum boards and customizable dashboards, giving managers insight into task status, bottlenecks and team workloads. The platform also integrates with numerous third-party tools, including time tracking and reporting solutions, making it versatile for production operations.

However, Jira is not designed specifically for manufacturing, so it lacks built-in production scheduling, material planning and shop floor tracking features. Workload management for physical resources is limited, and advanced production reporting is not native.

Teams may need multiple add-ons to achieve full production tracking functionality, which increases cost and complexity. The interface can be overwhelming for non-technical users, and mobile app functionality, while available, is limited compared with dedicated production tracking software.

Verdict: Production Tracking Software for Task-Oriented Teams

Jira Pros & Key Features

• Customizable workflows and task boards for visualizing production processes
• Real-time tracking of task progress and team workload
• Integrates with numerous third-party tools for time tracking, reporting and collaboration
• Kanban, scrum and dashboard views provide flexible project visualization
• Cloud-based system with web and mobile access

Jira Cons & Limitations

• Lacks built-in production scheduling and material planning features
• No native shop floor or resource tracking for manufacturing operations
• Advanced production reporting requires additional add-ons
• Mobile functionality is limited compared with dedicated production tracking software
• Interface can be complex and overwhelming for non-technical users

Jira Pricing

• Free plan available for small teams
• Standard: $7.75/user/month
• Premium: $15.25/user/month
• Enterprise: Contact sales

Jira Reviews

• G2 review: 4.3/5
• Capterra review: 4.4/5

Highlighted User Reviews

• “In my office we use jira for task management and time management, which helps us for team projects with multiple moving parts.” Saili K – from G2
• “Once we got past the learning phase, Jira significantly improved our project efficiency and collaboration.” Abu R – from Capterra

7. DELMIAWorks

DELMIAworks is a comprehensive production tracking software built for manufacturers who need full visibility into their operations. It provides real-time monitoring of production workflows, inventory, and shop floor activities, while also integrating quality management, scheduling, and material planning. The platform is highly configurable and includes reporting and analytics tools that help manufacturers track performance, optimize resources, and reduce downtime.

On the downside, DELMIAworks can be complex and resource-intensive to implement. Smaller manufacturers may find the learning curve steep, and navigating the system without dedicated support can be challenging. Its mobile capabilities are limited compared with lighter production tracking software, and the cost of the platform can be prohibitive for small to mid-sized businesses. Additionally, the setup and customization process can require significant time and expertise.

Verdict: Production Tracking Software for Mid-to-Large Manufacturers

DELMIAworks Pros & Key Features

• Real-time monitoring of production workflows and shop floor activities
• Integrated quality management and compliance tracking
• Advanced scheduling and material planning capabilities
• Customizable reporting and analytics for operational insights
• Highly configurable to adapt to complex manufacturing processes

DELMIAworks Cons & Limitations

• Complex setup and configuration requiring technical expertise
• High cost, less suitable for small manufacturers
• Steep learning curve for non-technical users
• Limited mobile functionality compared with lighter production tracking software
• Time-intensive customization and implementation process

DELMIAworks Pricing

• Pricing varies depending on company size and modules; contact DELMIAworks sales for a quote

DELMIAWorks Reviews

• G2 review: 4.1/5
• Capterra review: 4.1/5

Highlighted User Reviews

• “I like its concept of making jobs easier by making your business operations transparent and more organized. Easy to manage and handle” Khurshid Muhammad S. – from G2
• It includes everything from order entry, inventory, machine scheduling to accounting Pierrette L. – from Capterra

8. Visual Planning

Visual Planning is a versatile production tracking software designed to help manufacturers organize, monitor, and optimize production schedules. Its drag-and-drop interface and customizable calendars allow managers to visualize tasks, resources, and timelines easily.

The software provides real-time updates on task progress and resource allocation, helping teams reduce bottlenecks and improve efficiency. Integration with other business tools and reporting features gives manufacturers a comprehensive overview of operations.

Despite its flexibility, Visual Planning has some limitations. Its production tracking features are relatively basic compared with more advanced platforms, lacking robust tools like Gantt charts, material planning or in-depth resource leveling. Mobile access is limited, and customization options for complex workflows can be restrictive for manufacturers with specialized processes. Users may also find that scaling the system for larger teams or multiple sites requires additional setup and support.

Verdict: Production Tracking Software for Overview of Operations

Visual Planning Pros & Key Features

• Drag-and-drop interface for scheduling and task management
• Real-time updates on task progress and resource allocation
• Customizable calendars and views for easy visualization of production
• Integration with other business tools for reporting and operational oversight
• Helps reduce bottlenecks and improve efficiency in production workflows

Visual Planning Cons & Limitations

• Basic production tracking features, lacking Gantt charts and material planning
• No advanced workload management or resource leveling
• Limited mobile access
• Workflow customization is limited for complex or specialized production processes
• Scaling for larger teams or multiple sites requires additional setup and support

Visual Planning Pricing

• Pricing varies depending on the number of users and modules; contact Visual Planning for a quote

Visual Planning Reviews

• G2 review: 3.8/5
• Capterra review: 4.6/5

Highlighted User Reviews

• “Scheduling tasks for different employees is very simple, you just click on their box and then click add card.” Benjamin M – from G2
• “Great for keeping up with a fluid production schedule.” Dave O – from Capterra

9. Tactic by Waterloo

Tactic by Waterloo is a cloud-based production tracking software that provides manufacturers with real-time visibility into production workflows, inventory, and resource allocation. Its platform is highly visual, allowing teams to manage tasks, monitor job progress, and track materials using interactive dashboards. Tactic also includes reporting and analytics features, helping managers identify bottlenecks, optimize resource usage, and make data-driven decisions efficiently.

Despite its strengths, Tactic has some drawbacks for manufacturers with complex or large-scale operations. It lacks advanced production planning features such as Gantt charts, material requirements planning and detailed workload management. Mobile capabilities are limited, and the system may require training for non-technical users to fully utilize all features. Additionally, scaling the software for multiple sites or highly customized workflows can be challenging without additional configuration.

Verdict: Production Tracking Software for Highly Visual Teams

Tactic by Waterloo Pros & Key Features

• Real-time visibility into production workflows, inventory, and resource allocation
• Interactive dashboards for monitoring task progress and materials
• Reporting and analytics to optimize production and resource usage
• Cloud-based system for easy access and collaboration
• Visual interface simplifies tracking and managing production tasks

Tactic by Waterloo Cons & Limitations

• Lacks advanced production planning features like Gantt charts and MRP
• No detailed workload management for balancing resources across teams
• Mobile functionality is limited compared with other platforms
• May require training for non-technical users to fully leverage features
• Scaling for multiple sites or highly customized workflows can be challenging

Tactic by Waterloo Pricing

• Pricing varies depending on the number of users and configuration; contact Tactic by Waterloo for a quote

Tactic by Waterloo Reviews

• G2 Review: 4.8/5
• Capterra Review: 4.6/5

Highlighted User Reviews

• “One of the things I really appreciate about Tactic is the ability to reserve my preferred computer station and easily check who will be working on that day. It’s so convenient to see the availability of each person and their specific time slots.” Angela O. – from G2
• “The ability to customize and to integrate TACTIC into the existing ERP/MRP was key!” – Allen D. – from Capterra

10. Fishbowl Inventory

Fishbowl Inventory is a production tracking software designed to help small and mid-sized manufacturers manage inventory, production workflows, and material requirements. It integrates seamlessly with QuickBooks and Xero, providing visibility into production costs, inventory levels, and order fulfillment. Fishbowl’s intuitive interface and reporting tools make it easier for managers to track job progress, monitor resource usage, and optimize production processes in real time.

However, Fishbowl has several limitations that may affect larger or more complex operations. Its production scheduling and planning features are relatively basic, lacking advanced tools like Gantt charts or capacity planning. Workload management across multiple machines or teams is limited, and mobile functionality is restricted compared with other production tracking software. Additionally, fully leveraging Fishbowl’s features may require additional integrations, which can increase cost and setup complexity.

Verdict: Production Tracking Software for Warehouse Workflows

Fishbowl Inventory Pros & Key Features

• Tracks inventory, production workflows, and material requirements in real time
• Integrates with QuickBooks and Xero for accounting and cost tracking
• Reporting tools provide insight into job progress, costs, and resource usage
• Intuitive interface simplifies production tracking for small teams
• Helps optimize production processes and order fulfillment

Fishbowl Inventory Cons & Limitations

• Basic production scheduling and planning features, lacking Gantt charts or capacity planning
• No advanced workload management for teams or machines
• Mobile functionality is limited
• Full functionality may require additional paid integrations
• Not ideal for complex or multi-site manufacturing operations

Fishbowl Inventory Pricing

• Pricing varies by number of users and modules; contact Fishbowl for a quote

Fishbowl Inventory Pricing

• Contact for quote (starting at $4,395)

Fishbowl Inventory Reviews

• G2 review: 4/5
• Capterra review: 4.2/5

Highlighted User Reviews

• “We were looking for a platform to help us keep up with our inventory quantities, costs, ordering, and manufacturing.” Bryan W – from G2
• “There is a learning curve but in the end you have what you need.” Rulon C – from Capterra

Related Content

The best production inventory software is necessary for greater efficiency. For those who want to read more about project management software, production management, planning and more, check out the links below.

• Best Project Management Software: Rankings, Reviews & Comparisons
• Production Management: A Quick Guide
• Production Planning in Manufacturing: Best Practices
• Production Scheduling Basics
• How to Create a Master Production Schedule (MPS)

ProjectManager is online production planning software that empowers everyone to plan, manage and track their production run in real time. It gives manufacturers automated and custom workload, task approval, filtered reports and much more. Join teams at Avis, Nestle and Siemens who are using our software to deliver successful projects. Get started with ProjectManager today for free.

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