Construction Project Management | Free Excel Templates (2023)

If you are starting any construction project, you need to have many documents. The documents should be clear and thorough. Therefore, it is essential to use a construction project management template that includes all the information about the project.

This article will discuss top construction templates to assist you in designing, tracking, and managing construction activities from start to end. In addition, you will find a summary and description of each template that will guide you on how you can use these templates effectively.

Construction Project Management | Free Excel Templates (1)

Types Of Construction Project Management Templates

There are various types of construction project management templates such as construction budget template, construction timeline template, project punch list template, construction document tracker, and many more.

Construction Budget Template

The budget construction management template is helpful for both remodeling and building projects. Through these templates, you can establish a comprehensive budget for your project and ensure that you are responsible for all essential items present on the list.

In addition, if the construction project is underway, you can use this template as a baseline to track your budget, whether you are under or over the budget.

Related Article: 6+ Free Building Construction Progress Report Samples [XLS]

Construction Timeline Template

The construction project has numerous tasks and multiple phases that are dependent on each other. If you do not complete one task on time, the other dependent tasks will delay.

Thus, it will result in the delay of the whole project completion. Therefore, if you use a construction timeline template, it will be helpful for you to track the progress of your project and keep a record.

Furthermore, with the help of these templates, you can track the progress of your construction project. In addition, you can identify the risks and try to resolve them early. The templates also help you complete the project on the due date specified in the contract.

In the template, you can also note down the essential tasks necessary to perform to complete the project. You can also track the project beginning and project completion date.

Construction Project Management | Free Excel Templates (2)
Construction Estimator Template

A contractor can also provide the home builder selection sheet estimate depending on the type of construction project.

A general construction estimator template helps the contractors initially estimate the cost of labor and total cost of the project. You can use this template to enlist the essential items required, their cost, and related labor cost.

Related Article: Construction Project Monthly Cash Flow Template

Construction Proposal Template

Before beginning any construction project, you need to have a construction proposal. Through the help of a proposal, owners hire contractors.

More than one potential home builder or contractor submits a construction proposal and tries to win the contract in many cases. Therefore, it is essential to draft an impressive construction proposal that will catch an owner’s attention.

(Video) Simple Dash Board for Construction Project Managers - Free Excel Template

Furthermore, a construction project management proposal should be a thorough document that includes every detail of the construction project. It is also essential to properly organize the template as it includes so much information.

It is also essential because it will leave the owner confused if you do not properly organize it. The construction proposals we provide include all the essential information that makes everything clear and sensible.

In addition, all the information in a single document makes everyone understand the template. So, you can easily understand what is present in the template and quickly move towards planning the construction project.

Construction Documentation Tracker

Most construction projects need a specific amount of documentation. These projects require documentation and need comprehensive tracking of these documents throughout the project duration.

All these details need to be organized, from specifications and plans to weekly progress reports and inspection schedules.

Furthermore, the organization of these details helps estimate project closure. Using a construction project management template ensures you that you are getting and requesting the right documents.

In addition, when you need a specific document in an emergency, you can easily track that document with the help of a template.

Related Article: 7+ Free Cash Flow Templates for Construction Projects

Contractor Payment Template

Those projects that exceed the due date require extra payment. In such cases, you pay the contractor and another team member daily, depending on the amount of work they complete.

So, in such a scenario, you can use a contractor payment template that determines the contractor’s progress in a specific time interval.

Furthermore, with the help of this template, you can determine any change in orders, in the retainage, and the previous payments for each payment period.

This template also includes a second sheet separately to track the work status of each task and due dates to complete that task.

Project Punch list Template

When any construction project nears its completion, it is critical to inspect all the activities and construction tasks.

In addition, it is necessary to ensure that all the work is according to your specifications, plans, and standards. So, here this project punch list template can help you track any updates and corrections you have made.

Furthermore, the punch list template helps the contractors and subcontractors to stay on the same page. It offers them all the essential information that they need.

The punch list is an updated document that tracks the changes made in real-time. Thus, you can share it with many other sub-contractor easily.

(Video) Project Management Template in Excel

Related Article:

Project Closeout Checklist Template

Closeout of any construction project is a long process, and it includes several steps. These steps are punch lists completion, contract closeout, final inspections, as-built submission, and many more.

Therefore, a project closeout checklist is important to ensure that each step is completed on time.

Thus, in a checklist, you can list all essential tasks, such as specific requirements, details of each task, and the final date of completion. In addition, it includes:

  • Contract closeouts
  • Required testing
  • Workmanship bonds
  • Certificates
  • Warranties and guarantees
  • Final submittals

How To Create A Construction Project Management Schedule?

Creating a project management schedule from scratch looks like a confusing and time-consuming task. But in reality, when you create a construction schedule, it requires only general information and tasks. You already know this information when you start a project.

So, if you have that information, you are halfway done with construction project scheduling. If you do not like to create new templates, you can always use free templates available online.

You can also download templates from our website in Excel format. But if you want to create your construction schedule template, you can follow these simple steps to create your template.

Steps To Create A Construction Project Management Schedule

The general steps to create a construction project schedule are:

Construction Project Management | Free Excel Templates (4)
Step 1: Gather All The Essential And Relevant Data

Every construction management project is different as it has its variable. But almost all projects must have some common items essential for creating a construction schedule template.

These general things include:

  • The scope of work of your commercial or residential construction project
  • A general overview of material and equipment required to complete the project
  • The time required to find and get all the materials
  • The list of essential codes that you want to check
  • Names of subcontractors that will participate in the construction project
  • A list of workers that will be a part of your project team
  • All of the estimates, bids, signed contracts, and client material selections
  • A list of the individual tasks essential to complete a project, such as a demo, site excavation, and so on.
  • The timeline that will show how long a specific task will take to complete a project

The schedule of each project will be different from the other, depending on the scope of work. For example, a new custom home build project will not require the same list of tasks that a new kitchen remodeling project will demand.

So, if you are creating a template for different projects, you have to save a copy of a separate template to work for a specific scope. For instance, you want to create a home builder selection sheet template, you can copy the template you have saved.

Related Article: How to Create a Work Breakdown Structure in MS Project

Step 2: Choosing A Software (Excel Or Google Sheet)

After getting all the information for your construction project, you need to develop a framework. Here, you have to choose software such as Excel sheets or Google sheets for creating your construction project template.

In addition, there are many other options that you can choose from for creating your schedule. But most popular are Excel and Google sheets. But if you are confused between Excel and Google sheet, both are good choices.

This software includes built-in schedule templates from where you can create your template from scratch. One most important thing to consider here is that if you share your schedule with other partners, you must prefer Google sheets.

(Video) Interactive Excel Project Management Dashboard - FREE Download

It is because of the reason that Goggle sheets are free and easy to use. In addition, these sheets are also easy to share with others.

Step 3: Organizing Your Construction Schedule Tasks

Now, as you have the framework or template to create your construction project schedule, it’s a great time to layout tasks. Now you have to organize all your construction schedule tasks.

It does not matter whether you have tasks in your mind or written on paper. The important thing is that you have to categorize and organize each task that needs to be done for project completion.

Furthermore, there is also a chance that some of your tasks may overlap or depend on the other tasks to be completed. So, if you want to make the whole process easy for you, make sure to write those tasks first that require early completion.

These tasks are dependent tasks that need to be done first. The listing and organization of these tasks first will help you make your time-consuming and hectic tasks less overwhelming and easy.

And once you place these tasks, you will have a shortlist of tasks left to place in the Gantt chart or schedule.

Step 4: Creating A Task Timeline And Project For Your Construction Project Schedule

It is one of the essential components of any project schedule. The task timeline is the basic component that ultimately creates the project’s overall timeline.

You also need to organize the complete list of the tasks relevant to the project from beginning to end. Now assign a target time to each task that should be completed.

Furthermore, it is also possible that you might think of the task as both science and arts. If you are in the construction department for a while, it is easy to determine how long a task will take to complete. However, if you are new to this project, it would be difficult to count the timeline.

Step 5: Review Your New Construction Schedule

After rightly placing everything, it is time to review tasks, materials, timeline, and everything to ensure that nothing is left in the project. It is also common that most construction projects never go as you plan them.

So, there could be schedule changes and updates that need to be maintained throughout the project. Moreover, the initial schedule of any construction project decides how you want your project to be.

So, if you miss even the smallest task, it could have a major impact on the project. Therefore, make sure to review it carefully before sharing it with the owner and with other sub-contractors.

Related Article: Free 2 Week Look Ahead Schedule Template XLS | Construction Schedule

Top 6 Frequently Asked Questions

What are the steps to manage a construction project?

(Video) Construction Punch List Template (Excel)| TeamGantt

The steps to manage a construction project or responsibilities of a construction project manager are:

• Estimate the total cost of the project
• Keep aside a project budget
• Create a schedule
• Set up project parameters for how you execute the project
• Collaborate and communicate with project stakeholders
• Educate teams and workers about the contract details

What are construction templates?

Construction project templates track the project progress and help the project managers to identify key risks early in the construction phase. In addition, these templates ensure that the project is completed within a specified time of the contract.

What are the 5 phases of a construction project?

The five key phases of the construction project are:

• Conception and Initiation of the project
• Project Definition and Planning
• Project Launch and Execution
• Performance of the project
• Project Close phase

What is a checklist in construction?

In a construction checklist, you can find specific information on various phases and activities of your project. In a construction checklist, you can categorize specific materials, items, tasks, equipment, etc. This checklist breaks complex activities of the project into simple, achievable components.

What is a construction management plan?

A Construction Management Plan is, also known as a CMP, is a plan that outlines what construction work you need to undertake and how the manager will manage the project. In addition, it also includes the plan to reduce the possible impact on the residents during the construction.

(Video) Make an awesome Project Management Dashboard with Excel (Free download ~ Part 1)


Does Excel have project management templates? ›

With a variety of pre-built Excel and project management templates, you can stay on top of your deadlines and keep accurate track of budgets. These templates are simple to customize, easy to adopt, and designed for users with all different levels of Excel experience.

Where can I get free Excel templates? ›

Free Excel for the web templates
  • Go to
  • Click Templates at the top of the page.
  • On the Templates page, click Excel. ...
  • Click the template you want, click Edit in Browser, sign in if prompted, and then click Continue.

What is the best way to use Excel for project management? ›

How to use Excel for project management
  1. Manage project timelines. ...
  2. Monitor task progress. ...
  3. Plan and track resource usage. ...
  4. Oversee project hours. ...
  5. Store and track budget information. ...
  6. Generate project reports. ...
  7. Track critical paths and task priorities. ...
  8. Observe and identify project milestones.
Dec 4, 2022

Where can I find Excel templates? ›

Go to Click Templates at the top of the page. On the Templates page, click Excel. Tip: To see more templates, under BROWSE BY CATEGORY, click the category (like Calendars) that you want to see.

Is there a free online Excel? ›

Excel for the web is Excel, but in your web browser. You can access it from any device, anywhere. And better yet, it's free for your personal use! (If you need to use it for a business, you can access it with a Microsoft 365 subscription.)

Does Microsoft have free templates? ›

You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, and much more.

Is Excel no longer free? ›

The good news is if you don't need the full suite of Microsoft 365 tools, you can access a number of its apps online for free, including Word, Excel, PowerPoint, OneDrive, Outlook, Calendar, My Content, Skype, Designer and Clipchamp.

What are the 4 most important project manager's functions in a software project? ›

planning and monitoring the project. adopting any delegation and use of project assurance roles within agreed reporting structures. preparing and maintaining project, stage and exception plans as required. managing project risks, including the development of contingency plans.

What Excel skills do project managers need? ›

5 Skills to Help You Excel in Your Project Management Career
  • Communication and People Skills. The life of a project manager is one that requires constant communication with a variety of parties. ...
  • Organization. ...
  • Problem Solving and Critical Thinking. ...
  • Risk Management. ...
  • Quality Management.
Apr 13, 2016

How do I create a construction schedule in Excel? ›

How to Create a Construction Schedule in Excel
  1. Enter Details for Your Project. ...
  2. List Activities in the Construction Schedule Excel Template. ...
  3. Add Dates to the Task Rows and Calculate Duration. ...
  4. Show Completed and Future Work in the Gantt Chart. ...
  5. Customize the Schedule.
Mar 31, 2022

What are the 7 parts of a project plan? ›

Let's dive into the details:
  • Step 1: Define your goals and objectives. ...
  • Step 2: Set success metrics. ...
  • Step 3: Clarify stakeholders and roles. ...
  • Step 4: Set your budget. ...
  • Step 5: Align on milestones, deliverables, and project dependencies. ...
  • Step 6: Outline your timeline and schedule. ...
  • Step 7: Share your communication plan.
Nov 19, 2022

How do I create a simple project schedule in Excel? ›

Here's how you can create an Excel timeline chart using SmartArt.
  1. Click on the Insert tab on the overhead task pane.
  2. Select Insert a SmartArt Graphic tool.
  3. Under this, choose the Process option.
  4. Find the Basic Timeline chart type and click on it.
  5. Edit the text in the text pane to reflect your project timeline.
Oct 13, 2022

How do I create a simple project management plan? ›

  1. Step 1: Identify and meet with stakeholders. ...
  2. Step 2: Set and prioritize goals. ...
  3. Step 3: Define deliverables. ...
  4. Step 4: Create the project schedule. ...
  5. Step 5: Identify issues and complete a risk assessment. ...
  6. Step 6: Present the project plan to stakeholders.
Apr 20, 2022

Is it safe to download Excel templates? ›

Yes you can, according to the documentation below, the templates are public domain.

How do I find sheet templates? ›

Use a Google template

On your computer, go to Google Docs, Sheets, Slides, or Forms. At the top right , click Template Gallery. Click the template you want to use.

Where is Excel default template? ›

Click File > Save As. In the Save as type box, click Template. In the Save in box, select the folder where you want to store the template. To create the default workbook template or default worksheet template, select either the XLStart folder or the alternate startup folder.

What are the 7 themes of project management? ›

The 7 Themes
  • Business Case. Related to the continued business justification principle. ...
  • Organisation. Related to the define roles and responsibilities principle. ...
  • Quality. Related to the focus on products principle. ...
  • Plans. A plan describes how targets will be achieved. ...
  • Risk. ...
  • Change. ...
  • Progress.
Sep 19, 2016

Which tool is mostly used for project management? ›

Gantt Charts

Gantt chart is one of the top project management tools. A Gantt chart is a visualization of your project timeline and the dependencies between your various work items.

Do you need to know coding for project management? ›

Language: coding and writing

But as a project manager, you are overseeing a team and must speak fluently across skill sets. Knowing how to speak about code, and even being able to do some basic Python, HTML, or C++ will take you far. Plus, your engineers will respect you more, and do their best work.

What is the best free platform for Excel? ›

10 Best Free Microsoft Excel Courses Beginners Can Join in 2023
  1. Useful Excel for Beginners [Udemy] ...
  2. Everyday Excel, Part 1 [Free Coursera Course] ...
  3. Microsoft Excel — Improve your skills quickly [Udemy] ...
  4. Easy Excel Basics for Beginners — Get Started with Excel [Udemy]

Is Google Sheets the same as Excel? ›

Excel offers some advanced features that set it apart from Google Sheets, like built-in advanced statistical tests, better data analysis tools, more keyboard shortcuts, and the ability to import data from more external sources.

Which app is best for templates free? ›

In this article, we'll present the five best free photo template apps for iPhone and Android in 2023.
  1. 5 Best Free Photo Template Apps for iPhone & Android. ...
  2. YouCam Perfect: Best Photo Template App. ...
  3. Canva. ...
  4. Picsart. ...
  5. BeautyPlus. ...
  6. UniStory: Instagram Story Template App.
Nov 14, 2022

Does Microsoft project have templates? ›

Create a new project from a template

Additional templates are available on Microsoft templates. If your organization has its own custom templates, it may store them on its corporate intranet. Follow these steps to access any of these templates. On the File menu, click New.

Why is Excel shutting down? ›

Microsoft Excel may crash due to any one or more reasons given below, Incompatible Add-Ins. Outdated MS Excel program. Conflict with other programs or antivirus tool.

What is better than Excel? ›

LibreOffice is an open source Excel alternative that has been derived from the original, just like Apache Open Office. And it's not just Excel, LibreOffice is an alternative to the whole Microsoft Office application.

What is the free version of Excel called? ›

Excel Online is a free, cloud-based version of the program that can be installed as a browser extension. Excel Online stores everything in OneDrive, Microsoft's version of the cloud, and is part of a suite of free, web-based Microsoft Office programs.

What are the 4 C's in project management? ›

To solve this problem, PBL has evolved to include a new Gold Standard that incorporates the “Four Cs” of the Partnership for 21st Century Learning: communication, collaboration, critical thinking, and creativity.

What is the hardest thing a project manager does what's the most important? ›

As a project manager, one must ensure that the risk of working on a particular project remains low. This might be one of the hardest tasks to deal with, especially if the project manager is affected by internal issues, like unrealistic deadlines, poor teamwork and lack of budget.

What are the three critical tasks that a project manager needs to succeed? ›

As a project manager, it's your job to identify those risks and look at practical ways to minimise them before they cause problems for the team.
Risk Management & Assessment
  • Step One: Identifying Risks. ...
  • Step Two: Categorise Risks. ...
  • Step Three: Plan Risk Response.

What are the 3 most important skills of a project manager please explain why? ›

The most important skills of a project manager include leadership, communication, time management, negotiating, team management, and critical thinking. Furthermore, he/she must also be able to keep up with the project management trends and use the tools they have to their fullest.

What 4 leadership skills should a project manager possess? ›

Leadership Skills for Project Managers
  • Motivating and inspiring. Leaders develop a vision and then continually communicate that vision throughout the organization, working with the team to achieve the vision. ...
  • Team building. ...
  • Negotiating and communicating. ...
  • Listening and influencing.

What is the most critical skill for a project manager to have and why? ›

One of the most important skills for project management skills is communication. Great communication and effective leadership typically go hand-in-hand. Project management involves leading teams from different departments who may not be used to working together.

How do you keep track of construction projects? ›

There are five major strategies for monitoring the progress of a construction project:
  1. Network Diagrams.
  2. Critical Path Method (CPM)
  3. Gantt Charts.
  4. Program Evaluation Review Technique (PERT)
  5. Work Breakdown Structure (WBS)
Jun 10, 2022

What are the five phases of construction? ›

The five phases of the construction project lifecycle are:
  • Project Initiation and Conception. Like with all things, the first step to the construction life cycle is merely to begin. ...
  • Project Planning and Definition. ...
  • Project Execution and Launch. ...
  • Project Performance. ...
  • Project Close.

Is there a Gantt chart template in Excel? ›

Regrettably, Microsoft Excel does not have a built-in Gantt chart template as an option. However, you can quickly create a Gantt chart in Excel by using the bar graph functionality and a bit of formatting.

What are the 5 pillars of project management? ›

Good leaders do it with key projects. They implement and track 5 pillars of project management: Plan, People, Process, Polish-off, Post-completion.

What are the 5 project key elements? ›

5 Key Elements To Success In Project Management
  • IDENTIFYING CLIENTS NEEDS. Accurately identifying the client's needs is the key to ensuring that you produce the right product. ...
  • PLANNING. ...
Sep 7, 2021

Is there a project plan template in Excel? ›

Based on the long-standing Gantt chart model, this project planning template in Excel uses a simple visual representation to show how a project will be managed over time. You can enter the start dates, duration, and current status of each task and share them with your team to keep task owners accountable.

Does Excel have a project timeline template? ›

An Excel project timeline template is a visually dynamic tool that project managers can use to plan and monitor project progress. Use the template for a visual representation of your project's goals, scope, and tasks to ensure timely project delivery.

What are the 12 steps of project management? ›

The 12 steps are
  • define the project.
  • list the tasks.
  • estimate the cost and time of each task.
  • plan the dependencies and longest route.
  • speed up the project plan if necessary.
  • create a Gantt chart (I love Gantt charts)
  • check you have the resources required.
  • think about risk.

How do beginners manage projects? ›

21 project management tips for beginners
  1. Get to know team members. ...
  2. Constantly communicate. ...
  3. Understand your goal. ...
  4. Envision the end goal. ...
  5. Identify risks. ...
  6. Prioritize time management. ...
  7. Focus on successful completion instead of perfection. ...
  8. Research project management methodologies.
Feb 3, 2023

What is the simplest project management software? ›

Easiest Project Management Software Shortlist
  • Zoho Projects. ...
  • Paymo. ...
  • Trello. ...
  • ...
  • Hive. ...
  • ActiveCollab. Best for small projects with time tracking needs. ...
  • xebrio. Best for its fully featured free trial. ...
  • TeamGantt. Intuitive tool with task color coding and progress bar per task.
Mar 1, 2023

Are there Gantt chart templates for Excel? ›

Gantt chart template for Microsoft Excel

In Excel 2013 - 2021, just go to File > New and type "Gantt" in the Search box. If you cannot find it there, you can download it from Microsoft's web-site - Gantt Project Planner template.

How do I keep track of projects and tasks in Excel? ›

This whole process revolves around using Excel's Filter feature to create an editable, trackable list that you can format according to your preference.
  1. Step 1: open Excel and add column headers. ...
  2. Step 2: fill in task details. ...
  3. Step 3: apply a filter to your list. ...
  4. Step 4: sort your tasks using the filter. ...
  5. Step 5: done!
Mar 28, 2022

Is Microsoft planner a project management tool? ›

Microsoft Planner is a basic project management tool that relies on kanban boards and to-do lists to manage work.

How do I create a whole Gantt chart in Excel? ›

On the File menu, click Page Setup. Click the View tab. Click to select the Fit Timescale to End of Page check box. Click OK.

Is there a free Gantt chart? ›

Office Timeline

This tool is a free online Gantt chart tool that helps create visual project timelines and charts for your presentation slides.

How do I create a simple project timeline in Excel? ›

Creating a Timeline in Excel
  1. In the "Insert" tab on the ribbon, select "Smart Art" from the "Illustrations" section.
  2. In the left pane of the new window, select the "Process" option, then double-click one of the timeline options, or select an option and select "OK."
  3. Your timeline will appear on the spreadsheet.

How do I get Microsoft templates for free? ›

You can download free, pre-built document templates with useful and creative themes from Office when you click File > New in your Office app. Templates can include calendars, business cards, letters, cards, brochures, newsletters, resumes, and much more.

Is Microsoft Project used in construction? ›

Microsoft Project is a tool for project management, but it lacks some of the features necessary to handle construction project tasks in native way. It is possible to add functionality with an MS Project add-in like Construction Project (CP).

How do I find templates in MS Project? ›

Creating a New Project from a Personal Project Template

To do this, click the File tab and then click the New tab in the Backstage. Below the list of the four default templates shown at the top of the page, Microsoft Project displays a section with two links.

What is the best free project management software Microsoft? ›

Microsoft Planner is free project management software that integrates with other Microsoft products, making it ideal for businesses that use Microsoft products. It's simple to use and helps users plan and organize projects with features such as task management, file sharing and collaboration tools.

Does Office 365 have a project Planner? ›

Planner is a light weight, mobile and web-based application that comes with most Office 365 for business subscriptions. With Planner you and your team can to create plans, assign tasks, chat about tasks, and see charts of your team's progress.

Does Office 365 have project management? ›

A project management tool focused on Office 365 users is Microsoft To Do and Planner. With the combination of these tools, you can manage tasks personal to you and tasks for a project where you collaborate with others, all in one location.


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