The aim of a project management template is to give your project a clear structure. This helps you get more done and, of course, finish the project faster. Project management is key in any business, big or small. But not all project management methods are the same. One challenge people face is creating a good project management template. There are many ways to manage projects. Some are simple but lack features. Others are complex and hard to learn. The truth is, there’s no one-size-fits-all project management template. Usually, the best plan is to start with a basic template and tweak it to fit your needs. That’s exactly what this Project Management template is made for. Here are some template features and highlights, by table:

Projects

Have this database table hold a list of all your projects. This table also has information about each project, such as who the project is for, who is in charge of it, who is working on it and when, etc.

Fields

• Name. The project’s name. Most projects names are/should be short and recognizable.
• Description. The project’s description.
• Category. All projects vary in nature. This field allows you to categorize them as you see fit.
• Budget. The budget allotted for each project, using any currency.
• Start. This rollup field shows the earliest start date of a Task related to the project.
• End. This rollup field shows the latest deadline of a Task related to the project.
• Contract. This file field allows to upload the contract or any document(s) related to the project.
• Client. This is a linked field to the Clients table, which ties clients to projects in order to keep track of which project relates to which client.
• Client contact. This lookup field to the Clients table shows the e-mail address of the contact person.
• Project lead. For every project, there’s usually a Project Lead. This linked field ties to the Team table in order to display each respective Project Lead.
• Project team. Even if there if there’s an instance where there isn’t a Project Lead, there’s always a team for the project.
• Tasks count. This count field shows the numbers of Tasks related to the project.
• Tasks completed. this formula field calculates the number of Tasks that are completed for the project.
• Completion ratio %. This formula field calculates the percentage of Tasks that are completed for the project.
• Completed. This formula field returns true if all Tasks related to the project are completed.
• Active. This formula field returns true if the Start if after today and the End before today and the project has not been marked as Completed.

Views

• All projects. Displays all projects, sorted from the earliest to latest due date.
• All projects grouped by client. Displays all projects grouped by their client.
• Completed projects. Displays all projects that are marked as complete, sorted from the earliest to latest due date.
• Incomplete projects. Displays all projects that are marked as incomplete, sorted from the earliest to latest due date.
• Active projects. Displays all projects that are currently in progress, sorted from the earliest to latest due date.
• High budget. Displays projects that have a budget of over 10,000 of any currency, sorted by biggest budget to lowest.
• By Category. Displays projects in the form of a kanban view, grouped by project category.

Tasks

Every project consists of tasks or sets of tasks you need to monitor. This table shows details for each task in every project.

Fields

• Name. The name of the task at hand.
• Description. A short description of what the task entails/what it consists of.
• Project. This is a linked field to the Projects table. This field simply links the task to its respective project.
• Status. This single select field indicates if the tasks is not started, in progress or completed.
• Start. The task’s scheduled start date.
• Workload in days. The estimated number of days the task is expected to take.
• Deadline. This formula field calculates the deadline for the task based on the Start date and estimated Workload in days.
• Days to go. This formula field calculates the difference between the current date and the Deadline in days. It is set to zero for tasks that are already completed.
• Assignee. This is a linked field to the Team table, which links team members with the person assigned to each respective task.
• Created on. This created on field shows the date and time the task was created.

Views

• All tasks. Displays all tasks, sorted from the latest to the earliest start date.
• All tasks grouped by project. Displays alls tasks grouped by their project.
• Completed tasks. Displays all tasks that are marked as complete.
• Tasks in progress. Displays all tasks that are marked as in progress.
• By status. Displays all tasks in a kanban stacked by their Status.
• Calendar: all tasks. Displays all tasks in a calendar based on their Start date.

Clients

This table lists all the clients for projects your group has completed, is working on, or will take on.

Fields

• Company name. The name of the company.
• Contact person. The main point of contact at the company.
• Contact email. The contact person’s email address.
• About. A small blurb about who the company is and what they do.
• Company website. A URL field that points to the company’s website.
• Projects. This is a linked field to the Projects table with all associated projects for each respective client.
• Active projects. This rollup field shows if the client has projects that are currently in progress.

Views

• All clients. Displays all clients, sorted alphabetically from A to Z by the company’s name.
• Clients with active projects. Displays all client with active projects, sorted alphabetically from A to Z by the company’s name.

Team

When you’re keeping track of your projects, you need to have a table of the people working on them. This table has a list of the skilled people in your organization and their contact information. This table is also used by the Projects and Tasks tables as a lookup table.

Fields

• Name. The team member’s full name.
• Photo A picture of the team member.
• Role. The team member’s role.
• Phone number. The team member’s phone number.
• Email. The team member’s email.
• Lead on project. This is a linked field to the Projects table, which displays which project the team member is a Project Lead for.
• Projects served as team member. This is a linked field to the Projects table, which displays which project the team member is part of.
• Tasks. This is a linked field to the Tasks table, which displays the tasks that the team member is involved with.
• Tasks count. This count field shows the number of tasks the team member is assigned to.
• Projects count. This count field shows the number of projects the team member is involved in as a team member.

Views

• All members. Displays all team members, with team member names sorted alphabetically from A to Z.
• Experienced. Displays team members that have served on more than one project, sorted in alphabetical order.
• New team member. Displays a form that can be used when adding a new team member.