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Streamline your project management process and take your small business to new heights with our comprehensive project management template. Designed specifically for small business owners and shop managers, this digital download offers a range of powerful tools to help you stay organized, optimize your time management, and ensure financial success. Seamlessly track your expenses, monitor project progress with the integrated Gantt chart, and maintain a clear overview of your budget using our user-friendly Excel template. With built-in features for profit and loss analysis and bookkeeping, this finance planner is an invaluable resource for entrepreneurs seeking to efficiently manage their projects and maximize profitability. Don't let administrative tasks hold you back—empower your small business with our all-in-one project management solution and take charge of your success.
To see a walkthrough of this template on YouTube, go to https://youtu.be/mlNvs0eVrR4 . Need help finding the right template?
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Features of this project management template include: - Automated profit and loss template: Enter transactions into an easy to use register and automatically see income and expenses for the selected period.
- Monthly side-by-side automated profit and loss template: See each month’s income and expenses side-by-side to see financial results and trends.
- Fully customizable: Change, add, or remove any account names or projects as needed to fit your business and project’s needs.
- Easy to use setup and instructions: Modify your company name, account names, and your fiscal month and year end on an easy-to-use setup tab. Step-by-step instructions are included, as well as a video walkthrough.
- Customer/Vendor Payment Tracker: Automatically view what you have paid or received by your customers and vendors in a single report.
- Bank Reconciliation Tool: Reconcile up to three bank statements or credit cards on our easy-to-use bank reconciliation tool. Simply mark what transactions are clear, set up your reconciling date, and enter you bank balance. Additionally, automatically see what outstanding checks and deposits.
- Project Summary Report: View up to 35 projects (contact me if you need more) in one single spreadsheet. View your project’s start and end date, status, estimated % complete, and financial results in one easy to read report.
- Time Management Tool: Enter each person’s time on each project and task to track where you’re spending your most valuable resource: time. If you have any questions with this template, please feel free to message me with any questions. As with any of my templates, please let me know if there are any slight modifications I can make to help it work better for you.
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