Progress Tracker

S size ("simple")

Table of Contents

Fill the list

Complete the info

Get it here.

⚠️ To avoid disrupting the formulas in the Excel version, some cells have been blocked.

Protection can be removed in the Review menu, by clicking on Manage protection and turning Protect sheet off

Fill the list

Add a short description of the deliverables of your project in the "Deliverables" column.

⚠️ You will probably need more items: insert lines in-between the first and the last, so that the structure of the table is kept intact.

When you have inserted a new line, copy the content of the cells below:

the ID in column B (the following ones will be automatically adjusted)
the dropdown menu in column H
the formula to calculate the overall completion in column I

⚠️ Remember to check the % in column G ("Weight") as the total must always be 100%

Complete the info

On each line, provide the following information:

name of the person who is responsible for the deliverable or phase;
start date;
end date.

This information is optional.

Assign weights

For each deliverable, you can specify how much it contributes to the overall success of the project.

⚠️ The sum must be 100%: if it isn't, the total in the bottom line will become red.

🦊 Pro tip: if you want to assign equal weight to all of the deliverables, just count the number of deliverables and enter "=100%/N" in each cell of this column, where N is the number of deliverables in your list (in the template, it's 4).

Update status

For each deliverable, select the status of advancement. You will notice that the value in the last column ("Completion") will be updated as you change the status.

🦊 Pro tip: you might want to personalize the possible choices for the status of your deliverables. You can change this, as well as the way the % of completion is calculated. Read the "Customization" section below to find out how to do it.

Get the status

You will find the calculated overall completion grade in the bottom right cell of the table.

Customization

In order to change the list of possible values in the "Status" column, you need to update the "References" worksheet.

Change the phases

For each line, you can change the name of the phase / stage: for example, you might want to say "Not started" instead of "Backlog", or perhaps "Tested" instead of "Verified" if you are managing a software development project.

You can also change the % of completion that is reached at the end of that phase.

Add phases

If you need to create additional stages or phases, do it by inserting a line between the first and the last one.

This way, all the cross-references in the table will be kept, and the drop-down list in the Progress tracker will be automatically updated, as well as the calculation of the overall status.

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