The spreadsheets from the handbook
Every template we build for an article, in one list. Each one is the working file described in its guide, with the formulas already written and sample rows you can overwrite.
Can you use these at work
Yes. The spreadsheets on this site are free to use inside your company, including commercial and client work. Download them, edit them, rename them, put your own logo on them, and share them with your team. No signup, no email wall, no attribution required, and we do not track who downloads what.
Two limits, both of them the obvious ones. Do not resell a file as a product of its own, and do not republish it as a download on another site. The files come as they are, with no warranty, so check the formulas against your own numbers before anyone approves funding on the strength of them.
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Benefits Realization Plan: Template, Example, and Tracking
8 KBWhat a benefits realization plan contains, who owns each benefit, how to set a baseline and a target you can actually measure, when to measure (almost always after the project has closed), and a downloadable benefits tracker with a worked example.
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Business Case Template: Sections, Excel Financial Model
6 KBA business case template with every section spelled out, a downloadable Excel financial model that calculates NPV, ROI, IRR and payback, a worked example, and the sensitivity test that survives a skeptical CFO.
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Capacity Planning Template for Excel and Google Sheets
7 KBA capacity planning template is a spreadsheet that compares each person's available hours against the hours their assigned work requires, week by week, and flags anyone overallocated. This guide covers the exact columns to include, the formulas, a worked example with real numbers, and the point where the spreadsheet runs out of road.
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Dependency Matrix: Template, Example, and Dependency Mapping
7 KBA dependency matrix is a grid that maps which tasks or projects depend on which, with items listed down the rows and across the columns and a mark in each cell where a dependency exists. This guide covers what it is, how to build one, a worked example, and how it differs from a dependency log.
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Project Portfolio Management Template: Excel Tracker
8 KBA downloadable project portfolio management template for Excel and Google Sheets: the columns a portfolio tracker needs, the formulas behind the dashboard tab, a worked example, and an honest answer on when a spreadsheet stops being the right tool.
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Project Prioritization Matrix: Criteria, Scoring, Example
7 KBHow to build a project prioritization matrix: choosing weighted criteria, picking a scoring scale, running the calculation, and reading the result. Includes a worked example and the difference between a scoring matrix and a 2x2 grid.
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Resource Forecasting: Template, Techniques, Project Demand
8 KBWhat resource forecasting is, how it differs from capacity planning, four forecasting techniques with the arithmetic, a downloadable Excel and Google Sheets forecast template, and how to read a persistent gap.
Everything here also opens in Google Sheets: File, then Import, then Upload. The formulas survive the import. Nothing uses macros, so there is no security prompt to click through and nothing to enable.
Something wrong in a file, or a template you wish existed? Write to hello@portfoliohub.io and tell us which sheet and which cell.