Project Charter Template in Excel

Do you need a project charter layout to display all the information about a project? Then our Project Charter Template will help you to create professional-looking forms for your projects.

This tool is available in Excel. So you can easily edit and customize your form according to your needs.

Plus, it’s ready for instant download. Also, this template will let you to track all your metrics for multi-project workspaces.

Designed for project managers, team members, business owners and startups, this Project Charter Template will help you track all your projects in all-in-one file. Let’s see how to use this tool to create pmi project charters.

What’s a Project Charter?

A project charter is a document or form to organize and display all the key information about a project. So, you should be sure to include all the important metrics, goals, dates, status, responsibilities, and other info in your project charter.

What are the key components of Project Charter Template?

Basically, this template includes three main sections:

1. Database
2. Project Charter Form
3. Dashboard

The Database section is where you input all the information about your projects. Then, with this information, you will be able to create your charter forms automatically. Also, your dynamic dashboard will provide you a summary of your work.

So, this is an Excel template to create project charters. Also, it includes project manager dashboard to track the key metrics about your projects and business.

Let’s see these sections more closely.

1. Project Database Section

Here you’ll record the project data, which may include project id, project name, manager, status, sponsor, team members, estimated and actual budget, dates of approval, start, revision and/or completion, milestones, and so on.

We have included all the key headings in this section of project charter template. But feel free to fill out the last columns that we left empty for you.

Also, you’ll be able to track the status of each of your projects here. All you have to do is select the status from the drop-down menu:

When you’re done with the database, you can create your charter forms.

2. Project Charter Creator

Here, you’ll find a professional looking form with a dropdown menu above. Here you’ll select your project and all the information will populate accordingly.

There are two options here to use your dropdown menu: Project ID and Project Name. You can use any of them.

Also, this project charter template has a customizable layout. So, you can change the Main Headers just by overwriting, or change the metric names using the dropdown menu arrows on the right corners of the cells.

This will give you the ability to create your ideal project charter layout.

3. Dashboard Section

Here’s where you’ll find a summary of all your projects.

Firstly, there are info boxes just at the top of your dashboard to give you overall numbers about your project portfolio.

Also, there are charts and bars to support a visual presentation of your work.

Please remember that all the numbers are fed from your database section. So, it’s highly recommended to keep your database updated all the time.

That’s all!

You can use this project charter excel template to track your six sigma work with statement of work, charter gantt, and other supportive project management tools.