Free Consultant Project Tracker Template
Track consulting engagement scope, research, analysis, review, delivery, owners, blockers, and completion across clients.
Do this with AI
Make this consulting tracker fit your engagements.
Open the workbook and ask Griddy to adapt engagements, milestones, owners, priorities, blockers, or due dates.
What is in this workbook?
This workbook has three sheets: Dashboard, Tasks & Milestones, and Projects & Owners. Dashboard is the quick-review surface, Tasks & Milestones is the editable working log, and Projects & Owners holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Tasks & Milestones for project, task or milestone, owner, dependency, status, priority, start and due dates, completion, calculated schedule state, and blocker; keep project goals, leads, start and target dates, and calculated open-task counts in Projects & Owners. Schedule marks a completed row Done, a past-due incomplete row Overdue, a blocked row Blocked, and other rows On track. Dashboard counts tasks and overdue rows, shows the largest owner load, averages completion, and links its review to Tasks & Milestones.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use engagement codes and approved context. Do not include customer secrets, credentials, privileged advice, or private contact records. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
Do this with AI
Make this consulting tracker fit your engagements.
Open the workbook and ask Griddy to adapt engagements, milestones, owners, priorities, blockers, or due dates.
