Templates

Project status report template in Excel

A free Excel template for a project status report: the overall status and the health of scope, schedule, budget and team are marked in colour, followed by work done, next steps, milestones, risks, decisions needed and the budget. The report fits one page wide, so it is easy to print or save as a PDF.

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Excel (.xlsx) · 8 KB · no macros · no sign-up

What’s inside

One sheet, Status report, with blocks from top to bottom in the order a manager reads them.

Header
Project, period, project manager and overall status.
Health by area
Scope, schedule, budget and team — each Green, Amber or Red from a drop-down list.
Summary
Two or three sentences: what matters this period.
Done and next
What was done this period and what is planned for the next one.
Milestones
A table: milestone, planned date, forecast and status.
Risks and issues
The risk or issue, its impact, the response and the owner.
Decisions needed
What management has to decide, and by when.
Budget, €
Plan, actual, forecast and variance — forecast minus plan.

What the file does by itself

How to use it

  1. Download and open the file.If Excel shows Protected View, enable editing — the budget variance then recalculates.
  2. Fill in the header.Project, reporting period, manager and overall status from the list.
  3. Rate the health by area.Scope, schedule, budget, team: green — on plan, amber — there is a deviation, red — action is needed.
  4. Add the summary and send it.Work done, next steps, milestones, risks and decisions — briefly. Save the sheet as a PDF and send it to management.

Questions and answers

How often should a status report be updated?

Usually once a week or every two weeks — the template’s example covers two weeks. Update it on the same day each time so that reports can be compared.

What do green, amber and red status mean?

Green — the project is on plan, amber — there is a deviation the team can still recover, red — the plan cannot be met without a management decision. In the template the colour is set automatically when you pick a value from the list.

Can a status report write itself?

In a spreadsheet, no — it is filled in by hand. In Syntra the AI assistant drafts the status report from live data — tasks, risks and meeting minutes — and a project status report exports to PDF or Word.

How is a status report different from a project plan?

A plan describes what has to be done and when; a status report shows how the work is going now: what is done, what is behind and which decisions are needed. For the plan there is a separate Gantt chart template in Excel.

Keep the plan alive in Syntra

A status report in a spreadsheet is put together by hand every time. In Syntra the project health light is calculated from scope, schedule and budget, and the assistant drafts the report for management with links to tasks and risks.

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