Set up the site
Before the day starts, prepare the project name, site lead, and target date.
FiniteField
Project management Excel template
A free Excel template that brings together the task master, monthly progress, weekly progress, and meeting/delivery milestones. The same page also shows the matching web system demo.
Free download
A free workbook that brings together the basic settings, task master, monthly progress, weekly progress, and meeting/delivery milestones. After downloading, start with the basic settings sheet.
After downloading, start with the basic settings sheet.
When basic settings, progress master data, monthly plans, weekly plans, and meeting/sharing schedules are split into separate sections, daily management becomes much easier.
Before the day starts, prepare the project name, site lead, and target date.
Enter daily progress and the main tasks so the day's status is easier to confirm.
Organize this week's focus items and delays so everyone can review them during meetings.
Keep the history of deliveries, meetings, and inspections so it can be traced later.
Excel to screen mapping
When you translate the Excel information design directly into screen design, the migration path becomes much easier to understand.
Adoption boundary
Think in terms of team size, update frequency, and whether approvals are required.
If you have a small team, one team, and weekly updates, Excel alone can still work.
If you move only the task master or weekly coordination to the web first, meeting prep gets lighter.
If you manage multiple teams, many partner companies, permissions, or notifications, you should design for a system from the start.
FAQ
Here are the most common questions before adoption.
If you can share the project type, number of teams, number of partner companies, and the range you want to share, we can outline a rough estimate.
Yes. You can start with CSV import or a copy-based workflow, then replace only the parts you need.
Yes. This page is available in both Japanese and English, and it can also serve as a bilingual operations reference.
Yes. You can start with the basic settings and progress master, then expand to the monthly, weekly, and shared schedules as needed.
Consultation
We can help you decide which parts should stay in Excel and which parts should move to a web system, based on your sheet columns, number of teams, approval flow, and sharing needs. You can also adjust the template by adding or removing only the columns you need.
You can also adjust the template by adding or removing only the columns you need.