Free ERP Implementation Project Plan Template (Excel)
Built for ERP, not a generic project plan
Most free implementation-plan templates you'll find are generic - built for any kind of rollout, with blank phase columns you have to structure yourself. ProjectManager's free template, for example, ships with no ERP-specific phases at all.
This one starts with the five phases every ERP rollout actually goes through: Discovery, Configuration, Data Migration, Testing and Go-Live. You add your own tasks under each - the structure is already there.
The paid alternative in this space (Flevy's ERP toolkit) bundles a similar phase structure into a consultant-priced package. This gives you the same starting structure free, in a plain spreadsheet you can edit yourself.
How percent complete and the late flag work
Percent complete per phase counts how many tasks under that exact phase name are marked Complete, divided by the total tasks under that phase - so Discovery's percentage only reflects Discovery tasks, not the whole project.
The late flag compares today's date to each task's planned end date. It only appears on tasks that are past due and not yet marked Complete - a task you've finished never shows as late, no matter how far in the past its planned end date sits.
Keep the five prefilled phase names exactly as they are when you add more tasks underneath - the percent-complete formulas match on that exact text.
Who this template is for
Implementation project managers, IT leads and operations managers running (or supporting a vendor through) an ERP rollout at a small or mid-size company, who need a working timeline without a consultant's project-management toolkit.
It's a planning and tracking tool for the timeline itself - it doesn't replace a formal RACI matrix or a full risk register, though you can extend it with additional columns or sheets for either.
How to use it
- Add your tasks under the 5 prefilled ERP phases, with owner and planned dates.
- Set the status for each task - the late flag updates automatically against today's date.
- Check the summary for percent complete per phase and total tasks flagged late.
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Project Management Pack
This plan's own FAQ says it plainly: no RACI matrix or risk register is built in, add one yourself if you need it. The paid Project Management Pack ($24) has a 120-row RAID Register that covers exactly that gap - risks, assumptions, issues and dependencies with automatic P x I scores, status and a type/status dashboard - for the risk that comes with any ERP rollout. Both build in Excel and Google Sheets, tested to the cent.
See the full versionFrequently asked questions
Does this include a RACI matrix or risk register?
No, not built in. This tracks the phase-by-phase task timeline, owners, dates and status - add extra columns or a separate sheet if you also want a RACI matrix or risk register.
Can I use this in Google Sheets?
Yes. Upload the downloaded file to Google Drive, then open it and choose File > Save as Google Sheets. The phase structure and formulas keep working.
Will a task I've marked Complete ever show as late?
No. The late flag checks status first - a task marked Complete never displays LATE, even if its planned end date is far in the past.
Can I add more phases beyond the 5 prefilled ones?
Yes - add rows with a new phase name in the same column. Just remember the percent-complete summary only reports on the 5 phases it's built for by default; add a matching summary line for any phase you add.
Is this specific to one ERP vendor like SAP or NetSuite?
No. The five phases (Discovery, Configuration, Data Migration, Testing, Go-Live) are vendor-agnostic and apply to almost any ERP implementation, regardless of which system you're rolling out.
What's the usage license?
Personal use or use within one business. It's not meant to be resold or redistributed as a template product.