Review criteria
- +Project by client and scope
- +Hours logged vs. retainer
- +Stage and next step
- +Report-due view
Genealogy Client Project Tracker in Genealogy Research Service
The Genealogy Client Project Tracker is a copy-ready spreadsheet for genealogy research service that tracks projects, client, scope, hours, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Genealogy Client Project Tracker”
Tabs: How to use · Projects · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Client
- Scope
- Retainer hours
- Hours logged
- Hourly rate
- Stage
- Report due
- Hours left
- Billed
- Open the Projects tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Log research hours against the retainer; Hours left turns amber near the end so you can ask before going over.
- Report due turns red if a report is late; cite every source in the report itself.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Genealogy Client Project Tracker
About this template
It is built for people who want results without another subscription: genealogists tracking client projects. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Genealogy Client Project Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Genealogists tracking client projects
- +Anyone billing against a research retainer
Pause before choosing when
- -Records-database integration
- -Tree-software sync
About Genealogy Research Service
Why people consider this option
- +Track research projects, sources, and clients without paid software
- +Keep every citation and finding in a file you own
- +Know hours and fees per project
What to review before acting
- -No records-database or tree-software integration without a tool
- -Larger practices eventually need research software
Trust FAQ
Questions people ask before copying a template
Does the Genealogy Client Project Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Genealogy Client Project Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Genealogy Client Project Tracker track?
It tracks projects, client, scope, hours, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.