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Macs are no longer just the prize possession of the creative types. Professionals are using Macs for all types of business functions, including project management, but some popular tools, like Microsoft Project, just aren’t compatible with Macs.

The good news is that there are plenty of project management solutions available for Macs that have many of the robust features found in Project. This comprehensive guide will take you through features found in Mac project management products and the questions to ask yourself when making your final decision.

Local-Based vs. Cloud-Based Mac Project Manager Software

When evaluating project management software for Mac, think about whether you want a product that is deployed locally or in the cloud. One of the main differentiators between the two options is collaboration; cloud-based project management options tend to be more open, allowing more users to view, edit, and add project-related materials.

If you routinely work on projects that involve people outside the company, this feature can be tremendously useful. Another benefit to cloud-based tools is that anyone participating in the project can view status any time, any where. This can be helpful for project managers on the go who don’t want to stop what they’re doing to go back to their desks and generate a Gantt chart.

Mac project management software installed locally can sometimes have more robust features, similar to those found in Microsoft Project. However, because everything is stored locally, offering access to outside vendors requires more effort than just providing permission and login information.

If you need to interact with outside vendors, look for a local solution that lets you import and export data to cloud-based apps your company already uses such as Dropbox and Box. Many local-based project management software for Mac also provide a companion mobile app.

While you can’t always view and do everything you could if you were using cloud-based project management software, you can still carry an overview of the project on a mobile device.

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Smartsheet is a cloud-based platform that allows teams and organizations to plan, manage, and report on projects, helping you move faster and achieve more. See Smartsheet in action.

Mac Project Management Software Features From A to Z

Before analyzing a list of features, think about how you and your company will use the project management software. There are a plethora of features available; the key is to decide which ones are actually needed.

We’ve listed the common features in alphabetical order to help you better identify what will work for you. You’ll see that some items might be a little too much for your needs while others are exactly what you want. We recommend making a list of the most important features and keep it close at hand when evaluating Mac project management software.

• AppleScript: If you want to customize your Mac project management software with automation, look for something that supports AppleScript. The object-oriented language can be used to automate complex workflows, but you’ll probably need a programmer to make the most of this feature.
• Assignments: Mac project management software that lets you assign different tasks to each team member improves accountability and keeps a project moving. Software that includes the ability to send automatic email reminders to users as the due date for their assignment approaches can be a real time-saver.
• Attachments: One of the great things about project management tools is that they can also serve as a repository for all documents related to a project. Look for a solution that supports all types of attachments (or, at least the ones you use regularly). This feature should also include the ability to track revisions, have comments, and leave comments.
• Charts: You may use multiple types of charts to organize and track different phases. Be sure the software you select supports the types of charts you use most. Common charts are Gantt, PERT, Process Control, and Work Breakdown Structure.
• Critical Path: Project managers use this method to calculate the longest sequence of events required to complete a project on time. If one of the events is a week late, then the project will be completed a week late. With this feature, you should be able to easily identify a project’s critical path in just a few steps.
• Earned Value Analysis (EVA): You often need to identify if the money spent on a project will yield the financial results required. This feature can do all the calculations for you using built-in EVA formulas. If you have more complex needs, look for an option that lets you customize the formulas.
• Export/Import to Multiple Apps: When evaluating this type of support, make sure you can import and export to Microsoft Project. Even though you use a Mac, lots of people use Microsoft Project, so there may be a time when you need to access Project files and vice versa. Look at the type of files that can be imported or exported; common supported formats include XML, CVS, PDF, and HTML. Also, consider other apps that your team might be using, like Excel, iCal, Outlook, Dropbox, Evernote, accounting software, Google Docs, and Box, and make sure it works with those as well.
• Milestones: An essential element found in Gantt charts, you should be able to set milestones based on key dates, key deadlines, and external dates and deliveries.
• Mind Map: A powerful tool for brainstorming, this tool helps you turn those great ideas into a reality. The Mind Map feature often feels like a virtual whiteboard, where you’re adding thoughts and drawing lines between related ideas.
• Mobile App Support: More and more of our work is done away from our desks, so you’ll want Mac project management software that has mobile support either in the form of an app for iPhone and iPad or via the cloud. These apps are not as robust as the software, so make sure you can do more than view a project. Ideally, you should also be able to add notes, make edits, view charts, and share information using the mobile app.
• Monte Carlo Simulation: A method for performing risk analysis recommended by the text, A Guide to the Project Management Body of Knowledge (PMBOK® Guide), Monte Carlo Simulation calculates the impact certain risks will have on a project and creates a range of possible outcomes. (PMBOK is a registered mark of the Project Management Institute, Inc.)
• Multi-Project Dashboard: You most likely manage multiple projects simultaneously, so it’s important to view resources available for each project at a glance and see where to make changes if necessary. This feature provides a graph-based visual overview of multiple projects in a single dashboard.
• Multiple Baselines: Using a baseline keeps track of how your project is doing. You can use the project management software to take a snapshot of the schedule and cost values and compare it to the values originally planned at beginning of the project. A solution that can create more than one baseline is handy when project experiences changes.
• Network Diagrams: A key tool used in the project-planning phase, a network diagram can help you visualize how the project will come together. Often referred to as a logic diagram or PERT chart, this is used to map out everything identified when breaking down the work involved in the scope of the project.
• Publish and Subscribe: Commonly available for Macs, this feature allows you to publish projects so multiple team members can work on it simultaneously. Note: Depending on implementation, you may need IT support to get the most out of this feature.
• Reports: Robust project management software for Mac will run multiple standard and customized reports. When evaluating this feature, check to see if it supports the type of reports you currently use.
• Split Tasks: A popular feature found in Microsoft Project, this is also available in Mac project management software. The split task feature allows you to interrupt work on a project and have one part begin at a later date.
• Track Changes: This feature is especially beneficial for projects that have multiple users entering information. Similar to how tracking changes works in a document, this function highlights what has changed and who made the change. You should also be able to approve or deny any changes.

Best Project Management Software for Mac: 6 Factors to Consider

Now that you have an idea of available features, here are some things you should consider before making a decision (think of this as reading the fine print).

For example, you might find Mac project management software that has all the features you want, but it doesn’t meet your company’s security requirements. Looking into these additional factors will help you narrow down your choice even more.

Is there a limit to the number of users?

Multiple people typically use Mac project management software, but not all programs support an unlimited amount of simultaneous users. Of course, there could be fees you can pay to make that work. Here are some questions to ask: Is there a limit to how many users can access the software? How can you provide access to people outside of your organization? Although this is Mac software, can it be accessed using a PC?

What is the pricing structure and is it negotiable?

Many apps provide introductory pricing information on their websites. However, in some instances, you’ll need to call and get a quote. Be sure to ask about what’s included when purchasing additional licenses. Typically, there are flat rate and role-based license options. When getting pricing information, inquire about contract discounts for multiple users.

How easy is it to use the Mac project management software?

You need to pick a tool project managers can actually use, with the features they really need. Think about how difficult or easy it will be for other team members to use. Be sure to consider access when thinking about ease of use -- will people be able to access it from virtually anywhere on the device of their choice? This isn’t an issue with cloud-based options, but something to look into with local-based project management software.

What type of collaboration features does the software support?

Collaboration includes the ability to upload and share documents to the app, but it’s also a lot more than that. For example, it should have messaging features where users can leave messages in documents and save comments about tasks. Don’t forget about integrated instant messaging; after all, a lot of work gets accomplished in those IM windows. Be sure to consider who can make changes, how to handle those changes, and finally how to overwrite those changes. And, find out how many people can view and access tasks in the software, and whether it matters what type of device they are using to do so.

Does the Mac project management software meet your company’s security and compliance guidelines?

When evaluating any software, be sure to keep the IT folks in the loop. After all, they are usually the ones who end up deploying it and providing support when issues arrive. The IT department typically has a set of requirements that new software needs to meet. Depending on your company, the option you choose might need to be Quality Management ISO 9001 or Information Management IS0 27001 compliant.

What type of support is included?

Project management software is a powerful tool, and as you’ve seen in this article, it has a ton of features. How are you going to learn about those features? Some providers offer in-person training for an additional fee. In this scenario, you can sometimes designate one person within your company to be trained and then they can teach everyone else. Other support options that companies offer include online training, video tutorials, free webinars, and social media style discussion boards. Be sure to ask if there is a fee for any of these services or a limit to how much you can use them. Take some time review the support available before making a selection.

Finally, keep in mind that many Mac project management software solutions offer free trials. When you’ve narrowed down your selection to two options, it is definitely worthwhile to spend some time “kicking the tires” to see which you prefer.

Improve Project Management Efforts with Smartsheet

Project management requires coordinating many tasks, people, dates, content, and dependencies. Companies are realizing how much time is saved by allowing team members, both inside and outside of the organization, to update their own tasks and status. To save time by eliminating version control issues and the need to manually report on updates, you need a real-time tool that helps automatically handles these issues for you.

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In this article, you’ll find the top Excel templates for a variety of use cases – from project management to budgeting — compatible with all Mac operating systems. Manage your projects, track budgets and deadlines, and plan schedules effectively with these helpful, preformatted templates in Microsoft Excel.

Included on this page, you'll find a variety of templates for many use cases, such as a Gantt Chart template, a project planning template, a business budget template, and more.

Gantt Chart Template for Mac

Organize, track, and manage your projects and timelines with this easy-to-use Gantt chart template. Input project tasks, start and end dates, and durations to create a high-level overview of your timelines and ensure that you meet all of your deadlines and are able to appropriately allocate resources.

Download Gantt Chart Template for Mac

Excel | Smartsheet

For more information on creating a Gantt chart in Excel on a Mac, visit this article for step-by-step instructions and an instructional video. For more general information on Gantt charts, like specific use cases, the features of a Gantt chart, and the benefits in implementing one in your next project, visit this article.

Agile Project With Gantt Chart Template for Mac

Track your project details, group specific tasks into sprints, and view project progress with this Agile project plan template. Gain a high-level overview of your project with the included Gantt chart, which allows you to view task start and end dates, durations, and people assigned to each phase of the project.

Download Agile Project with Gantt Chart Template for Mac

Excel | Smartsheet

Project Planning Template for Mac

Document all your project details, from tasks to durations to percentage of tasks completed, with this comprehensive project planning template for Mac. Manage and track projects, both large and small, and ensure that all stakeholders and team members are kept up to date on project progress. House all necessary project information within this project plan to keep details in context and to keep projects moving.

Download Project Planning Template for Mac

Excel | Smartsheet

Project Timeline Template for Mac

Easily track projects of all sizes with a timeline that displays tasks and milestones for each project phase. Use this template to create a weekly, monthly, and annual timeline in order to quickly identify dependencies and get an overview of the entire project. You can also use this template as a tool for project planning, scheduling, and tracking.

Download Project Timeline Template for Mac

Excel | Smartsheet

Inventory Tracker Template for Mac

Leverage this template in your next project to view inventory by item name, description, or ID number, track the total quantity and value of your current inventory, set reorder dates, and identify discontinued items. Customize the columns based on how you want to track your inventory, and the totals will automatically calculate.

Download Inventory Tracker Template for Mac

Excel | Smartsheet

Sign-Up Sheet Template for Mac

Use this generic sign-up sheet for a variety of uses, from classes and meetings to social events and club get-togethers. Record attendance by participant name, signature, email address, and more to log attendance and times in and out. Edit the template as needed to capture all necessary information for your event.

Timesheet Template for Mac

Manage employee hours and ensure you are awarding them with the appropriate pay rates with this timesheet template for Mac. With space to document daily and weekly hours, income earned, vacation days and rates, and overtime hours, you can accurately track each employees’ pay rates. Simply insert the data into the correct cells, and your totals will automatically calculate.

Download Timesheet Template for Mac

Excel | Smartsheet

To-Do List Template for Mac

This basic to-do list template can be customized to be a daily, weekly, or monthly to-do list based on your desired time frame. Write out your individual tasks for the allotted time period, update the status of each task, set priority levels, assign due dates and owners, and add notes to manage additional details.

Download To-Do List Template for Mac

Excel | Smartsheet

Monthly Calendar Template for Mac

Use this calendar template to schedule, plan, and track important dates or tasks on a monthly cadence. Easily plan for events of all types and sizes, track against deadlines, and view both previous and upcoming months for even easier planning efforts. This is a classic calendar-style template in a landscape format.

Download Monthly Calendar Template for Mac

Weekly Calendar Template for Mac

This weekly calendar template makes it easy to plan for events, tasks, and deadlines for the upcoming week. Visualize your schedule and plan accordingly by noting all events directly on the calendar. With space to add additional notes or comments, you’ll also be able to effectively plan for the week ahead. This calendar also includes all U.S holidays.

Daily Planner Template for Mac

Use this daily planner template to track appointments, important events, and upcoming deadlines to keep yourself on schedule. With sections for prioritized tasks and notes, this daily planner template can help you stay organized throughout a busy day. This free, printable template allows you to create your own planner and customize it to match your needs.

Download Daily Planner Template for Mac

Excel | Smartsheet

Timeline Template for Mac

Use this timeline template to assist your strategic planning process by highlighting goals and tasks over a set time period. You can use the template to facilitate discussions around key points or to create a summary timeline of a larger strategic plan. Simply edit the task section to meet the needs of your business or organization.

Business Budget Template for Mac

Track monthly income against expenses to ensure you remain within your budget with this simple business budget template. Choose either a services- or goods-based business and manage expenses as they come in. This template can help you gain a closer look at where company funds are both made and spent via categories that identify where the most money is going or coming from.

Download Business Budget Template for Mac

Excel | Smartsheet

Personal Budget Tracker Template for Mac

List personal income, expenses, and savings goals in this detailed budget tracker template, which allows you to plan for the future and set overall budgeting goals. With space to detail all of your expenses, from rent to car payments, you can view how they stack up against the money you’re bringing in every month.

Download Personal Budget Tracker Template for Mac

Excel | Smartsheet

Balance Sheet Template for Mac

Gain a quick snapshot of your company’s financial position at any given moment with this comprehensive balance sheet template. Use the template to summarize the company’s assets, liabilities, and equity, and give investors an idea of the health of the company.

Download Balance Sheet Template for Mac

Excel | Smartsheet

Monthly Budget Calculator Template for Mac

Divide your monthly expenses into separate categories, like housing and transportation, and compare it to your average income to see how much you can save and spend on a monthly basis. The calculator will do all the work for you: Simply add in your payments and income, and the total will automtically calculate to give you an overview of how well you’re sticking to your budget.

Invoice Template for Mac

Use this template to document service descriptions and calculate totals to accurately bill a client or customer. This detailed template includes space to add a service description, quantity of hours, pay rates, and sales tax, so the heavy lifting is done for you. Simply input your data and send the invoice to the designated recipient.

Download Invoice Template for Mac

Excel | Smartsheet

Expense Report Template for Mac

Efficiently document your expenses with this detailed expense report template, which allows you to track the data, type, and total amount for each expense. Categorize your expenses with customizable columns, and watch the total reimbursement amount calculate for you with preformatted formulas.

Download Expense Report Template for Mac

Excel | Smartsheet

Receipt Tracker Template for Mac

Stay on top of your expenses with this complete receipt tracker template. Simply fill in the details from your receipt, including a description, the category of expense, the total amount, and any additional sales tax. Use this template to keep all your receipt details organized and tracked, so you’re never surprised by expenses again.

Income Statement Template for Mac

Gain insight into the financial performance of your company over a defined period of time with this income statement template. Sometimes referred to as a profit and loss statement, an income statement provides a comprehensive summary of revenue, expenses, and net income, so you can stay on top of your business’s financial health.

Download Income Statement Template for Mac

Excel | Smartsheet

Discover a Better Way to Manage Projects, Timelines, and Budgets

Using a tool to manage, track, and report on projects, timelines, and budgets is more effective than doing it manually — or simply not tracking it at all. You need to be able to estimate how long each task will take, allocate appropriate resources, assign team members, and track budgets to ensure you stay within the bounds of your expense limits. To do all this reliably, however, you need a project management solution to help ensure that your next project is delivered on time and on budget.

One such solution is Smartsheet, a work execution platform that enables enterprises and teams to get from idea to impact — fast. Top project management leaders rely on Smartsheet to help align the right people, resources, and schedules to get work done.

Use Smartsheet to create consistent project elements, increase speed, and improve collaboration with scalable options that fit individual work preferences. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks.

Download Smartsheet App

Try Smartsheet to discover a collaborative, real-time way to manage your projects and budgets.

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