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Responsibility Assignment Matrix Excel Template

4.43 (7 reviews)

Excel project management tool for team roles & tasks. Responsibility Assignment Matrix includes both RACI Chart and Work Breakdown Structure.

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TEMPLATE DESCRIPTION

No matter what the project details are, a clear understanding of tasks and responsibilities is step one in good project management. Depending on the project details, there might be tens of people included along with several roles and tasks. Two exceptional tools to make the lives of project managers easier are Responsibility Assignment Matrix Excel template and Work Breakdown Structure.

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Directly accessible in Excel, our RAM Template includes both WBS Chart and RACI Chart -stands for Responsible, Accountable, Consulted, Informed– in one single file. Moreover, this Excel template shows precise information about the role of each person in each specific task. As it is important to have a visual understanding of the bigger picture, the Assignment Responsibility Matrix is connected with the Work Breakdown Structure diagram.

Responsibility Assignment Matrix Features

Constructed by three parts, our Responsibility Assignment Matrix is a simple yet comprehensive project management tool. Namely, the sections of the RACI Chart are; 1) Settings, 2) Responsibility Assignment Matrix (RAM), and 3) Work Breakdown Structure (WBS).

1. Settings

This section is where you will easily define the people, positions, and assignment categories. As a result, the information here will be used throughout the rest of the Excel template. The settings charts are quite straight-forward:

Firstly, just input team details or employee names manually. Secondly, continue with including their positions and the shortcut you’d like to see in the Responsibility Assignment Matrix Chart. Should you need more lines, you can simply use the ‘+’ button located on the left corner of the settings sheet to increase the number to a maximum of a hundred.

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After that, you can move forwards with the ‘Assignment Categories’ settings to define your desired category labels and their representative symbols. Meanwhile, you can rename each label that is present there and fill the categories up to 10 different task categories.

2. Responsibility Assignment Matrix (RAM)

The RAM matrix is where you define all the tasks of your project. Here you will input the task descriptions by writing them down and allocate tasks to certain team members by using the dropdown options.

In brief, all the team members will automatically appear in the chart, and the only thing you will be doing is to select the assignment category for each member – if any. For your ease of use, the assignment category legend will be located on the top of the sheet.

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As explained, you can define these assignment categories in the ‘settings’ section of the RACI Chart Template.

Should there be a need, you can insert or delete rows into the table. If you would like to copy-paste any data, please always paste special as values. Although it is optional, inputting IDs is important to create the Work Breakdown Structure (WBS).

Only the tasks that have ID will be visible in the WBS section . Therefore if you skip IDs, you won’t see any output in the Work Breakdown (WBS) section. For any issues with the IDs, such as duplication or typo, you will see a highlight on the relevant cells.

3. Work Breakdown Structure (WBS)

Providing a visual snapshot of the tasks, Work Breakdown Structure is the final section of this responsibility assignment matrix template. It is a hierarchic tree form, created based on the IDs and task descriptions on the RAM sheet plus the people and titles set in the Settings sheet.

You may define what should and should not display in this chart by using the ‘Chart contents’ drop-down options.

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Furthermore, you may make use of the filtering options to customize the WBS chart. The available filters are ‘Role assigned’ and ‘Person’. The role assigned will indicate which assignment categories to be included in the chart whereas the person will customize the chart by highlighting tasks that belong to this person.

For printout purposes, the user can also change project details here and add a project name, date and/or a responsible supervisor. Moreover, the print area is dynamic, so you will not have to manually update it. Please also note that the maximum visible number of people or roles per task is five.

Note: If you want this template in Google Sheets, you can download our Responsibility Assignment Matrix Excel Template.

Responsibility Assignment Matrix – RACI Chart Features Summary:

  • Project management tool in Excel
  • Create, assign and manage tasks & responsibilities
  • Dynamic print area
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Responsibility Assignment Matrix – RACI Chart is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

7 reviews for Responsibility Assignment Matrix Excel Template

  1. JD

    Great but is it gonna work on mobile app ms office 365?

    • Someka

      Hi JD,
      Yes, all templates that do not include VBA (Macros) will work on your tablet, smartphone or iPad.

  2. Ellison J

    Why do I have to define those names in settings?/?

    • Someka

      Hi Ellison,
      The template is constructed this way so all the information you write in settings will be useful for both RAM and WBS section. You can easily select the data from the dropdowns!

  3. Quidel Eaton

    We can track what we need to work, how to do easily. They are ok.But, we need more lines for name and position on the settings section. It is not enough for us. How can I add more lines?

    • Someka

      Hi Quidel,

      Adding more lines is possible, after unlocking the premium version of the product with the password we sent.
      Under the setting sheet, you will see plus (+) sign on the left side of the table.
      When you click on the sign, extra rows will be added automatically. Please see the image below.

      Responsibility-Assignment-Matrix_answer_more-lines_

      For more detailed guidance, you can email us at contact@someka.net

  4. Rolland

    Finally, I found way to control who does what. Your product is very useful and clear

  5. Josh

    Simple and easy tool

  6. Judie L

    Thank you. Its useful and great!! Your excel explains our roles well and prevent task confusion.
    We can track all of them.

  7. Gaia Nabo

    this not very useful I don’t want to use any ID

    • Someka

      Hi Gaia, to answer your question:
      Well, it is not a must. You can just ignore the ID and use only RAM. But if you want to see your tasks in a form of work breakdown structure this is where we need the ID. Should you need further explanation or have any questions please reach out at contact@someka.net

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