![]() ![]() In it, we explain the process of project management in Excel and elaborate on the reasons why we should use the tool for effective project management. To learn more about project planning, watch our Project Planning in Excel video. This video will help you understand the process of project planning with Microsoft Excel. Now, let's check out the process of project management with Excel. When: When will the project begin and when is it supposed to be complete?.Who: Who will be involved in the project, and what will their responsibilities be?.How: Are we supposed to get our deliverables early or on time?. ![]() What: What are the major deliverables of the project?.The following questions need to be answered by a project plan: The Project Management Book of Knowledge (PMBOK) defines a project plan as a formal document that is approved by all parties involved, and that provides guidance as to how a project is executed and controlled. Excel is an integral part of a majority of organizations for generating progress reports and managing business data. It's used by people of all age groups-in schools, colleges, homes, and offices. Microsoft Excel is one of the most widely used spreadsheet software programs in the world. Related Learning: PMP Certification Training Course Online There is different project management software that can be used for effective project planning, and one of the easiest and most popular is the project plan in excel. After a successful plan is laid out, only then can execution begin. An effective project plan involves the definition of scope and a feasibility study. By doing so the entire template would get altered as the various fields have interconnected formulas and the results in such a scenario would be doubtful.The project plan in excel is the most critical part of project management. We recommend you not to change or delete the pre-defined formulas of the template. You can add or remove rows, if your project has more of less number of tasks. Gantt chart to track the progress of the project.Remaining - populates the remaining number of days automatically once the complete percentage is entered.Complete Percentage - helps in reviewing the amount of work completed.This helps in analyzing and reviewing the work progress. Actual Duration- helps to analyze the number of days that a task actually requires for completion.Project / Task Start Delay- to take into account the delay in starting the project / task.Project / Task duration- number of days allocated to the entire project under the summary field and the days each task needs to be completed in.You can capture project related information like: ![]() This simple yet detailed schedule can be used by the project manager to plan, execute and monitor the project progress at all levels. This summary helps the mangers to get a wholesome view of the progress and they can take appropriate actions accordingly. ![]() The first row under the table column names provides the summary of the entire project. The deadlines and accountability are set for each task individually. Each sub tasks are allocated to a specific resource. Project Managers can breakdown the entire project into sub tasks. The week start date can be selected from the drop down list of the seven days. On the project planning main sheet simply mention the project start date and the preferable choice of the first day of the week. This sheet acts like a mini database for the Project Planning main sheet. The setting sheet can be used to capture the basic information about the team members like their Email Id's and Contact numbers for a handy access. The manager is solely responsible to manage the entire team throughout the project life cycle right from project initiation to planning, execution and closure. The team can have a Project Manager and various other team members. Firstly, you need to initiate the project plan by specifying a Project Name and allocating a team. ![]()
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