Excel Project Planning Template – Version 4

Excel_Project_Management_360x240aExcel is extremely flexible in its function as well as its presentation.  Creating visually stunning, yet functional project artifacts is easy – when you know how to do it.  This version of the Excel Project Planning template provides the same, easy-to-use features that render an easy-to-read and understand project artifact that will help your team visualize current state and progress.

To use the tool, simply download the template to use as a starting point.  Fill in the steps of your project in the columns provided.  Next, provide starting and ending dates for each task and optionally specify current progress completion percentages.  The spreadsheet will handle the rest, presenting you with an easy to read Gantt chart showing task progress – late tasks in red, at-risk tasks in yellow and tbd projects in dark blue.

You can simulate project progress over time by adjusting the “Today’s Date” field in location C51.  This spreadsheet is perfect for projects where dependency linking and advanced resource management are overkill.  Microsoft Project is great – but at times it’s much more than this technologist needs to simply manage and communicate project status with my team.

Download the Excel Project Template

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For more information about how this sheet works and how it was built, see more articles from this section at http://www.mlynn.org/?s=excel


Web Site Design Project Plan – Free Project Template

Designing and implementing a new web site is not a simple task. Depending on the content and goals of your web site, it can be extremely complex. One way to ensure the successful, on time completion of your project is to spend a good deal of time in the planning phase. The free template below will give you a starting point and may help you structure your implementation project.

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Are you using this template? Please leave a comment below – I’d love to hear from you!

Project Management with Microsoft Excel

Excel Project Management Template

“If you fail to plan, you are planning to fail!” —Benjamin Franklin

Among the many titles in Ben Franklin’s vast career, I’m fairly certain you will not find “Project Manager.” However, you can be sure that he understood the value of planning to ensure the success of any activity requiring multiple tasks.

Benjamin Franklin didn’t have the benefit of computers and couldn’t leverage Microsoft Excel or any tools to aid in organizing his projects… But I bet he would if he was able. So, in celebration of the fact that we DO have access to these tools, in this article, I’ll provide some information about Project Management and more specifically about Microsoft Excel as a tool to help you manage your projects more effectively.

What is ‘Project Management’?

Project management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. A project is a temporary endeavor with a defined beginning and end (usually time-constrained, and often constrained by funding or deliverables), undertaken to meet unique goals and objectives, typically to bring about beneficial change or added value. The temporary nature of projects stands in contrast with business as usual (or operations), which are repetitive, permanent, or semi-permanent functional activities to produce products or services. In practice, the management of these two systems is often quite different, and as such requires the development of distinct technical skills and management strategies.
The primary challenge of project management is to achieve all of the project goals and objectives while honoring the preconceived constraints. The primary constraints are scope, time, quality and budget. The secondary —and more ambitious— challenge is to optimize the allocation of necessary inputs and integrate them to meet pre-defined objectives.

What is Microsoft Excel?

Microsoft Excel is a commercial spreadsheet application written and distributed by Microsoft for Microsoft Windows and Mac OS X. It features calculation, graphing tools, pivot tables, and a macro programming language called Visual Basic for Applications. It has been a very widely applied spreadsheet for these platforms, especially since version 5 in 1993, and it has almost completely replaced Lotus 1-2-3 as the industry standard for spreadsheets. Excel forms part of Microsoft Office. The current versions are 2010 for Microsoft Windows and 2011 for Mac OS X.

Cells, Formulas and other Excel Content

Excel is an intuitive and easy to use tool for creating anything from simple todo lists to math intensive spreadsheets. It’s power is in its extensibility. Excel documents are called spreadsheets. Spreadsheets are made up of cells. Cells are arranged in a tabular format of rows and columns. Each cell in a spreadsheet can contain formulas or plain text. There are approximately 350 individual formulas that exist in current versions of Microsoft Excel and these can help you perform calculations and data manipulation. A simple formula can be seen in the example below:

Click on the next page to continue reading and for more information about our example formula… or skip to page 3 to check out the free example download.

Excel Project Planning Spreadsheet Updated Version 3

*** Updated 11/2014 ***

Be sure to check out the updated version of this template.

This article builds on a previous post which covers Project Planning leveraging Microsoft Excel

Some users of the Microsoft Excel Project Planning Spreadsheet Template expressed trouble modifying the date ranges when customizing the template. To make this process a bit easier, I’ve updated the project planning template to automatically show the day of the week in cell H3 based on the date value entered in cell H2. So to be clear, the process of customizing this spreadsheet should begin with modifying the date value in cell H2. Once you’ve entered the first date you want to show in the gantt view in cell H2, simply click and drag to expand the dates horizontally in row 2. Continue reading “Excel Project Planning Spreadsheet Updated Version 3”