That said, it is not password protected so you can dig into the code if you wish. This Excel template uses macros and conditional formatting, but doesn't require any specialist knowledge to use. Update the numbers of the tasks below, so each tasks has a unique ID.The Work Days Planned, Elapsed, Remaining and Overrun will calculate automatically!.It is best practice to align the numbering of tasks in your project plan with the numbering in your Work Breakdown Structure (WBS). if the previous task was 1.4 number this task 1.5. Select the row where you want to add an additional task, right click and select 'Insert'.The days planned, elapsed, remaining and overrun will calculate automatically!.You can add new tasks or overwrite the existing tasks. We recommend leaving the default settings. Check the Settings tab and adjust the settings if you wish.Enter your name or organization in the 'PM' field.Enter the name of your project in cell A1.You can edit, add and delete tasks easily, and the template will format and update the Gantt chart automatically.įirst download the template using the link below. This template is pre-populated with typical project phases and tasks including: Initiation, requirements, design, development, testing and operations. Work Breakdown Structure (WBS) Checklist.Highlighting tasks in Microsoft Project.Further solutions proposed for specific user requirements can be either found in the Excel Help Forum. Its clear that this tool is designed with the project managers perspective in mind.īrowse Main Excel Solution Categories Business Finance Financial Markets Operations Management Excel ProductivityĪdditional Excel business solutions are categorized as Free Excel solutions and the most popular. The advanced version control features and scalability make it a valuable asset, especially when handling large-scale projects. Its great to see that it doesn't require additional installations, making it accessible for all team members. The pop-up calendar and color-coded task levels add to the user-friendly experience. The ability to synchronize data between Excel and Project, along with email task functionality, enhances collaboration. Its intuitive task entry and seamless integration with Microsoft Project are standout features. Reviewed by Arpita Dey on 2 The Project Planner for Excel seems like a robust and user-friendly tool for project management. Designed by a certified project manager.Scalable with tests and implementations on large scale projects and performance tested with thousands of tasks.Default formatting is automatically reset to correct any changes made by project team users.Easy to use Project Manager administration screen with password protection.Advanced version control features available with the version counter displayed on the Project Planner template.Ability to track project changes on the spreadsheet.When the chart appears, youll make a few adjustments to make its appearance better match that of a Gantt chart. Click the Insert Column or Bar Chart drop-down box and select Stacked Bar below 2-D or 3-D, depending on your preference. Required fields are highlighted in yellow and appear behind schedule tasks. Select the data for your chart and go to the Insert tab.Color coded task levels that are easily understandable.No installation of programs or Excel Add-Ins are required.Pop-up Calendar for easy input of start and finish dates.Email task information directly from the Project Planner spreadsheet template.
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