Microsoft Excel for Project Managers

Introduction

• Advantages, disadvantages & limits of Excel application by project management
• Important terms of project management
• Functions & tools used (and not used) by solutions

Project settings

• Informations for tracking (dates, costs, resources)
• Selection of optimal tools of MS Excel
• Project calendar - workdays, weekends, holidays

Project schedule

• Tasks - phases, tasks, milestones
• Task attributes - ID, WBS code, deadline
• Dependencies & binding for easy planning and future changes of plan
• Time slacks

Gantt chart in Excel

• Using a chart
• Using conditional formatting

Resources

• Human resources, availibility, costs
• Resource allocation

Project optimalisation

• Resource overallocation
• Resource free availibility
• Resource leveling

Costs

• By tasks, by phases cumulatively
• Actual costs

Project tracking

• Baseline
• Project update
• Resource time schedules
• Date & Cost differencies

Project evaluation

• Porovnání s původním plánem
• KPI

Printed outputs, Views, Protection

Simple macros for user-friendly usage of template

Project templates

Tools used by the training

• grouping, filter
• names, dynamic names
• charts
• advanced conditional formatting & data validation
• PivotTables & PivotCharts
• data consolidations
• advanced date & time functions
• conditional calculations
• GoalSeek tool
• form controls
• custom views
• simple macros