Excel for Project Management

Introduction

• Effective project management in Excel
• Why use Excel for project management?

1. Project Tracking in Excel

• Keep your data organized with Excel tables
• Track and identify project metadata
• Conditional formatting to track trends and risks
• Capturing high-level summaries with pivot tables

2. Data Visualization for Communicating Project Status

• High level descriptive statistics
• Progress charts
• In-cell bar charts
• KPIs and performance

3. Gantt Charts to Visualize a Portfolio of Projects

• What is a Gantt chart?
• How to create a Gantt chart in Excel
• Testing different scenarios on a Gantt chart

4. Calculating Earned Value Management in Excel

• Applying EVM to understand project progress and success
• Creating an EVM calculator in Excel

5. Putting It All Together: Creating a Project Management Dashboard

• Becoming acquainted with the data
• Calculating the required data and key metrics to measure
• Creating the layout for the dashboard
• Creating the Gantt chart
• Scenario analysis in Excel

Conclusion

• Managing your own success for the future