Project Management in Excel

Many firms use proprietary project management tools to manage internal project but when the projects are done between various companies, usually they come back to Excel in order to communicate properly between each other.

Even the big car manufacturers like GM, Mitsubishi, Toyota tend to use Excel Gantt Chart Templates to make their project management plan.

There are important tool to do project management like Gantt Chart and Open Topic Lists. You can find both on this site.

GANTT CHART Project Management

We have developed a Excel Gantt Chart template that allows you to track all the project you are working on without having to investing in expensive project management tools.

The advantage is its flexibility and also that your suppliers, customers and colleagues can read it with Excel very easily.

The professional version of our Project Management Excel Gantt Chart Template can be found here. There is a promotion for early birds. Only 9.99 instead of USD 25.-

Here a few screenshots

The Basic Input Sheet lets you type in the name of the project and of the main project manager, project start date and the first day of the week (useful if depending on the country you live in)

basic input sheet

The Project Gant Chart template with here an example with a family house building. In the free version, you can only enter the start days, duration and percentage completion. This is largely enough to manage any small to medium project. Use the pro version if you want to manage larger projects.

family house gantt chart

The different columns are:

WBS which means Work Breakdown Structure of your Gantt Chart represents the ranking of the different sub-tasks or child tasks that allow to do the parent task. The WBS of the Gantt Chart are created automatically with a complex formula created by Jon Wittwer owner of Vertex42 and who has given us the permission to use it as well as some other design elements of the spreadsheet. Thanks Jon!

Task Name is the name you give to the task. Every Gantt Chart must have clearly defined task name, if possible unique. Important here is to be clear and speak in a simple language. Also try to keep short name but do not use acronyms except if they are fully understood by the users.

Responsible is the person in charge of the task. He is the DOer or Manager of the task. See our RASIC chart to define the responsibilities clearly.

Start Day is of course the date the task is starting. Be realistic. If the task follow each other then only enter  the date of the first subtask and its duration. Automatically the next tasks will be calculated.

 End Date is when the task are supposed to finish. This is a calculated value.

Duration is the number of days the task will last. Be realistic here too. We are dealing with people not machine. So take into account the human nature. These are calendar days so add the number of weekends to this number. As this is for small projects (personal usually) the number of calendar days is better. If you want to enter working days in the Gantt Chart Template, then you could try our PRO version.

%Complete indicate the progress of your project. This progress will appear in the horizontal bars on the right of the Gantt Chart Template.

Working Days are the the number of working days (not including the Saturdays and Sundays) left for the task.

Days Complete relates to the percentage complete.

Days Remaining are the number of days left to complete the task. Here you can see if your are on time or not and adjust accordingly.

The next screenshot shows you that you can change the Gantt Chart scale. You can change it to Hourly view, Daily, Weekly, Monthly, 3 Months, 6 Month and Yearly. You have also the possibility to enter a free range.

Here another view of the home project.

monthly view

You can also enter the holidays and select the weekend you wish.

holidays

Here in daily view. See how the scale on the Right of the Gantt Chart is day after days.

daily view

SubTask dependency like in the house foundation task hereunder where the task 2.1 is dependent of the 2.1.1 to 2.1.3.

 

You can download the free version here. Please let us know if you enjoyed it.

The Free OpenOffice version can be downloaded here.

It is limited to enter dates in calendar days, no color tabs, no holidays or weekend selection.

The professional version can be found here. It cost only USD 25.- (Currently 9.99 USD for early birds)

Here the features of the Pro Version Gantt Chart Excel Template.

Fully unlocked Gantt Chart 
Chose to enter the duration in workdays or in calendar days
Enter custom holidays 
Enter custom weeks (6 days week for example) 
Adjust all the formatting (fonts size and color, add pictures and drawings)
Add your own colors to the Gantt chart bars
Also
Get free updates

 

Open Topic List, Task Lists

Another important tool in Project Management is the task following. 

With a Gantt Chart, it is not that easy to follow the tasks in details.

Usually you have regular meetings with your team and you all discuss the project in details. Everyone who has a task, usually updates the team. In order to keep records of this, you need a good tool.

The Open Topic List is the perfect tool for this.

Here is how it looks like:

otp opl task list

It also includes a meeting attendance sheet.

attendancy

With it, you are sure to see who is attending, who is not.

This table is being constantly updated and improved. Keep following us on the main Open Topic List Page.

You can download it from here.

You can download an OPEN OFFICE version under this link.

Make sure to check our Basic Project Management Page where you can find our great RASIC Chart, or project Charter and other useful tips for successful project management

 

Please Tweet, Like or Share us if you enjoyed.