Excel for Project Management
Excel is the most popular productivity software worldwide. In this course, you will learn how to use it for the purposes of project management.
The course teaches you how to create and maintain some of the key project artifacts. The most convenient way to keep a good grip on important events is with the help of tables. So, it is only logical to use the most popular program for organizing and manipulating data for that purpose – Microsoft Excel. In this course, we cover the key aspects of using Excel for project management. You will learn how to create the five most important project management documents — work trackers, logs (from project diary to RAIDD), risk logs, project schedules and Gantt charts, and budgets.
What You'll Learn
Boost your technical skills by using Excel for project management. No heavy formulas are needed for this course. It focuses on the contents of the tables, going into detail about the important factors and some of the most commonly used Excel functionalities from a project management perspective.
- Tracker4 Lessons 24 Min
A project manager must have a good idea of the progress of every activity and whether it is on track with the initial planning. This is where the tracker document comes in. In this section, we explain what that is and how to use it.Intro Tracker - high-level overview Tracker - standard tasks Tracker - steps status
- Actions log6 Lessons 24 Min
Another useful Excel tool for project management is the log document. This is where important events are recorded (logged). Once logged, people can obtain information about them– their purpose, who is involved, any next steps, the due date, etc.Actions log Actions, Issues, Dependencies Log RAIDD log RAIDD log structures Risks log Logs outro
- Project schedule3 Lessons 12 Min
Next, we will examine how to create and use project schedules and Gantt charts in Excel. Both are essential for project managers.Project schedule Gantt chart (months) Gantt chart (weeks)
- Budget4 Lessons 17 Min
The final group of Microsoft Excel documents we will create together is related to budget and cost management. Here, the ultimate goal of the project manager is to have a realistic budget and a process to track the actual spending against this budget.Budget simple table Budget time and materials 1 Budget time and materials 2 Formatting tips & tricks
- Conclusions1 Lesson 2 Min
The Excel templates created in this course are essential to all projects. They are the bridge between project management theory and the real-life activities the manager performs. The course on Excel for project management ends with an outline of the limitations of the program and some alternative solutions.Conclusions
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