Project Planning, Scheduling, and Monitoring Excel Tool

This tool assists in organizing and monitoring project work. By using the task planning section, project milestones and tasks can accurately be planned out. Once the project begins, real-time progress is tracked and the project is monitored against the set baselines.

Instructions:
This tool can be used for managing a project, starting with the planning stages right through to monitoring project progress. Refer to the boxes below to view each sections’ instructions, and understand how each step is useful for managing projects.

Alternatively, information entered in Microsoft Project can be copied and pasted into this tool to take advantage of its reporting capabilities. A simple copy and paste will work, however there is some preparation needed:
1. Ensure that the fields in MS Project are altered to match this tool. The order should be: Task Name, Start, Finish, and Resource Names.
2. Once pasted into this tool’s Tab 2, reformat the start and finish columns to use a date format (within the Format menu, choose “Cells…” and select the desired date format).
3. Resource Names within MS Project must match the naming conventions used in this tool’s Tab 1, table 1.

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Important Notice:
Although this tool is capable of advanced functions, keep in mind that this is a light project management tool working within the limitations of Microsoft Excel.
Pay close attention to any notices or warnings included within the individual tabs.

Download the excel tool: 243382138-Project-Management-Tool-HR

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Project Planning, Scheduling, and Monitoring Excel Tool

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