![]() • • • • Excel is a commonly used tool for all sorts of things: making to-do lists, analyzing data, managing projects, planning events, budget calculations, you name it. It’s often the first go-to tool for managing projects, given its handy grid format and its ability to formulate and filter data to make sense of it. But Excel can be challenging for certain aspects of project management. ![]() ![]() Using Excel For Business: 10 Productivity Tips. Most business owners use only a small percentage of Microsoft Excel for business analysis. Download free, customizable Excel spreadsheets. Templates include tools for budget planning, project management, invoicing, and other personal and business tasks. ![]() ![]() That’s why we’ve created this guide to help you get the most out of the tool. Free Project Management Excel Templates Below is a list of free downloadable Excel Templates we created so you can get started managing your projects right away. Read on to learn about each one and download the sample template to get started! • • • • • • • Let’s look at starting a project in Excel. How to Start a Project in Excel Whether you’re starting a large, formal project or a small one, you generally lead with a list. It can be helpful to open up Excel as a tool to sketch out the rough beginnings of your to-do lists and key dates and people needed to accomplish the project. The grid in Excel offers a natural logic, helping to define what tasks need to follow others, culminating in a final finished project. Excel’s formulas are also obvious benefits when you’re defining column data like project budgets, and its more advanced features like pivot tables are great ways to visualize data in a spreadsheet. Excel is useful for starting projects and developing a breakdown of tasks (sometimes called a Work Breakdown Structure). Here’s what you need to do to get started: • First, you should have defined your project’s goals and deliverables in your project charter or Statement of Work. Once you have that, you can create a document in Excel to begin planning the project. • Start with a Task Tracking or Project Tracking template (). • Add tasks and prioritize individually as well as add target start and end dates. • Create distinctions between larger task activities and subtasks by rolling up some rows underneath a larger task. • Define the planned duration of each task (how long is it supposed to take?) • Assign the task to an individual responsible for completing that task.
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April 2018
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