This presentation on project planning in Excel will help us understand the process of project planning concerning Excel. The video will explain the process of project management in Excel, elaborating on the reasons why we should use excel for project management. Then we will see the basics of a Gantt chart, along with understanding the process of making a Gantt chart in Excel. We will also see different Microsoft Excel templates, along with their features. Now, let us get started. The below topics are explained in this project planning tutorial: 1. What is a project plan? 2. Project management in Excel 3. Why use Microsoft Excel? 4. How to make a Gantt chart in Excel? 5. Microsoft Excel templates PMP Certification Course Overview The course covers new trends, emerging practices, tailoring considerations, and core competencies required of a Project Management professional. Placing a greater emphasis on strategic and business knowledge, this course also includes a new section on the role of the project manager in both large and small companies. PMP Course Key Features: - 35 contact hours/PDUs - 8 industry case studies, 20 industry-based scenarios - 6 hands-on projects, 7 simulation test papers (200 questions each) Eligibility: The PMP® certification is an essential professional requirement for senior project manager roles across all industries. The course is best suited for: Project Managers, Associate/Assistant Project Managers, Team Leads/Team Managers, Project Executives/Project Engineers, Software Developers, Any professional aspiring to be a Project Manager. Pre-requisites: You should have a secondary degree (i.e. high school diploma, associate’s degree or the global equivalent) with 7,500 hours leading and directing projects along with 35 hours of project management education.OR You should have a four-year degree with 4,500 hours leading and directing projects along with 35 hours of project management education. Learn more at https://www.simplilearn.com/project-management/pmp-certification-training

2. What’s in it for you?
1. What is a Project Plan?
2. Project Management in Excel
3. Why use Microsoft Excel?
4. How to make a Gantt chart in
Excel?
5. Microsoft Excel templates

3. What is a Project Plan?

4. Click here to watch the video

5. Project Management Book of Knowledge (PMBOK) defines the project plan as a
formal, approved document used to guide both project execution and project
control
What is a Project Plan?
Project execution

6. Project Management Book of Knowledge (PMBOK) defines the project plan as a
formal, approved document used to guide both project execution and project
control
What is a Project Plan?
Project execution Project control

7. What is a Project Plan?
A project plan should answer:
What are the major
deliverables of the project?
What?

8. What is a Project Plan?
A project plan should answer:
What are the major
deliverables of the project?
What?
How we are supposed to get
our deliverables before or on
time?
How?

9. What is a Project Plan?
A project plan should answer:
Who will all be involved in
the project, and what will be
their responsibilities?
Who?

10. What is a Project Plan?
A project plan should answer:
Who will all be involved in
the project, and what will be
their responsibilities?
Who?
When will the project begin
and when is it supposed to
be complete?
When?

11. Project Management in
Excel

12. Project Management in Excel
Microsoft Excel is a simple project management tool used by project managers
working on small or midsized projects to visualize, plan, and monitor the project
Visualize

13. Project Management in Excel
Microsoft Excel is a simple project management tool used by project managers
working on small or midsized projects to visualize, plan, and monitor the project
Visualize Plan

14. Project Management in Excel
Microsoft Excel is a simple project management tool used by project managers
working on small or midsized projects to visualize, plan, and monitor the project
Visualize Plan Monitor

15. Why use Microsoft Excel?

16. Why use Microsoft Excel?
Simple to use and easy data manipulation

17. Why use Microsoft Excel?
Simple to use and easy data manipulation
Many analytical tools for efficient analysis, like concatenate etc

18. Why use Microsoft Excel?
Simple to use and easy data manipulation
Many analytical tools for efficient analysis, like concatenate etc
Easy tracking and monitoring of project status

19. Why use Microsoft Excel?
Simple to use and easy data manipulation
Many analytical tools for efficient analysis, like concatenate etc
Easy tracking and monitoring of project status
MS Excel provides several project management templates

20. How to make a
Gantt chart in Excel?

21. What is a Gantt chart in excel?
• Gantt chart is a horizontal bar chart used
in project management.
• A Gantt chart provides a graphical
representation of the schedule
• Gantt charts help in assessing deadlines
in a long project and the resources it
needs.

22. How to make a Gantt chart in excel?
Some basic steps of making a Gantt chart in excel can be seen as under:

23. How to make a Gantt chart in excel?
1. Make a project table
• Each task is mentioned in a separate
row, with their respected starting date
and tenure (number of days required
to complete that task)

24. How to make a Gantt chart in excel?
2. Make an excel bar chart
• Select range of start date,
B1:B11
• Click on insert tab, select bar
charts group
• Then select stacked bar in 2-
D Bar chart group

25. How to make a Gantt chart in excel?
• As a result we will have a bar graph
as shown.
2. Make an excel bar chart

26. How to make a Gantt chart in excel?
3. Adding tenure to the chart
• Right click anywhere on the
chart
• Select the “Select Data”
option, from the drop-down
menu

27. How to make a Gantt chart in excel?
3. Adding tenure to the chart
• The “Select Data Source”
window will open
• Start Date is already in the
entries
• Click on the “Add” button, so
we can enter the tenure

28. How to make a Gantt chart in excel?
• Type “Tenure” in Series name
• Then click on the “range
selection” icon
3. Adding tenure to the chart

29. How to make a Gantt chart in excel?
• Then select the Tenure from
the first cell from C2.
• Drag all the relevant cells
3. Adding tenure to the chart

30. How to make a Gantt chart in excel?
• Click on “OK” in the dialog
box
• We get this bar graph on
the screen
3. Adding tenure to the chart

31. How to make a Gantt chart in excel?
4. Adding task description to Gantt chart
• Open the “Select Data
Source” dialog box
• Click on the “Edit” option as
shown in the figure

32. How to make a Gantt chart in excel?
4. Adding task description to Gantt chart
• Select your tasks in the
same way, we selected our
tenure
• Click on “OK” after selection

33. How to make a Gantt chart in excel?
4. Adding task description to Gantt chart
• Now we can see the tasks
on the left side of the Gantt
chart

34. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Click on the bars and select
“Format Data Series” option

35. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Select “No fill” in the “Format
Data Series” dialog box

36. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• We can see the Gantt chart
according to the data we had
entered

37. How to make a Gantt chart in excel?
• Click on the task panel
• Select “Categories in reverse
order option from the
“Format Axis” dialog box
5. Changing from bar graph to Gantt chart

38. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Now the tasks are arranged
in the right order, and we
have this Gantt chart

39. How to make a Gantt chart in excel?
• As we can notice the dates
on the Gantt chart are from
11-Dec, while the dates we
have entered is from 01-Jan
• Copy the first date in any
box
5. Changing from bar graph to Gantt chart

40. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Now click on the copied date
and go in the “Home” menu
to select the dialog box
shown

41. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Select “Number” option in
the dropdown menu

42. How to make a Gantt chart in excel?
5. Changing from bar graph to Gantt chart
• Now, we can see a number
displayed in the selected box

43. How to make a Gantt chart in excel?
• Now, click on the dates on the
Gantt chart, the “Format Axis”
dialog box opens
• We will put the number received in
the previous slide, here in the
“Minimum” box
5. Changing from bar graph to Gantt chart

44. How to make a Gantt chart in excel?
• This is the final Gantt chart,
that we get
5. Changing from bar graph to Gantt chart

45. How to make a Gantt chart in excel?
• Now, we can do several
things to improve the design
of the Gantt chart
• We can change the color or
put effects to the bar
6. Improving the design of the Gantt chart

46. Microsoft Excel templates

47. Microsoft Excel templates for Project Management
Microsoft Excel templates help collect data, schedule them and check their
dependencies with each other

48. Microsoft Excel templates for Project Management
Microsoft Excel templates help collect data, schedule them and check their
dependencies with each other
Microsoft Excel templates help in tracking and monitoring tasks, subtasks and their
progress in a project

49. Microsoft Excel templates for Project Management
1. Excel Project Review
Template

50. Microsoft Excel templates for Project Management
1. Excel Project Review
Template
• Excel Project Review Template helps
in showing a clear overview of all the
planned, outstanding, completed tasks
• It allows Project Managers to measure
progress in the project and discuss it
with the stakeholders
https://www.officetimeline.com/project-
management/excel

51. Microsoft Excel templates for Project Management
2. Excel Budget Template

52. Microsoft Excel templates for Project Management
2. Excel Budget Template
• Excel Budget Template keeps track of
all the expenditures in a project, to
manage the budget accurately
• It helps Project Managers to compare
the planned budget for each project
phase to the actual cost

53. Microsoft Excel templates for Project Management
3. Excel Sprint Project Tracker
Template

54. Microsoft Excel templates for Project Management
3. Excel Sprint Project Tracker
Template
• Excel Sprint Project Tracker is needed
in agile projects to plan and prioritize
different sessions or sprints of a
project
• It includes the start date, end date,
and duration of each task; along with
their percentage completion

55. Microsoft Excel templates for Project Management
4. Excel Project Tracker

56. Microsoft Excel templates for Project Management
4. Excel Project Tracker
• Excel Project Tracker includes all
tasks with their status and owners, the
percent complete and planned
duration versus actual duration
• It tracks all scheduled tasks and tracks
them against the original plan

57. Microsoft Excel templates for Project Management
5. Excel Critical Path
Tracker

58. Microsoft Excel templates for Project Management
5. Excel Critical Path
Tracker
• Excel Critical Path Tracker involves list
of all the tasks, their period and their
dependency on each other
• It helps Project Managers in planning
the quickest path for completing a
project

59. Microsoft Excel templates for Project Management
5. Excel Project Schedule
Template

60. Microsoft Excel templates for Project Management
5. Excel Project Schedule
Template
• Excel Project Schedule Template
provides a clear view of all the work
associated with project delivery
• It helps in the efficient management of
the project, keeping track of time and
any work overdue

61. Microsoft Excel templates for Project Management
6. Excel Project Status Report
Template

62. Microsoft Excel templates for Project Management
6. Excel Project Status Report
Template
• Excel Project Status Report Template
lists the deliverables, developments,
and risks associated with the project
• It helps project managers to inform
everybody regarding the critical
activities involved in the project

63. Microsoft Excel templates for Project Management
7. Excel Milestone Tracker

64. Microsoft Excel templates for Project Management
7. Excel Milestone Tracker
• Excel Milestone Tracker helps in
tracking the progress of different
events in a project
• It helps project managers to list their
critical milestones and monitor their
performance against the timeline

65. Microsoft Excel templates for Project Management
8. Excel Project Planner

66. Microsoft Excel templates for Project Management
8. Excel Project Planner
• Excel Project Planner includes the list
of task and its owner, along with the
start and finish date of each task
• It helps in easy tracking of project
progress and helps in comparing
estimated task dates versus actual
dates