Excel for Project Management

Excel for Project Management

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  • By
  • Triple Tech LLC dba Bigger Brains

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Manage a project from Project Charter and Requirements through Task Management and Stakeholder Communication—all within Excel

Many different tools can be used for Project Management, but Excel has the power to cover your Project Management needs. You already have Excel on your computer so instead of purchasing a new software and taking the time to learn how to use it; you can leverage the power of Excel to manage the communication deliverables on your project. The primary deliverables for most projects include a Project Charter, a Requirements Document, an Issues Log, a Work Breakdown Structure, a Risk Register, and a Communications Plan.

In this course, Microsoft Certified Trainer, Christina Tankersley, walks you through creating each of these from scratch and catering them to the needs of your project. When all the information about your project is inside one workbook, you can answer any question, and you will always know where to track a new piece of information.

Topics covered include:

  • Linking fields for data consistency and efficiency
  • Using Excel tables for formatting and filtering
  • Creating a dropdown list for data consistency
  • Adding conditional formatting or icons to highlight important information
  • Cross-referencing requirements to tasks
  • Using risk probability and impact to prioritize risk response

 

Lesson

  1. Project Charter
  2. Requirements Document – Scope
  3. Issues Log 
  4. Work Breakdown Structure
  5. Risk Register
  6. Communications Plan