Excel For Project Management

Manage Your Projects Entirely In Excel

Instructor : Christina Tankersley

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 of the information about your project is inside one workbook, you can answer any question, and you’ll always know where to track a new piece of information.

You’ll also learn how to use Excel features to do the following:

  • Link fields for data consistency and efficiency
  • Use Excel tables for formatting and filtering
  • Create a dropdown list for data consistency
  • Add conditional formatting or icons to highlight important information
  • Cross-reference requirements to tasks
  • Use risk probability and impact to prioritize risk response
  • Use slicers to quickly create a communications plan based on stakeholder contact information and communication needs

Objectives – You will be able to:

  • Manage multiple worksheets within one workbook
  • Describe the elements of a Project Charter
  • Create linked fields between worksheets
  • Describe the parts of a clear and concise requirement
  • Insert a table into a worksheet
  • Create a dropdown list for data consistency
  • Negotiate requirements using the triple constraint
  • Add conditional formatting or icons to a column to call attention to important rows
  • Define Work Breakdown Structure (WBS)
  • Describe how to split work into work packages
  • Relate requirements to tasks using cross-references
  • Create a pivot table to summarize your task data
  • Describe the process to identify and manage project risks
  • Prioritize risk management and determine risk response using probability and impact
  • Create summary data at the top of a worksheet
  • Track stakeholder contact information and their communication needs and preferences
  • Filter stakeholder data with slicers to create a project communications plan

Course Length

Lessons : 6
Seat Time : 51 Minutes

Lessons include:

01: Project Charter (8:04)
02: Requirements Document / Scope (9:23)
03: Issues Log (6:03)
04: Work Breakdown Structure (9:22)
05: Risk Register (11:51)
06: Communications Plan (6:10)

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