My Excel Project Tool

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An Excel tool that functions like MS Project

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  • Hello friends, This is a presentation about how can a simple Excel tool provide a useful project planning and control. [Slide Change]
  • My Excel Project Tool

    1. 1. By Francis Hung My Excel Project Tool The Only Tool You Need to Plan Your Projects
    2. 2. Contents <ul><li>Why a new project tool </li></ul><ul><li>Key project management steps </li></ul><ul><li>Quick start view - planning </li></ul><ul><li>Project scheduling </li></ul><ul><li>What if…. </li></ul><ul><li>Project cost estimate </li></ul><ul><li>Project tracking </li></ul><ul><li>Earned value and performance report </li></ul>Using Excel to manage your projects effectively
    3. 3. Why another project tool? <ul><li>Most project tools are too complex </li></ul><ul><li>Difficult to learn, difficult to maintain </li></ul><ul><li>Not everyone can share the application </li></ul><ul><li>PMs don’t want to spend most of their time on the plan </li></ul><ul><li>Most Excel project tools are too basic… </li></ul>Using Excel to manage your projects effectively <ul><li>Spend 2 weeks to learn </li></ul><ul><li>1 year to be good at </li></ul>
    4. 4. Basic View WBS and Gantt chart at a glance
    5. 5. Basic View WBS and Gantt chart at a glance Auto display Sat and Sun Select your project based on 5, 6, or 7 day/week New task auto jump pass the weekend Plan your start date on a specific date or link up with another task Monitor your project on real time or for a specific date Finish date is calculated based on the start date, effort and L-O-E (level of effort) Red means the amount of time behind the plan Green means the amount of time ahead of plan Mark x here means the task is complete and will grey out the task line Fully automatic graphical presentation WBS (Work Breakdown Structure) Level of Effort : 1=full time availability; 0.5 =50%
    6. 6. What if? <ul><li>Schedule </li></ul><ul><li>What happen to the schedule if I work 6 or 7 days a week? </li></ul><ul><li>Can I afford to take 1 week vacation during the project? </li></ul><ul><li>What if one of my team member can only work half a day each day? </li></ul><ul><li>If something did not happen as planned, what options do I have? </li></ul><ul><li>Can I force some tasks to start on a specific date? </li></ul><ul><li>Cost </li></ul><ul><li>How would 20% increase in contract rate impact my budget? </li></ul><ul><li>Can I get better cost if I out-source some of the tasks? </li></ul><ul><li>What is the impact on cost / schedule / risk if I change the logistic supplier? </li></ul>Using Excel to explore your planning options My Excel can let you play these ‘What if’ scenarios
    7. 7. Expanded View Monitor and control your project easily. You can even add up to 5 ‘Task Dependencies’ to each task
    8. 8. Expanded View Monitor and control your project easily. You can even add up to 5 ‘Task Dependencies’ to each task Total Labor cost Total material cost Total project cost including reserve Earned value based on completed tasks Planned value based on scheduled tasks Over budget is shown in red, based on the tolerance set Cost Performance Index Schedule Performance Index Actual cost-to-date Check x here to get results on any specified date Uncheck x here will get project up-to-date data Enter any date to get spending profile Contingency reserved setting
    9. 9. One click summary One click to get a consolidated view Completed modules
    10. 10. REGISTER AT: WWW.APOLLO-TRAINING.COM TO GET YOUR COPY TODAY Email: [email_address]

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