![]() There are several ways to personalize your Excel spreadsheets to match your specific requirements. What’s more, many users already have Microsoft Office and can thus easily access the spreadsheet program. This makes Excel a cost-effective and accessible alternative to more expensive project management software. AccessibilityĪs software created for project management frequently has comprehensive capabilities to handle specialized project management tasks, it may be more costly than a simple, generalist application like Excel. Its ease of use is especially beneficial for small firms and freelancers.Įxcel’s user-friendliness makes it simple to navigate and run, saving you time when learning and optimizing the application. One of the most appealing features of Excel as a project management tool is its ease of use.Įxcel provides many essential tools for project management without the complications that often come with more complicated software. Here are several benefits of utilizing this project management software: Simplicity Source: What are the advantages of using Excel to manage projects?Įxcel has some critical advantages over other project management software solutions. Using tools like Gantt charts and Kanban boards, as well as the multitude of templates offered by Excel, you can manage your projects without running into any problems like delayed projects.Įxcel also offers a lot of advantages when it comes to starting projects with a Work Breakdown Structure (WBS) – a deliverable-oriented hierarchical breakdown of large projects.īut will an Excel project tracker suffice, or do you need to purchase software specifically developed for project management? Before you make that choice, here’s everything you need to know about Excel project management. While Excel isn’t advertised as a project management tool and doesn’t have all of the features you’ll need for project management, it has many that can make your project management journey easier. Let’s take a look at Excel as a project management tool, what works and what doesn’t, and if it’s the perfect fit for you. In fact, many freelancers use Excel as a project management tool, particularly because it’s free to use and easy to work with.īut can Excel really beat other dedicated project management software? This gives you an instant at-a-glance, versioned look at the project in all of its stages.As a freelancer, you can take out most guesswork relating to project deadlines and commitments using Microsoft Excel. Throughout the life of the project, you can re-open the file and mark certain items complete or late, or even add parts to the project, then resave the file with a new date. Highlight and substitute your own text in those cells, including a date and project manager name if desired.Ĭlick the "File" tab and select “Save As.” It may be helpful to name the file with a date as well, so you know it’s the starting point of the project. Click one of the squares to denote certain times on your schedule, such as green for completed parts of the project and red for overdue or late projects.Ĭheck for a placeholder title on the template. The icon, which looks like a tipping paint can, offers different colored squares. If desired, show that points of the project are complete by clicking the cell or box on the project timeline and then clicking the “Fill Color” icon on the "Home" tab’s ribbon. ”Ĭontinue to fill in the main points of the project to the predicted ending point. This is also where you may type the employee’s name associated with that part of the project and any notes, such as “80 percent complete” or “Customer called. Move to the next section of the schedule and type the next milestone or task. ![]() Click on each and press the “Delete” key to remove them.Ĭlick into the first box or area on the schedule and type the first part of the project, or where you’re currently at in the project process, such as “Kickoff Meeting.” After you double-click the schedule template, it opens in the Excel spreadsheet window.Ĭheck for any unwanted template elements, such as note boxes, graphics or portions of a timeline you don’t need for your project. Choose one that best suits your business, but keep in mind you’ll be able to completely customize the text, placement of events and other project parts. Double-click either the “Business schedules” or “Timelines” file folder and review the available Excel templates. ![]()
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