The idea of planning and tracking a project using specialised software is not new. In fact, many software development companies specifically focus on project planning and tracking software. There are so many choices out there and utilising any one of them efficiently and effectively usually means painful learning. Since so many people use Microsoft Excel in their everyday jobs, it has become easier to use over the years, and it has many layers of useful addons that can be put to work. Planning and tracking a project can be done using a basic version of Excel or by adding helpful addons from Microsoft.
- Skill level:
Identify all major subprojects associated with your construction project. For the construction of a residential house, examples of this would be excavation and foundation, framing, electrical, plumbing and finishing work.
Enter each major subproject in the first column of a new Excel spreadsheet.
Add a proposed start date for each major subproject in the next column and a proposed completion date in the third column. These are proposed dates because most project timelines and schedules have to be flexible to a point.
Schedule Outline of Subprojects
Add more detail to each major subproject by inserting new rows between the major subprojects as need to define in detail the tasks associated with the completion of each major subproject. In essence, the major subproject is a parent of the associated tasks.
Add a proposed start and completion date for each associated task under each major subproject.
Identify minor tasks associated with each associated task to complete the desired level of project planning and detail. Adding dates to this level of detail becomes much harder because it may be on an hour-by-hour basis instead of days, so this is a personal choice for the project manager to make.
Work Breakdown Structure
Add a fourth column to identify the proposed budget for each associated task and possibly each minor task.
Add a fifth column to identify the human resources for each associated task. This basically means putting in the name of the person that will do the work or each task.
Add a final column to capture the status of each task. The status column usually becomes the most important column for project reporting, especially to higher-level managers and customers. The status column will outline problems or challenges with budget, time or people.
Addition of Meaningful Metrics
Tips and warnings
- Microsoft has helpful addons like XL-EasyGantt that are available for free download that will make project scheduling easier using Excel.
- The individual rows and columns in an Excel spread sheet are not linked together, so if you change something on one cell it may or may not effect the rest of the worksheet.
- Be careful to save backup files of your project schedule as you make changes or additions.
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