Using MS Excel in Project MANAGEMENT

Excel in Project Management

Course information

This course is for project managers, Project Planners and project engineers who need the power of Excel for Data analysis and reporting features not available in other project management software tools. This training course is a fast-paced, hands-on workshop. Every student will be provided with a computer running Excel. Guided by an expert instructor, you’ll leave this training course with the real-world experience you need to fully harness the powerful tools Excel has to offer back in your workplace.

Course Methodology

The format of the Three-day workshop is a series of brief lectures followed by discussion and hands-on exercises. Case studies and real-life examples are used to illustrate success and failure

Course Objectives

This course allows the delegate to experience the power of Excel 2016 in Project Management

Day 1

Control Data

Format Cells
Data Validation and input control
Paste Special
Naming and Moving Worksheets
Currency Format
Format Painter
Conditional Formatting
Some usable functions for controlling inputs
Working with Texts in Excel

Create Project Structure

Creating the Work Breakdown Structure (WBS)
Create automotive weight factor structure for physical % Complete
Create project S-Curve
Project Status Tracker by tools and Functions

Data Transformation and lookup

Creating Formulas
Common Formulas
Searching for Formulas
V-look up and H-look up functions
Creating the Lists and Combo Box
Indirect, Offset, Index and other lookup functions

Day 2

Data Analysis

Freeze Panes
Worksheet Backgrounds
AutoFill a Series
Removing Duplicates
Pivotable and Data summarization
Search in Data by Functions
Adding Formula and Calculating financial Factors ( PV, FV ,NPV,IRR ,PMT,IMPT …)
COUNTIF & COUNTIFS
SUMIFS
Conditional Sorting and Filtering
Useful Functions in Management and Financial Analysis
Intelligent Scoring Model for various analysis
Advanced Grouping and Filters

Schedule Analysis

Creating Dynamic Gant chart in Excel
Project Schedule and Budget structure
Advanced Schedule Data Analysis

Forecasting the Future

Scenario Analysis in Project Management
What-If Analysis and Goal Seek
Data Table and Goal seek
Using solver tool to optimize calculations and forecasts
Forecasting the future by various tools

Day 3

Project Dashboard

Chart Types
Pivotable and Charts
Data summarization and reporting
Gauge Chart
Sparklines and Data Analysis
Dynamic Charts and Dynamic Lists
Risk Register Structure in Excel
Master Document Register (MDR ) in Excel

Automation

Inserting Hyperlinks
Creating a Macro
Assign a Macro to a Button or Shape
Run a Macro upon Opening a Workbook
Smart Art and Graphs
Page Orientation
Page Breaks
Print Area
Create Dynamic Auto-filled letters and Lists

Duration: 3 Days

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Using MS Excel in Project MANAGEMENT

Excel in Project Management

Adel AliAskari

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