Best way to track projects and deadlines

[hassanm]

Hi,

I am currently working on making it easier to track projects and calculating the days each project goes over the agree time. I would like to produce a 4 box model but unsure of the best way to do this. I have set up forecast date and completion dates already but would like this in a graphical format to see timelines etc. I would like to find out the best way to measure the # of total projects on time and # total projects delayed etc. There are different stages of the project but for some projects not all stages are needed. I would like to make the spreadsheet more visible so if selecting one project the relevant columns appear.

At the moment, as team members are filling it in it can be vulnerable to human error i.e. wrong format of date and sometimes somehow they misspell their name even though I have a data validation list. I would like to make it so when entering a new project it states their names date format etc so it doesn't play havoc with the spreadsheet. Maybe like a button that brings up a pop box with blanks to fill in specific things like a form. Not sure how I would do this.

I need some help with this to make it sleek. I have attached the sheet.

Thanks in advance.

[mrshl9898]

Sounds like you want a macro here, so maybe best to ask this in the vba part of the forums.

This should get you started if you want to tinker with it yourself.

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[hassanm]

Thanks for that. I've inserted this into VB but nothing appears. I've also tried inputting a new project but no formatting errors come up and pop up messages.

Can you please advise?

Also, if I wanted to stay away from VB, what other ways using functions and graphs could I use to achieve what I need?

[mrshl9898]

Strange, it worked fine here... maybe add after

Dim rownum As Long
Dim strDate As String

Add in

Workbook("yourworkbookname").Sheets("projectsheetname").Select

To make sure it is on the correct tab.

If you want to make sure that a date is entered correctly, there is ISNUMBER to make sure the date is not text.

[hassanm]

Hi,

I've adjusted it again and produced a macro button to allow people to enter the date (attached). However, the steps I would like is to
1) ask them to enter the project name,
2) ask why stage is it; feasibility, evaluation, final etc
3) then from there enter the relevant dates, Latest issue, author (from a list) and so on. not sure if you can produce a data validation list in vba.

I would also like the projects to be in alphabetical order too

Essentially I would like to cells to be locked and have people not have to mess about with it

Thanks

[mrshl9898]

This should help you along with the validation.

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