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Excel as Project Management Tool?

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    Excel as Project Management Tool?

    Hi,

    I'm in the running for a new job. The prospective employer wants me to propose how to best use Excel as a project management tool...being able to set or track milestones etc.

    Basically they are keeping track of about a thousand business owners who are required to provide information by a certain date...the date varies.

    My recruiter suggested using Excel's filter and proposes filtering by date.

    Does anyone have any comments about that or suggestions on the best way to cleanly track the projects and make me sound really smart?

    Thank you very much!
    Sharon

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    Forum Expert mrice's Avatar
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    Re: Excel as Project Management Tool?

    Maybe Excel is not the best tool for this task. The reason is that while Excel has many strengths in manipulating data and producing charts, it is not the most secure of tools for long term storage of valuable data. I've seen so many cases where data has been corrupted by sorting one column without also sorting the others and a simple slip of the mouse can easily change or delete data and there is no way of undoing the damage once the workbook is closed.

    A better solution would be a database. There are a lot to choose from - look up Database on Wikipedia to get started.

    These are not only more secure (e.g. you can't sort rows in the stored data but you can extract them in sorted order) but you can also exercise a greater degree of data quality, e.g. making sure that records in one table match up with another.

    If you are forced to use Excel, filtering and sorting by date will work as will conditional formatting to, for example, turn cells red if a deadline has passed.

    Hope that this is useful. Good luck in getting the job.
    Martin

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    Re: Excel as Project Management Tool?

    Thank you so much, Martin. You've been extremely helpful. I'm going to do some research today. This truly gives me something unique to present to my prospective employer.
    Have a great holiday weekend!

    Sharon

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    Re: Excel as Project Management Tool?

    I don't know what you would want included so this is a very basic example. It uses a table for the data and a Pivot Table for a summary of the data. Conditional Formatting identifies Behind Schedule projects.
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    Ron W

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    Re: Excel as Project Management Tool?

    Thank you very much. This too, will be very helpful.

    Sharon

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