1. Project Title
A pre-formatted text entry field. Enter your project title.
2. Activate / Deactivate Filter
Click on the Activate / De-activate Filter button will invoke the macro
to turn-on / turn-off the Excel Auto-Filter feature for the tasks table. By
using the drop-down arrow button, you can use the normal filter features to
analyze and track your project tasks and status.
3. Insert New WBS Level or Work Package
To insert a new task, place your cursor in any cell on the line above
where you want to insert your new tasks and click on the Insert New Tasks
button. A duplicate line with all the formulas will be inserted just below
the line where you place your cursor. Proceed to replace the WBS, Tasks
Description, Start-Date and End-Date with the new task information.
To delete any line, all you need to do is to highlight that row,
right-click and delete the line.
4. Level Formatting
Level Formatting allows you to use simple indicators to highlight the
entire row based on pre-set colors.
A single [.]
indicates that this is the Heading of the project and will be
highlighted in Grey.
Two [..] indicates
that this is the Level 1 of the WBS and the line will be highlighted in
Blank entry in this
column indicates is the Level 2 of the WBS or Work Package and the line
will not be highlighted.
5. Simple WBS
You have to manually enter the WBS.
I have been trying to find a way to automate the
generation of WBS but still am not too successful. You may want to create
your own formula to generate it.
6. Tasks or Work Packages
Simply just enter your WP or Task description in this field.
7. Filter Selection (when filter is activated)
When Filter is activated, you can click on the drop-down area above each
column to show a list of filter criteria or to customize your own filter.
8. Start-Date / End-Date
Enter your Start-Date and End-Date of each work package or task.
Dependencies are not available and there is no auto adjustment of dates.
When you change the date of a task you will have to adjust the rest
Hint: you can further use a "= cell+1" or similar formula to
achieve some level of auto date adjustments.
9. Calendar Days (calculated field)
Calendar days between the End-Date and Start-Date are calculated
10. Workdays (calculated field)
Workdays between the End-Date and Start-Date are calculated
Hint: You may further tune the formula to take into consideration of any
public holidays by maintaining a holiday lists.
11. Gantt Chart Formatting
By using [.],[..] or [x]
you can change the color format of the graphics auto generated and displayed
in the Gantt Chart. There is no fix rule, you may use different indicators
to represent different importance of the tasks.
12. Tasks Status Tracking
A conditional formatting is use to for 2 different tasks status. These
are [completed] and [partial]. You are free to modify the conditional
formatting rules to suit your own needs.
13. Calendar (with weekend highlighting)
The formula of the Calendar Dates will automatically highlight the
weekends in Red.
14. Gantt Chart (auto creation)
If you use a daily time-scale, the Gantt Chart will be plotted to the
exact day based on the Start-Date and End-Date.
If you use a weekly time-scale, the Gantt Chart will be plotted to the
15. Project Information and Note
You may use the Project Information and Note box to enter the project
information. You are free to adjust and create your own Project Information
area as necessary.
16. Extending or Adjusting the Calendar
An easy way to extend, create or adjust the Calendar is to highlight the
row above the date (top blue row) to the last row of the task (bottom grey
row) and use the normal Excel drag function and drag to the right till the
desired date range. By doing so, all the formula for the plotting of Gantt
Chart will be copied. Note, always extend the date by one more column more
than your last desired date. The rest are just simple formatting like
adjusting the box borders to make the chart more presentable.
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