Beautiful projects in excel. project schedule in excel

Using Project Management Templates for Microsoft applications Office can make it easier individual in a number of directions. We previously explored Best for PowerPoint Project Management Templates and showed you how you can use them to manage your projects and present vital information related to your project in the form of a presentation.

List of Best Project Management Templates for Microsoft Excel

While PowerPoint can be very handy for presenting project management information to stakeholders and sometimes for creating road maps and time frames for personal use, however, perhaps the best office project management app is Microsoft Excel. That is why we have put together a list of some of the most best templates for project management in Excel.

Project Budget Excel Template

One of the most important aspects of a project is the budget. However, making a budget and calculating all the relevant information can be quite confusing. This free Excel template makes it easy to complete the most complex project budgeting tasks.

Go to Draft Budget Excel Template (Overview and Download Link)

Project Task List Template for Excel

Appointment and task tracking of forum projects is easy with this simple excel template. It comes with various sections that allow you to plan your activities with planned date, budget, status and progress information to help you create and manage a project to do list in Excel.

Go to Project Task List Template for Excel (Overview and Download Link)

Project Issue Tracker Excel Template

Want to make sure all your project issues get tracked and committed in time? Issue Tracker The project template for Excel comes with an easy-to-use layout that allows you to track the issue, type, issue priority level, and issue status. You can also view the timeline for open and closed questions to see how well the issues are being resolved for the project.

Go to Project Issue Tracker Template for Excel (Overview and Download Link)

Gantt Chart Template for Excel

This free Gantt chart template for Microsoft Excel is a good tool for creating spreadsheets with Gantt charts for project management. Instead of making a Gantt chart from scratch, you can use this template to create one by simple editing from the sample content in the template.

Go to Gantt Chart Template for Excel (Overview and Download Link)

The project plan is a key part of any project manager's toolbox. Of course, you want to start working on tasks as soon as possible, but if you take the time and outline a project implementation strategy, you can save money and resources. The components of your project will constantly shift, and you will need a project plan template to keep track of these changes.

How to choose a suitable template from a huge number of existing ones? We reviewed them all and selected the best templates project plans in Excel. In this article, we will talk about different kinds templates, as well as explaining when to use each one. You can also download the project plan template in Excel for free. We will explain what a project plan is and how to create it in Excel, as well as how to create it in Smartsheet, a tool that simplifies the management process and offers additional features for collaboration.

smartsheet

A work plan template helps you break down large project goals into smaller, easy-to-follow steps. This type of template shows which tasks need to be completed, who is responsible for completing them, and contains a due date for the tasks. The template includes a timeline that helps you set expectations and improve visibility into task completion, keeping everyone on the project on track with deliverables and deadlines. The work plan template is best suited for large teams working on large projects with many tasks and deadlines.

Gantt Chart Work Plan Template

 Download project plan template

The project plan is most often used in the field of project management, where Gantt charts are needed to plan and report on project progress. The Gantt view is a dynamic horizontal chart used to visualize the project timeline and is an important tool for organizing stakeholder access to project status changes. This template is suitable for project managers who work with large projects with a large number of participants.

Action plan template

 Download action plan template

The action plan lists all the steps needed to achieve specific purpose. It includes all information about the actions to be taken, the persons responsible for their implementation, deadlines, priorities and status. An action plan is similar to a work plan, but an action plan focuses on goals, while a work plan template displays milestones for tasks that would normally be displayed in chronological order. The action plan template is suitable for individual use or for small teams.

business plan template

 Download business plan template

A business plan template maps out business goals and the actions needed to achieve them. A business plan focuses on the future development of your business and shows how you can achieve your goals. Business plans are more strategic than work or action plans and often include a vision statement, business profile, economic assessment, and so on. The business plan is suitable for owners of an already operating business, aspiring entrepreneurs or entrepreneurs who need outside help.

Go to the site site and log in to your account(or try the free 30-day trial).
On the "Home" tab, click "Create" and select the "View Templates" option.
Enter the words "Gantt Chart" in the "Search Templates" field and click on the magnifying glass icon.
You'll see the existing templates, but for our example, we'll choose the Simple Gantt Project template. Click on the blue "Use Template" button in the upper right corner of the search screen.
Give your template a name, choose where you want to save it, and then click OK.

2. Enter all your design details

An embedded template opens containing sample content for reference, as well as pre-formatted sections, sub-tasks, and sub-subtasks. In Smartsheet, you can easily add and remove columns based on the scope of your project.

Simply right-click on a column and select "Insert Column Right" or "Insert Column Left" to add a column, or "Delete Column" to remove a column. To remove the yellow highlighted text at the top of the table, right-click on it and select "Delete Row".

Add your tasks to the "Task Name" column. You will notice that the hierarchy has already been formatted for you. Enter your data in the fields in Section 1, Section 2, and Section 3 (called "parent rows". For more information about what hierarchies are, see ).

Enter your tasks and subtasks in the row below the parent ones.

To the left of each line, you can add attachments directly to the issue (ideal for attaching stakeholder lists, budgets, etc.) or start a discussion about an issue.

3. Add a start date and due date

Add start dates and due dates for each task. If you click and drag either end of the task bar on the Gantt Chart, Smartsheet will automatically change the dates in your spreadsheet.
Click a cell in any of the date columns.
Click on the calendar icon and select a date. You can also enter the date into the cell manually.

4. Enter data about % completed and performers

The columns "Completed (%)" and "Responsible person" provide additional information about your project and improve its transparency, allowing team members to see who is responsible for the tasks and at what stage the implementation process is.

In the Gantt chart, the thin bars within the task bars indicate the percentage of work completed for each task.

In the Complete (%) column, enter the percentage of work completed for each task. Enter an integer and Smartsheet will automatically add a percent sign.
In the "Responsible person" column, select the artist's name from your drop-down list of contacts, or enter the name manually.

Simplify the process of keeping track of your projects with ready-to-use project management templates in Excel. The value of any template lies in the fact that it is your starting point that can be used over and over again. You don't have to build a foundation from scratch every time you need to submit a stakeholder report, report a status change, or track issues. The base will already be created, and you will only need to add project data.

In this article, you will find a description of the main Excel project management templates that you can download for free. We will also consider different types templates and tell you when to use each one. In addition, you will learn how to create a project management dashboard template in Excel from scratch.

We'll also show you how to use the project management templates in Smartsheet, a tool to manage all your work with a spreadsheet-like interface. Smartsheet gives you more collaboration than Excel and makes it easier to keep track of your projects.

Project Gantt Chart Template

The Gantt Chart Project Template is one of the most popular templates used by project managers. Gantt charts take the data you have about task titles, start dates, due dates, and task durations and transform them into a cascading horizontal bar chart. In this way, you can quickly visualize the order in which tasks need to be completed, as well as determine how tasks depend on each other. The Gantt chart is especially effective when managing complex projects with dependencies.

Smartsheet's interactive Gantt charting capabilities make it easy to visualize your project. You can personalize your chart with different colors and symbols to indicate status, or use conditional formatting to highlight tasks assigned to specific team members. Activate the critical path feature to identify dependencies between tasks and see which tasks directly affect a project's due date. Share your Gantt chart with your team or clients so they're always up to date.

Project tracker template

Gather all your project data together so that anyone associated with your project always knows where to find important information. With the project tracker template, you can add tasks, change status and priority, set deliverables, due dates, cost, time spent, and other important data for your project. If you have a large project, the project tracker template will help keep everything organized.

Using Smartsheet makes it easy for your team to collaborate in real time and keep track of project progress. You can make changes to the project, assign new performers to tasks, change dates and perform other actions thanks to an intuitive and clear interface.

Agile project plan template

The agile project plan is based on functionalities. The plan calculates how long it will take to implement each feature, but does not detail how each feature will be implemented. Since project plans focus on features, you can group similar features into sprints.

The agile project plan is constantly changing. Once the plan is developed, the project team should monitor it and update the status and timeline as needed.

This template (also known as the Agile Project Schedule) allows you to add your own tasks, specify responsible persons, start date and due date, and status. The duration for each task will be calculated automatically. This template also includes a Gantt chart (a visual representation of the project timeline) that automatically resizes as you add your data to the spreadsheet.

Smartsheet provides a project template designed for basic agile projects. Plan and manage sprints, product features and tasks, and use the built-in Gantt chart to view your project on a timeline. Your team can update progress, track end results, store files, and set up alerts, all in one shared spreadsheet.

Project budget template

Always stay on top of how your project is on budget by tracking labor, materials, fixed prices, and actual costs. A budget template gives you the ability to keep a close eye on your spending and lets other team members see if you're on or over your budget. This template can be used for any project, no matter the size.

Track project progress and budget usage in one place in Smartsheet. This project template includes a project status summary, budget variance and schedule, and a Gantt chart with dependencies. You can easily compare estimated and actual labor, materials, and other costs.

Task List Template

Since there are so many constantly changing components in any project, the task list allows you to focus on the most important tasks. You can change due dates every day or even every hour and view the most priority tasks a week ahead. Use a task list template if you need to organize individual tasks.

Create a centralized way to view all your responsibilities across multiple projects at once with this to-do list in Smartsheet. Share the spreadsheet with your team to create the level of transparency you need, track the status of tasks with customizable symbols, and flag high priority items so nothing gets overlooked.

Project timeline template

The timeline helps you visualize complex information in a convenient, easy-to-understand way. You can track progress, identify potential delays, monitor the actual time left to complete each project task, and more. The timeline is great for a project of any size, especially if you need to communicate status changes to external collaborators or stakeholders.

Smartsheet offers a timeline template designed for simple plans project with tasks, subtasks and timeline in Gantt chart view. Your team can easily update progress, track end results, and check status anytime, anywhere.

Issue tracker template

Often, potential problems in projects can easily go unnoticed for a while. However, if left unresolved, these issues can ultimately delay the completion of the entire project and negatively affect the final results. For project tracking purposes, using the issue tracker template can help you quickly identify issues and assign people responsible for resolving them, so you can fix issues as they arise. Use this template if you have a medium to large project with a lot of changing data.

Track issues and bugs with the Smartsheet Issue and Bug Tracker template. Create a custom web form for service personnel, testers, or customers to file issues and manage the error log in one central location. Then prioritize and close requests.

Project Timesheet Template

Get a quick snapshot of resource allocation with a timesheet template that allows all team members, as well as stakeholders, to view each member's level of involvement in a project. Track the availability of resources for the week ahead so you always know who has free time to work on a project, and who is very busy. Time sheet - effective method managing a large number of resources in a large project.

Manage your workforce in real time with the Smartsheet Resource Management Simple Project Template. Assign specific performers to tasks and easily identify shortages or surpluses of labor resources.

Project Risk Tracker

By their very nature, projects are full of hidden risks. The reasons for the occurrence of risks are different: the scope of work is incorrectly determined, dependencies are incorrectly installed, etc. The key is to identify such risks on early stages project, while they have not yet had time to affect the cost and timing of implementation. The project risk tracker collects all potential risks in one table and is therefore beneficial to any manager of medium to large projects.

Dashboard for project management

You can create a project management dashboard in Smartsheet using Smartsheet Sights dashboards. Sights dashboards give teams unparalleled visibility into the work they're doing by concentrating data from key project tables. Share the Smartsheet Dashboard with your company or publish it to external stakeholders, offering them an additional layer of insight when viewing key metrics and statuses.

How to create a project management dashboard in Excel

Here's how to create a dashboard for project management in Excel.

Create your Excel spreadsheet

Dashboard for project management mainly includes graphic images, but at the same time, the full data that these images are based on should also be stored somewhere in your Excel file. To do this, you need to work in two tabs of your Excel spreadsheet at the same time. One tab will contain graphic images, while the second tab will contain all the data from which these images will be created. One tab will contain graphic images, while the second tab will contain all the data from which these images will be created.

At the bottom of your file, double click on the tab "Sheet1" to rename the table. We recommend changing the name to "Project Dashboard".
Then click on the plus sign (+) icon to the right of the tab to add another tab.
Double click on the tab "Sheet2" and rename the table to "Notes".

Add your design data

Now you can add your design data (all your "numbers") to the "Notes" tab. This data will be used to build graphs, which you can then move inside the "Project Dashboard" tab.

Create a table of project tasks and a Gantt chart

Inside the Notes tab, create a task table. Add headers for columns Tasks, Assignee, Start date, Due date, Number of days and "Status".
Add your design data to the table. Specify all tasks in your project, the person responsible for their implementation, start date, due date, number of days allotted for each task, and status (use the options "Done", "Overdue", "In Progress" and "Not Started").

Then, using this data, create a Gantt chart.
Once you have created a Gantt chart, right click on the chart and select "Cut out". Go inside the Project Dashboard tab, right-click and select "Insert". You can also cut and paste individual parts of your task title if you wish to display them on your dashboard.

Note. We have added a column to the task table "A priority" and used star symbols to indicate the importance of completing tasks. To add symbols, click on the cell and on the right side of the tab "Insert" select "Symbols".

Add graphs for task status, project budget, and pending items.

Now think about what other information you would like to put on your project dashboard. In our example, we'll add a graph for the overall status of tasks, budget, and pending items.

Go to the Notes tab and create a mini-table for each dataset you want to visualize. For example, we wanted to display how many tasks have the status "Done", "Overdue", "In Progress", and "Not Started". We placed these statuses in one column and next to each other. We also indicated how many projects are in this status in percentages or shares. On the budget chart, we indicated how much money was planned and how much was actually spent.

Then, after you've added your data, select the table and go to the tab "Insert". In a group "Charts" select the chart types you would like to use (pie charts, bar charts, bubble charts, etc.).

Repeat the previous steps for all other datasets.
Once you've created charts for all datasets, cut and paste them into your Project Dashboard tab.

Customize your project dashboard

To change the background color of your task table, click on the cell and in the tab "Home" In chapter "Font" click on the paint bucket icon to select the color you want.
To change the colors of your Gantt chart, double click on the taskbar and select the option "Chart Area Format". Click on the paint bucket icon, select "Pouring" and then select the color you want at the bottom of the window.
To change the color for your graphs, double-click on the entire graph or on any part of it. A window will appear on the side. "Data Series Format". Click on the paint bucket icon, select an option "Pouring", and then at the bottom of the window, click on the paint bucket icon again to select the desired color.

Make Better Decisions with Smartsheet Sights Dashboards

The Smartsheet Sight Dashboard helps you visualize, summarize, and provide access to important aspects of your work, such as project status or task progress, using Key Performance Indicators (KPIs). The Sight dashboard will also help teams stay organized by giving them central location for resources, such as collections of tables or reports.

Dashboards provide real-time visibility into key information from project tables.
Customizable interface suitable for use in any department of your organization
Simple widgets help you get started quickly.

Sights dashboards offer improved visibility for any number of projects, activities, and information across an organization. By concentrating workflow details in Sights dashboards, users gain additional insight into complex processes, better anticipate gaps in a project, and gain critical insights faster.

Use Smartsheet to manage the details of individual projects, then navigate to Sights dashboards for a high-level view of the status of your portfolio of projects and unparalleled visibility of work in progress for colleagues and leaders. Contact the Smartsheet team to learn how Sights Dashboards can help your organization.

Project Management Excel Templates: For Projects Large and Small

Project Management Template - effective tool for any project: large or small, simple or complex. There is a common misconception that a project must be large and very detailed in order to use templates. In fact, a template can be just as useful for smaller projects. Even if the end results are small and not very time consuming, you will still need to estimate how long each task will take, determine the required resources, and assign tasks to each team member.

Smartsheet is a spreadsheet-based work management tool with powerful communication and collaboration features. Thanks to a wide range smart views—grid, calendar, Gantt, Sights dashboard, and cards—Smartsheet works the way you want. Learn how easy it is to create a project management template. Try a free 30-day trial of Smartsheet.

Interested in learning more about best practices and key project management best practices? Head over to ours to access the latest articles, templates, videos and more.

Learn more about Smartsheet Premium Project Management Solutions

Do you manage hundreds of projects? Smartsheet's premium project portfolio management solution helps project-driven businesses and departments increase throughput projects, increase real-time visibility and reduce project risk.

Use the Smartsheet Project Portfolio Solution to:

Save time by automating the setup of a new project.
Align project management performance with your business goals and objectives.
Ensure a consistent project management policy.
Improve visibility into portfolio performance in real time.
Conduct in-depth analysis of the project portfolio with using Microsoft Power BI.

Project managers can use the Smartsheet project portfolio management solution to quickly and easily get a standard set of Sights tables, reports, and dashboards for their new projects. Each new project by default inherits the already existing permissions set by the project manager to ensure visibility of all projects in their portfolio. Finally, the solution automatically consolidates project metadata into a single data file that can be accessed using the Smartsheet Sights dashboard or Microsoft Power BI for portfolio-wide reporting.

In addition to direct training, the second direction of my activity can be considered consulting and development. I will be glad to help you personally or your company in the implementation of automation and electronic document management projects using Microsoft Office programs (Excel, Access, Outlook, power point...) If in your work there are routine, monotonous operations, for example:

standard processing of incoming data;
checking large amounts of information for non-compliance with specified rules;
correction of reports after unloading them from corporate databases;
generating reports and tables of the same type and filling them with data;
collection of data from several files into one or splitting one file into several with subsequent sending by e-mail;
etc.

That's the time to think - why not create a macro that will do the same thing, only faster and automatically?Of course, you cannot create a second 1C or SAP using Excel, but it is quite possible to reduce the daily routine, eliminate the human factor and automate banal actions.

Latest completed projects

Creation of data entry forms for salespeople in showrooms - collecting data on sales and models on display with the ability to automatically send this information to the main office. Automatic compilation of submitted reports in the main office with subsequent generation of a large number of various reports to track the situation (sales dynamics by salons and collections, the effectiveness of the exhibited models, the quality of salespeople, etc.)

Arseniev Butter Plant (Tula)

Creation of a factory order form. Creating a set of macros for entering orders by the operator by phone and importing and recognizing order forms sent by phone e-mail. Import of all incoming orders to the database and distribution of orders by delivery routes with a printout of a package of documents (invoice, report, etc.) for each driver.

Development of a work schedule accounting system and wages. The system allows you to enter an arbitrary number of employees, plan their workload according to the work schedule, calculate salaries and vacation pay from them. The system saves the entire history of payments for each employee, allows you to take into account fines, bonuses, compensation, etc. For the manager, accountant and employees, the system provides access to the system with a password with different access rights to different modules. The system allows you to build various payroll reports over time and payroll cards of employees.

LLC "General Construction Company No. 1" (St. Petersburg)

Development of a limit card and a system for accounting for consumables during construction. Entering invoices and requisitions for materials, outputting reports.

Creation of a convenient and functional order form on macros for automatic calculation by managers of the cost of doors and related materials, taking into account their dimensions, materials used, installation features, etc. Attached to the form is a corporate price list, which serves as a source of pricing information.

Creation of a system for calculating bonuses with tricky logic that takes into account both the direct work of employees and the effectiveness of their subordinates (supervision).

Generation of reports on salary and bonuses.

Development of a monitoring system for the company's key files. Developed macros track changes in specified files - change time, their author, old and new values in cells being changed. In parallel, a log of all edits is kept, which is sent to key employees for control.

Creation of an order entry system and control of their subsequent execution at all stages of production. Planning the loading of workshops, reconfiguring equipment and forecasting the delivery time of the completed order to the client. Implemented as a book, consisting of database sheets and report sheets and a set of related macros.

Create an Excel workbook to track the scope of work and costs for multiple construction sites. Performers (workers, foremen, specialists, etc.) are assigned to each object and the duration of their work on each object is recorded. With macros and pivot tables final reports on payment for facilities and employees are generated, taking into account overtime, overtime, holidays, etc.

Antipyretics for children are prescribed by a pediatrician. But there are emergency situations for fever when the child needs to be given medicine immediately. Then the parents take responsibility and use antipyretic drugs. What is allowed to give to infants? How can you bring down the temperature in older children? What medicines are the safest?

A network schedule is a table designed to draw up a project plan and monitor its implementation. For its professional construction, there are specialized applications, such as MS Project. But for small businesses, and even more so for personal economic needs, it makes no sense to buy a specialized software and spend a lot of time learning the intricacies of working in it. With the construction of a network graph, the tabular one quite successfully copes. Excel processor, which is installed by most users. Let's find out how to perform the above task in this program.

You can build a network graph in Excel using a Gantt chart. Having the necessary knowledge, it is possible to compile a table of any complexity, ranging from the duty schedule of the watchmen to complex multi-level projects. Let's take a look at the algorithm for performing this task by making a simple network graph.

Stage 1: building the table structure

First of all, you need to create a table structure. It will be the framework of the network diagram. Typical elements of a network diagram are columns that indicate the serial number of a specific task, its name, the person responsible for its implementation and deadlines. But besides these main elements, there may be additional ones in the form of notes, etc.

This completes the creation of the table blank.

Stage 2: creating the timeline

Now we need to create the main part of our network diagram - the timeline. It will be a set of columns, each of which corresponds to one period of the project. Most often, one period is equal to one day, but there are cases when the value of the period is calculated in weeks, months, quarters, and even years.

In our example, we use the option when one period is equal to one day. Let's make a time scale for 30 days.

Stage 3: Filling in the data

Stage 4: Conditional Formatting

At the next stage of working with the network diagram, we have to fill in with color those cells of the grid that correspond to the interval of the period for the implementation of a particular event. You can do this with conditional formatting.

On this, the creation of a network diagram can be considered completed.

In the course of work, we created a network diagram. This is not the only version of such a table that can be created in Excel, but the basic principles for performing this task remain unchanged. Therefore, if desired, each user can improve the table presented in the example to suit their specific needs.

To-do plan for the week and month for the computer- to download the planner work plan for the week and month, click on the picture

Weekly and monthly work planning- to download the weekly and monthly task planner, click on the picture above

To-do plan for the week and month - template file planner tasks for the week and month

Schedule for the week and month In this Excel file, it is easy and convenient to maintain.

In the template file, the work plan and tasks for the week and month are reminded of the most important points in planning, edit them to suit your needs.

The Gantt chart, which itself is drawn from the tasks you marked - the filled cells of the Excel table in your to-do list for the week and month, clearly shows which of the projects and tasks you have in parallel and need to be done at the same time today or next week, and which of tasks must be completed before other tasks can begin.

Plan of work and affairs for the week and month in excel file the task planner is divided into different projects with a to-do list for each project. These projects can refer both to the planning of the working day and work projects, as well as tasks for study, household chores, recreation and entertainment.

Different projects with their own weekly and monthly to-do lists can be highlighted in different colors for clarity (if you don’t like bright colors, just paint over in any other calmer color).

To make it more convenient for you to write out tasks for tomorrow in a notepad, a plan of affairs for the day, hover your mouse over tomorrow's date (the first line with dates is the very top of the file table weekly work planning weekly and monthly to-do list) and step with the left mouse button, the tasks of tomorrow will be highlighted by the active area of the column.

If you need to see when you need to do this or that task, hover your mouse over the cell with the task number (on the left, the very edge of the excel area work planning for the week and month). Step with the left mouse button, the desired task and the entire area by the dates of this task will be highlighted.

Breaks are an important part of maintaining high performance throughout the day. In every hour, spend 25 minutes on a task, then look out the window at a distant object for 20 seconds (eyes rest) and then take a break for 5 minutes, in this mode your performance will be higher than if you were sitting at the computer for several hours in a row. During a break, only physical activity will help you restore your strength. The timer rang (link to the timer in the file) - got up from the table, looked out the window, stretched, walked around the office or up and down the stairs, restored muscle tone, you can continue working at the computer (the link to the timer is in the week planner file click on the picture of the week planner at the top of the page, and here is more detailed why you need a timer for a computer in time management and what it gives you personally).

Different cell colors show you whether you have scheduled a task, or have already done it, or you have an important meeting tomorrow, or you have rescheduled or canceled a task.

The downloaded file contains a link to one of the free timers that are installed on your computer. Use this or any other, there are a huge number of them on the Internet. The timer on the computer can be like this, a link to the software and a description in the week and month planning file.

Planning work for the week and month - important points in drawing up a plan for the week:

A week-based business plan is flexible planning, it is possible and necessary to adjust-reschedule tasks within one week, this does not harm the plan and the expected results in the week and month planning horizon. The week is a key element in planning your time.

Make a plan for the next day the night before
Make a plan for the next day the night before - key moment in the organization of time. In the morning, you don’t have to think about what to do, everything is scheduled, turn off your head, just do it. If there is no clear plan in the morning - usually because of thinking what to do in the morning, the whole day is crumpled and nothing is done.

Write a plan for tomorrow on a piece of paper
It is very desirable to write out tasks in the evening for the upcoming day on a piece of paper, this is your signed contract with yourself, your material promise to yourself, and then it is very pleasant to cross out the things done from the day planner notebook.

Use a timer
The timer on the computer helps to pull yourself away from the monitor, interrupt and restore high performance. Without a timer real life the constant huge incoming flow of information will not let you tear yourself away from the monitor: calls, mail, things that you are doing right now.

Be sure to add frogs to your work plan for the week. Start the day with a frog
A frog is a thing that for some reason you do not want to do. Find this frog prey every day and pin it down in the morning. After a certain number of days, you will realize that you are running out of frogs catastrophically, so you don’t need to pin them all at once in one day, save money, tomorrow you will also need a sacrifice.

When planning your weekly work, keep the elephants in mind as well. big elephant eat in pieces
A hefty elephant cannot be eaten at a time, because it is very large. Eat it in chunks. Those. Divide a big deal into small pieces and start this business from any piece. The size of the piece itself (i.e., an elementary small problem) of a hefty elephant (i.e., a large task-project) is determined by you yourself, depending on your capabilities on this moment time. The size of this piece should bring you closer to the result.

Plan for the day must be realistic
Plan for the day and do exactly as much as you can do in a day and no more. It does not matter at all what a mountain of cases you have on the table. Life is one, work is a marathon for a long distance, tomorrow you will also need health and strength.

Reserve time for tasks
When making plans for the week and plans for the day, reserve time for time-consuming tasks, lasting from 1 hour. For example: meeting with a client - 3 hours, preparing a commercial proposal - 1.5 hours, reading a book - 1 hour, training - 1 hour, etc. Then your plans for the day and for the week will be realistically feasible, because there is a limited number of hours in a day.

Use kairos
Small tasks that can be done on any day of the week, scatter them over the days of the week, taking into account Kairos (Kairos is a favorable moment for doing things) and combine them with each other.
Example: you need to pay for the phone, housing and communal services, go to buy food, go to the consumables to buy felt-tip pens.
When planning a week (in the Workweek Planner file), put all these things on one day and do everything "on the way to the store" this is just a favorable moment, i.e. as they say "between times". Thus, you save time, you will do it all "at once").
When writing out tasks for tomorrow in a daily planner notebook, simply connect all these tasks with a line or draw stars opposite each of them so that you understand that they are all "at the same time."

Do only what you need to do and don't do the rest
Do only what leads you to the result, the rest is not. The Pareto rule says: 80% of the result is given by the execution of only 20% of cases, that is, in order to achieve the goal of a 100% result, it is necessary to make 30-35 percent (key details for victory) of what is "prescribed" by certain general rules, while not reducing the quality of the result, their interests and safety.
Therefore, do only what really leads you to the intended result, and the rest of the affairs and tasks A) delegate to others or B) apply

Laboratory work. Calendar charts in Excel (Gantt chart)

Objective: Get basic Gantt charting skills.

Gantt chart (Eng. Gantt chart, also a strip chart, Gantt chart) is a popular type of bar charts (histograms), which is used to illustrate a plan, schedule for a project. It is one of the methods of project planning. Used in project management applications.

Method 1

Using conditional formatting, we can force Excel to fill a cell with any selected color if it falls between the start and end of the stage by date. The easiest way to do this is to use the logical function And, which in this case checks the obligatory fulfillment of both conditions (January 5 is later than January 4 and earlier than January 8):

Let's fill in the table with the initial data.

In column D, calculate the end date of the stage using the formula = B3 + C3-1. Copy the received values.

Next, we will create a template for the calendar plan, while the data for the columns (Jan 1, Jan 2, etc.) must be in the Date format. Note that the year must be set to 2005, otherwise the year will automatically be set to 2015.

Apply conditional formatting. To do this, select cell E3, open the Home tab and select the Conditional Formatting / Create Rule command. Select the most recent command from the list, enter the formula, and select a color. Then copy the resulting formula.

Method 2

So, we have a table listing the stages of the project, the start and end dates and the duration of each stage:

The task is to build a chart-calendar chart using standard tools, as in the figure:

Description step by step:

Select the source data for the chart - range A1:C13 and choose from the menu Insert - Diagram , type of - Ruled with accumulation (note that cell A1 must be made empty - remove the text from there):

The second necessary step is to hide the first row. To do this, make it invisible. Click on the blue data, right click Data Series Format/Fill/No Fill. Then Go to section border color and switch from " Autoselect" on the " no lines". The window can be closed.

Select the horizontal axis, right-click and select the menu item Axis Format. The horizontal axis should be understood as a list of dates.

Then select the vertical axis and select the "Format Axis" command. In the axis options, select Reverse category order, and in the "Horizontal axis intersects" section, check the box for the maximum category.

Let's add a grid line on the Layout tab.

Note that the chart does not start on the first date. To do this, select column B and set the cell format to General. Look at the first and last values.

Method 3

The task is to visually show the entire chronology of work on the project by placing the key points of the project (milestones, milestones) on the time axis.

In project management theory, such a schedule is usually called a calendar or project timeline, a timeline.

Step 1. Initial data

To build, you will need to arrange the initial information on the milestones of the project in the form of the following table:

Pay attention to two additional service columns:

Line- a column with the same constant near zero for all cells. It will give a horizontal line on the graph, parallel to the X axis, on which nodes - points of the project will be visible.

Callouts- invisible columns for raising signatures to milestones by a given (different) value, so that signatures do not overlap. Values 1,2,3 etc. set the level of elevation of signatures above the time axis and are chosen arbitrarily.

Step 2: Building the Foundation

Now we select everything in the table except the first column (i.e. the range B1:D13 in our example) and build a regular flat chart with markers on the tab Insert - Graph - Graph with markers(Insert - Chart - Line with markers):

We remove the grid lines, vertical and horizontal scales and the legend. You can do this manually (selection with the mouse and the key Delete) or by disabling unnecessary items on the tab Layout / grid (horizontal and vertical lines put no). The result should be the following:

Now select a row Callouts(i.e. broken orange line) and on the tab Layout select a team Lines - Projection lines(Layout - Lines - Projection Lines):

From each point of the upper graph, a perpendicular will be lowered to the lower one. In the new Excel 2013, this option is on the tab Constructor - Add Chart Element(Design - Add Chart Element).

Step 3. Adding Step Names

In Excel 2013, you need to select the data row (orange) and on the tab Constructor choose Add Chart Element - Labels - Advanced Options(Design - Add Chart Element - Data Labels), and then in the panel that appears on the right, check the box Values from cells(Values from cells) and select the range A2:A13:

In versions of Excel 2007-2010:

Let's make the final edits to bring our already almost finished diagram to a complete and final masterpiece:

Select a row Callouts(orange line), right-click on it and select Data series format(Format Data Series). In the window that opens, remove the fill and color of the lines. The orange graph, in fact, disappears from the diagram - only the captions remain. Which is what is required.

Adding date labels to the blue time axis on the tab Layout - Data Labels - Additional Data Label Options - Category Names(Layout - Data Labels - More options - Category names). In the same dialog box, labels can be positioned below the graph and rotated 90 degrees, if desired.

Assignment for independent work

Build a Gantt chart that illustrates the stages of work on your project.

According to method three, build a timeline of 7 events on the topic of your project, add the necessary drawings, captions.

One of the obligatory documents in some cases for conducting a certain type of activity is the work schedule. This document has some peculiarities.

Its compilation is associated with a list of certain nuances. Situations where the presence of this document is strictly required are reflected in the current legislation.

The situation is similar with the process of forming this type of document. It must be drawn up in accordance with certain rules.

Basic aspects

A sample work schedule in Excel can be easily found on the Internet. But even when compiling it according to the model, knowledge of certain legislative norms and other points is required.

A document of this type simultaneously solves several tasks. That is why its compilation should be taken as responsibly as possible.

Especially if the construction of large and dangerous facilities is underway. A document of this type may be required when conducting an audit of a construction contractor.

Therefore, do not neglect the fulfillment of the basic requirements for the preparation of this document.

The linear schedule for the production of works is compiled on the basis of theory and practice technological processes reflected in it. The document is formed in accordance with the calendar of events.

The main points to be considered are the following:

what it is?
the purpose of the document;
normative base.

What it is

The term "work schedule" means a special document that reflects a certain type of data:

To form this document, it will be necessary to obtain some reliable information without fail.

Depending on the type of work performed, it can vary significantly. For example:

drawings of the building under construction;
organization project;
information on the time of receipt and volume of building materials;
technical characteristics of construction equipment;
details about;
list of available and required tools;
otherwise.

When drawing up a schedule, it will be necessary to familiarize yourself in advance with a complete list of all the necessary data.

Since if there is a discrepancy between the schedule, serious problems can arise. Up to the payment of a penalty by the organization carrying out construction work.

Usually, this moment is determined by a contract drawn up in advance between the employee and the employer.

Purpose of the document

The schedule for the construction of a residential building or other facility is always drawn up with a specific goal in mind.

This type of document simultaneously allows you to solve the following tasks:

Also, this document allows you to analyze the performance of work of a certain type. Based on the drawn up schedule, it is possible to optimize the construction of facilities.

Since the document allows you to see all possible weaknesses in the calculations. First of all, this schedule is needed precisely by the customer of certain construction projects.

Since, in accordance with the schedule, it becomes possible to bring to responsibility a non-conscientious contractor.

Normative base

Today, when compiling the type of document in question, it is necessary first of all to focus on.

This abbreviation stands for "Methodological recommendations for the development and execution of a construction organization project and a production work project."

Despite the word “recommendations” appearing in the title, it is imperative to comply with all the norms indicated in the type of document in question.

This is especially important in cooperation with various government agencies. For example, in order to fulfill all kinds of contracts for the Ministry of Defense, it is strictly necessary to fulfill all the requirements established by the MDS.

Bilateral signing of the work schedule is almost always required. Considered guidelines include the following main sections:

scopes of MDS;
regulations;
terms and definitions used;
general provisions;
what does the construction organization project include;
the content of the work project.

The “regulatory documents” section includes all NAPs, the effect of which must be taken into account when compiling the type of schedule under consideration.

The list in this section includes the following:

Town-planning code of the Russian Federation.
Construction rules and regulations 01.12.04 "Organization of construction".
MDS dated 12/29/06 "Guidelines".

It is important to remember that the work schedule drawn up above must necessarily comply with all the above legal documents.

Otherwise, there is a high probability of conflicts with the customer or regulatory authorities.

It is important to remember that certain categories of construction projects are mandatory checked by specialized government agencies.

It is especially important to pay attention federal law No. 116-FZ of July 21, 1997, to its individual articles:

The scheduling of production work must necessarily be carried out in accordance with the list of regulatory documents indicated above.

The presence of various kinds of inconsistencies may cause the termination of certain agreements.

Therefore, before starting to draw up a schedule, it is important to study all the legislative acts - within which the schedule should be formed.

How to make a production schedule

It is necessary to draw up a document of the shooting range in question in such a way as to avoid being behind the schedule.

That is why it is necessary to analyze in advance all the data provided for the formation of this document.

Before proceeding with the preparation of a document of the type in question, it is worth familiarizing yourself with the following basic questions:

what is the best place to start;
deadlines;
what calculations are needed;
compiling program;
compilation example.

What is the best place to start

The scheduling procedure itself is carried out in a certain sequence. At the moment, the list of main actions includes the following steps:

analysis of all data received for the implementation of calculations is carried out;
the nomenclature of all installation and construction operations is formed in a certain order;
volumes are calculated for each individual type of work;
the optimal in a particular case ways to implement the task are selected;
is selected:

Work method.
Construction machines;

labor costs, machine hours are calculated;
the technological sequence of performing certain categories of work is determined;
the order of shifts is formed;
the duration of the performance of certain amounts of work is determined;
productivity is calculated, adjustments are determined;
a schedule for the need for material resources is drawn up.

Deadlines

In fact, deadlines construction works can be any. The main criteria determining their duration are the following factors:

work season;
agreements with the customer;
running technological processes.

Nevertheless, the decisive factor is precisely the deadline set by the customer. Usually the schedule is drawn up in the first place with this fact in mind. All other factors are actually secondary.

Except for the need to comply with certain technological processes. In some cases, failure to comply with building codes can lead to major accidents.

What calculations are needed

The list of calculations required in the case under consideration is quite extensive. The most important calculations in compiling a document of the type in question are the following:

duration of construction;
specific labor intensity of performing a certain amount of work;
average output per day:

Employee.
Units of equipment;

the level of automation and mechanization of the main construction works;
the cost of performing work, as well as the organization of the construction area, the delivery of equipment, etc.

Particular attention should be paid to the time and economic component of the calculation.

Program for compiling

Various software can be used to compile the type of document in question.

Today there is a specialized one that allows you to draw up a cyclogram, the schedule itself and carry out all the necessary calculations with minimal time.

However, Microsoft Excel is the best solution. This software solution is universal.

Compilation example

Directly, the schedule of work of the type in question is a special table.

It includes the following main sections:

serial number;
Name of works;
start date of work;
date of completion of work;
work schedule.

Also, in the upper part of the documents, the signatures of the contractor and the customer are affixed, as well as the name of the organizations, their confirmation seals. The date of compilation is required.

Nuances in construction

When drawing up the type of schedule under consideration, it will be necessary to take into account some features of construction:

the work schedule is part of the project during the construction of the facility;
the schedule should be drawn up for the entire volume of construction work;
if construction is carried out in several stages, this point must be taken into account.

It is important to remember a large number of very different nuances associated with drawing up the type of chart in question.

It should be formed in accordance with the standards established by law. This will avoid problems with the customer and regulatory authorities.