How To Create A Project Plan In Excel

How To Create A Project Plan In Excel.
Learn all the steps you need to take, and all the data points you need to capture, in this step-by-step how-to project plan excel tutorial.
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[@saschago5600]

I watched like 10 videos about project planning and this is the very first in which someone ACTUALLY DOES something! THANK YOU!

[@ProperProjectManagement]

So pleased to hear that, thanks for leaving me a comment and letting me know. Made my day!

[@alphaxg1]

Great Scott. This is exactly what I was looking for! Absolutely brilliant. Thank you!

[@RzzHi]

indeed - wanted something simple, but creative and this does the job. Next phase is to how to add formulas., create ghatt chart, budget reports, pivot tables etc. Please keep them coming!

[@loganross1861]

Lol for real!!!!

[@loganross1861]

@@ProperProjectManagement Man I agree so much. thank you.

[@barbarakyle9869]

This 20 minute video was brilliant, and I learned a lot... Thank you.

[@ProperProjectManagement]

Great to hear it. Thanks for dropping a comment Barbara!

[@chrisblack6702]

Thank you so much, this tutorial was concise, clear and very helpful, I didn't have a clue how to start, that 17 minutes and 4 seconds was worth it

[@ProperProjectManagement]

You're very welcome! Pleased to hear it helped!

[@Vibewid_M]

This video confirms the fact that,proper planning & organization is most important, way before the kickstart meeting for a project to get approved. ❤Ty for the informative video,luv from India !

[@ProperProjectManagement]

Well said!

[@efoliekot2022]

This is what I have been looking for. A very practical session. Thanks a million.

[@ProperProjectManagement]

You're very welcome!

[@Fsp01]

Brilliant! Thank you for this awesome video . Look forward to seeing more!

[@ProperProjectManagement]

Thanks so much Sebastian; so pleased it was so useful!

[@RzzHi]

Wanted something simple, but creative and this does the job. Next phase is to how to add formulas., create ghatt chart, budget reports, pivot tables etc. Please keep them coming!

[@ProperProjectManagement]

Good to hear it. Thanks! I actually have a whole playlist on these kinds of things. I suggest you check it out: kzbin.info/www/bejne/gKjOmYGDZa59l7s

[@akorjohn9700]

Pls how do I get the project charter

[@ammucamala5520]

That was very clear, and I am thankful for your explanation.

[@ProperProjectManagement]

Thanks Ammu, pleased it hear it

[@praneethgeethanjana9715]

Thank you, this is so helpful! 💚

[@ProperProjectManagement]

I'm so glad! Thank you!

[@alisondavies8233]

This was so useful - thank you so much!

[@ProperProjectManagement]

Thanks Alison; pleased to hear it helped! I appreciate you taking the time to leave me a comment too! :).

[@markmaier9184]

nice to see some of the excel functions put to good use. thanks for the instruction, it was very helpful.

[@ProperProjectManagement]

You're welcome! Thanks for the kind words

[@DC-vj9op]

Great tutorial. Thanks!

[@ProperProjectManagement]

Glad it was helpful, thanks for dropping a comment.

[@UFTV247]

Just created my first ever project plan, thank you, iv lived and subscribed

[@ProperProjectManagement]

Welcome aboard! Good to hear it and best of luck with your plan!

[@siebenmusic]

Thank you for this video. It was so informative!

[@ProperProjectManagement]

You are so welcome!

[@Thugzzzyyy]

I dont know how this video doesn't get many views. thank you so much for the amazing channel and valuable content. keep it up looking forward to see more vids. thnx a million

[@ProperProjectManagement]

I appreciate that! Thank you for your kind words and dropping a comment. All the best!

[@louisedavis6062]

Absolutely brilliant video as very clear and easy to follow

[@ProperProjectManagement]

Many thanks Louise! Appreciate ethe kind comment

[@CT-kc6jv]

I’m starting an internship tomorrow and this is so incredibly helpful. Thanks so much!

[@ProperProjectManagement]

Thanks so much C T. Best of luck for your first day!

[@columblk]

This video was very helpful. I really appreciate that you created this video.

[@ProperProjectManagement]

Thank you, pleased to hear it 😃

[@chefyems8180]

Thank you so much, video was super helpful!

[@ProperProjectManagement]

You're very welcome!

[@11msbee]

Thank you for sharing this. This was helpful.

[@ProperProjectManagement]

You are so welcome!

[@efoliekot2022]

You are awesome!!

[@ProperProjectManagement]

Thank you!

[@user-lb1kr5ln9c]

Very informative, thank you.

[@ProperProjectManagement]

Very welcome

[@coutourplusconfidence8302]

Super helpful! Thank you!

[@ProperProjectManagement]

Great to hear it, thank you!

[@kimbrannagan5518]

Great video! Easy to follow.

[@ProperProjectManagement]

Glad you enjoyed it!

[@adeyemiifegbayi8027]

Educative, informative and valuable

[@ProperProjectManagement]

Thank you so much, pleased to hear it was

[@divioso1]

Thank you for this!!

[@ProperProjectManagement]

You're so welcome!

[@kyadav751]

Very useful. Thank you so much.

[@ProperProjectManagement]

Glad it was helpful!

[@kamogeloapplications9684]

This tutorial was really helpfu;,thanks man

[@ProperProjectManagement]

Thanks, Kamogelo. Pleased to hear it was useful.

[@jimbou3]

This is so helpful! I wish it would include how to add dependencies on it. Thank you!

[@ProperProjectManagement]

Thanks so much Jimara. That's a great idea; perhaps I can get that uploaded in a future video!

[@vinushajayaraj9752]

@jimara could you please share the sample if u have added dependencies

[@mmmmkay4773]

Loved!

[@ProperProjectManagement]

Thanks!

[@arjaydeleon4784]

Amazing Thank you very much

[@ProperProjectManagement]

Most welcome

[@jeromezapanta3066]

THANK YOU SO MUCH!

[@ProperProjectManagement]

You're welcome Jerome!

[@marianfernando3038]

Very very useful, thank you

[@ProperProjectManagement]

Hi Marian. Pleased to hear it. Thanks for dropping a comment to let me know!

[@helahelen9034]

thanks for the video, would have been great if you could also show us showing traffic light ways of monitoring tasks in Excel

[@ProperProjectManagement]

Great suggestion! I will take note and may do another video on this going forward. Thanks Deborah!

[@joevanynguyen9691]

Awesome video for a beginner like myself.

[@ProperProjectManagement]

Thank you Joevany; glad its helpful :)

[@jamespalmer530]

Very useful, thanks for sharing

[@ProperProjectManagement]

Glad it was helpful! Thanks James.

[@abdullahalolayan3400]

Thank you so much sir that’s brilliant that was supportive a lot ❤

[@ProperProjectManagement]

It's my pleasure! Thank you Abdullah

[@marcs3881]

Looking forward to your next video. :-)

[@ProperProjectManagement]

Thanks Marc!

[@Pmstudentsclub]

Love it. Super easy

[@ProperProjectManagement]

Thank you! 😊

[@yaddanakhalil3326]

Very informative video, thanks for sharing this.

[@ProperProjectManagement]

Glad it was helpful!

[@hpaek1891]

Great Video!

[@ProperProjectManagement]

Glad you enjoyed it

[@sandrajones8405]

Thanks!

[@ProperProjectManagement]

Thank you, Sandra! This is hugely appreciated!

[@pooripuji9981]

Keep going man!!!!

[@ProperProjectManagement]

That's the plan!

[@jasmineclair613]

This is an office life cheat code! #subscribed

[@ProperProjectManagement]

Thanks so much Jasmine. Great to hear it was so useful :)

[@sahandassanayake2551]

Its great thank you 💓💓😌

[@ProperProjectManagement]

I'm glad you like it. Thanks Sahan

[@mohamedkamara7154]

Thanks you learn a lot on video

[@ProperProjectManagement]

Glad to help. Thanks for your comment Mohamed.

[@ginnalagigie5548]

Thanks you 😊

[@ProperProjectManagement]

Welcome 😊

[@Opiavan]

This very useful

[@ProperProjectManagement]

Glad to hear it! Thanks for letting me know.

[@virashamannapperuma6560]

This is really helpful🙂

[@ProperProjectManagement]

Glad you think so! Thanks Virasha

[@r.shawishamin7502]

very good elastration

[@ProperProjectManagement]

Thank you! Glad it was useful!

[@nothingness627]

Hi Bud. You can just type the list values in place. No need to add them outside the plan. That way, it looks clean

[@ProperProjectManagement]

Thanks for the tip! Good idea this!

[@dagwould]

Generally the list that drives the data validation should be in tables on a separate tab. Tables make it easy to expand the list, the separate sheet shops the validation lists being sprinkled all over the place.

[@ProperProjectManagement]

That's a good point and a strategy I also use. If anyone reading wants to deploy this, you just need to create a new tab, add the dropdown values in a specified column and then run through the same process - except selecting the cell values from the column in the separate sheet as the data source.

[@loganross1861]

@@ProperProjectManagement Your way of teaching is so much better than what I see other people doing. Seeing someone go through and actually make something casually because they know what they’re doing, is incredibly helpful. I can always slow it down and analyze what you’re doing. thank yoy

[@LoveGod2477]

Love it! Nice video. I thought the PM Plan was a written document like in MS Word. Do you have anything like that? Wondering how that's developed from a planning perspective. (Typing it isn't a problem, just planning the flow).

[@ProperProjectManagement]

Hello. I do have a video of how to create one in Word: kzbin.info/www/bejne/jom2cp6EiM6Ioc0. Sometimes you will find a project plan has sections with subheadings and text, such as (heading ) project scope, (heading deliverables), etc

[@solinuului3964]

Very useful. Pls post and notify me with how use timeline and chart in excel asap. Thanks

[@ProperProjectManagement]

Thanks Solinuu. Can you confirm what you are looking for? Sorry, not quite sure I understand your request. Thanks

[@kayeroseveilt]

thanks

[@ProperProjectManagement]

You're welcome

[@Suruhomemade]

Great tutorial. It helped me a lot. Can you please help me on how to add the traffic light presentation of status.

[@ProperProjectManagement]

Hello Ruchi. Great to hear it. Conditional formatting with icon sets would be the way to go. This explains it well: stevechasedocs.wordpress.com/2014/10/02/how-to-use-excel-traffic-lights-with-conditional-formatting-dates/

[@Suruhomemade]

@@ProperProjectManagement thank you so much. My PP looks good now . :)

[@ProperProjectManagement]

@@Suruhomemade You're welcome Ruchi

[@ikwansani3661]

THANKS🙏

[@ProperProjectManagement]

You're welcome Ikwan

[@ishimweaxcel1222]

wow i learned a lot through out this video

[@ProperProjectManagement]

Fantastic, good to hear it Ishimwe!

[@jiddamahmoud2520]

Thank you for educating us. Please share the template with me

[@ProperProjectManagement]

Hello Jidda, thanks for your kind words. Please send me an email via my YT about page email address, thanks!

[@sheznez]

great video for my first time planning project, should 3.1 and 3.2 be indented? then 3.2.1 indented? just a question in regards to the formatting of those cells

[@ProperProjectManagement]

Thank you, pleased it was useful. That's right. You want the indentation to show the relationship between the rows. So, 1,2,3,4 should be on one line, 3.2 indented once, 3.2.1 indented twice and so forth.

[@deansdrone]

Thx for the instructions really helpful, if i download the tempate, is the Gannt Chart also in that template?

[@ProperProjectManagement]

It will be!

[@deansdrone]

Is the template updated since it is two years ago this video was uploaded. If so I can purchase it :)

[@ProperProjectManagement]

@@deansdrone Yes it is. You get 2 templates upon purchase (both have been kept up to date). The one produced during this video, plus the additional gantt chart view: sowl.co/s/bec8nZ

[@deansdrone]

@@ProperProjectManagement Thx just download it

[@ripi4057]

Good video. A proposal for future video on this subject: how to link a Project Plan on Excel with a MS Proect file, so to have the freedom to manage the same database of activities on both softwares but for different scopes. Thank you

[@ProperProjectManagement]

Great suggestion! Thank you!

[@michaelbagwell5676]

II really like the video but I definitely need more help with creating the gantt chart. Are you able to provide the template for this? Please let me know

[@ProperProjectManagement]

Hello Michael. Excellent stuff; of course. Shoot me an email via the email address on my about page and I'll get it sent over to you!

[@user-qr1ob1cm1k]

where can i get the video for the gantt chart, that would help alot. thank you in advance.

[@ProperProjectManagement]

Here it is: kzbin.info/www/bejne/fGOZkp2vn52LhKM

[@loganross1861]

When you say that indenting “creates a parent child relationship” is that aesthetic or does it actually and technically connect them as a group with the first as the parent? Ie does that mean if you make a function that that is adding up the cost of each task/item/child, will it automatically restrict the sum to the parent group, AND THEN allow you to separately create a function which allows you to sum the separate groups together?

[@ProperProjectManagement]

Hello. It's both. Aesthetic and technical connection. You can use different functions, for instance you could use the =SUM(CHILDREN()) formula in the parental cell to sum everything underneath...

[@friendsgroup3330]

Hi, thanks for the info. The Excel font made everything almost invisible (without a zoom-in option) and I had to listen to you more than read what you wrote. My eye sight is OK to read everything else on the internet.

[@ProperProjectManagement]

Hello. Thanks for the feedback and I am sorry it was ineligible. I will consider this for future videos going forward and will use a different font. Thanks for letting me know and hope you still managed to get what you needed from it

[@marytheresabriody6334]

Can you please add a video on formatting the plan once it is created

[@ProperProjectManagement]

Hello Mary. Great suggestion; will add this to my recording list!

[@sridhars954]

Thank you! would you be able to share the template you have (at the end of the video)? I like the formatting you have and I am not very good at excel to recreate quickly. Thanks in advance!

[@ProperProjectManagement]

Hello Sridhar - sure. Please send me an email to theproperprojectmanagement[at]gmail.com and I'll respond with the template :)

[@lizmartin3070]

@@ProperProjectManagement hi can I get this template pls?

[@jayzee2620]

Have you made the gantt chart video? Please share.

[@ProperProjectManagement]

Hello Jay. Not yet, but will do shortly! Thanks for the reminder.

[@itzaddam9910]

Suggestion, at the start of the video show what you are building, why and how it works. Then how to make it last. This way, if it is not what someone is looking for they don't waste time watching the entire video. Again, just a suggestion. Thanks for sharing

[@ProperProjectManagement]

Thanks for the idea!

[@11msbee]

Can you do a template of a project brief please

[@ProperProjectManagement]

Added to the record list! Watch out for it!

[@brookewitham2978]

@@ProperProjectManagement where is link?

[@hotdogh2o]

How do you get the data validation include the color?

[@ProperProjectManagement]

Hello Charles. Here's a good tutorial that shows you how: www.exceltip.com/tips/create-drop-down-list-in-excel-with-color.html

[@hotdogh2o]

@@ProperProjectManagement thank you! Your videos helped me a lot put together a project plan to archive our SharePoint!

[@ProperProjectManagement]

@@hotdogh2o Thanks a lot Charles. Pleased it's helped :)

[@udara99876]

Hello sir, can you please do a video about how to write a winning project proposal. Please sir

[@ProperProjectManagement]

Hello Bodhi. I shall add it to my to-record list, thanks for the suggestion

[@udara99876]

@@ProperProjectManagement thank you so much sir. I am waiting for that. Since i am a project management undergraduate I really need to know about creating project proposals. 😥

[@rifathfouz]

So don't the dates apply only to the sub tasks?

[@ProperProjectManagement]

Hi Rifath. Correct, the dates will apply only to the sub-tasks

[@sexyprbaby100]

The link to download your templates aren’t working? Do you have a website?

[@ProperProjectManagement]

Hello. The link is to my portfolio of templates. I do not have a website - this is a link to a download portal for a service I use called SendOwl. If you have any issues with downloading them if you have paid, send me an email at: theproperprojectmanagement[at]gmail.com and I will get it sorted for you ASAP! Thanks

[@kengormley4530]

great tutorial....however very hard to see your screen....clarity is extremely poor

[@ProperProjectManagement]

Hi Ken. Sorry to hear about this. I wonder whether you are watching in a low resolution? Perhaps you could try changing that from the YT settings in the bottom right hand corner of the video player? Let me know if this solves it for you!

[@gloriamensah8900]

Hello thanks for this information! Do you have an email address? I have a question about how to track frequencies/durations in excel. I think you will understand it better once you see what I’m talking about.

[@ProperProjectManagement]

Hello Gloria, thanks for the kind words. I do, you can find it over on my KZbin About page. Feel free to send me a message and I'll do my best to help

[@ashleyrivera8974]

Hello, the link for your templates isn't working, do you have a website with your templates?

[@ProperProjectManagement]

Hello Ashley. The link is to my portfolio of templates. I do not have a website - this is a link to a download portal for a service I use called SendOwl. If you have any issues with downloading them if you have paid, send me an email at: theproperprojectmanagement[at]gmail.com and I will get it sorted for you ASAP! Thanks

[@shahrukhdaud7989]

👍👍🥀

[@ProperProjectManagement]

Thank you

[@rohitbagri2900]

Where’s the Gantt chart video for this?

[@ProperProjectManagement]

Hello Rohit. It's a video I have just recorded and will be published shortly. Thanks for following up here.

[@draverros]

One thing: Duration means nothing. Is it days, weeks, months, years, decades? I can clearly see that it is days but make sure that you are clear and consistent when naming things. Make sure that everyone know what everything is. Add a little summary on the top of what this specific sheet is for and what is it purpose as you will start with something simple like this but it will grow and expand. Always approach it with attitude: if I will send it to the most stupid person I know without any explanation, will they be able to understand it as I intended? If the answer is no then you don't have enough explanation in the spreadsheet. I know that it is a basic, not professional sheet but hey, put some effort in it and you can impress a lot of people.

[@ProperProjectManagement]

Hello Draverros. Good points; adding a description and making columns clear certainly helps.

[@harshavardhanaradhyahu2870]

How to create a product backlog

[@ProperProjectManagement]

One i need to record for sure, thanks!

[@sonakakar7737]

Hello, dear sir, I am a internshil officer, my mission is to get work for project beneficiaries in organizations, but I don't know how to write a plan to reach this goal, can you help me?

[@ProperProjectManagement]

Hello. I am bit familiar with this so probably not the best person to help, unfortunately.

[@kylepaton3392]

i am so gonna fail my assessment :(

[@ProperProjectManagement]

You'll surprise yourself Kyle. Best of luck!

[@moosem7127]

HELP! I purchased your spreadsheets. I have an issue with the download, the payment processor says I need to contact you, but there is no website no email address and the phone number to contact you

[@ProperProjectManagement]

Hello. We will get this sorted do not worry; I'll get them all sent over to you right away. You can contact me here: properprojectmanagement.com/contact/

[@mugenzimimi2222]

Waouh waouh...this os so helpful. Haf no idea of where to start from. Thank you. Please would you share your email, have some challenges maybe you can advise.Thanks

[@ProperProjectManagement]

Glad it was helpful! Thanks for dropping a comment!