When we work on any project, it’s very important to create a schedule for different tasks. A calendar for project management can help a lot in this case. Excel has different features and functions which can be used to make a project management calendar. In this article, we will cover simple stepwise procedures to create project management calendar in Excel.
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Step-by-Step Procedures to Create Project Management Calendar in Excel
Creating a project management calendar in Excel is quite easy. In this section, we will discuss step-by-step procedures to create project management calendar. Without any further delay, let’s jump to the procedures to create a project management calendar.
STEP 1: Create Primary Outline of Project Management Calendar
- Primarily, create a dataset for the project management calendar. You can add different columns like Task, Status, Category, Assign To, Task Description, % Complete, Start and End Date, Days and Hours of completing the task.
- Follow the screenshot given below to create a dataset for the project management calendar.
STEP 2: Insert Basic Information for Drop-Down List in Separate Sheet
- Then, insert a list of items in a separate sheet.
- So, we included the items in Setup sheet. These items will help us to create drop-down lists in the main project management calendar sheet.
- You can follow the given screenshot below for making the lists of items.
- Also, change the items as per your necessities.
STEP 3: Generate Drop-Down List for Project Management Calendar
- Afterward, we will create the drop-down lists in Status, Category, Assigned To, Task Management, % Complete columns.
- Firstly, let’s create a drop-down list in Status column.
- For example, select Cell C6 and go to Data tab in the ribbon.
- Further, select Data Validation from the appeared lists in the ribbon. Follow the screenshot given below.
- Consecutively, a Data Validation window will pop up.
- Select List in Allow section and click on the expansion icon in Source section.
- Afterward, go to the Setup sheet where the lists of items are.
- Select items from Status column.
- Again, click on the expansion icon.
- Now, you will see the Source section is filled with cell reference. Also, you could write it manually.
- Next, press OK.
- Later on, come back to the main worksheet and you will see a drop-down list created in Cell C6.
- In a similar manner, create the rest of the drop-down lists in columns Status, Category, Assigned To, Task Management, and % Complete.
STEP 4: Enter Task Description, Start and Finish Dates in Calendar
- After that, fill up the columns Task Description, Planned Dates (Start and Finish) manually as per your necessities.
STEP 5: Count Days and Hours for Project Management
- Afterward, write the following formula in Cell K6 to calculate the days between Start and Finish dates.
In the formula, the DAYS360 function finds the days between Cell H6 and I6.
- Then, write the following formula in Cell J6 to calculate the equivalent hours for the day value in Cell K6.
Note: We multiplied the day value by 8 in the formula considering 8 as working hours per day.
- Finally, use the Fill Handle to copy the above-mentioned formulas in the following cells.
Following the steps mentioned above, we will get the final project management calendar.
A project management calendar can save both time and labor while working on any project. Here, we discussed how to make one. Hope, it will be helpful to you. Leave a comment if you have any suggestions about the procedures. Visit our ExcelDemy Website for similar articles regarding Excel.
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