Microsoft Office - Excel: Project Management

Content
2 modules

Difficulty
Intermediate

Rating

Course Length
51 mins

Instructor
Pantry of Knowledge

Description

Manage a project from creating the Project Charter during the Initiation phase through task management and stakeholder communication all the way to Closeout—all within Excel. Many tools can be used for Project Management, but Excel has the power to cover your Project Management needs. Instead of learning new software, leverage the power of Excel to create the deliverables of a Project Management Plan, including the Project Charter, Requirements, Issues Log, Work Breakdown Structure (WBS), Risk Register, and Stakeholder Communication. When all the information about your project is compiled in one workbook, you can answer any question about your project. In this course, Microsoft Certified Trainer and PMP Christina Tankersley walks you through creating each deliverable and customizing it to the needs of your project. Using multiple Excel worksheets, you will always know where to track a new piece of information. A new requirement identified? Add it to your Requirements sheet. A new stakeholder? Add them to your Stakeholder Communication sheet. Without any additional project management tools, you can track all the information you need, and use Excel features such as linked fields and conditional formatting to create a professional and effective Project Management Plan. Topics covered include: Linking fields for data consistency and efficiency Using Excel tables for formatting and filtering Creating a dropdown list for data consistency Adding conditional formatting to highlight important information Cross-referencing requirements to tasks Using risk probability and impact to prioritize risk response Using slicers to quickly create a communications plan based on stakeholder contact information and communication needs

Objectives

  • Describe the elements of a Project Charter
  • Describe the parts of a clear and concise requirement
  • Define Work Breakdown Structure (WBS)
  • Track stakeholder contact information and their communication needs and preferences
  • Create linked fields between worksheets
  • Create summary data at the top of a worksheet
  • Relate requirements to tasks using cross-references
  • Create a pivot table to summarize your task data

Certificate

By completing/passing this course, you will attain the certificate POK Microsoft Skills Certificate

Learning Credits

CEU
0.75

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