Designing a project management template using Excel. The first sheet is a summary of the entire project. The second sheet is the stages of the project. The third sheet is the output of the project. The fourth sheet is the change orders in the project. The fifth sheet is the team members, their salaries, titles, and experience. The sixth sheet is a file defining roles and responsibilities. Saving Changes...
This is a pretty specialized way of capturing project information. You can certainly look for examples in the templates section of this community, but you'd be better off confirming specific data elements which your stakeholders are looking for, mock up something, show it to the stakeholders and iterate on that. I'd also question having salary in the template as that would severely reduce the list of stakeholders who should be able to access that info for privacy reasons.
Community Tech Platform Owner| ProjectManagement.comUnited States
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Senior Projects Manager | Field & Marten AssociatesNew Westminster, British Columbia, Canada
I agree with what Kiron mentioned. We use similar template in our projects but can't share it due to confidentiality reasons but we don't incldue salaries in it. Saving Changes...
My recommendation is not to try and do it all in Excel. It is nice to have one place to manage all your information. While it is very useful to have all your information in one place, Excel is so structured that it is not user friendly to change the layout and formatting.
The 5S's (sic?)
Sort
Set in Order
Shine
Standardize
Sustain
Once you get to Standardize, Excel has some amazing capabilities, but when you are at Sort, it can be very clumsy compared to other alternatives for creating and reorganizing lists.
As an example of an alternative, you could create the same tabs in OneNote, attach various file types, add text boxes with extra notes, a picture, etc. You have a basic framework that you can easily customize and add to. Saving Changes...
Stéphane ParentSelf Employed / Semi-retired| Leader MakerPrince Edward Island, Canada
What about risks, issues, dependencies... ? Saving Changes...
Peter RapinSubject Matter Expect; Project Delivery| Independent ConsultantOntario, Canada
I would argue that the first sheet is project output - this is the problem we are going to solve. the second the stakeholders, third would be the constraints, forth being risks and benefits, with fifth being the project plan. You would then drill down into the many project elements - costs, schedule, risks, quality, procurements, resources, measurement, documentation, communications, etc. Just because you wish to digitize does not mean you have to reinvent fundamental management structure. Saving Changes...
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