Project Management Tracker using MS Excel (earn 4 PDUs)

Define a project as a temporary, value creating endeavor with a start and end date, and learn how the triple constraint guides scope, time, and cost in project management.

Build a modular project management tracker in Excel using the Mod Zone redesign as a hands-on sample, linking tasks, risks, issues, actions, scope, and milestones from initiation to completion.

Save the tracker in a shared location to enable real-time collaboration. Teams files are the preferred option, with SharePoint, shared folders, or secure drives as alternatives.

Build an Excel project management tracker from scratch and implement version control to track releases, changes, authors, and approvals, using templates to illustrate scope updates.

Create a project overview in your Excel-based tracker, detailing the project name, ID, manager, department, dates, budget, and goals, to guide stakeholders and support a living document.

Create a work stream chart to map project resources and departments, defining a point of contact and escalation details for local IT, HR, corporate communications, and vendors.

Develop and sign off a project plan by defining major milestones, governance plan, aligning resources, and detailing owners, timelines, and dependencies within the PMI life cycle.

Apply data validation in Excel to create drop-down lists for work streams, enforce predefined options, and set up status and priority tracking in a project management tracker.

Learn to apply Excel conditional formatting and data validation to color code project priorities—high (red), medium (amber), and low (green)—in a comprehensive project management tracker.

Build a work breakdown structure in Excel for a project management tracker by creating a WBS sheet with milestones, tasks, status, owner, due dates, and data validation and conditional formatting.

Leverage WBS automation with today formula in a MS Excel project tracker to monitor milestones, workstreams, and task status, including past-due items.

Learn to use Excel formulas to track milestones and the work breakdown structure, manage work streams, and automate past due indicators with today(), then assess impact on due tasks.

Learn to build a resource tracker in Excel to manage project team availability, hours per week, begin and end dates, and forecasted versus actual hours with red-green alerts.

Automate a resource tracker in Excel to compare forecasted hours vs hours spent by each owner, calculate deltas, flag red or green statuses, and adapt to end-date changes.

Automate risk tracking and mitigation in Excel with formulas, empowering workstreams to manage probability, impact, owners, and due dates while reducing manual project management tasks.

Build a formula-driven project status view in Excel that tracks work streams, tasks (open and past due), risks, and resources. Use this real-time dashboard to support weekly stakeholder updates.

Build an Excel-based project status dashboard by summing forecasted and remaining hours by work stream using sum if, with color indicators (green, amber, red) driven by Vlookup.

Wraps up with questions and feedback, while showing how to manage project tracking in Excel using work streams and WBS, monitor risks, resources, and status with formulas, saving time.