Create a cost-effective project management tool with Excel!
Every organization has Excel, and most of them have projects to manage. Excel can be used to advantage, offering a comprehensive solution for project planning and control.
Our training will enable you to optimize its functionalities and integrate project management best practices.
Is it for you ?
Project managers, engineers, architects, accountants and other consultants.
Prerequisites
Have taken or have the knowledge of the CH128 essential features training course.
What You'll Walk Away With
- ✓ Build a complete project management tool in Excel — charter, Gantt chart, budget, risk register, change log — integrated into a single cohesive file
- ✓ Apply advanced formulas and filters tailored to the specific needs of project tracking
- ✓ Import data from external sources and present it effectively using pivot tables and conditional formatting
Training content
1 Main project management processes
Creation of the various modules
- Charter and main phases
- Project breakdown structure (PDS)
- Gantt chart
- Project budget
- Risk register
- Change module
- Synthesis module
- Monitoring and control module
- Closing module
2 Principles of progress reviews
3 How to give the right access rights
4 Integrating Excel into the time management tool
5 Importing data from
- Access
- Excel
- SQL
- PowerPivot
6 Use formulas applicable to project management
- Calculation formulas
- Search formulas
- Conditional formulas
- Statistical formulas
7 How to use basic and advanced filters
8 Data validation (drop-down list)
9 Data presentation
- Conditional formatting
- Pivot tables
- Presentation tools.
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📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
