How to Use Excel for Project Management

By Chris Yokum

Organizing multiple work projects can become a major hassle sometimes. Being able to keep track of what needs to be done and for which client is a necessity. In order for you to successfully finish these work projects, you'll need to set up a simple system that will allow you to increase your productivity level. Using spreadsheets can help in your organization process. With a few simple tips, you'll soon learn how to use Excel for project management.

Things You'll Need

  • Computer
  • Excel application
  • Financial data
  • Work project list
  • Client list

Step 1

Gather a list of project data and enter it into Excel. You can do this easily by typing the names of your clients, work projects, and the due dates into different columns. Doing this can help you keep everything in working order. You won't have to try and figure out what to do next. All of your project data will be within reach by using one program. If you have numerous projects for each client, then also consider creating multiple tabs in Excel. Just click the “Sheet” tabs at the bottom of the page and then right-click to change the tab name. Enter the name of the client on each tab, along with the work project details.

Step 2

Track your available work projects and create organized reports from them. You can also follow up on the latest changes of your work projects. By inputting the start dates and end dates of each project, you'll be able to quickly find out if you're on schedule. Excel allows you to work with multiple columns within one document. This will allow you to place as much useful work data as needed into a simple tool. Printing your generated reports can be done by clicking the print icon within the application.

Step 3

Collaborate with other members of your team by sharing the data entered into the Excel spreadsheet. You'll be able to improve the overall focus of your project goals. It can also help to increase the productivity level of the entire team. Instead of depending on telephone calls or emails to share ideas, everyone can log into a website that contains this project management spreadsheet and make the necessary changes.

Step 4

Manage product costs for your project by using Excel. You can easily keep track of how much money is being received or spent for a particular project. Enter the amounts into the Excel spreadsheet and create expense reports when necessary. Your project costs will stay on track and under a watchful eye by using Excel as an organizational tool. There won't be any unexpected financial surprises as long as you enter all of the required data and keep it updated regularly.

Tips & Warnings

  • Always keep current information in your Excel spreadsheet.