How To Create A Project Plan In Excel

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  • Опубликовано: 1 янв 2025

Комментарии • 201

  • @saschago5600
    @saschago5600 2 года назад +119

    I watched like 10 videos about project planning and this is the very first in which someone ACTUALLY DOES something! THANK YOU!

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +7

      So pleased to hear that, thanks for leaving me a comment and letting me know. Made my day!

    • @alphaxg1
      @alphaxg1 2 года назад

      Great Scott. This is exactly what I was looking for! Absolutely brilliant. Thank you!

    • @RzzHi
      @RzzHi 2 года назад

      indeed - wanted something simple, but creative and this does the job. Next phase is to how to add formulas., create ghatt chart, budget reports, pivot tables etc. Please keep them coming!

    • @loganross1861
      @loganross1861 Год назад

      Lol for real!!!!

    • @loganross1861
      @loganross1861 Год назад +1

      @@ProperProjectManagement
      Man I agree so much. thank you.

  • @Vibewid_M
    @Vibewid_M 8 месяцев назад +1

    This video confirms the fact that,proper planning & organization is most important, way before the kickstart meeting for a project to get approved.
    ❤Ty for the informative video,luv from India !

  • @lydiawnb9259
    @lydiawnb9259 2 месяца назад

    It is a straightforward video about creating a project plan in Excel, with great instructions and demonstrations.

  • @barbarakyle9869
    @barbarakyle9869 2 года назад +20

    This 20 minute video was brilliant, and I learned a lot... Thank you.

  • @RzzHi
    @RzzHi 2 года назад +8

    Wanted something simple, but creative and this does the job. Next phase is to how to add formulas., create ghatt chart, budget reports, pivot tables etc. Please keep them coming!

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +1

      Good to hear it. Thanks! I actually have a whole playlist on these kinds of things. I suggest you check it out: ruclips.net/video/JwkhNM0IJaY/видео.html

    • @akorjohn9700
      @akorjohn9700 Год назад

      Pls how do I get the project charter

  • @sandrajones8405
    @sandrajones8405 9 месяцев назад

    Thanks!

  • @Thugzzzyyy
    @Thugzzzyyy 2 года назад +2

    I dont know how this video doesn't get many views. thank you so much for the amazing channel and valuable content. keep it up looking forward to see more vids. thnx a million

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад

      I appreciate that! Thank you for your kind words and dropping a comment. All the best!

  • @chrisblack6702
    @chrisblack6702 2 года назад +6

    Thank you so much, this tutorial was concise, clear and very helpful, I didn't have a clue how to start, that 17 minutes and 4 seconds was worth it

  • @UFTV247
    @UFTV247 2 года назад +3

    Just created my first ever project plan, thank you, iv lived and subscribed

  • @CT-kc6jv
    @CT-kc6jv 3 года назад +6

    I’m starting an internship tomorrow and this is so incredibly helpful. Thanks so much!

  • @adeyemiifegbayi8027
    @adeyemiifegbayi8027 Год назад +2

    Educative, informative and valuable

  • @columblk
    @columblk 2 года назад +1

    This video was very helpful. I really appreciate that you created this video.

  • @efoliekot2022
    @efoliekot2022 6 месяцев назад

    This is what I have been looking for. A very practical session. Thanks a million.

  • @JacquelineSALEU-jo4ns
    @JacquelineSALEU-jo4ns 5 месяцев назад

    Thank u so much for this. I needed it for an assessment but I know I will use in at work more now. So convenient

  • @sheznez
    @sheznez Год назад +1

    great video for my first time planning project, should 3.1 and 3.2 be indented? then 3.2.1 indented? just a question in regards to the formatting of those cells

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Thank you, pleased it was useful. That's right. You want the indentation to show the relationship between the rows. So, 1,2,3,4 should be on one line, 3.2 indented once, 3.2.1 indented twice and so forth.

  • @11msbee
    @11msbee Год назад +1

    Thank you for sharing this. This was helpful.

  • @markmaier9184
    @markmaier9184 Год назад

    nice to see some of the excel functions put to good use. thanks for the instruction, it was very helpful.

  • @ammucamala5520
    @ammucamala5520 2 года назад +1

    That was very clear, and I am thankful for your explanation.

  • @jimaosorio
    @jimaosorio 3 года назад +3

    This is so helpful! I wish it would include how to add dependencies on it. Thank you!

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад +3

      Thanks so much Jimara. That's a great idea; perhaps I can get that uploaded in a future video!

    • @vinushajayaraj9752
      @vinushajayaraj9752 2 года назад

      @jimara could you please share the sample if u have added dependencies

  • @chefyems8180
    @chefyems8180 Год назад +1

    Thank you so much, video was super helpful!

  • @vishaljuggernath
    @vishaljuggernath 11 месяцев назад +1

    Very informative, thank you.

  • @Fsp01
    @Fsp01 2 года назад +2

    Brilliant! Thank you for this awesome video . Look forward to seeing more!

  • @kimbrannagan5518
    @kimbrannagan5518 9 месяцев назад

    Great video! Easy to follow.

  • @lucalopriore3857
    @lucalopriore3857 2 месяца назад

    Amazing, really useful!! Thanks!!!

  • @11msbee
    @11msbee Год назад +2

    Can you do a template of a project brief please

  • @dagwould
    @dagwould Год назад +3

    Generally the list that drives the data validation should be in tables on a separate tab. Tables make it easy to expand the list, the separate sheet shops the validation lists being sprinkled all over the place.

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад +6

      That's a good point and a strategy I also use. If anyone reading wants to deploy this, you just need to create a new tab, add the dropdown values in a specified column and then run through the same process - except selecting the cell values from the column in the separate sheet as the data source.

    • @loganross1861
      @loganross1861 Год назад +1

      @@ProperProjectManagement
      Your way of teaching is so much better than what I see other people doing. Seeing someone go through and actually make something casually because they know what they’re doing, is incredibly helpful. I can always slow it down and analyze what you’re doing. thank yoy

  • @alisondavies8233
    @alisondavies8233 2 года назад +2

    This was so useful - thank you so much!

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +1

      Thanks Alison; pleased to hear it helped! I appreciate you taking the time to leave me a comment too! :).

  • @hpaek1891
    @hpaek1891 2 года назад +1

    Great Video!

  • @coutourplusconfidence8302
    @coutourplusconfidence8302 Год назад +1

    Super helpful! Thank you!

  • @divioso1
    @divioso1 2 года назад +1

    Thank you for this!!

  • @kamogeloapplications9684
    @kamogeloapplications9684 3 года назад +2

    This tutorial was really helpfu;,thanks man

  • @deansdrone
    @deansdrone 9 месяцев назад

    Thx for the instructions really helpful, if i download the tempate, is the Gannt Chart also in that template?

    • @ProperProjectManagement
      @ProperProjectManagement  9 месяцев назад +1

      It will be!

    • @deansdrone
      @deansdrone 9 месяцев назад

      Is the template updated since it is two years ago this video was uploaded. If so I can purchase it :)

    • @ProperProjectManagement
      @ProperProjectManagement  9 месяцев назад +1

      @@deansdrone Yes it is. You get 2 templates upon purchase (both have been kept up to date). The one produced during this video, plus the additional gantt chart view: sowl.co/s/bec8nZ

    • @deansdrone
      @deansdrone 9 месяцев назад

      @@ProperProjectManagement Thx just download it

  • @siebenmusic
    @siebenmusic Год назад

    Thank you for this video. It was so informative!

  • @kyadav751
    @kyadav751 2 года назад +1

    Very useful. Thank you so much.

  • @jayzee2620
    @jayzee2620 2 года назад +1

    Have you made the gantt chart video? Please share.

  • @pooripuji9981
    @pooripuji9981 Год назад

    Keep going man!!!!

  • @yaddanakhalil3326
    @yaddanakhalil3326 10 месяцев назад

    Very informative video, thanks for sharing this.

  • @RaviKumar-ik1em
    @RaviKumar-ik1em 3 месяца назад

    It was very useful. Thanks a lot

  • @loganross1861
    @loganross1861 Год назад

    When you say that indenting “creates a parent child relationship” is that aesthetic or does it actually and technically connect them as a group with the first as the parent? Ie does that mean if you make a function that that is adding up the cost of each task/item/child, will it automatically restrict the sum to the parent group, AND THEN allow you to separately create a function which allows you to sum the separate groups together?

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Hello. It's both. Aesthetic and technical connection. You can use different functions, for instance you could use the =SUM(CHILDREN()) formula in the parental cell to sum everything underneath...

  • @jasmineclair613
    @jasmineclair613 2 года назад +1

    This is an office life cheat code! #subscribed

  • @joevanynguyen9691
    @joevanynguyen9691 3 года назад +1

    Awesome video for a beginner like myself.

  • @JenetteAllen-Pingel
    @JenetteAllen-Pingel 5 месяцев назад

    Super helpful for a novice.

  • @jeromezapanta3066
    @jeromezapanta3066 2 года назад +1

    THANK YOU SO MUCH!

  • @SYEDZAINULSHAFIQSYEDZAIFUDIN
    @SYEDZAINULSHAFIQSYEDZAIFUDIN 10 месяцев назад

    where can i get the video for the gantt chart, that would help alot. thank you in advance.

  • @Suruhomemade
    @Suruhomemade 2 года назад +1

    Great tutorial. It helped me a lot. Can you please help me on how to add the traffic light presentation of status.

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +1

      Hello Ruchi. Great to hear it. Conditional formatting with icon sets would be the way to go. This explains it well: stevechasedocs.wordpress.com/2014/10/02/how-to-use-excel-traffic-lights-with-conditional-formatting-dates/

    • @Suruhomemade
      @Suruhomemade 2 года назад +1

      @@ProperProjectManagement thank you so much. My PP looks good now . :)

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад

      @@Suruhomemade You're welcome Ruchi

  • @kengormley4530
    @kengormley4530 2 года назад +2

    great tutorial....however very hard to see your screen....clarity is extremely poor

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад

      Hi Ken. Sorry to hear about this. I wonder whether you are watching in a low resolution? Perhaps you could try changing that from the YT settings in the bottom right hand corner of the video player? Let me know if this solves it for you!

  • @praneethgeethanjana9715
    @praneethgeethanjana9715 2 года назад +2

    Thank you, this is so helpful! 💚

  • @marianfernando3038
    @marianfernando3038 3 года назад +1

    Very very useful, thank you

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hi Marian. Pleased to hear it. Thanks for dropping a comment to let me know!

  • @mmmmkay4773
    @mmmmkay4773 Год назад

    Loved!

  • @r.shawishamin7502
    @r.shawishamin7502 2 года назад +1

    very good elastration

  • @arjaydeleon4784
    @arjaydeleon4784 Год назад

    Amazing Thank you very much

  • @keshidawgies
    @keshidawgies 4 месяца назад

    Could Gantt chart replace this?

  • @jamespalmer530
    @jamespalmer530 2 года назад +1

    Very useful, thanks for sharing

  • @friendsgroup3330
    @friendsgroup3330 Год назад

    Hi, thanks for the info. The Excel font made everything almost invisible (without a zoom-in option) and I had to listen to you more than read what you wrote. My eye sight is OK to read everything else on the internet.

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Hello. Thanks for the feedback and I am sorry it was ineligible. I will consider this for future videos going forward and will use a different font. Thanks for letting me know and hope you still managed to get what you needed from it

  • @DC-vj9op
    @DC-vj9op 3 года назад +1

    Great tutorial. Thanks!

  • @virashamannapperuma6560
    @virashamannapperuma6560 2 года назад +1

    This is really helpful🙂

  • @Pmstudentsclub
    @Pmstudentsclub Год назад

    Love it. Super easy

  • @marcs3881
    @marcs3881 3 года назад +2

    Looking forward to your next video. :-)

  • @jiddamahmoud2520
    @jiddamahmoud2520 3 года назад +2

    Thank you for educating us.
    Please share the template with me

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Jidda, thanks for your kind words.
      Please send me an email via my YT about page email address, thanks!

  • @louisedavis6062
    @louisedavis6062 2 года назад

    Absolutely brilliant video as very clear and easy to follow

  • @efoliekot2022
    @efoliekot2022 6 месяцев назад

    You are awesome!!

  • @helahelen9034
    @helahelen9034 3 года назад +1

    thanks for the video, would have been great if you could also show us showing traffic light ways of monitoring tasks in Excel

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад +1

      Great suggestion! I will take note and may do another video on this going forward. Thanks Deborah!

  • @mohamedkamara7154
    @mohamedkamara7154 2 года назад

    Thanks you learn a lot on video

  • @michaelbagwell5676
    @michaelbagwell5676 3 года назад +1

    II really like the video but I definitely need more help with creating the gantt chart. Are you able to provide the template for this? Please let me know

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Michael. Excellent stuff; of course. Shoot me an email via the email address on my about page and I'll get it sent over to you!

  • @LoveGod2477
    @LoveGod2477 2 года назад +1

    Love it! Nice video. I thought the PM Plan was a written document like in MS Word. Do you have anything like that? Wondering how that's developed from a planning perspective. (Typing it isn't a problem, just planning the flow).

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Hello. I do have a video of how to create one in Word: ruclips.net/video/XXSAkNSiUkk/видео.html. Sometimes you will find a project plan has sections with subheadings and text, such as (heading ) project scope, (heading deliverables), etc

  • @solinuului3964
    @solinuului3964 3 года назад +1

    Very useful. Pls post and notify me with how use timeline and chart in excel asap. Thanks

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Thanks Solinuu. Can you confirm what you are looking for? Sorry, not quite sure I understand your request. Thanks

  • @nothingness627
    @nothingness627 2 года назад

    Hi Bud. You can just type the list values in place. No need to add them outside the plan. That way, it looks clean

  • @hotdogh2o
    @hotdogh2o 3 года назад +1

    How do you get the data validation include the color?

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад +1

      Hello Charles. Here's a good tutorial that shows you how: www.exceltip.com/tips/create-drop-down-list-in-excel-with-color.html

    • @hotdogh2o
      @hotdogh2o 3 года назад

      @@ProperProjectManagement thank you! Your videos helped me a lot put together a project plan to archive our SharePoint!

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад +1

      @@hotdogh2o Thanks a lot Charles. Pleased it's helped :)

  • @ripi4057
    @ripi4057 Год назад

    Good video. A proposal for future video on this subject: how to link a Project Plan on Excel with a MS Proect file, so to have the freedom to manage the same database of activities on both softwares but for different scopes. Thank you

  • @udara99876
    @udara99876 2 года назад +1

    Hello sir, can you please do a video about how to write a winning project proposal. Please sir

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +1

      Hello Bodhi. I shall add it to my to-record list, thanks for the suggestion

    • @udara99876
      @udara99876 2 года назад

      @@ProperProjectManagement thank you so much sir. I am waiting for that. Since i am a project management undergraduate I really need to know about creating project proposals. 😥

  • @rifathfouz
    @rifathfouz 3 года назад +1

    So don't the dates apply only to the sub tasks?

  • @ishimweaxcel1222
    @ishimweaxcel1222 2 года назад +2

    wow i learned a lot through out this video

  • @ginnalagigie5548
    @ginnalagigie5548 Год назад

    Thanks you 😊

  • @ikwansani3661
    @ikwansani3661 2 года назад +1

    THANKS🙏

  • @itzaddam9910
    @itzaddam9910 Год назад +1

    Suggestion, at the start of the video show what you are building, why and how it works. Then how to make it last. This way, if it is not what someone is looking for they don't waste time watching the entire video. Again, just a suggestion. Thanks for sharing

  • @sridhars954
    @sridhars954 3 года назад +2

    Thank you! would you be able to share the template you have (at the end of the video)? I like the formatting you have and I am not very good at excel to recreate quickly. Thanks in advance!

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Sridhar - sure. Please send me an email to theproperprojectmanagement[at]gmail.com and I'll respond with the template :)

    • @lizmartin3070
      @lizmartin3070 2 года назад

      @@ProperProjectManagement hi can I get this template pls?

  • @sexyprbaby100
    @sexyprbaby100 3 года назад +1

    The link to download your templates aren’t working? Do you have a website?

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello. The link is to my portfolio of templates. I do not have a website - this is a link to a download portal for a service I use called SendOwl. If you have any issues with downloading them if you have paid, send me an email at: theproperprojectmanagement[at]gmail.com and I will get it sorted for you ASAP! Thanks

  • @marytheresabriody6334
    @marytheresabriody6334 2 года назад

    Can you please add a video on formatting the plan once it is created

  • @abdullahalolayan3400
    @abdullahalolayan3400 Год назад

    Thank you so much sir that’s brilliant that was supportive a lot ❤

  • @josephllamas8435
    @josephllamas8435 4 месяца назад

    you're missing the WBS task dependencies (e.g. predecessor)

  • @Opiavan
    @Opiavan Год назад

    This very useful

  • @rohitbagri2900
    @rohitbagri2900 3 года назад +1

    Where’s the Gantt chart video for this?

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Rohit. It's a video I have just recorded and will be published shortly. Thanks for following up here.

  • @sahandassanayake2551
    @sahandassanayake2551 3 года назад

    Its great thank you 💓💓😌

  • @ashleyrivera8974
    @ashleyrivera8974 3 года назад

    Hello, the link for your templates isn't working, do you have a website with your templates?

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Ashley. The link is to my portfolio of templates. I do not have a website - this is a link to a download portal for a service I use called SendOwl. If you have any issues with downloading them if you have paid, send me an email at: theproperprojectmanagement[at]gmail.com and I will get it sorted for you ASAP! Thanks

  • @SreyasiChakravarty
    @SreyasiChakravarty 23 дня назад

    Cannot see the font

  • @kayeroseveilt
    @kayeroseveilt Год назад +1

    thanks

  • @hva8055
    @hva8055 2 года назад

    How to create a product backlog

  • @gloriamensah8900
    @gloriamensah8900 3 года назад +1

    Hello thanks for this information! Do you have an email address? I have a question about how to track frequencies/durations in excel. I think you will understand it better once you see what I’m talking about.

    • @ProperProjectManagement
      @ProperProjectManagement  3 года назад

      Hello Gloria, thanks for the kind words. I do, you can find it over on my RUclips About page. Feel free to send me a message and I'll do my best to help

  • @sonakakar7737
    @sonakakar7737 Год назад

    Hello, dear sir, I am a internshil officer, my mission is to get work for project beneficiaries in organizations, but I don't know how to write a plan to reach this goal, can you help me?

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Hello. I am bit familiar with this so probably not the best person to help, unfortunately.

  • @draverros
    @draverros 2 года назад +3

    One thing: Duration means nothing. Is it days, weeks, months, years, decades? I can clearly see that it is days but make sure that you are clear and consistent when naming things. Make sure that everyone know what everything is. Add a little summary on the top of what this specific sheet is for and what is it purpose as you will start with something simple like this but it will grow and expand. Always approach it with attitude: if I will send it to the most stupid person I know without any explanation, will they be able to understand it as I intended? If the answer is no then you don't have enough explanation in the spreadsheet. I know that it is a basic, not professional sheet but hey, put some effort in it and you can impress a lot of people.

    • @ProperProjectManagement
      @ProperProjectManagement  2 года назад +1

      Hello Draverros. Good points; adding a description and making columns clear certainly helps.

  • @shahrukhdaud7989
    @shahrukhdaud7989 Год назад

    👍👍🥀

  • @kylepaton3392
    @kylepaton3392 3 года назад

    i am so gonna fail my assessment :(

  • @moosem7127
    @moosem7127 Год назад

    HELP! I purchased your spreadsheets. I have an issue with the download, the payment processor says I need to contact you, but there is no website no email address and the phone number to contact you

    • @ProperProjectManagement
      @ProperProjectManagement  Год назад

      Hello. We will get this sorted do not worry; I'll get them all sent over to you right away. You can contact me here: properprojectmanagement.com/contact/

  • @mugenzimimi2222
    @mugenzimimi2222 Год назад

    Waouh waouh...this os so helpful. Haf no idea of where to start from. Thank you. Please would you share your email, have some challenges maybe you can advise.Thanks