Strategic & Business Planning

&L&8Gantt Chart Template by Vertex42.com&R&8© 2008 Vertex42 LLC

HELP - Modify the GREEN cells and the Tasks, and Task Lead columns. - The number of weeks shown in the gantt chart is limited by the maximum number of columns available in Excel. - The Start Date that you choose determines the first week in the gantt chart. - Change the first day of the week via cell K8 - Use the slider to adjust the range of dates shown in the gantt chart. - Only 34 weeks (7 1/2 months) can be shown/printed at one time, because each week uses up 7 columns. Q: The Working Days column shows "###". How do I fix that? You need to install the Analysis ToolPak add-in that comes with Excel. Go to Tools > Add-ins, and select Analysis ToolPak. Q: How do I make Task 2 start the day after the end of Task 1? Use the following formula for the start date of Task 2: =EndDate+1 where EndDate is the reference to the cell containing the end date of task 1 Q: How do I add/insert tasks and subtasks? Copy the entire ROW (or a group of rows) for the type of task(s) you want to add and then right-click on the row where you want to insert the new tasks, then select Insert Copied Cells. You can copy rows from within the gantt chart, or copy rows from the Template Rows. Important Note: When inserting a new subtask after the last subtask or before the first subtask, you will need to update the formulas for calculating the Level 1 %Complete and Duration (see below) to include the new subtask, because the ranges won't automatically expand to include the additional row. Q: How do I calculate the %Complete for a Level 1 task based upon the %Complete of all of the associated subtasks? Example: If Task 1 is on row 10 and the subtasks are on rows 11-14, use the following formula: =SUMPRODUCT(F11:F14,G11:G14)/SUM(F11:F14) Q: How do I calculate the Duration for a Level 1 task based upon the largest end date of a sub task? Example: If the Level 1 task is on row 10 and the sub tasks are on rows 11-14, use the following formula =MAX(D11:D14)-C10+1 Q: How can I include holidays in the calculation of the Working Days? You can add a list of holidays to exclude in the NETWORKDAYS function. See Excel's help (F1) for more information. Q: How do I change the print settings? Select the entire range of cells that you want to print and then go to File > Print Area > Set Print Area. Then go to File > Page Setup or File > Print Preview and adjust the Scaling and Page Orientation as desired. Q: How do I use grouping? You can expand or collapse a group of rows using Excel's "Group and Outline" feature. To define a group of rows, select the rows and go to Data > Group and Outline and select Group ... Q: How do I change the background color of the bars in the Gantt Chart? The colors used for the bars in the Gantt Chart are set using Conditional Formatting. The simplest approach for Excel 2002/2003 would be to change the colors via the color palette. Go to Tools > Options > Color tab. Or, you can select all of the cells in the Gantt Chart and go to Format > Conditional Formatting to change the colors.

Work Breakdown Structure Level 1: 1, 2, 3, ... Level 2: 1.1, 1.2, 1.3, ... Level 3: 1.1.1, 1.1.2, 1.1.3, … The WBS is automatically entered, but the formulas are different for different levels.

End Date The ending date is calculated by adding the Duration (calendar days) to the Start date minus 1 day, because the task duration is from the beginning of the Start day to the end of the End day.

Start Date Enter the starting date for this task. To associate the start date with the end of another task, enter a formula in the start date that refers to the end date of that task.

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Duration (Calendar Days) Enter the number of calendar days for the given task. Refer to the Working Days column or use a calendar to determine the corresponding working days. The duration is from the beginning of the Start date to the ending of the End Date. When the duration is calculated, it is calculated as End Date minus the Start Date plus 1 day, so that a task starting and ending on the same day has a duration of 1 day.

Percent Complete Update the status of this task by entering the percent complete (between 0% and 100%).

Working Days Counts the number of working days using the NETWORKDAYS() formula, which excludes weekends. When planning work based upon the number of working days, adjust the Duration until the desired # of working days is reached.

Calendar Days Complete This column is calculated by multiplying the Duration by the %Complete and rounding down to the nearest integer.

Calendar Days Remaining This column is calculated by subtracting the Days Complete from the Duration.

HELP

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