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Thursday, November 29, 2007

Implement a Project Plan and manage activities with Google Spreadsheets

In the past days I added some post about the topic project management: organize a project plan and implement a project plan with Excel. I added also an Excel template that you can download here. In this post I'm going to explain how to implement a project plan using Google Spreadsheets. You can see the example at this link.

Copy and use this spreadsheet

Create a copy of this spreadsheet for your Google Apps account


File structure
My Google Spreadsheets file has two woorksheet WBS (work breakdown structure of the project) and User View (a list with resources to assign to each task.)


Work breakdown structure
In WBS sheet you have the following columns: WBS (task ID), Task (task description), Pred (predecessor), % (percentage of completion), Owner (resource assiged to the task), Role (owner role);


Owner role is calculated looking for the name insert into the column Owner into the sheet User View using VLOOKUP function (vertical lookup), for example:

=vlookup(E5,'user view'!A:B,2,)

...it search the value contained into the cell E5 on the sheet user view in a colum's interval from A to B, and return - if the value in E5 exist in the column A - the result from the column with index 2 (column B).

Sheet WBS has also other columns like star date, finish date, re-planned star date, re-planned finish date, project delay, and a section to assign a variable cost + fixed cost + a manual adjust to each task.

Take a look at the spreadsheet for more info about all columns.


Resources
All resources (task's owner) are located into a second worksheet User view. I have added some basic columns and the hour cost for the resource.


Total Task is calculated automatically from the sheet. I have simply added a function, COUNTIF, that count how time an user si repeted into the sheet WBS

=countif(wbs!E:E,A3)

... it updates the counter if finds in the column E of the sheet WBS a value equal to the value contained into the cell A3.


Excel or Google Spreadsheet?
Sincerly, I found Google Spreedsheets a good application to create spreadsheets with a medium level of complexity, but the "response", for an Excel-addicted, is not the same. In any case it's a useful service and, above all, it's free!

blog comments powered by Disqus
EeHai said...

It never occur to me to create a worksheet for project management. I find your post here very interesting.

From: www.limeehai.com

JR said...

Hi Antonio, Quick suggestion...
You should always put a link back to your blog or site in one of the cells in the spreadsheets (Google or otherwise) that you post. This way, if people use them or re-publish them, you get the credit that's due to you with no effort on their part.

For this one, where you posted a "view only" link which allows people to copy the spredsheet for their own use, it's even more useful, so then if they share it, they might leave that link back to you as the author....

Also (sorry - one more suggestion) - did you know that you can add the parameter &newcopy to that spreadsheet link - such as: http://spreadsheets.google.com/ccc?key=pagasc56AdI7B7j7BOukWDw&hl=en_GB&newcopy
to let people immediately get their own copy of your spreadsheet in their google account when they click it - rather than joining a collaborative session on your spreadsheet and then needing to do the 'file/copy spreadsheet' command...

Hope that helps!

bongo said...

Wow! Innovative way to project management. I will definitely be using this.

Scott said...

Great Job, I'll use it. Thanks.

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