如何使用Excel进行项目管理?

时间:2023-01-13 15:50:55

Joel often talks about using MS Excel for lightweight project management, but I'm curious about actual implementations of this idea. I've seen some templates that seem to clone MS Project via macros, which would be overkill for a lightweight project. Anyone have any useful templates?

Joel经常谈到使用MS Excel进行轻量级项目管理,但我很好奇这个想法的实际实现。我已经看到一些模板似乎通过宏克隆MS Project,这对于轻量级项目来说太过分了。有人有任何有用的模板吗?

11 个解决方案

#1


9  

try

尝试

    feature    task       estimated hours actual hours current %
    ---------- ---------- --------------- ------------ ---------

if estimated hours times current % is greater than actual hours, you are behind schedule

如果估计当前%的小时数大于实际小时数,则落后于计划

update the actual hours and current % on a daily basis

每天更新实际小时数和当前%

see also joel's old excel template

另见joel的旧excel模板

#2


3  

Maybe a bit off-topic, but you might want to consider testing Google Docs. There is a Gantt chart widget provided by Viewpath in the "Insert->Widget..." menu option.

可能有点偏离主题,但您可能需要考虑测试Google Docs。 Viewpath在“插入 - >窗口小部件...”菜单选项中提供了甘特图窗口小部件。

#3


2  

You have some pretty advance template with Pipetalk Scheduler

您可以使用Pipetalk Scheduler获得一些非常先进的模板

alt text http://ep.yimg.com/ip/I/pipetalk_2055_216386

替代文字http://ep.yimg.com/ip/I/pipetalk_2055_216386

However, since it seems to be a little too much, I just transfered that to the worst UI thread ;)

但是,因为它似乎有点太多,我只是将它转移到最糟糕的UI线程;)

#4


1  

Edward Tufte - aka "the man" when it comes to data representation has done a lot of work on Gantt charts (http://en.wikipedia.org/wiki/Gantt_chart) has some good information on this topic, but basically it boils down to using Excel as a Gantt chart creator, the advantage being that it's simple and won't get in your way much:

爱德华·图夫特(Edward Tufte) - 在数据表示方面称为“男人”已经在甘特图上做了很多工作(http://en.wikipedia.org/wiki/Gantt_chart)有关于这个主题的一些很好的信息,但基本上它沸腾了使用Excel作为甘特图创建者,其优点是它很简单并且不会妨碍你:

http://www.edwardtufte.com/bboard/q-and-a-fetch-msg?msg_id=000076

http://www.edwardtufte.com/bboard/q-and-a-fetch-msg?msg_id=000076

#5


1  

It's not excel, but I saw scrumy and liked it's demo. For a small project recently, I just generated a project plan using 'Cross Functional Flowchart' under Business Process with some flow/process stuff in Visio.

这不是很好,但我看到scrumy并喜欢它的演示。对于最近的一个小项目,我刚刚使用业务流程下的“跨功能流程图”生成了一个项目计划,其中包含Visio中的一些流程/流程。

#6


1  

You could consider using a Sprint Backlog. You estimate the time for every tasks of your project and your update the estimated remaining time every day or so. Then you have a burndown chart that shows the remaining effort to complete the project.

您可以考虑使用Sprint Backlog。您可以估算项目每项任务的时间,并更新每天左右的估计剩余时间。然后你有一个燃尽图表,显示完成项目的剩余工作。

If your project is too large for a daily tracking, you could either do the tracking every week, or manage a product backlog of the things to be done in your project as a coarse-grained level of planning and then choose the most prioritized one for the finer-grained planning level.

如果您的项目对于每日跟踪而言太大,您可以每周进行跟踪,或者将项目中要完成的事情的产品待办事项作为粗粒度的计划级别进行管理,然后选择最优先级的计划。更精细的规划水平。

You might want to look at Scrum(1) or any other agile methods for lightweight development methods for further details.

您可能希望查看Scrum(1)或任何其他用于轻量级开发方法的敏捷方法以获取更多详细信息。

(1) http://en.wikipedia.org/wiki/Scrum_(development)

(1)http://en.wikipedia.org/wiki/Scrum_(development)

#7


1  

If you like using spreadsheets and not getting involved with too many fancy tools, have a look at The One Page Project Manager - it's exactly as described, a nice, lightweight way to keep track of all your important project info on a single worksheet.

如果您喜欢使用电子表格而不参与太多精美的工具,请查看The One Page Project Manager - 它与描述完全一致,是一种在单个工作表上跟踪所有重要项目信息的简单轻量级方法。

#8


0  

Much simpler: some Gantt graph in Excel ,as illustrated here.

更简单:Excel中的一些甘特图,如此处所示。

#9


0  

The columns I use are

我使用的列是

1) Task Name 2) Budget Hours 3) Total Hours 4) Remaining Hours

1)任务名称2)预算时间3)总小时数4)剩余小时数

The Key is column (4). Rather than getting the person to estimate a percent complete; get them to re-estimate from this point forward. Its a subtle change but the mindset is much different. Otherwise you almost always end up stuck at 90% complete.

键是列(4)。而不是让人估计完成百分比;让他们从这一点重新估计。这是一个微妙的变化,但心态却大相径庭。否则你几乎总会陷入90%完成。

#10


0  

There are a lot of useful template in this page. Also, you can read more in our project management software blog.

此页面中有许多有用的模板。另外,您可以在我们的项目管理软件博客中阅读更多内容。

Hope it helps :)

希望能帮助到你 :)

#11


-2  

I use EasyProjectPlan which is an Excel Project Plan that syncs with Outlook and MSProject.

我使用EasyProjectPlan这是一个与Outlook和MSProject同步的Excel项目计划。

www.EasyProjectPlan.com

www.EasyProjectPlan.com

I use the Outlook and Calendar sync features to distribute and collect task information to my team members.

我使用Outlook和日历同步功能向我的团队成员分发和收集任务信息。

I distribute the EPP Excel file to all team members either by email or I post it in a shared folder.

我通过电子邮件将EPP Excel文件分发给所有团队成员,或者将其发布到共享文件夹中。

My team members can edit the EPP excel file and send the changes back to me.

我的团队成员可以编辑EPP excel文件并将更改发回给我。

Most of the companies I work for have no PM task management system so EPP allows me to walk onto any project and immediately distribute and collect task information to all team members. Considering that most companies use Excel and Outlook, there is nothing to install on any computer.

我工作的大多数公司都没有PM任务管理系统,因此EPP允许我走进任何项目并立即向所有团队成员分发和收集任务信息。考虑到大多数公司使用Excel和Outlook,没有什么可以安装在任何计算机上。

In my experience, team members prefer to view task information in Excel and Outlook.

根据我的经验,团队成员更喜欢在Excel和Outlook中查看任务信息。

#1


9  

try

尝试

    feature    task       estimated hours actual hours current %
    ---------- ---------- --------------- ------------ ---------

if estimated hours times current % is greater than actual hours, you are behind schedule

如果估计当前%的小时数大于实际小时数,则落后于计划

update the actual hours and current % on a daily basis

每天更新实际小时数和当前%

see also joel's old excel template

另见joel的旧excel模板

#2


3  

Maybe a bit off-topic, but you might want to consider testing Google Docs. There is a Gantt chart widget provided by Viewpath in the "Insert->Widget..." menu option.

可能有点偏离主题,但您可能需要考虑测试Google Docs。 Viewpath在“插入 - >窗口小部件...”菜单选项中提供了甘特图窗口小部件。

#3


2  

You have some pretty advance template with Pipetalk Scheduler

您可以使用Pipetalk Scheduler获得一些非常先进的模板

alt text http://ep.yimg.com/ip/I/pipetalk_2055_216386

替代文字http://ep.yimg.com/ip/I/pipetalk_2055_216386

However, since it seems to be a little too much, I just transfered that to the worst UI thread ;)

但是,因为它似乎有点太多,我只是将它转移到最糟糕的UI线程;)

#4


1  

Edward Tufte - aka "the man" when it comes to data representation has done a lot of work on Gantt charts (http://en.wikipedia.org/wiki/Gantt_chart) has some good information on this topic, but basically it boils down to using Excel as a Gantt chart creator, the advantage being that it's simple and won't get in your way much:

爱德华·图夫特(Edward Tufte) - 在数据表示方面称为“男人”已经在甘特图上做了很多工作(http://en.wikipedia.org/wiki/Gantt_chart)有关于这个主题的一些很好的信息,但基本上它沸腾了使用Excel作为甘特图创建者,其优点是它很简单并且不会妨碍你:

http://www.edwardtufte.com/bboard/q-and-a-fetch-msg?msg_id=000076

http://www.edwardtufte.com/bboard/q-and-a-fetch-msg?msg_id=000076

#5


1  

It's not excel, but I saw scrumy and liked it's demo. For a small project recently, I just generated a project plan using 'Cross Functional Flowchart' under Business Process with some flow/process stuff in Visio.

这不是很好,但我看到scrumy并喜欢它的演示。对于最近的一个小项目,我刚刚使用业务流程下的“跨功能流程图”生成了一个项目计划,其中包含Visio中的一些流程/流程。

#6


1  

You could consider using a Sprint Backlog. You estimate the time for every tasks of your project and your update the estimated remaining time every day or so. Then you have a burndown chart that shows the remaining effort to complete the project.

您可以考虑使用Sprint Backlog。您可以估算项目每项任务的时间,并更新每天左右的估计剩余时间。然后你有一个燃尽图表,显示完成项目的剩余工作。

If your project is too large for a daily tracking, you could either do the tracking every week, or manage a product backlog of the things to be done in your project as a coarse-grained level of planning and then choose the most prioritized one for the finer-grained planning level.

如果您的项目对于每日跟踪而言太大,您可以每周进行跟踪,或者将项目中要完成的事情的产品待办事项作为粗粒度的计划级别进行管理,然后选择最优先级的计划。更精细的规划水平。

You might want to look at Scrum(1) or any other agile methods for lightweight development methods for further details.

您可能希望查看Scrum(1)或任何其他用于轻量级开发方法的敏捷方法以获取更多详细信息。

(1) http://en.wikipedia.org/wiki/Scrum_(development)

(1)http://en.wikipedia.org/wiki/Scrum_(development)

#7


1  

If you like using spreadsheets and not getting involved with too many fancy tools, have a look at The One Page Project Manager - it's exactly as described, a nice, lightweight way to keep track of all your important project info on a single worksheet.

如果您喜欢使用电子表格而不参与太多精美的工具,请查看The One Page Project Manager - 它与描述完全一致,是一种在单个工作表上跟踪所有重要项目信息的简单轻量级方法。

#8


0  

Much simpler: some Gantt graph in Excel ,as illustrated here.

更简单:Excel中的一些甘特图,如此处所示。

#9


0  

The columns I use are

我使用的列是

1) Task Name 2) Budget Hours 3) Total Hours 4) Remaining Hours

1)任务名称2)预算时间3)总小时数4)剩余小时数

The Key is column (4). Rather than getting the person to estimate a percent complete; get them to re-estimate from this point forward. Its a subtle change but the mindset is much different. Otherwise you almost always end up stuck at 90% complete.

键是列(4)。而不是让人估计完成百分比;让他们从这一点重新估计。这是一个微妙的变化,但心态却大相径庭。否则你几乎总会陷入90%完成。

#10


0  

There are a lot of useful template in this page. Also, you can read more in our project management software blog.

此页面中有许多有用的模板。另外,您可以在我们的项目管理软件博客中阅读更多内容。

Hope it helps :)

希望能帮助到你 :)

#11


-2  

I use EasyProjectPlan which is an Excel Project Plan that syncs with Outlook and MSProject.

我使用EasyProjectPlan这是一个与Outlook和MSProject同步的Excel项目计划。

www.EasyProjectPlan.com

www.EasyProjectPlan.com

I use the Outlook and Calendar sync features to distribute and collect task information to my team members.

我使用Outlook和日历同步功能向我的团队成员分发和收集任务信息。

I distribute the EPP Excel file to all team members either by email or I post it in a shared folder.

我通过电子邮件将EPP Excel文件分发给所有团队成员,或者将其发布到共享文件夹中。

My team members can edit the EPP excel file and send the changes back to me.

我的团队成员可以编辑EPP excel文件并将更改发回给我。

Most of the companies I work for have no PM task management system so EPP allows me to walk onto any project and immediately distribute and collect task information to all team members. Considering that most companies use Excel and Outlook, there is nothing to install on any computer.

我工作的大多数公司都没有PM任务管理系统,因此EPP允许我走进任何项目并立即向所有团队成员分发和收集任务信息。考虑到大多数公司使用Excel和Outlook,没有什么可以安装在任何计算机上。

In my experience, team members prefer to view task information in Excel and Outlook.

根据我的经验,团队成员更喜欢在Excel和Outlook中查看任务信息。