How to Project Dashboard Excel Template

Learn how to use the Project Dashboard Excel Template to make your own project status dashboards - Visit http://chandoo.org/pmt/pmt-index-1.html for more information

---

Closed Caption:

hi welcome to this tutorial on how to
use project management dashboards
thank you so much for getting a copy of
project more than templates from ginger
daughter watching when you open the
first file in the project management
dashboard that this project management
dashboard one
this is the file that you see it
contains the dashboard in this worksheet
project status dashboard where you have
a field to specify the project name
so you can write project her own heart
cash flow analysis of something like
that and the dashboard has three areas
the first area is this role this is the
header area where we show the project
status in a traffic light can be read
greener
hello amber and the project completion
as a total meter so this shows how much
percentage of project is done and then a
simple stacked bar chart of outstanding
issues
you can clearly tell them there are
three critical issues which are
highlighted in red and then there are
six high level issues and for low-level
issues that needs attention
so this area of the dashboard brings
immediate attention gets immediate
attention of the project managers are
your audience and then tell some where
things are heading the next day of
dashboard is this set from rose five to
nineteen where we show that ongoing
activities
how many activities are ongoing and what
is their progress and then what are the
our private shoes are up for issues that
require attention from managers so these
two are the next things and then of
course a detailed project plan with the
small simple snap short
this is a link with images so when you
click on this link you can go to the
detailed project plan where you can see
the entire project plan
ok so this is the entire plan we record
this whole thing here
so what i did was i just put a small
image of it
this is a dynamic image so if the actual
project plan changes this image also
gets updated
it then the next set of things in the
dashboard days to chart1 is a bond on
chart which shows the project scope and
how much of the scope is completed and
then the next one is a project timeline
where you how a list of activities
spread down
I meant to tell you where things are and
we're not be currently
ok so let me just take a minute and
explain some of these things for example
the bond on shark
what bond on chart does is just gym in a
bit so that we can see distant clearly
the bond on chart shows the project
scope as the plant
so this gray line is the plan it is
assumed that on base 0 out of roughly
250 items in the project
nothing is completed and our date 1pm
that scope would have been completed
so this is the actual plan and this is
the scope of human the this is how the
slope is so initially the there is a
rapid progression of activists and there
is a dull face and then there is a much
more rapid and slow pace of completion
where is the red line shows what is the
actual progress
the actual progress has not been asked
for the plan because there is a lot of
deviation between great lights and you
can see that for example here between a
seven and a 14
there is a bell . nothing nothing was
come thing was getting completed and
then on day 13 we have a rapid progress
and we completed a bunch of activities
so this bar chart below actually shows
this column chart shows how many
activities are done each day
burn down charts are very common in
agile project management
so if you are not familiar with bond on
chart you can just remove this chart and
enjoy any chap that you fancy
because it's just a placeholder the next
one is a timeline which shows the
overall progress of activities and where
we are by default the time when doesn't
show anything interact
what i have done is i was just selected
that particular activity and then apply
the red color
to bring attention to that one like this
weakest people so this is the water
dashboard and it is a very simple
dynamic - but it gets updated
automatically
sorry for that and let me show you how
to update this dashboard
once you have the dashboard go to the
boxee data here you have the various
input placeholders for I'm finding all
the blue cells are where you would enter
the data so the first one is the project
status
so you can select the students from red
green and let us make it green and you
can adjust the project progress we can
make it sixty posit and then you can
specify how many activities around going
let us make or activities and remove the
last one
and if you go to the dashboard you can
see that this is how it is of course
since the last one was blank is showing
0
this can be avoided by setting the
display zero values option has nothing
let's do that very quickly usually I
have it on but this time which i don't
think i have on
show 0 in cells that have zero if we
disable that then click OK
whenever is zero you don't see anything
ok so that is the first set and then you
can use this my stone data sheet here to
specify your project my instruments and
the dates two things you should keep in
mind one
the day it should be in ascending order
that is the world estate on up and the
latest one in the bottom and the second
thing is the date should be equally
distributed that means say that they
should be a month apart like this may
june july august
each one has one month within them are
they should have equal number of days in
between them
for example 7 days reporting days of 60s
whatever you fancy it this time line
chart will not work if you have the
correct dates that are not spread across
equally so let us say the prostate is
fast with Julie the second 87th actually
the third date has to be 13 Julie
otherwise it will not work
this is a limitation with axles day
taxes
nothing that I'd the next one is the top
five issues for example we remove the
find more money because that's no longer
an issue we've got some money to let us
say find more people and we go back to
the dashboard you will see this here so
this datasheet alone should help you
update the dashboard for most part but
sometimes you may want to upgrade the
planets in which case you can't go this
worksheet gone chart template and change
the plan for example update the duration
of the last activity
actually she needs socket intently and
went up to get there
ok so then you can also say show the gun
chart for actual durations not the plan
and then when you go back to the
dashboard you will see the difference
the third one is the burndown chart here
again the input sensor only these three
columns these are all formless
so you enter the data for the day and
what is the plan actually burned on of
the scope in project once you specify
that rest all you may be calculated
automatically two formulas and then the
chart will be updated
the final thing in this dashboard is the
issue tracker
this is a complete full blown issue
tracker using which you can keep track
of issues in your project but the only
thing that we use from this issue
tracker is that we take somebody of how
many activities are pending with respect
to each priority low medium and high and
then I show the details here in this
chart like this
there's a worksheet to keep track of the
calculations which is the open issues
how many worksheet open issue
somebody
able to do not mess with this because
you might remove some formulas
accidentally in the dashboard not
working as intended
this is the legend sheet and that
despite to the contract template from
which you can adjust the world's plan
your natural to whatever your company
uses so that is the overall dashboard
that is a simple readme sheet which
explains how to use this dashboard
but if you have any more questions feel
free to email be it can do .
d gmail.com are mostly play on
chandigarh technology or ask a question
engineer dr. G forms
I am very happy to know that you have a
chance to copy of these templates and I
will be glad to help you and make you a
awesome project manager
thank you you have a good day