Gantt Excel – Quick Start Guide
A step-by-step guide to help you get started with Gantt Excel.
HERE ARE THE STEPS TO CREATE GANTT CHARTS IN EXCEL USING GANTT EXCEL
OPEN THE GANTT CHART TEMPLATE
Click on the Enable Macros & Enable Editing button. Note that there is no installation. It’s just a simple excel template and it opens just like any other excel file.
The Gantt tab in the excel ribbon will instantly load.
CREATE A NEW GANTT CHART
Click on the Add New Gantt Chart button to bring up the Project Details window.
Enter the Project Name, Worksheet Name, Project Lead and the Estimated/ Baseline Budget for the Project.
Click the OK button when done. A new Gantt Chart is automatically created for you.
Gantt charts don’t give useful information unless they include all of the tasks/ milestones needed for a project to be completed.
So, to start, list all of the activities as tasks. There are three ways to add tasks in Gantt Chart Excel
Method 1: Type directly in the excel grid. If you type a task where is says “Type here to add a new task“, it will automatically create a new task with default start and end dates and the timeline will instantly update.
Method 2: Click the Add Task button on the Gantt tab
The task details form will open up where you can enter all the task details including task resource, estimated, baseline, actual – start and end dates. You can also keep track of costs including estimated, baseline and actual costs, therefore making it an excellent budget and costs planner.
Task notes can also be captured to include a short description to your task to clarify its purpose or scope and to provide additional info to everyone involved.
Click the OK button when you are done. The newly added task will show up in the excel grid with all the details.
Go ahead and add a few tasks like in the example below and set the start and finish dates.
Importantly, note that the Work Break Structure (WBS) is automatically calculated and set for you.
SET PARENT AND CHILD TASKS
If a task is relatively large and requires several users with different skills to manage, break the task into subtasks and create parent-child relationships.
To set parent-child relationships, select a task that you want to convert to a child task and click on the Make Child button.
Shortcut – Alt + Right arrow key
To create a parent task from a child task click on the Make Parent button.
Shortcut – Alt + Left arrow key
As a result, when you group child tasks together under a parent values such as dates, costs etc. aggregate and roll up to the parent task.
This is how the tasks look when I set a few tasks as child tasks.
Milestones help your team stay on track and to more accurately determine whether or not your project is on schedule.
To Add a Milestone click on the Add Milestone button in the Gantt tab.
This will bring up the Add Milestone details window. Enter the milestone details and click the OK button when done.
To illustrate, see the example below. The milestone and a diamond shaped symbol shows up in the timeline.
GANTT CHART EXCEL SETTINGS
Equally important, is to set up the Gantt chart correctly. Let’s look at all the settings screens and go through them one by one.
Click on the Settings icon in Gantt tab.
By default the Display tab opens up first. Here you can set all the different timeline bar and milestone colors.
You can also choose to show additional timeline bars for baseline, actual dates and the overdue bar for all overdue tasks.
If you want to see more of the timeline then you can increase the “No of weeks to display in timeline” setting.
Lastly, one of the most sought out features is to show text within the Gantt Bars. You can check the Enable Text Display option and select any text from any column to show within the Gantt bars.
This is how it looks when the Show Text in Gantt Bars is enabled. We think it is one of the finest features of Gantt Chart Excel.
The calendar tab is where you can select Workdays. You can also select the way the week numbers are calculated by either using Excel’s week calculation or use the ISO week calculation.
Switch over to the Others tab to set Currency symbol and Date format.
Additionally you can define how Percentage complete is calculated for the tasks. You can use the Manual or Automatic mode for entry and use Simple or Weighted calculation for the Parent task roll up calculation.
Finally, we have the columns tab where you can hide or unhide existing columns. In like manner, you can also insert your own custom columns or delete them if required.
GANTT CHART EXCEL – THE SMART WAY TO PLAN
In Conclusion, the beauty of Gantt Chart Excel is we have six calendar views to choose from namely Daily, Weekly, Monthly, Quarterly, Half-Yearly and Yearly View.
From here you can easily customize the Gantt chart by changing timeline colors, and adding various details like percent complete, costs etc… As shown below, with some tweaks you can create a timeline that’s sure to impress.