Using Excel for Project Management

Video Transcript

"Microsoft Excel is a registered trademark of Microsoft Office Products, and I am in no way shape or form affiliated with MicroSoft Office, or Microsoft. Okay. Project Management in Excel. Basically all you're using Excel for is to organize the day to day functions of your business. Okay? You can put in product information, if you're selling a product. You can put in contact information in your worksheet if you're selling a product to a certain group, you know. Or if you have previous customers, that they've come to you before, and the want to get more from you. Project management all just boils down to how you want to organize your business. Okay? And Excel is the way to do that. Now, let's see what we can do with that. Now, I've opened up a project called Contact Info. In this, I have some information that I've already added to the project. Some contact information, first name, last name, etcetera. On sheet two, I've already renamed it. And how you rename a sheet is through right clicking on it, and hitting rename. And I've named this particular sheet Buying History. For this particular sheet we could put information that pertains to our company, or the type of products we're actually trying to sell. So you can put in the purchaser's name, the item that they bought, quantity, and whether they've received it or not. If it's been shipped, and whether it was received. You can highlight your various titles, and go ahead and bold them to make them a little more easy to see. And in...say for example, we've got the first purchaser, we'll use my name for example. Say I bought CDs, 'cause I need to be able to record, so we can get a quantity of a hundred. It was shipped next day, and we can leave the received part open because we don't know that particular person has received the product or not. Say, for instance, my particular CDs went on back order. We can go ahead and put in some product information, it can be back ordered. And, it can go Anticipate a Date. Now, say my CDs went on back order, but maybe only twenty five of 'em got back ordered, they sent me seventy five. So anticipated ship date of the last ones is, say, fifteen October of '08. That's just some of the ways you can actually use Excel to help run your business."