How to Monitor Multiple Projects in Excel on Windows or Mac

Table of contents:

How to Monitor Multiple Projects in Excel on Windows or Mac
How to Monitor Multiple Projects in Excel on Windows or Mac

Video: How to Monitor Multiple Projects in Excel on Windows or Mac

Video: How to Monitor Multiple Projects in Excel on Windows or Mac
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This wikiHow teaches you how to use a Microsoft Excel template to monitor multiple projects.

Step

Track Multiple Projects in Excel on PC or Mac Step 1
Track Multiple Projects in Excel on PC or Mac Step 1

Step 1. Open https://analysistabs.com/project/tracking/templates/excel/multiple/#bm1 in a web browser

This site contains a free Excel template called Analysistabs that can manage multiple projects and tasks.

Track Multiple Projects in Excel on PC or Mac Step 2
Track Multiple Projects in Excel on PC or Mac Step 2

Step 2. Click ANALYSISTABS – Multiple Project Tracking Excel Template

This will download the template into your computer's Downloads folder.

Track Multiple Projects in Excel on PC or Mac Step 3
Track Multiple Projects in Excel on PC or Mac Step 3

Step 3. Double-click the file

Namely the one named ANAYLSISTABS-Multiple-Project-Tracking-Template-Excel.xslm in the folder Downloads. The file will now open in Excel.

Track Multiple Projects in Excel on PC or Mac Step 4
Track Multiple Projects in Excel on PC or Mac Step 4

Step 4. Click the Data Sheet

That is one of the sheets at the bottom of the workbook.

Track Multiple Projects in Excel on PC or Mac Step 5
Track Multiple Projects in Excel on PC or Mac Step 5

Step 5. Add your data to the sheet

Include all ongoing projects and their details, including tasks, personnel, start date and expected completion date. You can also add or remove columns and rows to suit the needs of the project.

Track Multiple Projects in Excel on PC or Mac Step 6
Track Multiple Projects in Excel on PC or Mac Step 6

Step 6. Press Control+S to save changes

If prompted, provide a new file name and save it to a folder of your choice.

Track Multiple Projects in Excel on PC or Mac Step 7
Track Multiple Projects in Excel on PC or Mac Step 7

Step 7. Click the Project Plan sheet

It's at the bottom of the workbook. This step will open the details for the first project.

Track Multiple Projects in Excel on PC or Mac Step 8
Track Multiple Projects in Excel on PC or Mac Step 8

Step 8. Fill in the details for the first project

Enter project, customer, and manager names into the appropriate blanks.

Track Multiple Projects in Excel on PC or Mac Step 9
Track Multiple Projects in Excel on PC or Mac Step 9

Step 9. Click the small arrow next to the “All Projects” menu

It is located above the right panel. A list of additional projects will appear.

Track Multiple Projects in Excel on PC or Mac Step 10
Track Multiple Projects in Excel on PC or Mac Step 10

Step 10. Click Project 2

This will open the latest version of the last sheet you worked on.

Track Multiple Projects in Excel on PC or Mac Step 11
Track Multiple Projects in Excel on PC or Mac Step 11

Step 11. Fill in the details of the second project

When you're done, you can continue selecting projects and adding details to all of them.

Track Multiple Projects in Excel on PC or Mac Step 12
Track Multiple Projects in Excel on PC or Mac Step 12

Step 12. Update your progress on the Data Sheet as the project progresses

Any changes to this sheet will be reflected in the sheet Project Plan and Project Summary.

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