Excel Advanced with PM — Lesson 2: Project Planning and Tracking

Learning Objectives

• Build schedules, milestones, dependencies, resource plans, budgets, and forecasts
• Use conditional formatting, formulas, and status logic to identify exceptions
• Calculate variance, earned value concepts, utilization, and progress indicators

Detailed Topics

• Build schedules: Build schedules, milestones, dependencies, resource plans, budgets, and forecasts
• Use conditional formatting: Use conditional formatting, formulas, and status logic to identify exceptions
• Calculate variance: Calculate variance, earned value concepts, utilization, and progress indicators

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, development, administration, analysis, or collaboration workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Develop a project plan and variance tracker.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Project Planning and Tracking in a realistic scenario and validate the result with documented evidence.