Microsoft Excel for Project Management Training

Overview

This Microsoft Excel for Project Management Training moves beyond basic spreadsheets and unlocks the advanced functionalities of Excel that are perfectly suited for the entire project lifecycle. From initial planning and scheduling to resource allocation, budgeting, tracking, and executive reporting, this course transforms Excel from a simple data tool into a central command center for your projects.

Whether you’re managing a marketing campaign, an internal initiative, a construction timeline, or an event, this training provides the structured, repeatable framework you need to succeed.

Harness the Power You Already Own

 

microsoft excel for project management course

Many professionals believe effective project management requires expensive, complex software. The truth is, you likely already have one of the most powerful and versatile project management tools at your fingertips: Microsoft Excel.

Our Excel for Project Management Course transforms your spreadsheet skills into powerful project control. Learn to build dynamic Gantt charts, automated dashboards, and robust trackers that save you time and impress your managers. Stop struggling with complex software—unlock the full project management potential of Excel.

Result: Employees gain immediate, practical skills to deliver projects on-time and on-budget, boosting both personal productivity and project success rates.

 The Importance of This Training

In today’s fast-paced business environment, the ability to manage projects on-time and on-budget is a fundamental skill. However, not every team or organization has access to—or the budget for—specialized project management software like MS Project or Jira.

  • Ubiquity & Accessibility: Excel is the common language of business. Mastering its project management capabilities ensures you can work effectively in any environment.

  • Cost-Effectiveness: Leverage an existing Office 365/Microsoft 365 license to its fullest potential, avoiding costly new software investments and steep learning curves.

  • Career Capital: Proficiency in managing projects with Excel is a highly sought-after skill that increases your versatility, efficiency, and value to any employer.

Course Objective

This course is designed to equip participants with the practical skills to manage any project from start to finish using Microsoft Excel. By the end of this training, you will be able to:

  • Construct a comprehensive project plan within an Excel workbook.

  • Develop dynamic Gantt charts and project timelines for clear visualization.

  • Create robust systems for tracking tasks, milestones, and resources.

  • Build automated dashboards and reports to communicate project status to stakeholders effectively.

  • Utilize advanced formulas and data tools to control project variables like cost and time.

Key Topics Covered

  • Structuring Your Excel Workbook as a Project Hub

  • Advanced Formulas for Project Scheduling (DATEDIF, WORKDAY, NETWORKDAYS)

  • Creating Dynamic & Interactive Gantt Charts using Conditional Formatting

  • Building Automated Project Dashboards with PivotTables and Slicers

  • Effective Data Validation for Risk Logs and Issue Registers

  • Mastering “What-If” Analysis for Project Forecasting

Practical Benefits for Your Daily Work

After this training, employees will immediately apply their new skills to:

  • Stop “Reinventing the Wheel”: Create reusable, templated project trackers for future initiatives.

  • Gain Real-Time Visibility: Instantly see which tasks are on track, at risk, or behind schedule.

  • Save Hours on Reporting: Automate the creation of status reports, freeing up time for actual management.

  • Improve Communication: Present clear, data-driven project updates to managers and team members that build confidence.

  • Control Project Budgets: Accurately track actual spend against forecasts with easy-to-use templates.

Training Methodology

Our philosophy is “Learn by Doing.” This is a highly interactive and practical course featuring:

  • Live, Instructor-Led Demos: Follow along as our expert breaks down each technique.

  • Hands-On Exercises: Apply every concept immediately with provided case studies and project data.

  • Real-World Templates: Walk away with a complete toolkit of Excel templates (Gantt chart, dashboard, tracker) that you can use the very next day.

  • Q&A Sessions: Get your specific project challenges solved by our instructor.

Your Complete Data & Productivity Learning Path

Maximize your impact and efficiency by building a complete skill set. Our Microsoft Excel for Project Management course fits perfectly into a broader curriculum designed to make you an indispensable asset to your team.

Build Your Foundation:

Automate and Integrate:

  • Spend less time cleaning data and more time managing your project. Our Microsoft Power Query Training teaches you to automate data import and transformation, feeding clean, reliable data directly into your project management workbooks.
  • Want to create simple apps for your team to submit status updates? Our Microsoft Power Apps Training shows you how to build no-code apps that connect directly to your Excel project data sources.

Specialize in Data Storytelling:

    • The principles of dashboarding in this course are just the beginning. Dive deeper with our Mastering Excel Data Analysis & Visualization course to become a pro at PivotTables, advanced charts, and dynamic reporting for any business context, not just projects.

    • For large-scale or cloud-based reporting, take your dashboards to the next level with Mastering Dashboard Design with Looker Studio, which connects to countless data sources for enterprise-level insights.

Ready to Transform Your Excel Skills and Lead Projects with Confidence?

Don’t let complex tools or disorganized spreadsheets hold you back. Equip yourself with the skills to manage any project effectively and impress stakeholders with your efficiency.

Limited Seats Available to Ensure Personalized Attention.

Click Here to Inquire Now or email us at sa***@************om.my to enroll in our next public session or schedule customized in-house training for your team.

Duration

2 Days

Languange

Bahasa Malaysia & English

Training Mode

Public & In-House

Training Module Content

Module 1: Project Management Foundation in Excel

  • Introduction to Project Management Lifecycle

  • Setting up your Excel environment for PM success

  • Best practices for structuring your master project workbook

Module 2: Project Planning & Scheduling

  • Defining project scope, deliverables, and Work Breakdown Structure (WBS)

  • Creating a project timeline with dependencies

  • Building a dynamic Gantt Chart using Conditional Formatting

Module 3: Resource & Cost Management

  • Planning and allocating resources effectively

  • Developing the project budget and cost baseline

  • Tracking actual hours and costs against the plan

Module 4: Tracking, Monitoring & Controlling

  • Setting up a progress tracking system

  • Using formulas to calculate % complete, variances, and forecasts

  • Creating a Risk Register and Issue Log with Data Validation

Module 5: Project Reporting & Dashboards

  • Introduction to Excel Dashboards for Project Management

  • Building an automated status dashboard using PivotTables and Charts

  • Using Slicers for interactive reporting

Learning outcome

Upon completion, participants will be able to:

  • Design and build an integrated project management workbook in Excel.

  • Construct a dynamic Gantt chart to visualize project schedules.

  • Apply advanced Excel functions to automate project calculations.

  • Develop a project tracking system to monitor progress, resources, and costs.

  • Create an interactive project dashboard for stakeholder reporting.

  • Implement project management best practices using Excel as the primary tool.

Want to train your entire team?

Get a customized in-house training quote today! Contact us or click below.

Who is this training for?

This course is ideal for:

  • Project Coordinators and Administrators

  • Team Leaders & Managers overseeing projects

  • Engineers, Marketing Executives, and IT Professionals

  • Anyone who is required to plan, manage, or track work initiatives and does not have access to specialized software.

Target Industries

This training is universally applicable, but particularly valuable for:

  • Construction & Engineering

  • Manufacturing & Supply Chain

  • Information Technology

  • Marketing & Advertising

  • Banking & Finance

  • Healthcare & Pharmaceuticals

  • Government & Public Sector

  • Non-Profit Organizations

Recognized training provider

TRAINER PROFILE

MR. NIK KHAIDIR | Microsoft EXCEL SPECIALIST

Mr. Nik Khaidir Zawawi | MS Excel Specialist

Emerges as a distinguished Microsoft Office Specialist in Excel, with a foundation built on over seven years of targeted training and an expansive eight-year career in engineering. His professional journey is adorned with the development of Smart Data Systems that have transformed the efficiency and productivity landscapes for a myriad of sectors within Malaysia, engaging deeply with both Corporate entities and Government agencies.

Nik’s profound command over Excel is matched by his adeptness in solving complex problems and optimizing digital workflows, integrating cutting-edge cloud technologies to offer unparalleled service. This exceptional blend of technical prowess, visionary outlook, and hands-on project development positions him as an invaluable asset for organizations poised at the forefront of data management innovation.

His dedication to excellence and continuous learning has made him not just a trainer but a mentor, inspiring a new generation of professionals to harness the power of Excel in navigating the challenges of the digital era. Nik’s workshops are not mere training sessions; they are transformative experiences that equip participants with the tools, strategies, and insights to excel in their respective fields, making him the ideal leader for any team looking to elevate their data handling capabilities to new heights.

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