July 10, 2020
Im looking for some help with a Project Dashboard Im working whereby I can add multiple rows based on a selection of i.e. Team as shown in the attachment "Team A" is a specific business dev team that are require to follow predetermined work stages that have pre assigned timelines. So when I select the Team and add first selected "Initiation" all the following stage are automatically included. So i.e. Team B similar but may have different pre assigned stages.
2nd request is how to show a task dependency on my excel Gantt dashboard.
I appreciate any guidance or help with this.
July 16, 2010
Some questions to clarify:
1. What version of Excel are you using? If you have Office 365/Microsoft 365 then you can use dynamic arrays.
2. 'preassigned timelines' - what does this mean exactly? Do you want the start and end dates populated too or just the team name and phases? If you want start and end dates, then where do these come from? In other words, it's not clear what data you want automatically inserted. Where does Excel find this list of predetermined work stages etc.?
3. 'show a task dependency' what did you have in mind for this?
4. Will new projects always get added at the end of the existing data, or do you want rows to be inserted in between existing data.
July 10, 2020
1: Yes, have Office 365. My current version doesn't include the new formula options like SEQUENCE.
2: Preassign timelines. example "Initiation" typically we assign 3 days, Scoping is 15 working days, Scoping Baseline is a Milestone so 1 day and planing are typically 10 working days etc. Yes, want Team name, Phases and Start and end dates. So ideally whatever start date is in the "Initiation" the rest repopulate. The team phases are on a tab called "Workings"
3: "Show task dependency" so within my task list there are some tasks that required to have "completed", or "Started" before the other task commence.
4: New Projects can be added at the end
July 16, 2010
In the attached file you'll see I've used the FILTER function in cell N2 to retrieve the project team and phases from the data in columns B:D (assuming this is the master list of projects, teams and phases). Cell Q2 is where you enter the start date and from there the Start and End dates can be calculated.
However, given the further information you provided, I don't think it's practical to auto-populate this data using formulas because I suspect it's possible that the phases will be different from one project to the next and if other people are using the spreadsheet then they will need to maintain the formulas.
This might be something you need to build using VBA. If you don't have the VBA skills I can recommend a consultant who can help you.