It is very much dependent on the project. As you can see there are tasks that appears only on third level, there are ones that are levelled down. The rest of the levels are very specific to the tasks itself. In the example the workstreams specified there are sequential - but I've been using this spreadsheet in projects where the workstreams were parallel and worked fine for me. The second level I use mostly for workstreams. And I actually been using them on programme management assignments - where I had several connected projects, which were specified actually in single programme plan. So - having in mind no limitations, you can have several first-level tasks/projects. Of course when I send this to someone - sometimes I add read-only passwords, but only for review purposes (which actually can also be done using e.g. Actually the whole Excel does not implement strict rules - I do not add any cell protection, since I already learned sometimes I need to do things in there I was not doing anytime before, so it is easier for me if I do not limit that. You can play around levelling your tasks in any way you want - there are no strict rules in there. You can add more levels by adding more columns there - but I have to admit I never had to do so and these 5 levels were a good fit for most of my projects I used this template for. In an example attached you have overall 5 levels - including the highest which project itself - CRM Implementation in cell B3 - actually referring to the plan title specified in A1 cell. how the development can take 5 days, and testing another 5) - as this is not the case in here :) Data Structure Multi-level tasks So please do not comment in scope of te timings (e.g. It has been created in less than 30 minutes just for the example purpose and using various techniques I use in this project plan. So, once clarified that, I would like also to mention for the record that this plan is not coming from any project I've been managing or running. Full-stop - please do not comment the plan does not fit SCRUM :) It does not fit to pure Agile projects, is not intended to be used in such projects, hence it most likely be not effective for that. Under the link you actually do not have clean template - there is an example of project plan (or actually a part of it - since the CRM Implementation will most likely take more phases than we can see there) for some simple project.Īnd here is the very first thing - to avoid plenty of comments from Agile believers and evangelists - this project plan is designed to be used in waterfall or waterfall-based formal procedures. So - here is the LINK :)Īnd below some explanations, guidelines or best practices I use to make this excel effective. Now I actually could simply give you the link to the file and let you download it and play around - but I think it would be better if I will also write several guidelines and information on how I use this template. It is maybe not as sophisticated as MS Project, doesn't take care of resource management at requires some Excel knowledge to be used but it fits the purpose for me - so hopefully it will also for you. However since I am not a great fan of MS Project, while I have to in my daily work use some project plans - during several years I have created a plan template in Excel and decided to share it with you - hopefully you will like it. I have to honestly admit I was reviewing only free templates - so it might be that the paid ones are delivering some more functionality. Most of them are not very sophisticated, delivering a simple table in which you can simply put the list of tasks (sometimes even on several levels - but that's already the top of sophistication I've seen). This article has been originally published on While diving into various project management internet sources I found plenty of templates for creating project plans in Excel.
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