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Project Planning and Monitoring Tool

Purpose:
This tool assists in organizing and monitoring project work. By using the task planning section, project milestones and tasks can accurately be planned out. Once the project begins, real-
time progress is tracked and the project is monitored against the set baselines.

Instructions:
This tool can be used for managing a project, starting with the planning stages right through to monitoring project progress. Refer to the boxes below to view each sections' instructions,
and understand how each step is useful for managing projects.

Alternatively, information entered in Microsoft Project can be copied and pasted into this tool to take advantage of its reporting capabilities. A simple copy and paste will work, however
there is some preparation needed:
1. Ensure that the fields in MS Project are altered to match this tool. The order should be: Task Name, Start, Finish, and Resource Names.
2. Once pasted into this tool's Tab 2, reformat the start and finish columns to use a date format (within the Format menu, choose "Cells..." and select the desired date format).
3. Resource Names within MS Project must match the naming conventions used in this tool's Tab 1, table 1.

Important Notice:
Although this tool is capable of advanced functions, keep in mind that this is a light project management tool working within the limitations of Microsoft Excel.
Pay close attention to any notices or warnings included within the individual tabs.

Getting Started:
In chronological order, use the boxes below to navigate through the tool as the project progresses. Click the blue buttons to go directly to the section of choice, or use the worksheet tabs
along the bottom of the spreadsheet screen. Some of the column headings in the sections include comments that offer additional instructions. Hover the mouse over the column
headings to view these instructions.

INGRESO DE DATOS PLANIFICACION DE LA TAREA DEL PROYECTO

Esta sección requiere algunos datos básicos para iniciar el proyecto. Se Use esta sección importante para planear el proyecto. Se deben ingresar
requiere información sobre las fechas de inicio y finalización del proyecto, las tareas, junto con las fechas límite y los propietarios de las tareas. Una
los miembros del equipo del proyecto y las partes interesadas, y los días vez procesado y completado, copie y pegue este plan en la Pestaña 3
no laborables para comenzar a monitorear el progreso del proyecto.

Go to Data Entry Go to Project Task Planning

TABLA DE MONITOREO DEL PROYECTO REGISTRO DE PROBLEMAS

Copie y pegue el plan del proyecto desde la Pestaña 2 en las primeras Si surgen problemas, use esta área para iniciar sesión y asegúrese de
cuatro columnas de este diagrama de Gantt. Al ingresar las fechas reales que los problemas se resuelvan.
de inicio y finalización de las tareas, este cuadro le permite ver qué tareas
están programadas, con retraso o antes de lo programado

Go to Project Monitoring Go to the Issue Log

INFORME DEL PROGRESO PERSONALIZADO

Use esta sección para generar un informe de progreso personalizado.
Especifique el período de tiempo que le gustaría ver y las tareas durante
este tiempo, ordenadas por el propietario de la tarea, aparecerán. Este
informe es ideal para actualizaciones semanales de reuniones o informes
de progreso de partes interesadas.
Go to Task Report

Proyecto de vacaciones / tiempo libre de tareas y partes interesadas Nombre Fecha Fiesta Jane Doe 10-Apr-18 Buen Viernes John Doe 13-Apr-18 Lunes de Pascua David Leon 14-Apr-18 dia de entrega . grupos 2. 1. 2018 3/19/2018 Fecha estimada de finalización del proyecto 31/04/2018 Nombre del Gerente del Proyecto Ing. desplace el mouse sobre los encabezados de las columnas de la tabla. Miembros del equipo del proyecto. | Entrada de Datos Basicos Return to the Introduction Complete todos los cuadros blancos con la información necesaria. NOMBRE DEL PROYECTO CONSTRUCCION DE COLEGIO JACAS Fecha estimada de inicio del proyecto March 19. DAVID LEON B. Para ver instrucciones adicionales.

Una vez satisfecho con el plan del proyecto. Siéntase libre de agregar y eliminar filas según sea necesario. Un ejemplo ha sido incluido a continuación ". de modo que asegúrese de que si se necesitan cambios. o mover las tareas hasta que se haya redactado el plan de proyecto óptimo. copie esta información y péguela en el correspondiente tabla en la Pestaña 3. No se pueden realizar cambios en el plan del proyecto dentro de la Pestaña 3. los ajustes se realizan en esta pestaña antes de volver a copiar y volver a pegar los datos en la Pestaña 3. Información de la tarea del proyecto Dueño de tarea (DEBE USAR EL MENÚ Fecha de inicio Fecha estimada Tarea de proyecto ABAJO) estimada de finalización (MUST USE DROP DOWN MENU) SEMANA 5 traslado de material agregado 19-Mar-18 21-Mar-18 Jane Doe afirmado de acceso 2-Apr-18 4-Apr-18 John Doe traslado de modulos 3-Apr-18 5-Apr-18 David Leon .Planificación Return to the Introduction "Use esta sección para elaborar el plan del proyecto.

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Work Schedule Monitoring Return to the Introduction NOTICIA IMPORTANTE: Es muy importante que las tareas se ingresen con nombres únicos. make these changes in Tab 2. de modo que realice los ajustes en estas dos últimas columnas según sea necesario. Asegúrese de nombrar cada tarea de manera diferente. Si se repiten los nombres de las tareas. los datos no se transferirán correctamente. the data will not carry over correctly. Si se realizan cambios en el plan del proyecto. If changes are made to the project plan. Tarea completada después del horario Planning. ESTADO DE COMPLETA LEYENDA Make sure to name each task differently. Tarea completada antes del horario IMPORTANT NOTICE: Rows cannot be inserted or deleted from the table below. and copy and paste the changes into this sheet. so make adjustments to these last two columns as necessary. Tenga en cuenta que las Día de trabajo del proyecto planificado fechas reales de inicio y finalización no se actualizarán cuando los cambios se copien y peguen en esta hoja. If task names are repeated. Planificación y copie y pegue los cambios en esta hoja. GANTT CHART LEGEND NOTICIA IMPORTANTE: Vacaciones / vacaciones / No trabajo Las filas no se pueden insertar o eliminar de la tabla a continuación. realice estos cambios en la Pestaña 2. Tarea terminada It is very important that tasks are entered with unique names. Project Task Information SEMANA 1 SEMANA 2 SEMANA 3 SEMANA 4 SEMANA 5 SEMANA 6 SEMANA 7 SEMANA 8 SEMANA 9 SEMANA 10 SEMANA 11 SEMANA 12 SEMANA 13 SEMANA 14 SEMANA 15 SEMANA 16 SEMANA 17 SEMANA 18 SEMANA 19 SEMANA 20 SEMANA 21 SEMANA 22 SEMANA 23 SEMANA 24 SEMANA 25 SEMANA 26 19-Mar 26-Mar 2-Apr 9-Apr 16-Apr 23-Apr 30-Apr 7-May 14-May 21-May 28-May 4-Jun 11-Jun 18-Jun 25-Jun 2-Jul 9-Jul 16-Jul 23-Jul 30-Jul 6-Aug 13-Aug 20-Aug 27-Aug 3-Sep 10-Sep Fecha de Fecha Fecha de Propietario de Fecha de Tarea de proyecto inicio estimada de finalización Comentarios tarea inicio real 19 20 21 22 23 26 27 28 29 30 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 1 2 3 4 7 8 9 10 11 14 15 16 17 18 21 22 23 24 25 28 29 30 31 1 4 5 6 7 8 11 12 13 14 15 18 19 20 21 22 25 26 27 28 29 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 31 1 2 3 6 7 8 9 10 13 14 15 16 17 20 21 22 23 24 27 28 29 30 31 3 4 5 6 7 10 11 12 13 14 estimada finalización real L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V L M M J V H H H H traslado de material agregado 19-Mar-18 21-Mar-18 John Doe 20-Mar-18 21-Mar-18 y y y H H afirmado de acceso H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H H . Be aware that the actual start and end dates will not update when changes are copy and pasted into this sheet.

Issue Log Return to the Introduction Date Issue Comments Resolution 3-Jan-09 Sample Issue .

Started Completed Project Days Left Behind Schedule Tasks In Tasks . rather than typed in manually.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0. insert the desired timeframe for analysis in the start and end date boxes below. or next week. Consider running reports based on tasks for today.00% 20. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks . July 20. IMPORTANT NOTICE: Task owner names must be selected from the drop down menus in Tabs 2 and 3 in order for this reporting page to work correctly.00% 40. June 04.00% 80.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 7 .00% 60. 2009 Enter Date to End Progress Report Monday. return to the project planning stage and ensure that task owner names were selected from the menus. For a progress report of the entire project. Enter Date to Start Progress Report Thursday.00% 100. If errors occur on this page.Customized Progress Report Return to the Introduction To create a customized progress report. insert the project's start and end dates. this week.

Started Completed Project Days Left Behind Schedule Tasks In Tasks .00% 80.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0.00% 100. July 20.00% 20.00% 60. Enter Date to Start Progress Report Thursday. 2009 Enter Date to End Progress Report Monday. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks . June 04.00% 40.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 8 .

July 20.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0.00% 40.00% 100.Started Completed Project Days Left Behind Schedule Tasks In Tasks . June 04.00% 20. Enter Date to Start Progress Report Thursday.00% 80.00% 60. 2009 Enter Date to End Progress Report Monday.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 9 . 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks .

June 04.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 10 .00% 60. July 20.Started Completed Project Days Left Behind Schedule Tasks In Tasks .00% 80. Enter Date to Start Progress Report Thursday.00% 20.00% 100.00% 40. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks .Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0. 2009 Enter Date to End Progress Report Monday.

00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 11 . June 04.00% 20. 2009 Enter Date to End Progress Report Monday.00% 60. Enter Date to Start Progress Report Thursday.Started Completed Project Days Left Behind Schedule Tasks In Tasks . July 20.00% 100.00% 80.00% 40.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks .

June 04. 2009 Enter Date to End Progress Report Monday. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks .00% 60.00% 20. July 20.00% 40.00% 100.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0. Enter Date to Start Progress Report Thursday.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 12 .Started Completed Project Days Left Behind Schedule Tasks In Tasks .00% 80.

July 20.00% 80.00% 100.00% 20. June 04.00% Scheduled Due Task Owner Task to be Completed During Specified Period Task Status On Track Status Date Page 13 .Started Completed Project Days Left Behind Schedule Tasks In Tasks . 2009 Enter Date to End Progress Report Monday.Not Yet 50% 50% Progress Started Project Days Tasks Not Yet Passed Regularly Scheduled Tasks Started 0.00% 60. Enter Date to Start Progress Report Thursday. 2009 Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management Behind Schedule Tasks Tasks .00% 40.