You are on page 1of 11

02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt

13 & Excel 2016 - Gantt Excel

 Menu

How to Create a Gantt Chart in Excel 2007,


Excel 2010, Excel 2013 & Excel 2016?
Step-by-Step Gantt Chart Tutorial for Making a Gantt
Chart in Excel
We all love Microsoft Excel and we use it almost every day for everything – from a
simple calculator to tracking massive projects. There’s just one thing that Excel is not
good at and that is creating Gantt charts. In fact a lot of users on the internet search for
“How to Create a Gantt Chart in Excel”.
For this reason, we created Gantt Excel, an automated excel template that allows you
to create professional-looking Gantt Charts all within Microsoft Excel.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 1/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

Gantt Excel – Quick Start Guide


1. OPEN THE GANTT CHART TEMPLATE
Download the Gantt Excel template if you haven’t done so already.

Open the template. The enable macros prompt will automatically show up.

Click on the Enable Macros & Enable Editing button. Note that there is no
installation. It’s just a simple excel template and it opens just like any other excel
file.

The Gantt Menu tab in the excel ribbon will instantly load (see image below).

2. CREATE A NEW GANTT CHART


Click on the Add New Gantt Chart button to bring up the Project Details window.

Enter the Project Name, Worksheet Name, Project Lead and


the Estimated/ Baseline Budget for the Project. Kindly note that you can also
use Gantt Excel to track project budget and task costs.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 2/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

Click the Ok button when done. A new Gantt Chart is automatically created for
you.

3. ADD TASKS
Gantt charts don’t give useful information unless they include all of the tasks/
milestones needed for a project to be completed.
So, to start, list all of the activities as tasks. There are three ways to add tasks in
Gantt Chart Excel

Method 1: Type directly in the excel grid. If you type a task where it says “Type
here to add a new task“, it will automatically create a new task with default start
and end dates and the timeline will instantly update.

Method 2: Click the Add Task button on the Gantt tab

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 3/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

The task details form will open up where you can enter all the task details
including task resource, estimated, baseline, actual – start and end dates. You can
also keep track of costs including estimated, baseline and actual costs, therefore
making it an excellent budget and costs planner.
Task notes can also be captured to include a short description of the task to clarify
its purpose or scope and to provide additional info to everyone involved.

Click the Ok button when done. The newly added task will show up in the excel
grid with all the details.

Go ahead and add a few tasks as in the example below and set the start and
finish dates.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 4/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

Importantly, note that the Work Break Structure (WBS) is automatically calculated
and set for you.

4. SET PARENT AND CHILD TASKS


If a task is relatively large and requires several users with different skills to
manage, break the task into subtasks and create parent-child relationships.

To set parent-child relationships, select a task that you want to convert to a child
task and click on the Make Child button.

Shortcut – Alt + Right arrow key

To create a parent task from a child task click on the Make Parent button.

Shortcut – Alt + Left arrow key

As a result, when you group child tasks together under a parent, values such as
dates, costs etc. aggregate and roll up to the parent task.

This is how the tasks look when I set a few tasks as child tasks.

5. ADD MILESTONES
Milestones help your team stay on track and to more accurately determine
https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 5/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

whether or not your project is on schedule.

To add a milestone click on the Add Milestone button on the Gantt tab.

This will bring up the Add Milestone details window. Enter the milestone details
and click the Ok button when done.
To illustrate, see the example below. The milestone and a diamond-shaped
symbol show up in the timeline.

6. GANTT CHART EXCEL SETTINGS


Equally important, is to set up the Gantt chart correctly. Let’s look at all the
settings screens and go through them one by one.
Click on the Settings icon on the Gantt tab.

Display Settings
By default, the Display tab opens up first. Here you can set the general theme
colors including the different timeline bar and milestone colors.
You can also choose to show additional timeline bars for baseline, actual
dates and the overdue bar for all overdue tasks.

Lastly, one of the most sought out features is to show text within the Gantt Bars.
You can check the Enable Text Display option and select any text from any
column to show within the Gantt bars.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 6/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

This is how it looks when the Show Text in Gantt Bars is enabled. We think it is
one of the finest features of Gantt Chart Excel.

Calendar Settings
The calendar tab is where you can select Workdays. You can also select the way
the week numbers are calculated by either using Excel’s week calculation or use
the ISO week calculation.

If you want to see more of the timeline then you can increase the number of
https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 7/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

columns in each view and set the column width for each view as well.

Other Settings
Switch over to the Others tab to set Currency symbol and Date format.
Additionally, you can define how Percentage complete is calculated for the tasks.
You can use the Manual or Automatic mode for entry and
use Simple or Weighted calculation for the Parent task roll-up calculation.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 8/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

Columns Settings
Finally, we have the columns tab where you can hide or unhide existing columns.
In like manner, you can also insert up to ten custom columns or delete them if
required.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 9/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

GANTT CHART EXCEL – THE


SMART WAY TO PLAN
In Conclusion, the beauty of Gantt Chart Excel is we have six calendar views to
choose from namely Daily, Weekly, Monthly, Quarterly, Half-Yearly and Yearly
View.

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 10/11
02/12/2019 How to Create a Gantt Chart in Excel 2007, Excel 2010, Excel 2013 & Excel 2016 - Gantt Excel

From here you can easily customize the Gantt chart by changing timeline colors,
and adding various details like percent complete, costs etc… As shown below,
with some tweaks you can create a timeline that’s sure to impress.

Gantt Charts Made


Super Easy
Manage your project timeline, tasks
and workload like a Pro.
DOWNLOAD NOW

https://www.ganttexcel.com/how-to-create-a-gantt-chart-in-excel/ 11/11

You might also like