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Project Work Breakdown Schedule WBS Template

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0% found this document useful (0 votes)
39 views16 pages

Project Work Breakdown Schedule WBS Template

Uploaded by

ankit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 16

Holidays to Exclude from Work Days

If you add more rows to the bottom of the list, you may need to
edit the named range "holidays" via Formulas > Named Ranges.
to include the new rows. The Description column is just for reference.

Date Description Country


12/25/2015 Christmas
12/25/2016 Christmas
12/25/2017 Christmas
12/25/2018 Christmas
12/25/2019 Christmas
12/25/2020 Christmas
12/25/2021 Christmas
12/25/2022 Christmas
12/25/2023 Christmas
12/25/2024 Christmas
12/25/2025 Christmas
1/1/2015 New Year's Day
1/1/2016 New Year's Day
1/1/2017 New Year's Day
1/1/2018 New Year's Day
1/1/2019 New Year's Day
1/1/2020 New Year's Day
1/1/2021 New Year's Day
1/1/2022 New Year's Day
1/1/2023 New Year's Day
1/1/2024 New Year's Day
1/1/2025 New Year's Day
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
Columbus Day US
7/4/2015 Independence Day US
7/4/2016 Independence Day US
7/4/2017 Independence Day US
7/4/2018 Independence Day US
7/4/2019 Independence Day US
7/4/2020 Independence Day US
7/4/2021 Independence Day US
7/4/2022 Independence Day US
7/4/2023 Independence Day US
7/4/2024 Independence Day US
7/4/2025 Independence Day US
9/7/2015 Labor Day US
9/5/2016 Labor Day US
9/4/2017 Labor Day US
9/3/2018 Labor Day US
9/2/2019 Labor Day US
9/7/2020 Labor Day US
9/6/2021 Labor Day US
9/5/2022 Labor Day US
9/4/2023 Labor Day US
9/2/2024 Labor Day US
9/1/2025 Labor Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
M.L.King Jr. Day US
5/25/2015 Memorial Day US
5/30/2016 Memorial Day US
5/29/2017 Memorial Day US
5/28/2018 Memorial Day US
5/27/2019 Memorial Day US
5/25/2020 Memorial Day US
5/31/2021 Memorial Day US
5/30/2022 Memorial Day US
5/29/2023 Memorial Day US
5/27/2024 Memorial Day US
5/26/2025 Memorial Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
Presidents Day US
11/26/2015 Thanksgiving US
11/24/2016 Thanksgiving US
11/23/2017 Thanksgiving US
11/22/2018 Thanksgiving US
11/28/2019 Thanksgiving US
11/26/2020 Thanksgiving US
11/25/2021 Thanksgiving US
11/24/2022 Thanksgiving US
11/23/2023 Thanksgiving US
11/28/2024 Thanksgiving US
11/27/2025 Thanksgiving US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Veterans Day US
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Boxing Day UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Good Friday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Easter Monday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Early May Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Spring Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
Late Summer Bank Holiday UK
[ISUSP RFL], [Company] Gantt Chart Template © 2016 by Vertex42.com.
Project Lead: [Name]

Start: Thu 7/30/2020 Display: Monthly ########################################################################################################################################################################


End: Mon 1/6/2020 Month: 1 2020-2021 2021 2021-2022 2022 2022-2023 2023 2024 2024-2025
July - January February - August September - March April - October November - May June - December January - July August - February
Predece Work Cal. % Work Cal.
WBS Task ssors Start End Days Days Done Color Start End Days Days Jy Au S O N D Ja F Mr Ap M Ju Jy Au S O N D Ja F Mr Ap M Ju Jy Au S O N D Ja F Mr Ap M Ju Jy Au S O N D Ja F Mr Ap M Ju Jy Au S O N D Ja F
1 Before you begin 1/6/2020 1/6/2020 1 1
1.1 Edit the header info - - - -
1.2 Enter a Start date in C4 - - - -
1.3 Read the Help worksheet - - - -
1.4 Look at the examples below - - - -
2 Ways to Define Task Durations Wed 6/01/16 Wed 6/15/16 b 6/1/2016 6/15/2016 11 15
2.1 Start & End dates Wed 6/01/16 Wed 6/15/16 50% b 6/1/2016 6/15/2016 11 15
2.2 Start & Work days Wed 6/01/16 2 25% g 6/1/2016 6/2/2016 2 2
2.3 Start & Calendar days Wed 6/01/16 18 10% o 6/1/2016 6/18/2016 13 18
2.4 Predecessor & Work days 2.2 2 90% g 6/3/2016 6/6/2016 2 4
2.5 Predecessor & Calendar days 2.2 3 100% p 6/3/2016 6/5/2016 1 3
2.6 End date & Work days Wed 6/08/16 5 1 6/2/2016 6/8/2016 5 7
2.7 End date & Calendar days Wed 6/08/16 5 2 6/4/2016 6/8/2016 3 5
2.8 Milestone Tue 6/14/16 1 k 6/14/2016 6/14/2016 1 1
3 Ready to Begin? - - - -
3.1 Remember: Edit the green cells - - - -
3.2 Clear the sample text - - - -
3.2.1 a. Select the green cells - - - -
3.2.2 b. Press Delete - - - -
3.3 Define tasks - - - -
3.3.1 a. Choose a WBS level - - - -
3.3.2 b. Enter a Task description - - - -
3.3.3 c. Enter a Start date - - - -
3.3.4 d. Enter an End date - - - -
4 Deleting a Row - - - -
4.1 a. Right-click on a row # - - - -
4.2 b. Select Delete - - - -
5 Inserting a New Row - - - -
5.1 a. Right-click on a row # - - - -
5.2 b. Select "Insert" - - - -
5.3 c. Press Ctrl+d to copy formulas - - - -
6 Move a Row - - - -
6.1 a. Right-click on a row # - - - -
6.2 b. Select "Cut" - - - -
6.3 c. Right-click on a different row - - - -
6.4 d. Select "Insert Cut Cells" - - - -
7 Stuff to Try - - - -
7.1 Format cells any way you want - - - -
7.2 Hide unneeded columns - - - -
7.2.1 a. See the gantt chart better - - - -
7.2.2 b. Print only what is needed - - - -
7.3 Change the Display to Weekly - - - -
7.4 Adjust the Display Week # - - - -
7.5 Unhide columns D & E - - - -
- - - -
- - - -
- - - -
- - - -
Insert new rows above this one.
Help
Version: Gantt Chart Template 4.0 for Excel 2010 or Later, Excel Online, & Excel for iPad/iPhone
If this page does not answer your questions, visit the following page:
Intro
This Gantt Chart spreadsheet is designed to to help you create a simple project schedule. You
only need to know some basic spreadsheet operations, such as how to insert, delete, copy and
and paste rows and cells. For more advanced uses, such as defining task dependencies, you
will need to know how to enter formulas.

Be sure to read the Getting Started Tips below. It would also be a good idea to watch the demo
videos on Vertex42.com. The demo videos use the desktop version of Excel, but much of the
information is still applicable to users of Excel Online.

Watch the Demo Videos on Vertex42.com

Before sharing this spreadsheet, please read the license agreement in the TermsOfUse worksheet.

New in Version 4.0


- Choose the WBS Level from a drop-down to update the WBS numbering and automatically indent
the Task Description.
- How you define the task start date and duration is greatly simplified and much more intuitive.
- The information in the header is positioned to allow you to hide columns that you do not need to
see.

Features Unique to gantt-chart_o365.xlsx (compared to gantt-chart.xlsx)


This version of the Gantt Chart Template was designed to work in Online Excel and Excel for iPad
and iPhone. It will also work in desktop versions of Excel 2010 or Later. Below are some of the
notable additions or changes in this version.

• It uses the WORKDAY.INTL and NETWORKDAYS.INTL functions which allow you define which
days of the week are considered non-working days (explained in the Help below).
• You can highlight the End date red when the task is overdue (explained in the Help below).
• Instead of changing the color of the bars to indicate completion status, conditional formatting is
used to display a progress bar within the % Done column.
• The number of columns used to display the gantt chart had to be reduced, so the Weekly and
Monthly views are less precise, meaning a week or month containing a 1-day task has a bar that is
the same length as a week or month containing a 5-day task.
• You can define one Predecessor per task (instead of 3).
• The "Show Weekends" option was removed. In the Daily view, if you do not want to show
weekends, you may hide the columns you do not want to show (though you would need to unhide
them when using the Weekly or Monthly views).

Getting Started Tips


• Edit the cells with the light green background.
• Edit the [ Bracketed Text ] in the header (the project title and sub-title).
• Edit cells within gray borders in the header and in the Holidays worksheet.
• Toggle between the Daily, Weekly, and Monthly view using the "Display:" drop-down box.
• To adjust the range of dates shown in the gantt chart, change the Display Week number.
• Some of the labels include cell comments to provide extra help information.
• The project Start date determines the first week shown in the gantt chart.
• To insert a new task, insert a new row, then with the new row selected, press Ctrl+d to copy
the formulas and formatting from the row immediately above the one you inserted.
• Edit the Holidays worksheet to define the dates that should be considered non-working days.
• If you see "#####" in a cell, widen the column to display the cell contents.
• Define the START of a task by entering a Predecessor or Start date.
• Define the END of a task by entering the End date, or Work Days, or Calendar Days.
• Backup your file regularly to avoid losing data! Excel files get corrupted occasionally.
Define the Weekend or NON-WORKING Days

Choose an option or enter a weekend string →

The WORKDAYS.INTL() and NETWORKDAYS.INTL() functions allow you to specify


which day(s) of the week should be used as the weekend or non-working days.

To use these functions, choose an option from the drop-down box on the right.

If one of the options to the right does not work for you, you can enter a string of
7 characters, using a "1" to represent a non-workday and a "0" to represent
a work day, beginning with Monday.

For example, the string 0000011 would result in a Saturday-Sunday weekend.

Change Dates to dd/mm/yyyy Format


If you would like to display dates in the gantt chart in UK format (dd/mm/yyyy) choose the
appropriate option to the right.

Add Rows (Insert New Tasks)


There are many ways to add more tasks. Most importantly, you need to remember to copy
formulas and formatting for the entire row when adding new rows. If you insert a row
between two tasks, the formatting is automatically copied, but you need to copy formulas.
Below are the recommended ways to add new rows.

Note: Use row operations by right-clicking on the Row #

Method 1: Insert a Row then Copy Formulas Down


1. Right-click on a row and select "Insert" (This inserts a row ABOVE the selected row)
2. Press Ctrl+d to copy formulas and formatting from the row above the new one.
3. Edit the green cells in your newly inserted row.

Method 2: Copy a Row down using the selection drag handle


Note: After inserting a row, you can select the row above it and use the selection drag
handle to copy the row down. This is also how you can easily add rows at the bottom.

The screenshot on the right shows the


selection drag handle for a selected row.

Method 3: Copy a Row and Insert the Copied Row


1. Right-click on a row and select "Copy"
2. Right-click on a row and select "Insert Copied Cells"
3. Edit the green cells in your newly inserted row.
Note: This method is not preferred because it can result in a messy set of conditional
formatting rules. Inserting rows and then copying down via Ctrl+d or using the drag handle
is the preferred method.

Delete a Row (Remove a Task)


Right-click on the row number of the row you want to delete and select Delete.
If this results in errors, then you probably had formulas that referenced cells in the deleted row.
Press CTRL+z to Undo, or search for #REF! errors and fix them.

Edit the WBS Numbering


Use the WBS Level column to choose the outline level for the WBS numbering.
A formula in the WBS column will automatically update the WBS number. The Task Description
is also indented using conditional formatting based on the WBS Level.

If you leave a blank cell above a WBS number, the numbering will reset to 1. The formulas are meant
for convenience, but you can manually enter them if you need to. If you manually enter
WBS numbers, then you may need to enter them as text by preceding the number with an
apostrophe, such as '2. Just remember that if you enter them manually, the WBS Level
column cannot be used to change them.

Create Task Dependencies


You can use Excel formulas to make tasks adjust based on the start or end of another task.
Normally, a task dependency is used to define the start date to be the day after the end date
of a prior task. The prior task is called the "predecessor." Below are a few different ways that
you can create task dependencies using Excel formulas.

Method 1: Creating Your Own Formulas


Entering your own formulas allows you to do whatever you want, but may be more difficult. Also, it
may not be easy for somebody else to identify your task dependencies.

A. Reference the project Start date (e.g. =$C$4 )


B. Set the Start date to the next Work Day after another task's End date.
- Use the formula =WORKDAY.INTL(enddate,1,weekend,holidays) where enddate is the reference
to the End date of a predecessor task.
- For multiple predecessors, the formula would be
=WORKDAY.INTL(MAX(enddate1,enddate2,enddate3),1,weekend,holidays)
C. Set the Start date to the next Calendar Day after another task's End date.
- This formula is very simple: =enddate+1
- For multiple predecessors, the formula would be =MAX(enddate1,enddate2,enddate3)+1
D. Set the Start date to a number of Work days before or after another date.
- This formula is just like the one in C or D, except that in place of the "1" you enter the number of
days, such as =WORKDAY.INTL(startdate,-5,weekend,holidays)

Note: Refer to Excel's Help system to learn more about the WORKDAY() and WORKDAY.INTL()
functions.

Method 2: Using the Predecessor Columns


The Predecessor columns make it easy to create a task dependency where the Start date is the
next Work Day after a predecessor's end date. To use the Predecessor columns, you must enter
the WBS for the predecessor task using a formula or as text.
A. Reference a Predecessor using a formula.
In the predecessor column, press "=" and then click on the cell containing the WBS that you want to
reference. Then press Enter. This is the preferred method.
B. Enter the Predecessor manually as text.
You can enter the Predecessor manually, but you must make sure that you enter it as text, or you
will end up with a bunch of #NA errors. To enter 1.3 as text, just add an apostrophe at the
beginning like this: '1.3.
Note: This is not the best method, because if you insert a new task, you'll have to update all of the
Predecessors again, or at least verify that they are still correct.
Multiple Predecessors
The worksheet contains 3 Predecessor columns, but two are hidden by default. If you want to use
more than 1 predecessor, unhide the hidden columns.

Change the End Date Font to Red when Behind Schedule


Conditional formatting can be used to do some very useful things. One feature built into this
spreadsheet is the option to change the font color of the End date to red when it is approaching the
current date and also make it bold when the task is past due.

Change the urgency days to the right to determine when the End date will change to red.

Start the Week on Sunday instead of Monday

The option to the right will allow you to choose to display the work week starting with Sunday instead
of Monday. This affects the chart display only, not any other work day formulas.

Change the Color of the Bars in the Gantt Chart


Color Column:
The cells that make up the chart area use conditional formatting to control the color of the bars. The
default color is blue. You can make the bars different colors by entering one of the following letters in
the color column:
Colors: b=blue, k=black, g=green, p=purple, o=orange, r=red, x=gray, y=yellow
You can also enter a number 1-6 to use an accent color from the theme palette.

Advanced Uses of the Color Column


Use a Formula to Change the Color Based on Percent Complete
Using a reference to the %Done column, you can change the color of the bar to gray using the
following formula in the color column. Note that "x" and "b" are the colors for gray and blue.
=IF(percent_done>=100%,"x","b")

Use a Formula to Show Urgency


You can enter a formula in the Color column to change the color to orange based on a
comparison of the End date and Today's date. For example, the following formula would give
you a 10-day warning, where end_date is a reference to the End date cell.
=IF(end_date<TODAY()+10,"o","")

The example below makes the 10-day warning orange and a 2-day warning red.
=IF(end_date<TODAY()+2,"r",IF(end_date<TODAY()+10,"o",""))

The fancy formula below makes use of the table of urgency values to the right. Note that
"urgency_days" is a named range referring to the table on the right.
=IF(end_date<TODAY()+INDEX(urgency_days,1),"r", IF(end_date<TODAY()+
INDEX(urgency_days,2),"o",IF(end_date<TODAY()+ INDEX(urgency_days,3),"y","")))

Color-Code Based on Lead Name


One popular reason for color-coding is to help identify ownership of a task. To do this,
you could create your own nested IF formula: =IF(ref="Bob","o",If(ref="Sally","p",""))
where "ref" is the reference to the cell in the Lead column.

If you want to use the table listed to the right of this help section, you can edit the following
formula in the Color column. Note that the Names must match exactly.
=IFERROR( INDEX( lead_color, MATCH( ref, lead_names, 0) ), "")

FAQs
Q: How do I make a Summary task show the MIN(start) and MAX(end) for a group of sub-tasks?
This can be done by entering =MIN(startdates) for the Start date and =MAX(enddates) for the End
date, where startdates and enddates are references to the range of start dates and end dates for
the group of sub tasks.

Q: How do I calculate the %Complete for an entire category of tasks?


The %Complete for a category task can be calculated from its sub tasks using the formula below,
where "workdays" is a reference to the range of work day values and "complete" is a reference to
the %complete for each of the subtasks.
=SUMPRODUCT(workdays,complete)/SUM(workdays)
Example: =SUMPRODUCT(Q9:Q15,M9:M15)/SUM(Q9:Q15)
Let's say you have 3 sub tasks that are 10 days, 12 days, and 14 days long, respectively. If the first
subtask is 50% complete and the others are 25% complete, you could calculate the overall percent
complete for the group as: =(10*50%+12*25%+14*25%)/(10+12+14).

Q: How do I change the Print Settings? (Excel 2010, 2013)


Select the entire range of cells you want to print and go to File > Print Area > Set Print Area.
Then go to File > Page Setup or File > Print Preview and adjust the Scaling, Margins, and
Page Orientation as desired.

Q: Can I use CUT/PASTE to move tasks around?


Yes, the formulas in this spreadsheet were designed to allow you to move tasks around by cutting
and inserting the cut rows. Remember, you must move entire rows. Behind the scenes, this may
result in a lot of duplicate conditional formatting rules. So, it is best to start a new project with a new
spreadsheet rather than one that you have edited heavily.

Q: Can I use Autofilter?


Yes, if you must. However, avoid using Sort unless you know exactly what you are doing and how
sorting will make all the WBS numbering change.

Q: I've messed up the chart area somehow. How do I fix it?


Find a row that works, then copy the cells that make up the gantt chart area from that row into the row
that is messed up.

© 2006-2016 Vertex42 LLC


Support

Input Cell
Input Cell
Input Cell

Label
weekend
0000011

Option Non-Work Days


1 Saturday, Sunday
2 Sunday, Monday
3 Monday, Tuesday
4 Tuesday, Wednesday
5 Wednesday, Thursday
6 Thursday, Friday
7 Friday, Saturday
11 Sunday Only
12 Monday Only
13 Tuesday Only
14 Wednesday Only
15 Thursday Only
16 Friday Only
17 Saturday Only

Date Format
mdy
Feature on/off: on
Urgency days: 7

Start Day: Monday 2

Urgency (Days)
red 2
orange 14
yellow 28

Names Color
Bob k
Sarah x
Bill b
Jim g
p
y
o
r
Terms of Use
http://www.vertex42.com/ExcelTemplates/excel-gantt-chart.html
By Vertex42.com

© 2006-2016 Vertex42 LLC

This spreadsheet, including all worksheets and associated content is a


copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or


online template gallery.

Please review the following license agreement to learn how you may or may
not use this template. Thank you.

See License Agreement


http://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-


clicking on the tab and selecting Hide.

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