Vous êtes sur la page 1sur 13

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
|

Entrada de Datos Basicos Return to the Introduction

Complete todos los cuadros blancos con la información necesaria. Para ver instrucciones adicionales, desplace el mouse sobre los
encabezados de las columnas de la tabla.

NOMBRE DEL PROYECTO CONSTRUCCION DE COLEGIO JACAS

Fecha estimada de inicio del proyecto March 19, 2018 3/19/2018

Fecha estimada de finalización del proyecto 31/04/2018

Nombre del Gerente del Proyecto Ing. DAVID LEON B.

1. Miembros del equipo del proyecto, grupos


2. 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
Planificación Return to the Introduction

"Use esta sección para elaborar el plan del proyecto. Siéntase libre de agregar y eliminar filas según sea necesario, o mover las tareas hasta que
se haya redactado el plan de proyecto óptimo. Una vez satisfecho con el plan del proyecto, 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, de modo que asegúrese de que si se
necesitan cambios, los ajustes se realizan en esta pestaña antes de volver a copiar y volver a pegar los datos en la Pestaña 3.

Un ejemplo ha sido incluido a continuación ".

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
Work Schedule Monitoring Return to the Introduction
NOTICIA IMPORTANTE:
Es muy importante que las tareas se ingresen con nombres únicos. Si se repiten los nombres de las tareas, los datos no
se transferirán correctamente. Asegúrese de nombrar cada tarea de manera diferente. GANTT CHART LEGEND
NOTICIA IMPORTANTE: Vacaciones / vacaciones / No trabajo
Las filas no se pueden insertar o eliminar de la tabla a continuación. Si se realizan cambios en el plan del proyecto,
realice estos cambios en la Pestaña 2. Planificación y copie y pegue los cambios en esta hoja. 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, de modo
que realice los ajustes en estas dos últimas columnas según sea necesario. Tarea terminada

It is very important that tasks are entered with unique names. If task names are repeated, the data will not carry over correctly. 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. If changes are made to the project plan, make these changes in Tab 2. Tarea completada después del horario
Planning, and copy and paste the changes into this sheet. Be aware that the actual start and end dates will not update when
changes are copy and pasted into this sheet, so make adjustments to these last two columns as necessary.
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
Issue Log Return to the Introduction

Date Issue Comments Resolution

3-Jan-09 Sample Issue


Customized Progress Report Return to the Introduction

To create a customized progress report, insert the desired timeframe for analysis in the start and end date boxes below. For a progress report of the entire project, insert the project's start and end dates. Consider
running reports based on tasks for today, this week, or next week.

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. If errors occur on this page, return to the project planning stage and ensure that
task owner names were selected from the menus, rather than typed in manually.

Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 7
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 8
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 9
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 10
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 11
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 12
Enter Date to Start Progress Report Thursday, June 04, 2009 Enter Date to End Progress Report Monday, July 20, 2009

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

Behind Schedule Tasks


Tasks - Started Completed Project
Days Left

Behind Schedule
Tasks In
Tasks - Not Yet 50% 50% Progress
Started
Project
Days
Tasks Not Yet Passed
Regularly
Scheduled Tasks Started

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 13