Excellling
Board Regular
- Joined
- Sep 4, 2013
- Messages
- 92
Hi all,
I am hoping for some general assistance in how I might use excel to capture ongoing movements in projects.
At the moment I have several projects all with the same fields. The projects costs are all driven by resources (days worked).
These fields include:
Name
Start date of the resource
End date of the resource
Location of resource
Part time/Full time status of the resource
Daily rate of the resource
This information is then used to derive a cost estimate and produce forecasts etc.
Project managers submit regular changes to their resources which are updated and a new cost is determined.
What I wish to do is be able to track these changes when they occur and automate the spreadsheet so that it keeps a running record of each version of updates.
So my cost may start at say $100. Updates come in and now the forecast for the year is $105. Then more updates and now $115. Then down to $110 etc.
It would even be handy to be able to categorise these cost drivers.
For example: started at $100, now $115. Driven by $5 of new resources, $5 resources starting earlier, $5 resources ending later or whatever.
I know this is a very generic question, but just trying to get an idea of how (knowing that each updated version of my resources will have the exact same fields) I might be able to automate and track the movements with the least amount of manual work being required. Tracking just the change in 2 versions is not too bad, but wanting to have the perpetual records showing the movements over time.
Any general help is appreciated.
Regards
I am hoping for some general assistance in how I might use excel to capture ongoing movements in projects.
At the moment I have several projects all with the same fields. The projects costs are all driven by resources (days worked).
These fields include:
Name
Start date of the resource
End date of the resource
Location of resource
Part time/Full time status of the resource
Daily rate of the resource
This information is then used to derive a cost estimate and produce forecasts etc.
Project managers submit regular changes to their resources which are updated and a new cost is determined.
What I wish to do is be able to track these changes when they occur and automate the spreadsheet so that it keeps a running record of each version of updates.
So my cost may start at say $100. Updates come in and now the forecast for the year is $105. Then more updates and now $115. Then down to $110 etc.
It would even be handy to be able to categorise these cost drivers.
For example: started at $100, now $115. Driven by $5 of new resources, $5 resources starting earlier, $5 resources ending later or whatever.
I know this is a very generic question, but just trying to get an idea of how (knowing that each updated version of my resources will have the exact same fields) I might be able to automate and track the movements with the least amount of manual work being required. Tracking just the change in 2 versions is not too bad, but wanting to have the perpetual records showing the movements over time.
Any general help is appreciated.
Regards