Example Project Timeline/Schedule
Using Excel’s Drawing Tools
© 2004-2011 Vertex42 LLC
Timeline Template by Vertex42.com
Note: This timeline is an example of using the drawing tools and text boxes. It is not meant to be a automated template.
Company Name
Project Title
Project Schedule
Advisory Panel Meetings
Dec. 2-3, 2011
May
Jun
Jul
Aug
Sep
Oct
Nov
Draft Reports
Second Symposium
Feb. 15, 2012
March 2012
Dec
2011
Jan
Feb
Mar
Apr
May
2012
Project Start
First Symposium
Advisory Panel Meetings
Final Reports
June 1, 2011
Sept. 22, 2011
Feb. 3-5, 2012 (tentative)
Apr. 30, 2012
Perform Research
Input From Industry
To copy and paste into another program (like Word, PowerPoint, etc.)
1) Select the range of interest
2) Hold down shift AS you click on the edit menu
3) Select Copy Picture …
Example Project Timeline/Schedule
Using Drawing Tools and Formatting
© 2004-2011 Vertex42 LLC
Timeline Template by Vertex42.com
Tips: Extend the timeline by copying the last cell.
Set the print area to scale the timeline to fit a page.
Hold down Alt as you create, move, or stretch drawing objects to snap to the cell grid.
To include a carriage return, or newline, in textboxes, press Alt+Enter.
Note: This is intended only as a project timeline example, not as an automated template.
Project Title
Start Date
Project Schedule
4-Oct-11
Deliverable
Project Start
Oct
Nov
Dec
2011
Jan
Feb
Mar
Project Round 2
Apr
May
Jun
Final
Jul
Aug
Sep
Oct
Nov
Dec
2012
Event 1
Jan
2012
Event 2
Final Task
Task 2
Task 1
To copy and paste into another program (like Word, PowerPoint, etc.)
1) Select the range of interest
2) Hold down shift AS you click on the edit menu
3) Select Copy Picture …
Final Report(s)
Feb
[Project Name] Project Schedule
Gantt Chart Template © 2015 by Vertex42.com.
[Company Name]
Project Lead:
Project Start Date:
Display Week:
WBS
1
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2
2.1
2.2
2.3
2.4
2.5
3
3.1
3.2
3.3
3.4
3.5
4
4.1
4.2
4.3
4.4
4.5
Task
Prede
cessor
Lead
[Name]
Name
[ John Doe ]
3/23/2015 (Monday)
1
Start
End
[Task Category]
Task 1
Mon 3/23/15
Fri 3/27/15
[Task]
Sat 3/28/15 Wed 4/01/15
[Task]
Thu 4/02/15 Sun 4/05/15
[Task]
Wed 3/25/15
Sat 3/28/15
[Task]
Sun 3/29/15 Mon 3/30/15
[Task]
Tue 3/24/15 Thu 3/26/15
[Task]
Fri 3/27/15 Tue 3/31/15
[Task]
Wed 4/01/15 Tue 4/07/15
[Insert Rows above this one, then Hide or Delete this row]
[Task Category]
[Task]
Mon 3/23/15 Mon 3/23/15
[Task]
Tue 3/24/15 Tue 3/24/15
[Task]
Wed 3/25/15 Wed 3/25/15
[Task]
Thu 3/26/15 Thu 3/26/15
[Insert Rows above this one, then Hide or Delete this row]
[Task Category]
[Task]
Mon 3/23/15 Mon 3/23/15
[Task]
Tue 3/24/15 Tue 3/24/15
[Task]
Wed 3/25/15 Wed 3/25/15
[Task]
Thu 3/26/15 Thu 3/26/15
[Insert Rows above this one, then Hide or Delete this row]
[Task Category]
[Task]
Mon 3/23/15 Mon 3/23/15
[Task]
Tue 3/24/15 Tue 3/24/15
[Task]
Wed 3/25/15 Wed 3/25/15
[Task]
Thu 3/26/15 Thu 3/26/15
[Insert Rows above this one, then Hide or Delete this row]
## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## ## #####
Week 1
3 / 23 / 15
Week 2
3 / 30 / 15
Week 3
4 / 6 / 15
Week 4
4 / 13 / 15
Week 5
4 / 20 / 15
Week 6
4 / 27 / 15
Week 7
5 / 4 / 15
Week 8
5 / 11 / 15
%
Work
Cal.
Days Done Days M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S M T W T F S S
5
5
4
4
2
3
5
7
100%
50%
75%
50%
50%
50%
50%
50%
5
3
2
3
1
3
3
5
1
1
1
1
0%
0%
0%
0%
1
1
1
1
1
1
1
1
0%
0%
0%
0%
1
1
1
1
1
1
1
1
0%
0%
0%
0%
1
1
1
1
TEMPLATE ROWS
See the Help worksheet to learn how to use these rows. You can hide these rows before printing.
CATEGORY ROWS and WBS NUMBERING
1
[ Task Category (label only) ]
1.1
[ Level 2 Task ]
1.1.1
. [ Level 3 Task ]
1.1.1.1 . . [ Level 4 Task ]
Examples of ways to define the Start, End, and Duration of tasks
1
[ Task Category (summary) ]
Sun 3/01/15 Sun 3/01/15
1
0
2
Milestone
Sun 3/01/15 Sun 3/01/15
2.1
[ Start Date and Calendar Days ]
Sat 1/00/00
0
2.2
[ Start Date and End Date ]
0
0
Gantt Chart Template Pro
Gantt Chart Template Pro is similar to this free version, but
it is more feature-packed. It also comes with other bonus content.
Learn More About Gantt Chart Template Pro
http://www.vertex42.com/ExcelTemplates/excel-gantt-chart.html
The following link is a blog post that talks specifically about the
Pro version for Excel Online.
Gantt Chart Template Pro for Excel Online
Benefits and Features of Gantt Chart Template Pro
Daily, Weekly, or Monthly View
The Pro version includes a drop-down next to the Display Week that lets you choose to display
the columns in the chart area as days, weeks, or months.
Use Work Days as an Input
By default, the Pro version is set up to have you enter Work Days instead of Calendar Days.
The expanded set of template rows provides more options for defining the Start date, End date,
and Duration of tasks. Define a task based on …
– Start date and End date
– Start date and Work days
– Start date and Calendar days
Easily Create Task Dependencies
Though you can still use your own formulas for creating task dependencies,
the Pro version includes template rows that calculate the Start date based
on the WBS number that you enter in the Predecessor column.
Exclude Holidays from Work Days
List holidays and other specific non-working days that you want to exclude from work days.
Customize Your Work Week
The Pro version for Excel Online uses the WORKDAY.INTL() and NETWORKDAYS.INTL()
functions that allow you define the work week as something other than Monday-Friday.
Simple Color-Coding
The Pro version includes a column for specifying the color of bars in the chart. For example,
you could change the color based on urgency or task lead.
Learn More About Gantt Chart Template Pro
HELP
Version: Gantt Chart Template for Office 365 – FREE Version
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. Watching the video demos for Gantt Chart Template
Pro may also help you see how to use the spreadsheet.
Watch Demo Videos on Vertex42.com
Before sharing this spreadsheet, please read the license agreement in the TermsOfUse worksheet.
Getting Started Tips
– Input cells for defining the task dates and durations have a light green background.
– [ Bracketed Text ] is meant to be edited, like the project title and task descriptions.
– 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 adjust the range of dates shown in the gantt chart, change the Display Week.
– To insert a new task, insert a new row, then copy/paste a row from the selection of template
rows at the bottom of the worksheet, depending on how you want to define the task.
– If you see “#####” in a cell, widen the column to display the cell contents.
– Backup your file regularly to avoid losing data! Excel files get corrupted occasionally.
Using the Template Rows and Choosing a WBS Level
Inserting New Tasks.
1. Insert a new blank row where you want the new task to be.
2. Copy the entire row you want to use from the set of template rows.
3. Paste the row you copied on top of the new row you just inserted.
4. Copy and paste the WBS cell separately, based on the level (1, 1.2, 1.2.3, 1.2.3.4)
Important: When inserting new rows, you must copy and paste an entire row , because the cells of
the Gantt chart area are formulas.
Changing the WBS Level in the WBS Column
– The WBS numbering uses a different formula for each level, but the formula does not reference
any other cell in the row. So, you can copy and paste just the WBS cell that you want to use.
– If you leave a blank cell above a WBS number, the numbering will reset to 1.x.x. The formulas are
meant for convenience, but you can manually enter them if you need to.
– You can indent the task description for sub-tasks by entering leading spaces or using the Indent
feature in Excel.
Category Tasks
– You can use tasks that are just labels, but it may be useful for a category task to display the
minimum Start date and maximum End date of its sub tasks. This can be done using
=MIN(range_of_startdates) and =MAX(range_of_enddates).
Creating Task Dependencies
– You can enter the Start date manually, or define task dependecies using a formula. Below are the
most common options for defining the Start date:
A. Enter the date manually (e.g. 1/3/2015)
B. Reference the Project Start Date (e.g. =$E$4 )
C. Set the Start date to the next Work Day after another task’s End date.
– Use the formula =WORKDAY(enddate,1) where enddate is the reference to the End date of a
predecessor task.
– For multiple predecessors, the formula would be
=MAX(WORKDAY(enddate1,1),WORKDAY(enddate2,1))
D. 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
E. Set the Start date to a number of 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(enddate,5) or =WORKDAY(startdate,-5)
E. Use the Predecessor column to start the day after another task
[ Template rows that use this feature are only in the PRO version ]
Changing the End Date Font to Red when Behind Schedule
[ This feature is only in the PRO version, but if you are familiar with conditional formatting, you could
try doing this yourself. ]
Changing the Color of the Bars in the Gantt Chart
[ This feature is only in the PRO version. ]
FAQs
Q: How do I enter the Work Days instead of Calendar Days?
Entering work days instead of calendar days is one of the main features of the Pro version. If you
want to figure it out on your own, use the WORKDAY() function to define the End Date and
calculate the Calendar Days based on the Start and End dates.
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(H9:H15,J9:J15)/SUM(H9:H15)
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, Marings, and
Page Orientation as desired.
Q: The Start date, End date, or %Complete for a Level 1 task is wrong. How do I fix it?
When using =MIN(), =MAX(), and =SUMPRODUCT(), it is easy for the references to get messed
up if you move rows around or insert new rows. You should verify and fix these formulas if they are
not referencing the correct ranges.
Example: The image below shows that the MIN() function is not referencing all of the sub tasks.
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.
© 2015 Vertex42 LLC
Input Cell
Label
Gantt Chart Template
http://www.vertex42.com/ExcelTemplates/excel-gantt-chart.html
By Vertex42.com
© 2006-2015 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 rightclicking on the tab and selecting Hide.
1
Week 2 Assignment
Joshua Colaci
HIM 445
Professor S. Bufkin
4/17/2023
2
Project’s Title, Project Manager’s Name, and Date of Authorization
The project title is Primary Care Clinic located at Scripps Drive Medical Office Market.
Sacramento’s Scripps Drive Medical Office Market is a 1,800 square feet space and can be
rented for $2.6 per square foot per month. The location is strategic owing to its proximity to
support infrastructure such as a hospital, Sutter, and Mercy Hospitals. It is easily reachable by
car, bike, or foot, making it convenient for people from neighboring communities. Additionally,
the site is easily noticeable from Scripps Drive, University Avenue, and Howe Avenue and is in
a safe neighborhood with good security. This location is suitable due to its affordability,
convenience, and accessibility because of the large aging population in the area. The date of
authorization is April 17, 2023. The project manager’s name is Eddie Kings and the contact
information is (916) 555-7467.
Business Needs and Project Objectives
The nationwide median incidence rate for demand for primary care is estimated to rise at
a compound annual growth rate of 1.7% between 2023 and 2026 (Jain, 2022). This point out that
Americans are projected to need 1.2 primary care visits every year. That proportion has been
rising since 2011 after the first baby boomers reached 65, and this group has been the quickestgrowing age cohort since then. As a greater part of the populace turns to this age group,
healthcare needs rise. Moreover, demand for health services is projected to increase as baby
boomers become aged, medical treatment progresses, and the accessibility of healthcare enlarges.
Medical professionals are concentrated on renovating existing buildings instead of establishing
novel facilities and changing medical care from inpatient to outpatient to satisfy demand and
minimalize costs (Santana et al., 2021). Regardless of the expansion of outpatient services, the
3
need for inpatient treatment is expected to rise. As a result, there is a need to authorize
Sacramento’s Scripps Drive Medical Office Market’s Primary Care Clinic.
The primary objective of the Primary Care Clinic will be to guarantee that an efficient
health facility is accessible to the population of the community. This will guarantee the welfare
of the population. It will likewise aid in assessing the accessible services and healthcare needs of
the low-income affiliates of the adjacent communities. Moreover, the clinic will be used to create
awareness of certain diseases in the community. It will also help in the early prevention of
certain illnesses by spreading alertness amongst the community affiliates (Santana et al.,
2021). The Primary Care Clinic looks to maintain and manage a universal medical clinic to
sufficiently treat and manage universal medical conditions in an atmosphere wherein medical
facilities are insufficient. In the effort to address the obstacles to healthcare access, the objective
is to improve our patient’s well-being and health results by offering medical, psychological, and
preventive services for persons with a history of chronic illnesses. The holistic approach will
comprise a care team that will bring supplementary resources and will similarly focus on being
the connection to further comprehensive services whereas monitoring treatment and outcomes.
List of Project Deliverables
Primary care clinic is one of the most popular types of clinics focusing on primary care.
As a result, the list of deliverable services will include:
•
Primary care, comprising basic checkups, first aid, diagnostics, and pharmaceutical
intervention
•
Laboratory work and general medical tests services, such as urine tests and blood tests.
•
Annual physicals
4
•
Screening and management for conditions such as high blood pressure, high cholesterol,
or diabetes.
•
Treatment for common infections such as the flu, colds, or urinary tract infections (UTIs).
•
Care for minor symptoms like sore throat, nasal congestion, or cough.
•
Treatment of certain injuries like burns or minor cuts.
•
Support with the management of chronic disorders, such as asthma, diabetes, and obesity
•
Case management and referrals to other health amenities or specialists were as necessary.
The clinic will operate with a similar basic mission of ensuring that primary care and chronic
illness management are both available to community affiliates in need.
Project success criteria
The most important and demanding success criteria for the primary care clinic will be to
spend wherein the need is greatest. The management will actively seek out those in need of care
who do not tend to come forward during the early stages. This will enable patients and their
families to become active partners in the plan of the partnership’s approach. Continuous
improvement will be another success criterion for the project (Taylor, 2021). The best healthcare
management is open and responsible for their treatment and extensive health outcomes and
profoundly and consistently dedicated to tackling underperformance where it may be identified.
The clinic will focus on constant improvement based on the client or patient feedback to make
the delivery of services more effective. Empowering frontline personnel and colleagues to
reshape and reinvent care will help create clear and concrete improvements in patient experience
and service quality.
Approach to Managing the Project
5
The main stakeholders include Patients, Physicians, Pharmaceutical Firms, nurses, and
insurance firms. The need and expectations of the patients are proper healthcare services. The
need and expectation of nurses and Physicians is a proper working atmosphere. The expectation
and need of Pharmaceutical Firms and insurance firms is a good, supportive partner in their
service delivery (Maurer et al., 2022). A proactive approach is a strategy to apply in the
management of the clinic since it is a revenue-positive method for the management of medicinal
offices (Dineen-Griffin et al., 2019). When creating processes, management will always default
to the proactive when possible. For instance, management will ensure front office procedures for
patient check-in encompass reaching out via phone and email before an appointment time.
Another approach to management will involve getting staff Input. Asking personnel about their
views on various processes will be vital in the management of the project. No matter how
experienced the manager is as a clinician or healthcare bureaucrat, they need the input of the
personnel to manage it effectively. Talking to personnel who are experienced with managing
revenue and billing, caring for patients, or cleaning in a medical setting will help management
create procedures and management protocols that support staff morale. Communication will flow
from top to bottom and vice versa.
In summary, the project title is Primary Care Clinic located at Scripps Drive Medical
Office Market. The nationwide median incidence rate for demand for primary care is estimated
to rise at a compound annual growth rate of 1.7% between 2023 and 2026. The primary objective
of the Primary Care Clinic will be to guarantee that an efficient health facility is accessible to the
population of the community. Primary care clinic is one of the most popular types of clinics
focusing on primary care. The most important and demanding success criteria for the primary
care clinic will be to spend wherein the need is greatest. The management will actively seek out
6
those in need of care who do not tend to come forward during the early stages. The main
stakeholders include Patients, Physicians, Pharmaceutical Firms, nurses, and insurance firms. A
proactive approach is a strategy to apply in the management of the clinic since it is a revenuepositive method for the management of medicinal offices.
7
References
Jain, S. (2022). Projected Growth in Demand for Healthcare Services is Tepid. (n.d.).
Www.trillianthealth.com. Retrieved April 17, 2023, from
https://www.trillianthealth.com/insights/the-compass/projected-growth-in-demand-forhealthcare-services-is-tepid
Maurer, M., Mangrum, R., Hilliard-Boone, T., Amolegbe, A., Carman, K. L., Forsythe, L.,
Mosbacher, R., Lesch, J. K., & Woodward, K. (2022). Understanding the Influence and
Impact of Stakeholder Engagement in Patient-centered Outcomes Research: a Qualitative
Study. Journal of General Internal Medicine, 37(S1), 6–13.
https://doi.org/10.1007/s11606-021-07104-w
Santana, I. R., Mason, A., Gutacker, N., Kasteridis, P., Santos, R., & Rice, N. (2021). Need,
demand, supply in health care: working definitions, and their implications for defining
access. Health Economics, Policy and Law, 18(1), 1–13.
https://doi.org/10.1017/S1744133121000293
Taylor, M. (2021). Success criteria for a reformed health and care system | NHS Confederation.
(n.d.). Www.nhsconfed.org. Retrieved April 17, 2023, from
https://www.nhsconfed.org/articles/success-criteria-reformed-health-and-care-system
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