How to Enter Data?

Enter Data in Data Sheets:

Data sheets helps you to enter the details of projects, resource, Clients, milestones, tasks, Risks & Issues, Budget and Invoice in provided worksheets.

Once you done with customization of template, you can update data entry Tables which are created as separate worksheets. You can add new items and update in the respective sheet. All the dashboards and Gantt chart will update automatically based on changes made in the data sheet. There are 9 professional data sheets included in this template for entering and managing your data. Here are the step by step instructions to use template.

Table of Contents:

• Data Entry in Tables
• Project Management
• Resource Management
• Client Management
• Task Management
• Risk & Issue Management (LOG)
• Invoice Management
• Expenses(Billable)
• File Manager DB
• Lists

Project Management:

Here you can add and manage all your project level information like Project Name, Responsible, Client, Budget, Start Date, Total no of days, Complexity, Priority and Status in this worksheet. And there are few calculated fields, which are updated automatically.

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Project Management from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Resource Management:

Here you can add and manage all your Employee details information like Employee Name, Employee Type, Department, Rate per hour and Maximum hours per day in this worksheet. And there are few calculated fields, which are updated automatically when you enter above specified columns.

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Resource Management from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Client Management:

Here you can add and all your Client information details like Client Name, Company Name, Country, Address, Email and Phone in this worksheet. And there is Serial Number calculated field, which is updated automatically when you add new record. The calculated field is highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Client Management from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Task Management:

Here you can add and manage all your Task details like WBS(Work breakdown structure), Project Title, Milestone Task Name, Responsible Person Name, Plan Start day, Plan Duration, Actual Start, Actual Duration, Actual Progress, Status, Complexity, Priority, Flag, Plan Hours, Actual Hours, Plan Budget, Actual Budget, Baseline Start, Baseline End, Baseline Duration, Baseline Hours, Baseline Budget and Remarks in this worksheet. And there are few calculated fields, which are updated automatically when you enter above specified columns. You can add new columns after the last column in the table. You can also specify validation messages within the specified area.

Note: Follow the sequence to add your Project Milestones and Tasks details.
Select a Project – Add a Milestone – > Add Tasks

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Task Management from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Insert Records manually:
Here are the following steps to enter data manually.
1. Insert new row(s) by right click on the cell.
2. Click Insert and then click on Table Rows Above.
3. You can see new row to enter data.

Insert Record using popup control:
Here are the following steps to enter using Popup control.
1. Default popup control is disabled.
2. Enable popup control:

• Go to Template settings
• Click on Template Options
• Click on Advanced Options
• Enable Popup Controls in Data Sheets (Please refer below screen shot)



• Now you can see popup control in Task Management

3. Once you enable you can add Project, Milestone Tasks and Records.
4. Click on the Project column and select cell to add project details, Baseline details, remove projects using popup control.
Here is the screen shot for your reference.

5. Click on the any Milestone (cell) to add or remove milestone details using popup control.
Here is the screen shot for your reference.

6. Click on the any Task (cell) to add or remove Task details using popup control.
Here is the screen shot for your reference.

Risk & Issue Management(LOG):

Here you can add and manage all your Risk & Issue details like Description, Project Name, Owner, Likelihood, Impact, Identified On, Last Updated, Category, Status, Reason, Effect, Strategy and Remarks in this worksheet. And there are few calculated fields, which are updated automatically when you enter above specified columns.

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Risk and Issue Management from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Invoice Management:

Here you can add and manage all your Invoice details like Invoice Number, Client, Project, Date Created, Amount, Paid and Remarks in this worksheet. And there are few calculated fields, which are updated automatically when you enter above specified columns.

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Invoice Manager from left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Expenses(Billable):

Here you can add and manage all your Expenses(Billable) details like Project Name, Date, Merchant, Purchase Order Number, Ticket Number, Amount and Remarks in this worksheet. And there are few calculated fields, which are updated automatically when you enter above specified columns.

The calculated fields are highlighted in grey color. You can clear all records by clicking on ‘Clear All Records’ button. Click on the Expenses(Billable) from the left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

File Manager DB:

Here you can add and manage all your File details like Project Name, File Name, File Type, Options to Open & Remove file and File Path in this worksheet.

Here you can view summary of all files. You can select project from the specified drop down list and then add file details by clicking on the Add file or Add Link. Click on the File Manager from the left side menu. On the right hand side you can enter data. Here is screen shot for your reference.

Lists:

Here you can add all template list details like Status, Complexity, Priority, Employee Type, Employee Department, Progress, Risk Category, Risk Status and File Category in this worksheet. Click on the Lists from the left side menu. On the right hand side you can enter data. Here is screen shot for your reference.