Excel Automation? Excel Guru. Knowledge of Project Management would help

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Richard W.S S.Edwin W.Excel Gurus ..Bryan Andrew R. + 4 others have already sent a proposal.
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Description

Experience Level: Intermediate
Need to create an excel Workbook for Project Managers. This project has many phases.
Phase 1: Creation of a basic workbook (detailed below)
Phase 2: The ability to aggregate chosen information from a group of workbooks stored on LiveLink (web based document management with displayed URL, or workbooks can be downloaded to folder to run report if necessary)

Phase 3 onwards will include the development of new Workbook versions. These version changes need to be applied to existing workbooks by using a macro or similar that I can send out to existing Workbook users. Phase 3 onwards includes Benefits Realisation and Financial Modelling. Simple data entry for the workbook users, with a defined number of output reports.

PHASE 1:
Requirement 1: Tab 1: Basic Information to be completed, including selecting from a list of which TABS you want displayed. (e.g. If the user selects \'Display Finance Entry, then Tab assocaited to Fianance entry and reports will be displayed). Of course I am open to better ways of presenting this.

Requirement 2: Simple Charter with present information the user must complete. Ability to show fields that must be completed, and locking down other fields than must not be over written.

Requirement 3: A Project Status Report that shows all key Project Areas (example attached) Evey month the Project Manager will update the report and then be asked to Submit it. I would like a Submit button to then move a copy of the status report and create a hidden tab of the status report. The Tab should be uniquely named i.e. ProjID_Month_MSR. I wil be expected to extract data from this report
I would also like the status report (see attached single excel tab example) to display: Report for MONTH has been submitted. To overwrite please Submit again. To view or Print Report then click here (a macro then displays the hidden tab and it can be printed but not over written)

Requirement 4: During the Project Lifecyle the Project Manager will have to pass gates, I would like the Project Manager to select the gate at the top of A \'Gate\' tab, and depending on which gate the user selects in the worksheet, the form then displays the check list of things they must do. (It would also be good to be able to show or hide guidence notes against the form if possible)

Once we have this in beta you will be up to speed with the types of fields and the data I expect to extrcat to a group level. Therefore Phase 2 can be started in working out a separate summary workbook that 1) Extracts data from a group of workbooks, and 2) Displays the data in agreed report formats.
Timeline Gantt charts, Breakeven Financial Reports, Timeline by Gate Stage to name a few. There are lots more.

I expect minor tweaks to be required and would favour anyone that can impart some knowledge during the course of this project. Either by email, phone or online chat. I also have access to Webex. (For example I may need to add an additional item in the Gate Review Check list. I would not expect to have to instruct you for such a simple task.

I am keen to get started and can discuss stage payments / day rate / hour work or similar.

Finally I enclose an excel workbook which we can use for discussion. It had the right idea in some ways but really doesn\'t do what I needs it to do. Does not flow, too complex to understand and missing functionality.

I look forward to your response, and am ready to start in earnest immediately.

Kind regards
Andy Welch

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