Project Scope and Business Objective WorksheetA. General Informa.docx

Project Scope and Business Objective Worksheet
A. General Information
Provide basic information about the project including: Project
Title – The proper name used to identify this project; Project
Working Title - The working name or acronym that will be used
for the project; Project Manager- The Project Manager who is
responsible for the entire project; Other Agency – Other agency
that will be responsible for the management of the project;
Prepared by – The person(s) preparing this document;
Date/Control Number – The date the plan is finalized and the
change or configuration item control number assigned.
Project Title:
Project Working Title:
Proponent Secretary:
Proponent Agency:
Prepared by:
Date / Control Number:
B. Project Scope

1. Deliverables
Analyze the project scope and objectives outlined in the Project
Proposal and Charter to understand the Project Deliverables.
Answer these questions:
a) What are the Project Deliverables?
b) Where, when, and to whom are the Deliverables provided?
2.
Project Approach and
Solution
Analyze the project description and scope to understand the
solution and approach to the project. Answer the following
questions:
a) What is the process or technology solution proposed?
b) Who will perform the work?
c) When and where is the project executed?

C. Project Business Objectives
Using the objectives outlined in the Charter, list the objectives
and any additional detail as necessary to clarify what results the
project is intended to attain.

1
Sheet1Work Breakdown Structure TableProvide basic
information about the project including: Project Title – The
proper name used to identify this project; Project Working Title
- The working name or acronym that will be used for the
project; Proponent Secretary - The Project Manager who is
responsible for the entire project; Other Agency – Other agency
that will be responsible for the management of the project;
Prepared by – The person(s) preparing this document;
Date/Control Number – The date the plan is finalized and the
change or configuration item control number assigned.Project
Title:Project Working Title:Project Manager:Other
Agency:Prepared by:Date / Control Number:Element
NumberWBS Elements Activity, Task, or
Sub-Task NameDefinition of Activity or Task
(Description)Responsible Person or GroupEstimated (E) or
Actual (A) Cost (Cross reference to budget)Project Phase (Cross
reference to schedule)

GanttChartGantt ChartVersion 1.7.3© 2006-2014 Vertex42 LLC
Vertex42: Terms of Use and Copyright:
See the Terms Of Use worksheet and the license agreement on
Vertex42.com. Copyright notices may not be
removed.0HELP[Project Name][Company Name]Today's
Date:4/9/17Sunday(vertical red line)Project
Lead:[Name][42]Start Date:1/1/15Thursday[42]First Day of
Week
(Mon=2):212/29/1412/30/1412/31/141/1/151/2/151/3/151/4/151/
5/151/6/151/7/151/8/151/9/151/10/151/11/151/12/151/13/151/14
/151/15/151/16/151/17/151/18/151/19/151/20/151/21/151/22/15
1/23/151/24/151/25/151/26/151/27/151/28/151/29/151/30/151/3
1/152/1/152/2/152/3/152/4/152/5/152/6/152/7/152/8/152/9/152/
10/152/11/152/12/152/13/152/14/152/15/152/16/152/17/152/18/
152/19/152/20/152/21/152/22/152/23/152/24/152/25/152/26/152
/27/152/28/153/1/153/2/153/3/153/4/153/5/153/6/153/7/153/8/1
53/9/153/10/153/11/153/12/153/13/153/14/153/15/153/16/153/1
7/153/18/153/19/153/20/153/21/153/22/153/23/153/24/153/25/1
53/26/153/27/153/28/153/29/153/30/153/31/154/1/154/2/154/3/1
54/4/154/5/154/6/154/7/154/8/154/9/154/10/154/11/154/12/154/
13/154/14/154/15/154/16/154/17/154/18/154/19/154/20/154/21/
154/22/154/23/154/24/154/25/154/26/154/27/154/28/154/29/154
/30/155/1/155/2/155/3/155/4/155/5/155/6/155/7/155/8/155/9/15

5/10/155/11/155/12/155/13/155/14/155/15/155/16/155/17/155/1
8/155/19/155/20/155/21/155/22/155/23/155/24/155/25/155/26/1
55/27/155/28/155/29/155/30/155/31/156/1/156/2/156/3/156/4/15
6/5/156/6/156/7/156/8/156/9/156/10/156/11/156/12/156/13/156/
14/156/15/156/16/156/17/156/18/156/19/156/20/156/21/156/22/
156/23/156/24/156/25/156/26/156/27/156/28/156/29/156/30/157
/1/157/2/157/3/157/4/157/5/157/6/157/7/157/8/157/9/157/10/15
7/11/157/12/157/13/157/14/157/15/157/16/157/17/157/18/157/1
9/157/20/157/21/157/22/157/23/157/24/157/25/157/26/157/27/1
57/28/157/29/157/30/157/31/158/1/158/2/158/3/158/4/158/5/158
/6/158/7/158/8/158/9/158/10/158/11/158/12/158/13/158/14/158/
15/158/16/158/17/158/18/158/19/158/20/158/21/158/22/158/23/
15WBS
Jon: Work Breakdown Structure
Level 1: 1, 2, 3, ...
Level 2: 1.1, 1.2, 1.3, ...
Level 3: 1.1.1, 1.1.2, 1.1.3, …
The WBS is automatically entered, but the formulas are
different for different levels.TasksTask
LeadStart
Jon: Start Date

Enter the starting date for this task. To associate the start date
with the end of another task, enter a formula in the start date
that refers to the end date of that task.End
Jon: End Date
The ending date is calculated by adding the Duration (calendar
days) to the Start date minus 1 day, because the task duration is
from the beginning of the Start day to the end of the End day.
Duration (Days)
Jon: Duration (Calendar Days)
Enter the number of calendar days for the given task. Refer to
the Working Days column or use a calendar to determine the
corresponding working days. The duration is from the beginning
of the Start date to the ending of the End Date.
When the duration is calculated, it is calculated as End Date
minus the Start Date plus 1 day, so that a task starting and
ending on the same day has a duration of 1 day.% Complete
Jon: Percent Complete
Update the status of this task by entering the percent complete

(between 0% and 100%).Working Days
Jon: Working Days
Counts the number of working days using the
NETWORKDAYS() formula, which excludes weekends. When
planning work based upon the number of working days, adjust
the Duration until the desired # of working days is reached.Days
Complete
Jon: Calendar Days Complete
This column is calculated by multiplying the Duration by the
%Complete and rounding down to the nearest integer.Days
Remaining
Jon: Calendar Days Remaining
This column is calculated by subtracting the Days Complete
from the Duration.
Vertex42: Terms of Use and Copyright:
See the Terms Of Use worksheet and the license agreement on
Vertex42.com. Copyright notices may not be removed.

Jon: Work Breakdown Structure
Level 1: 1, 2, 3, ...
Level 2: 1.1, 1.2, 1.3, ...
Level 3: 1.1.1, 1.1.2, 1.1.3, …
The WBS is automatically entered, but the formulas are
different for different levels.
Jon: Start Date
Enter the starting date for this task. To associate the start date
with the end of another task, enter a formula in the start date
that refers to the end date of that task.
Jon: End Date
The ending date is calculated by adding the Duration (calendar
days) to the Start date minus 1 day, because the task duration is
from the beginning of the Start day to the end of the End day.
Jon: Duration (Calendar Days)
Enter the number of calendar days for the given task. Refer to

the Working Days column or use a calendar to determine the
corresponding working days. The duration is from the beginning
of the Start date to the ending of the End Date.
When the duration is calculated, it is calculated as End Date
minus the Start Date plus 1 day, so that a task starting and
ending on the same day has a duration of 1 day.
Jon: Percent Complete
Update the status of this task by entering the percent complete
(between 0% and 100%).
Jon: Working Days
Counts the number of working days using the
NETWORKDAYS() formula, which excludes weekends. When
planning work based upon the number of working days, adjust
the Duration until the desired # of working days is reached.29 -
Dec - 1405 - Jan - 1512 - Jan - 1519 - Jan - 1526 - Jan - 1502 -
Feb - 1509 - Feb - 1516 - Feb - 1523 - Feb - 1502 - Mar - 1509 -
Mar - 1516 - Mar - 1523 - Mar - 1530 - Mar - 1506 - Apr - 1513
- Apr - 1520 - Apr - 1527 - Apr - 1504 - May - 1511 - May -
1518 - May - 1525 - May - 1501 - Jun - 1508 - Jun - 1515 - Jun
- 1522 - Jun - 1529 - Jun - 1506 - Jul - 1513 - Jul - 1520 - Jul -

1527 - Jul - 1503 - Aug - 1510 - Aug - 1517 - Aug - 151Task
Category 1[Name]1/2/151/15/15140%100141.1Sub Task level
21/2/151/6/1550%3051.2Sub Task level
21/2/151/6/1550%3051.2.1Sub Task level
31/4/151/8/1550%4051.2.2Sub Task level
31/6/151/10/1550%4051.3Sub Task level
21/7/151/11/1550%3051.4Sub Task level
21/11/151/15/1550%4052Task Category
2[Name]1/1/151/18/151825%124142.1Sub Task level
21/1/151/5/15525%3142.2Sub Task level
21/4/151/8/15525%4142.3Sub Task level
21/9/151/13/15525%3142.4Sub Task level
21/14/151/18/15525%3143Task Category
21/1/151/6/15650%4333.2Sub Task level
21/4/151/9/15650%5333.3Sub Task level
21/9/151/14/15650%4333.4Sub Task level
21/14/151/19/15650%4334Task Category
21/1/151/5/1550%3054.2Sub Task level
21/4/151/8/1550%4054.3Sub Task level
21/9/151/13/1550%3054.4Sub Task level
21/14/151/18/1550%305TEMPLATE ROWS: Copy and insert
the entire section, or just the specific sub tasks, depending on
which level you want to use (formulas are different for different

WBS levels)1Task Category 11/1/151/7/1570%5071.1Sub Task
level 21/1/151/7/1570%5071.1.1Level 3
Task1/1/151/7/1570%5071.1.1.1Level 4
task1/1/151/7/1570%507
&8Gantt Chart Template by Vertex42.com&8© 2008 Vertex42
LLC
HELP
- Modify the GREEN cells and the Tasks, and Task Lead
columns. Some of the green cells contain formulas, but those
formulas are just examples of ways to add automation and task
dependency. You can enter values manually into the green cells,
or use formulas.
- The Start Date that you choose determines the first week in
the gantt chart.
- Change the first day of the week via cell K8
- Use the slider to adjust the range of dates shown in the gantt
chart.
- The number of weeks shown in the gantt chart is limited by
the maximum number of columns available in Excel.
- Only 34 weeks (7 1/2 months) can be shown/printed at one
time, because each week uses up 7 columns.
Q: The Working Days column shows "###". How do I fix that?

You need to install the Analysis ToolPak add-in that comes with
Excel. Go to Tools > Add-ins, and select Analysis ToolPak.
Q: How do I make Task 2 start the day after the end of Task 1?
Use the following formula for the start date of Task 2:
=EndDate+1
where EndDate is the reference to the cell containing the end
date of task 1.
You can also use =WORKDAY(EndDate,1) to exclude
weekends.
Q: How do I add/insert tasks and subtasks?
Copy the entire ROW (or a group of rows) for the type of
task(s) you want to add and then right-click on the row where
you want to insert the new tasks, then select Insert Copied
Cells. You can copy rows from within the gantt chart, or copy
rows from the Template Rows.
Important Note: When inserting a new subtask after the last
subtask or before the first subtask, you will need to update the
formulas for calculating the Level 1 Start Date, %Complete and
Duration, because the ranges won't automatically expand to
include the additional row.
Q: How to I calculate the Start Date for a Level 1 task based
upon its subtasks?

Example: If Task 1 is on row 10 and the subtasks are on rows
11-14, use the following formula:
=MIN(D11:D16)
Q: How do I calculate the %Complete for a Level 1 task based
upon the %Complete of all of the associated subtasks?
Example: If Task 1 is on row 10 and the subtasks are on rows
11-14, use the following formula:
=SUMPRODUCT(F11:F14,G11:G14)/SUM(F11:F14)
Q: How do I calculate the Duration for a Level 1 task based
upon the largest end date of a sub task?
Example: If the Level 1 task is on row 10 and the sub tasks are
on rows 11-14, use the following formula
=MAX(D11:D14)-C10+1
Q: How do I change the print settings?
Select the entire range of cells that you want to print and then
go to File > Print Area > Set Print Area. Then go to File > Page
Setup or File > Print Preview and adjust the Scaling and Page
Orientation as desired.
Q: How do I exclude holidays?
The functions WORKDAY() and NETWORKDAYS() allow you
to include a list of holidays. See the Excel help (F1) for

information about how to use these functions. Gantt Chart
Template Pro includes a worksheet for listing all the dates of
the holidays that you want to exclude.
Q: How do I change the background color of the bars in the
Gantt Chart?
The colors used for the bars in the Gantt Chart are set using
Conditional Formatting. The simplest approach for Excel
2002/2003 would be to change the colors via the color palette.
Go to Tools > Options > Color tab. Or, you can select all of the
cells in the Gantt Chart and go to Format > Conditional
Formatting to change the colors.
Q: How do I use grouping?
[Feature unavailable when the spreadsheet is locked] You can
expand or collapse a group of rows using Excel's "Group and
Outline" feature. To define a group of rows, select the rows and
go to Data > Group and Outline and select Group ...
To unlock this spreadsheet, purchase Gantt Chart Template Pro:
http://www.vertex42.com/ExcelTemplates/excel-gantt-
chart.htmlhttp://www.vertex42.com/ExcelTemplates/excel-
gantt-chart.html?xls
©Gantt Chart Template© 2008-2009 Vertex42
LLChttp://www.vertex42.com/ExcelTemplates/excel-gantt-
chart.htmlhttp://www.vertex42.com/ExcelTemplates/excel-

gantt-chart.html
GanttChartProGantt Chart Template ProGantt Chart Template
Pro is similar to this free version,but it is unlocked, more
feature-packed, and includes other bonus content such as sample
project schedules.Already spent a lot of time working with this
free version?That's okay. In addition to downloading the Gantt
Chart Template Profiles, you will be given the password for
unlocking this spreadsheet.Learn More About Gantt Chart
Template Prohttp://www.vertex42.com/ExcelTemplates/excel-
gantt-chart.html - View screenshots - Watch demo
videosBenefits and Features of Gantt Chart Template
ProUnlocked (worksheets are not password-protected)By
unlocking the free version or using Gantt Chart Template Pro,
you will be able to useall of the functions and features available
in Excel, such as formatting cells, insertingcolumns, and
grouping rows.More Ways to Define a TaskChoose from a
larger set of template rows that provide more options
fordefining the Start date, End date, duration, and dependency
of tasks.Define a task based on the … - Start date and End date
- Start date and Work days - Start date and Calendar days -
Predecessor and End date - Predecessor and Work days -
Predecessor and Calendar daysEasily Create Task
DependenciesThough you can still use your own formulas for
creating task dependencies,the new Predecessor options make it
very simple. One of the demo videosdiscusses this in

detail.Exclude Holidays from Work DaysList holidays in a
separate sheet that you want to exclude from work days.Sample
Project SchedulesTo get a head start on defining your project
schedule, you can useone of the 3 sample gantt charts: - Home
Construction Project Schedule - Custom Software Project
Schedule - Website Development Project ScheduleNew Excel
2007+ Version (XLSX)In addition to Gantt Chart Template Pro
for Excel 2003, you will be able to downloadan XLSX version,
for Excel 2007 or later, that allows you to easily color-code
thebars of the gantt chart.Learn More About Gantt Chart
Template
Prohttp://www.vertex42.com/Links/go.php?urlid=GanttChartPro
http://www.vertex42.com/Links/go.php?urlid=GanttChartPro
TermsOfUseTerms of Use© 2006 - 2014 Vertex42 LLC. All
rights reserved.
Jon: No Warranties
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