Integrating Microsoft Excel and MS Project for Project Delivery Training Course
1Summary
Most project managers end up running two separate systems that never quite talk to each other: a schedule in Microsoft Project and a set of spreadsheets in Excel that recreate half of it for reporting. This Excel and MS Project Integration training course, delivered by Arab British Fellowship Training Academy, closes that gap — teaching participants to build schedules, allocate resources, and track progress in Microsoft Project, then extend that data into Excel for analysis, dashboards, and management reporting.
Part of Project Management Training Courses under the Management category, the programme covers scheduling, resource planning, project tracking, and professional reporting, so participants can move project data between the two tools instead of maintaining duplicate, disconnected versions of the same plan.
2Objectives and target group
By the end of this training course, participants will be able to:
- Build and manage project schedules in Microsoft Project, including tasks, milestones, and dependencies.
- Apply critical path analysis and schedule optimisation techniques.
- Allocate resources, manage workloads, and resolve over-allocation.
- Track progress against baselines and identify variances and delays.
- Organise, calculate, and validate project data using core Microsoft Excel functions.
- Build Excel dashboards and KPI trackers for project reporting.
- Use PivotTables and analytical tools to interpret cost, resource, and schedule performance.
- Generate structured status, cost, and resource reports for stakeholders.
- Move project data between Excel and Microsoft Project without losing consistency.
- Compare planned versus actual performance to support better project decisions.
Target Audience
- Project Managers and Coordinators
- Project Planners and PMO Professionals
- Project Controls Professionals
- Programme Managers
- Team Leaders and Project Administrators
- Business Analysts
- Resource Managers
- Professionals responsible for project reporting
- Professionals who use Excel and project management software in their daily work
3Course Content
Module 1: One Toolkit, Two Systems — Why Excel and MS Project Work Together
- Project management applications of Excel and Microsoft Project
- Where each tool adds the most value
- Project data structures and file setup
- Integrating project information with management processes
Module 2: Excel Foundations for Project Data
- Worksheets, workbooks, and project data organisation
- Formulas, functions, and tables
- Sorting, filtering, and data validation
- Conditional formatting and project cost/performance calculations
Module 3: Turning Data into Dashboards
- Excel dashboards for project management
- KPI development and visual reporting with charts
- Budget, cost, and resource utilisation dashboards
- Building management-ready reporting templates
Module 4: Setting Up and Scheduling in MS Project
- Microsoft Project interface, calendars, and working time
- Entering tasks, milestones, and durations
- Task relationships, dependency types, and critical path analysis
- Schedule optimisation and identifying constraints
- Creating project baselines
Module 5: Resourcing and Tracking Progress
- Creating resource lists and assigning resources to activities
- Resource availability, workloads, and levelling
- Updating task progress against baselines
- Tracking dates, durations, and milestones
- Identifying delays and variances
Module 6: Analysing Performance in Excel
- Project data analysis using PivotTables and analytical summaries
- Project cost calculations and resource utilisation analysis
- Schedule performance and variance analysis
- Connecting data analysis with project decisions
Module 7: Bringing It Together — Integrated Reporting and Control
- Professional reporting structures: status, schedule, resource, and cost reports
- Performance indicators and management dashboards
- Linking Excel analysis with Microsoft Project data
- Importing, exporting, and reconciling project information
- Applying integrated tracking to practical project scenarios