Project Overview I’m seeking an experienced Excel expert to transform my existing template into a fully integrated project-management tool. The final deliverable should be a single Excel workbook that provides multiple synchronized views of my project: Dashboard Overview: High-level snapshot of project progress; filters by working group and by individual; key metrics (e.g. % complete, upcoming milestones) Gantt Chart: Auto-calculated task timelines; linked dependencies; custom sections for phases or workstreams; highlight “next up” tasks Kanban / Board View: Visual task cards (To Do, In Progress, Done, etc.); drag-and-drop functionality if possible in Excel Calendar View: Monthly/weekly calendar populated with task start/end dates; clickable events linking back to details Meeting Log: Structured sheet for recording meeting date, attendees, agenda, notes, action items; link action items back to tasks Key Requirements • Interactivity: Filters, slicers or form controls to toggle between workgroups/owners • Data Integration: Changes in one view (e.g. moving a task on the Kanban) should update the Gantt, calendar, and dashboard automatically • Usability: Clear, intuitive layout with instructions for non-technical users • Documentation: A “How to Use” tab explaining all features and maintenance steps • Compatibility: Excel 2016+ (Windows) or Office 365 Skills & Experience • Advanced Excel (formulas, dynamic ranges, conditional formatting) • PivotTables/PivotCharts, slicers, and data modeling • VBA or Power Query (if needed for drag-drop or automation) • Dashboard design best practices • Experience building multi-view project trackers is a plus Deliverables Final Excel Workbook with all five views and integrated filters Annotated example data demonstrating how to add new tasks, phases, or users User Guide (1–2 pages) outlining setup and daily use Timeline & Budget Ideal start date: Within one week of hire Completion target: 1–2 weeks from start Budget: Open—please propose your rate and estimated hours How to Apply Please submit: Brief cover note describing your approach Relevant portfolio samples (ideally dashboards, Gantt charts, or Kanban-style Excel tools) Estimated timeline and hourly or flat rate for the project I look forward to collaborating with someone who can make this template both powerful and easy for my team to use. Thanks!
Keyword: Event Planning
Project Plans Digital Project Management Gantt Chart Project Management Microsoft Excel Project Scheduling
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