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OK in this session we're going to look at how to create a Gantt chart on Excel.

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So I'm going to create something like this and I'm going to show you that it's really easy to do every

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10 minutes is all it would take you.

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You only need basic excel knowledge you might pick up a few tips from me.

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But the main thing I want to just give you an impression of how easy it is to do.

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And we're going to start with a post-it note diagram like this.

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And then we're going to convert it into an Excel Gantt Chart.

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It's really important to start with the post-it note diagram.

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That's the heart of your planning the Gantt chart is just a better way to present it and see it.

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So we're going to use the example that I've taken from a training course based on setting up a European

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distribution center for something you don't need to worry too much about the details of that.

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I'm just going to use it as a way to demonstrate the process of setting up the Gantt Chart.

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OK so we start with a completely blank page.

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Ok so I'm going to show you how to create a Gantt chart based on a network diagram or network diagrams

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also known as Perche charts flow charts post-it note diagrams whatever you want to call them.

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I've got one that we've done earlier here just using Post-It Notes on a white board that's my preferred

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way of doing it it's really low tech really easy.

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A group of people can do it.

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It's verging on fun.

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So we've planned out a project this is actually opening up a distribution center for a product in Europe

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and we've planned it all out.

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And as you can see we've estimated the weeks we've got the Post-It notes in the right running order.

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And from that we can find the critical path which is the longest path through and you can see the longest

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path goes kind of through the middle identify country find a site biocide etc. and I've got those in

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red.

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So the final bit of creating the post-it note diagram is to show the critical path in red.

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And now we're going to make it into a gunshot.

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Now one of the problems with the post-it note diagrams it's not very portable if it's on a white board

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but that's OK because we're going to make it into a Gantt chart using Excel.

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And then you can email that print it out do whatever you want with it.

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Personally I like Excel because it's the easiest way to do it.

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It's everybody's got Excel everyone knows how to use it.

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If you start using things like Microsoft Project you're going to buy extra software.

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People have got to learn it.

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If you limit it to other people they might not be able to open it and all of that.

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So I'm thinking keep it simple.

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Use Excel.

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So the first thing we do is type in the tasks starting with the critical path.

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So I'm just going to do that.

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So you can see that the critical tasks go from identify country down through to opening business that

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they are.

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And then underneath those you put the floating tasks.

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So the floating tasks are all the ones that are non-critical and remember the definition of a critical

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task is just something that's on the critical path.

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That's all it is.

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It doesn't mean it's expensive or quality is critical or anything it just means it's time critical that's

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what a critical task is.

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So we've got a floating task on there as well now.

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I'm going to make this column a little bit wider so that all the tasks can fit in the first column and

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the next thing and then just put the numbers of the weeks across the top.

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So if we add up the length of the critical path you can see it's four and four is eight.

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Another 10 for buying a site 18 and another eight is getting difficult now 26.

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And two more weeks for installing the furniture's 28.

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It's a 28 week project.

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So I'm going to put the numbers across the top.

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If you select the first two and then drag this little dot you can go all the way out to where you want

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to go and you can see it's going off the end of my page but that's OK.

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So it's going up to 28 there.

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I'm going to make sure if it's on the page now so I'm going to select that column and then hold the

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shift key down.

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Go back and select column holding the shift key down just makes it select all of them and then when

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I pull in that first one they all come in by the same amount.

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So I can get it the right size.

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And while I'm there I'm going to send to them as well just because I'm quite attentive.

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So I've got everything visible on my page now which is good.

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I think I'll just say that was well because you can never quite trust your computer.

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So the next thing is I'm going to put in the Nickelodeon part of the Gantt chart and I've got a way

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of doing that.

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That saves quite a lot of time and effort which is to use conditional formatting.

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This is the only bit of this whole thing that's remotely clever.

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I'm hoping you'll get the idea from watching this that anyone can do a gunshot using Excel it's really

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easy and really quick.

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This whole DeMars only take five minutes.

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Probably if I wasn't explaining it as I went so I'm going to select the whole area of my Gantt chart

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and I'm going to go conditional formatting so you can see this is in the home menu.

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Just select conditional formatting highlighted cells rules and I'm going to go greater than.

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So I'm going to say if if the content of the cell is greater than zero.

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In other words if there's anything in there at all Cullerton so I formatted that and you can't tell

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it looks perfect in all that's now been formatted so you can see if I was to put ones in there it would

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color it in and if I delete them the color goes.

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So that's it's just quicker than having to color in all the ones that you want.

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Now the other thing is I want the floating task's the non-critical ones to be a different color.

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So I'm going to go back into this back into conditional formatting highlighted cells greater than and

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this time I'm going to go for a different color I think I'll go for green.

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OK so those floating tasks are going to come out green when I get to them.

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So everything's formatted and we're ready to put our tasks in now.

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So I'm going to do is I'm just going to put one in each box just to make it color it in.

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So I identified a suitable countries for weeks.

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So I'm just going to put a wall in the first four box it's like that.

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And then finding a site is also for weeks I'm just following along the critical path I'm ignoring all

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the other tasks for the moment.

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Buying a site is 10 weeks so that's.

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10 there to 18 which is right next is modify the buildings that's another 8.

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This does form an opportunity to double check your estimates as well.

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So when you're filling these in you sometimes think actually does that look right.

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And I'm assuming they're right for the sake of this.

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Then we install the furniture and fittings which is two more weeks and then we open our opening and

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it's an event has no generation so only a gunshot.

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You just put a vertical line and the best way to do that is to select the whole column and just put

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the board.

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Just do a left border like that.

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So that's the end there.

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So for business it's just that line.

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Any other events you want to have on your Gantt chart you can just have vertical lines.

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So that's the critical path.

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In hope you'll agree that was really easy.

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Don't worry about the fact we've got ones in there at the moment.

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They're just a way to make it color in but I am actually going to use those numbers for something else

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later.

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So now we can start putting the floating tusks in the first floating task.

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I'm going to put in is get the trade permit which as you can see comes after identifying a suitable

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country.

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So it must be after this block of four.

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So I got to put a vertical line down here using that border again for the constraint.

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So it must be after that point we can't do it until we've got a country that constrained at the other

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end is that it has to be done before we buy the site.

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You can see that by looking at the flow chart there.

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So this block here is buying this site so it must be done before we get to here.

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Otherwise it's going to hold up the critical path which is a big crime.

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So it's between those two vertical lines and it's two.

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So I'm just going to put a little block here.

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Let's go to the length of two save it as well.

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Now these these tasks float somewhere between these two lines and we'll decide later whether we want

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to do this earlier or later.

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I probably would apply for the permit straightaway actually in which case what I could probably do is

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just move those to that like that.

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But we all worry about the floaters later.

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So first of all we're just going to bring them all in in the middle if they're sort of floating range

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and I quite like to put in a little arrow just to show that they've got that flight now to show the

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arrows.

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I need to go to the drawing tab.

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Where where is it.

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And so if you just go in search shapes you can just select an area and I'm going to go for this.

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It's under the lines actually that just put one in like that.

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And similarly the other way as well is going to click on that when it can have it going that way.

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And that's just a way of showing that we've got we've got freedom about when we do those two that's

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they've got float actually to it because it's a task of length 2 and it's got a space of four.

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So that's the Permethrin the key thing to putting in the floating tasks is that you must have these

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vertical constraints one on each end.

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When do you have to wait until you start it.

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And why must it be finished by.

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So you'll see I'm going to do that again for find local suppliers and purchase furniture.

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So these ones come after buying the site.

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The end of that block.

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They're to go and they both have to be done before we install the furniture.

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She's here.

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So what we've got here is we've actually got two tasks sharing that float.

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We both got to fit into that space.

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So I'm going to put in one of them as a two there and then I'm going to have a space before we do the

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second one like that.

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Now in real life you might actually move those a little bit to the right because you don't want to buy

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the furniture a long time before you're going to install it.

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But you could look at them in the space and decide whereabouts you want to fit them into that space.

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And similarly as before it's going to get in shape if I double click on this then.

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That doesn't work right.

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And again this new version of Office is quite different to the old one.

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I think what you do actually is you go insert shapes and then you can right click and it gives the option

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of lock drawing mode.

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So then you don't have to pick up the arrow every time you can put one in there and you can put one

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in there.

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And I'm going to put just a line between the two just so that we can show that they are connected and

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you have to do one and then the other.

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So that's the concept of floaters sharing float.

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Now I'm actually going to just change the order of these task.

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I'm going to move advertized down and then I'm going to move all of these back up and you'll see why

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in a minute there's no rule about what Or do you have to have the tasks in on a gunshot so this vertical

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axis is just completely unstructured apart from the fact you must have the critical path at the top.

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But ideally you'd make it look neat.

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And so I think it will work out slightly neater if I put in the manager and staff next.

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So looking at my post-it notes I can see the manager and staff come after we find a site.

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So at the end to find a site I just have an arrow line coming down a border like that.

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So it has to be after this point and anywhere up to the end when we open for business.

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So I'm going to get the manager as soon as I can.

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Four weeks is a bit quick for recruiting but I'll go with the numbers provided and I'm going to get

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the stuff right at the end because I don't want them sitting around costing me money and I haven't even

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done my building it.

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And similarly they're going to be connected with a line.

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So I just go back to shape's pick up the line just to show that there's one and then the other.

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So that's my manager and my stuff floating tasks.

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You can see I've got the manager in parallel with buying the site and I might decide that I don't need

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the manager at that point.

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So what I could do later for example is I could move those and the great thing about Excel is you can

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just cut and paste so I might actually move the manager to their manager arrives when I'm ready to start

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modifying the buildings.

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Anyway those are decisions we can make later and the gunshot is great for thinking about that sort of

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thing.

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Now the final task I'm going to put in is advertising the product.

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Now if you look at advertising the product that comes after getting the trade permit and the trade permit

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is a floating task they're beauties.

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So it's actually off to here.

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So what I'm going to do just absolutely as normal is I'm going to have my time constraint after that

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and the trade permit can be the advertising can be anywhere between that line and opening for business

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which is at the end and advertising the product takes four weeks.

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So I think I'll just put that in the middle and as usual I put on my arrows.

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You can save time actually by cutting and pasting arrows and dragging them in.

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I sometimes do that gets a little bit quicker.

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Now there's one important thing to know about this advertising task which is that it doesn't hang off

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the critical path it's hanging off a floating touch.

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So what we've got here is a floater hanging off a floater and that is what project managers actually

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call it.

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They have no sense of humor.

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And so the point about it is that it doesn't matter the fact that that constraint there is movable means

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that the amount of float that we've got for this task is is variable.

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If we got the permit earlier then advertising would have a bit more float but it's exactly the same

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process.

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So once you understand the concept of sharing float and floaters that hang off of the floaters you can

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then create the biggest Gantt chart in the world.

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You just build it up step by step until it's done.

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So that's all the basics put in.

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But I now want to do some things to the gun shop to make it a bit nicer.

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The first thing I'm going to do is put proper dates on the top here rather than just weak numbers.

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So I've got to do is just select that row and just go in a row like that and then I can put in the dates.

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So let's suppose today is the 12th of February 2012.

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And ooh.

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What does it mean when you get those.

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And the answer is it means my column isn't wide enough.

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But don't worry about that.

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I'm going to sort them out in a minute.

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So that's sweet commencing the 12th.

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Now a week after that it will be the 19th of February 2012.

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And in order to make it as visible I'm going to select that row again I'm going to go right click and

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I'm going to go format cells and then I'm going to go alignment and I'm going to pull this up to being

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a diagonal like that and say OK.

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So there they are that's much nicer.

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And then similarly as I did with the numbers I can then select both of them and drag this little dot

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and it puts all the rest.

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When I'm doing a training course that's the bit that gets gasps of amazement from the audience if you

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like that bit so I can now see my whole project laid out.

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I can see the dates.

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I can see what's critical and what isn't.

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I can see which of the long tasks which are the short tasks I can see that I'm going to start modifying

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the buildings in June you know will people be on holiday in August.

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That could be tricky.

234
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I can see I'm going to be recruiting the manager in April etc. and you know and open at the end of August.

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So I've now got a real time scale on my Gantt chart and that's one of the main reasons Gantt chart so

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good people can actually see the whole project and that part within it and they can commit at the start

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to these dates in their diaries so that's one advantage of a gunshot.

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Another advantage of a gunshot is that you can add up vertically and see when your busy times are.

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So for example if I select this column here and click on auto's which is over there on the menu it automatically

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00:16:17,880 --> 00:16:22,620
adds up a column and then by pulling this little dot across again I can add them all up so I can now

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00:16:22,620 --> 00:16:27,820
immediately see that I've got you know two tasks here and two tasks here.

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00:16:27,840 --> 00:16:32,430
Now you may say well that doesn't tell me a lot because it's pretty obvious I've got to tell those points

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00:16:32,900 --> 00:16:39,010
but what I can then do is I can actually put in how much time I'm going to spend on these tasks.

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Now for the sake of time what do all of this but let's suppose that recruiting a manager is going to

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00:16:43,260 --> 00:16:49,950
take me 12 hours a week and let's suppose that buying the site I just have to have a meeting at the

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00:16:49,950 --> 00:16:54,240
beginning of six hours is one halfway through one at the end.

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00:16:54,660 --> 00:17:02,730
Let's say that modifying the buildings is going to take me 21 hours a week going up to 24 hours for

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00:17:02,730 --> 00:17:09,150
the last two weeks finding the furniture suppliers going to take me for maybe buying the furniture is

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going to take me let's say six.

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And then nothing because I wait for it to arrive.

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By the way if you put nothing in it doesn't color it.

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00:17:15,930 --> 00:17:17,530
But I've discovered that if you put in.

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00:17:17,560 --> 00:17:23,100
And then it does color 18 and it still ends up correctly.

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00:17:23,670 --> 00:17:28,650
So what I've got now if I filled in all of those with the hours is I got a profile now.

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00:17:28,750 --> 00:17:36,580
As a load profile or resource profile of the hours I need in any given week I can make sure that doesn't

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00:17:36,580 --> 00:17:37,650
go above 40.

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00:17:37,660 --> 00:17:42,070
In fact ideally it wouldn't go above 10 because if you've got a day job as well as doing the project

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00:17:42,070 --> 00:17:46,540
you won't be able to spend probably more than about 10 hours a week on your project and to make that

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a bit more visual.

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Quite a good thing to do is to insert a graph.

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00:17:50,770 --> 00:18:01,420
So to do that I go to my receipt insert insert column and I just I just pick the most basic one usually

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00:18:01,430 --> 00:18:06,480
which is one that the to the column and it looks really good.

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00:18:06,490 --> 00:18:11,310
If you pull it out to be the same length as your page like this.

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00:18:11,380 --> 00:18:16,270
So if you just it's a little bit fiddly but if you just lined up the left hand one and then pull that

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00:18:16,270 --> 00:18:18,140
one out that's the right hand one.

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You can see now that I can immediately look and see where I'm busy and where I'm not just getting that

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lined up.

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I just pull that one out slightly off the yeah.

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So I can now easily see there is this big peak of work around here in July which was exactly what I

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was going to go on holiday.

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That's really inconvenient.

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And you can see it live as well.

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So if I suddenly realized that that say getting the perm it's going to take me 10 hours and put 10 in

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there it is on my graph to save.

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Always keep saving.

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So the graph is a really good way to look at resources and resource planning is the second reason why

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gunshots are important.

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00:19:00,470 --> 00:19:03,060
OK the three reasons why we want to use a gun shot.

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First one is communication of the project.

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Second one is resource planning by looking vertically.

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The third one is monitoring progress as we go along.

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And that's where we color as we go.

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00:19:14,660 --> 00:19:18,080
So you have to now line you just color in the column as you go.

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00:19:18,080 --> 00:19:22,400
And then you color in the work as you've completed it which is easy to do.

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00:19:22,520 --> 00:19:26,390
Well that one little fact that's worth noting is that when you color it in.

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00:19:26,390 --> 00:19:32,740
Suppose I decided to color this in let's say yellow to say I've done it.

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00:19:32,840 --> 00:19:35,040
It doesn't show is yellow because it's formatted.

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00:19:35,240 --> 00:19:40,940
So the way to do that is to take a square somewhere down here and color it and then you can use the

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00:19:40,940 --> 00:19:45,200
format painter to show what you've done like that.

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00:19:45,590 --> 00:19:50,560
And that's the best way to do that.

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Now the next thing I want to show you on this is what if there's say a shut down or a holiday.

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What if the first week of August we don't do anything.

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00:19:59,840 --> 00:20:03,190
Well it's really easy to do that all you do is just insert a column.

294
00:20:03,350 --> 00:20:07,320
So the best way actually I find it can't find anything on these ribbon menus.

295
00:20:07,340 --> 00:20:09,770
It's just a right click and go insert.

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00:20:10,340 --> 00:20:15,910
And then maybe color that Kulemin to show that you've that you're not going to be working at that time

297
00:20:15,920 --> 00:20:19,160
so I go back to home and just select that.

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00:20:19,160 --> 00:20:24,020
So that's my week on the beach there summer holiday shutdown or whatever and similarly for Christmas

299
00:20:24,020 --> 00:20:28,600
or whatever you might well want to put a week or two of nothing happening on your project.

300
00:20:28,610 --> 00:20:32,300
Now the only other thing is I just need to repair the dates because you can see Ivan says to call them

301
00:20:32,300 --> 00:20:34,050
and I've got no we care.

302
00:20:34,070 --> 00:20:37,820
So what I do is I just select those two and pull that across and instead of finishing on the 19th of

303
00:20:37,820 --> 00:20:44,280
August it's now going to be the 26 of August and you can see instead of 28 weeks it's now 29.

304
00:20:44,600 --> 00:20:47,420
So that is that save it again.

305
00:20:47,780 --> 00:20:51,530
So now I can see all my hours and everything and that's great.

306
00:20:51,530 --> 00:20:55,100
By the way you might want to insert one more column in here.

307
00:20:55,370 --> 00:20:59,240
And then you can put the name of who's doing each task and the great thing about the gunshot because

308
00:20:59,240 --> 00:21:01,240
every task is on a different line.

309
00:21:01,340 --> 00:21:03,460
It means you can have as many columns as you'd like.

310
00:21:03,470 --> 00:21:05,960
So you might have the name of who's doing it.

311
00:21:05,960 --> 00:21:13,490
The department they in the cost of it whatever you like and you can also add up a cross here like this

312
00:21:13,670 --> 00:21:17,210
select auto sum because that works horizontally as well.

313
00:21:17,210 --> 00:21:23,150
And if you then pull that down you can see that I can also see how many hours I'm spending on each task

314
00:21:23,150 --> 00:21:29,570
so mollifying the building is going to take me 174 hours for example and I've got my total hours spent

315
00:21:29,570 --> 00:21:31,780
on the whole project there.

316
00:21:32,000 --> 00:21:37,790
Now I'm going to call this sheet hours I'm going to click right click and go rename and I'm going to

317
00:21:37,790 --> 00:21:39,750
call that hours.

318
00:21:40,970 --> 00:21:45,810
And then the next thing I'm going to do is I'm going to copy that.

319
00:21:45,890 --> 00:21:53,210
So I'm going to right click move or copy and then I select create a copy for sheet too.

320
00:21:53,510 --> 00:21:55,350
It's not a user friendly this.

321
00:21:55,550 --> 00:22:00,050
So what it's done is put another one so I've now got two identical sheets and I'm going to rename this

322
00:22:00,050 --> 00:22:04,020
one money.

323
00:22:05,270 --> 00:22:06,400
So what I could do.

324
00:22:06,440 --> 00:22:12,540
Now I've got all my hours spent here but I could go back through this one and put money as well.

325
00:22:12,620 --> 00:22:13,090
So.

326
00:22:13,160 --> 00:22:15,830
So what I've gone on here is how much I'm going to spend.

327
00:22:15,830 --> 00:22:23,240
So let's suppose for example buying the site I'm going to spend 90 pounds upfront and then pay half

328
00:22:23,240 --> 00:22:25,840
way stage payment and £120.

329
00:22:25,840 --> 00:22:27,490
It is a very cheap site.

330
00:22:28,220 --> 00:22:35,870
And then let's suppose that advertising is going to cost me 77 pounds a week et cetera.

331
00:22:35,870 --> 00:22:41,660
So the point is I can put my money in exactly the same way as I did the time just now.

332
00:22:41,750 --> 00:22:48,880
And here I've got the total I'm spending on each task like that but I've also got the total of I'm spending

333
00:22:48,890 --> 00:22:49,460
each week.

334
00:22:49,460 --> 00:22:55,130
So you can see where my spend profile is and spend for it as a really useful thing to have for your

335
00:22:55,130 --> 00:22:58,970
project because I want to know when am I going to spend my 876 pounds.

336
00:22:59,160 --> 00:23:01,950
And let's suppose I'm looking at financial years.

337
00:23:02,030 --> 00:23:05,180
So this is the end of my financial year there.

338
00:23:05,420 --> 00:23:11,000
So all I do is I can just mouseover that and it gives me a total down at the bottom you see where it

339
00:23:11,000 --> 00:23:16,700
says Some So I'm actually spending 18 pounds on this in this financial year and then the next financial

340
00:23:16,700 --> 00:23:20,230
year mousing over that it's now going up to 858.

341
00:23:20,240 --> 00:23:23,340
So that's how much I'm spending in the second half.

342
00:23:23,360 --> 00:23:28,520
So I've got to spend profile and I've got an hours profile.

343
00:23:29,120 --> 00:23:34,600
Now the final thought about all of this is what if you have more than one project.

344
00:23:34,600 --> 00:23:39,170
So what you can do is you can then add up these lines.

345
00:23:39,460 --> 00:23:43,270
And the easiest way is probably just to move them onto another sheet or down the bottom of this so you

346
00:23:43,270 --> 00:23:44,950
just do cut and paste.

347
00:23:44,950 --> 00:23:50,410
But when you get down to here you need to use special paste and in fact we've got paste options here

348
00:23:50,920 --> 00:23:56,010
so you can see I want to put in just the values I don't want the formulas I just want the values.

349
00:23:56,120 --> 00:24:01,630
So that's from that project if I just call that you know project or whatever.

350
00:24:02,260 --> 00:24:06,660
And then I can have Project B and C coming down here as well.

351
00:24:07,000 --> 00:24:12,190
And then whatever those values are coming from there different gunshots I can have all my various projects

352
00:24:12,190 --> 00:24:21,190
like that and then I can add up all of my projects using auto sum again and that will tell me then whether

353
00:24:21,190 --> 00:24:24,600
I've got enough money or enough time to do all those projects.

354
00:24:24,640 --> 00:24:28,960
And if I haven't then clearly I'll have to slide some of these out into the future.

355
00:24:29,050 --> 00:24:34,960
Cut and paste them into my totals that reasonable on the bottom and then we are that's a Gantt chart

356
00:24:35,050 --> 00:24:35,890
in Excel.

357
00:24:35,980 --> 00:24:40,360
I reckon it will probably take you 10 minutes to do has to be worth doing.

358
00:24:40,480 --> 00:24:46,300
But the key point I want to leave you with is always do the post-it note diagram first because you can't

359
00:24:46,300 --> 00:24:48,070
create a gunshot from nothing.

360
00:24:48,070 --> 00:24:53,260
My whole Gantt chart is based on the Post-It notes particularly based on the critical path and then

361
00:24:53,260 --> 00:24:55,820
everything else hangs off that.

362
00:24:56,100 --> 00:24:57,270
So that's it by find out.
