Hi,
I need help figuring out the best way to move forward.
I've just purchased the Portfolio and Project Management templates ($50 for both, good deal). The portfolio management looks to be the most useful since I manage quite a few projects simultaneously and don't need excruciating detail on each one. However I need additional/different info on a summary dashboard to be useful (company project ID, contact person, substance, study type, planned/actual budget, planned/actual start date, planned/actual completion date, and summary of all final project start/completion dates in one adjacent GANTT chart). It would be nice to toggle between actual and planned, as in the current portfolio template. I also need to be able to sort on all of the columns.
I'm familiar with Excel basics but have no VBA experience or Dashboard experience.
Should I try to learn this on my own from scratch and modify the existing templates? I'm already pretty confused, since I don't see where the data are linked from in the camera tool.
The Excel School through this site looks good, but I really want targeted info...and I can only get the dashboard info with the $247. This could work if I had a lesson map of what I should systematically learn before trying to tackle the dashboards.
Finally, how much would it cost to have somebody quickly set up a new template that has what I want in it?
Thanks!
A.
I need help figuring out the best way to move forward.
I've just purchased the Portfolio and Project Management templates ($50 for both, good deal). The portfolio management looks to be the most useful since I manage quite a few projects simultaneously and don't need excruciating detail on each one. However I need additional/different info on a summary dashboard to be useful (company project ID, contact person, substance, study type, planned/actual budget, planned/actual start date, planned/actual completion date, and summary of all final project start/completion dates in one adjacent GANTT chart). It would be nice to toggle between actual and planned, as in the current portfolio template. I also need to be able to sort on all of the columns.
I'm familiar with Excel basics but have no VBA experience or Dashboard experience.
Should I try to learn this on my own from scratch and modify the existing templates? I'm already pretty confused, since I don't see where the data are linked from in the camera tool.
The Excel School through this site looks good, but I really want targeted info...and I can only get the dashboard info with the $247. This could work if I had a lesson map of what I should systematically learn before trying to tackle the dashboards.
Finally, how much would it cost to have somebody quickly set up a new template that has what I want in it?
Thanks!
A.