How to Create a Project Timeline in Excel (3 Simple Methods)

We will use the following dataset, which contains Milestones and metrics of the Effort of a project.

3 Simple Methods to Make a Project Management Timeline in Excel


Method 1 – Use the SmartArt Graphics Tool to Create a Project Timeline in Excel

Steps:

  • Go to the Insert tab.
  • Select the option SmartArt from the ribbon.

Use SmartArt Graphics Tool to Make a Project Management Timeline

  • This will open a new dialogue box.
  • Choose the Process tab.
  • Find the Basic Timeline chart and click on it.

Use SmartArt Graphics Tool to Make a Project Management Timeline

  • A new dialogue box will show up.
  • Click on the arrow icon from the timeline chart.

  • Insert Timeline data in the text box. We can also insert data into the timeline directly.
  • We get results similar to the following image.

Read More: How to Create a Timeline with Dates in Excel


Method 2 – Utilize a Scatter Plot Chart to Create a Project Timeline

Steps:

  • Go to the Insert tab.
  • Click on the Scatter chart.
  • Select the chart type that you want to input.

Make a Project Management Timeline Using Scatter Plot Chart

  • This will insert a blank scatter chart into the worksheet.
  • Right-click on the scatter chart and choose the option Select Data.

Make a Project Management Timeline Using Scatter Plot Chart

  • We get a new window named Select Data Source.
  • Click on the Add button from the Legend Entries (Series).

Make a Project Management Timeline Using Scatter Plot Chart

  • Put the Due Date and Effort ranges into Series X values and Series Y values, respectively.
  • Click on OK.

Make a Project Management Timeline Using Scatter Plot Chart

  • Excel goes back to the Select Data Source dialogue box.
  • Click OK.

Make a Project Management Timeline Using Scatter Plot Chart

  • You’ll get a scatter chart like the following image.

Make a Project Management Timeline Using Scatter Plot Chart

  • Check the option Error Bars in the Chart Elements to show the Timeline markers.

  • Click on Chart Elements, then select Error Bars and More Options.

  • Check the No Cap option from the End Style.
  • Adjust the Percentage to 0% from the Error Amount section.

Make a Project Management Timeline Using Scatter Plot Chart

  • For the Horizontal Error Bar, check the option Minus from the Direction.
  • Adjust the value of the Percentage to 100%.

  • Go to Chart Elements and Data Labels, then select More Options.

  • Uncheck the Y value from the Format Data Labels.
  • Check the option Value From Cells.
  • Click on the button Select Range.

  • Insert the following range value in the Select Data Label Range field:
='Scatter Chart'!$B$6:$B$10
  • Click on OK.

  • Here’s the result.

Read More: Create a Timeline in Excel with Milestones


Method 3 – Create a Project Timeline with Excel Timeline Templates

Steps:

  • Download the free Project timeline with milestones template from the Office template library.

Create a Project Management Timeline with Excel Timeline Templates

  • Open the downloaded template in Excel.
  • Update the Date and Milestone section as per the dataset.

Create a Project Management Timeline with Excel Timeline Templates

  • The timeline chart updates automatically with our project milestone data.

Read More: How to Create a Timeline Chart in Excel


Drawbacks of Creating a Project Timeline in Excel

  • No individual to-do list: Excel doesn’t provide us with the scope to create a to-do list. It will provide an overview of assigned work to individual members. However, you have to type every data in the sheet physically.
  • Manual follow-ups: The Excel project timeline largely depends on manual follow-ups.
  • Non-Cooperative: Microsoft Excel only allows a single person to own the file, with no real-time updates if multiple members access and edit the file on their respective devices.

Download the Practice Workbook


<< Go Back to Timeline in Excel | Learn Excel

Get FREE Advanced Excel Exercises with Solutions!
Mukesh Dipto
Mukesh Dipto

Mukesh Dipto is an excellent marine engineer who loves working with Excel and diving into VBA programming. For him, programming is like a superhero tool that saves time when dealing with data, files, and the internet. His skills go beyond the basics, including Rhino3D, Maxsurf C++, AutoCAD, HTML, CSS, JavaScript, and WordPress. He got his B.Sc in Naval Architecture & Marine Engineering from BUET, and now he's switched gears, working as a content developer. In this role, he... Read Full Bio

We will be happy to hear your thoughts

Leave a reply

Advanced Excel Exercises with Solutions PDF

 

 

ExcelDemy
Logo