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Document Tracking & Management

3 replies [Last post]
Sun, 2009-10-18 10:11
Matt Gaunt
User offline. Last seen 14 years 26 weeks ago. Offline
Joined: 19 Oct 2007
Posts: 5
Groups: None
I am needing a solution to the problem below during a month when the planning software we use (MSP 2003) is phased out and Primavera P6 is introduced.

I am trying to create a spreadsheet using EXCEL that allows me to track a large number of design documents that my team are producing.
I have managed to work out some of the basics that:
- calculate review due dates by the client (21 days after the document has been issued to the client)
- calculate days over due for issue and review/approval by the client

I was rather hoping i could attach the example file on this post but i cant seem to find any options that allow this.
I would be grateful if anybody is a bit of a whizz with EXCEL and i could email the file.

Regards

MG
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Replies

Wed, 2010-02-17 13:18
#1
Samer Zawaydeh
User offline. Last seen 5 years 7 weeks ago. Offline
Joined: 3 Aug 2008
Posts: 1664
Groups: Civil Engineering, Regional Representatives
Dear Matt,

In addition to the good remarks, I would recommend that you search amazon.com and get a copy of the Excel teaching book. I saw it a few years ago and it was really excellent.
And I think it is below $30.

With kind regards,

Samer
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Wed, 2010-02-17 06:07
#2
Kumaraganesan K
User offline. Last seen 3 years 43 weeks ago. Offline
Joined: 18 Apr 2007
Posts: 8
Groups: Petro-Chem / Oil & Gas
Hai

I am using Excel for Engineering Document Tracking. Please use Conditional formatting on the cell where the plan date for each document is mentioned. When you update the cell for Status date, the plan date should appear as "RED" or preferable color. It is easy to track the overdue dates.
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Sun, 2009-10-18 16:34
#3
Mike Testro
User offline. Last seen 4 weeks 5 days ago. Offline
Joined: 14 Dec 2005
Posts: 4418
Groups: Building Information Modelling, Content Moderators, GPCCAR Editors
Hi Matt

I am not an excell user - I prefer Lotus 123 - but it seems that you have a relatively simple set of data that needs a "what if" formula to check if a particular date is later than one which is specified.

Even excell can do this.

Have a look at the =if(etc) probabilities.

Best regards

Mike Testro.
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