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Microsoft Excel for Construction Scheduling & Estimating

May 8 @ 10:00 am - 12:00 pm EDT

Have you ever wanted to improve your estimating templates in Microsoft Excel? Would you like to be able to quickly create and view a simple Gannt schedule? Using Excel, you can do that and much more. Learning specific Excel formulas that assist the Estimating team can result in more accurate bids, less human error, and provide automation – all of which save time and money. Project Managers and Superintendents can create a schedule in just a few minutes and calculate working loads/durations in seconds.

ZenTek Consultants, a nationally recognized Construction Consulting expert and Microsoft Partner, will show you the most effective ways of using Excel in a construction environment. This eight (8) hour program is delivered in four (4), two-hour long sessions that students can attend online, right from their own desk. A live instructor will explain the detailed functions, and address questions as the class progresses.

Note: Instructor will be using the latest version of Microsoft Excel and students are encouraged to use same.

Recording: Registrants for this course will receive access to a recording of each session for 7 consecutive hours. Access will start the next business day after the session ends.

Must attend all four sessions.

Session 1: Excel Overview and Basics (May 8)

  • Review the functions & interface within Excel
  • Loading templates from Microsoft
  • Navigating Excel
  • Formulas, Number Types
  • Adding Notes & Comments to Cells
  • Freezing Cells, Printing, and Headers

Session 2: Fun with Functions and Formulas (May 15)

  • Using scheduling specific formulas
  • Conditional Formatting related to dates & scheduling
  • Using Data Validation within a schedule
  • Developing a Gantt Chart within Excel

Session 3: Delving into Data (May 22)

  • Creating & Using Tables
  • Using estimating specific formulas
  • Conditional Formatting related to estimating
  • Using Data Validation within an estimate
  • Protecting your workbook

Session 4: Summarizing Simplified (May 29)

  • Advanced formulas
  • Workflow Improvement & Efficiency
  • Best Practices for Presenting Data (Estimate, Schedule, Financial, etc.)