Migrating from Excel to Ganttic
Categories: Management TipsMigrating from Excel to Ganttic requires little effort. The best and only way to move your existing plans from Excel to Ganttic is to start from the top. This way, not only do you have complete control of how your planner will look and function, you also get the chance to master the ins and outs of Ganttic and join the rest of the industry leaders in using one of the most powerful resource planning tools available.
From creating to maintaining, the manual work that goes into a spreadsheet is endless. This is how a common basic resource planning worksheet looks in Excel:
This is how the same data looks like in Ganttic:
Take rescheduling a task as an example:
- In Excel, it’s not always that you can cut and paste merged cells, so you unmerge cells, change cells color, delete cell data, remove cells outline, select cells, merge cells, color cells, outline cells, enter cell data.
- In Ganttic, you simply drag-and-drop, then save.
Resource plans often have the resource list on the left side, the dates on the top and the schedules in the middle. In Ganttic, you have a lot more flexibility and interactivity in creating, arranging and customising your data.
Each task has a drop-down dialog that allows more in-depth customization. Zooming in and out of a date is easier in Ganttic as in Excel, you zooming in and out would change the font sizes, requiring you to squint or limiting your view.
Searching in Excel is easy. But Ganttic does more than searching, also using the searches for filtering and customizing your planner view. For example, you can filter out resources by their skills. Save this as a new view. You can have multiple tabs of different views open to navigate around easily.
To reschedule a task:
In Excel, you unmerge cells, change cells color, delete cell data, remove cells outline, select cells, merge cells, color cells, outline cells, enter cell data.
In Ganttic, you simply drag-and-drop, save.
It’s easy to start migrating from Excel to Ganttic.
1. Setup your resources
First things first. Ganttic is a resource planning tool, you’d want to set up the core resources first.
2. Create tasks
After the resources are listed out, simply click-drag-release according to the timeline to create tasks. A dialog will appear every time you create a task, use it to name your task, set start and end time, repeat task, set busy or used time and more. Once you’ve click on the ‘Save’ button, rinse lather repeat to fill up the Gantt chart area.
3. Add projects and work on them individually
You can add a project, then open it up in a new tab to work on. That way you get both views of viewing list of resources along with their tasks and by each project.
Finish off the basics by modifying these features for your tasks, resources and projects.
4. Set business days and hours
Hide non-working hours and grey out non-business days. This is useful for a smoother planning process without accidentally planning on a holiday or after-hours.
5. Assign a task to multiple resources
Multiple people, vehicles or equipment might have to do the same task. Use this feature to duplicate a task and its settings for additional resources.
6. Create custom data fields
An extremely useful feature for data customization. Many use this feature to specify a task or project's status, location, cost, skillset, mileage and more.
7. Add and invite users
Allow access to your team by inviting them to the planner. Set default view, user type (admin, user) and permissions. You have full control over who sees/does what.
8. Create reports
Last but not the least, create reports to export in .csv or .pdf. You will be able to include data labels as needed for your report. Ganttic also allows you to print your reports directly.
To try Ganttic free for 2 weeks, sign up here. For more information on Ganttic, check out our Tour page. Click here to read about our infographic on the difference between spreadsheets and a resource planning software.
Author: Patricia Goh