Objective/Goal Tracing
 

I am looking into various ways I can use Excel 2003 to track
objectives/goals.

Plan:
One worksheet/workbook to display the Master Plan. Master Plan
includes all strategies for company (broad statements). Each strategy
needs to be assigned to a department (or multiple departments). From
there, the department(s) will come up with their own goals that help
work towards completing the Master Plan Strategies.

Problem:
Each department needs their own separate worksheets they can edit. The
worksheets need to show the Strategy and subsequent objectives/goals
for that strategy. A time line is needed (by month) that will display
in color the progress for this objective/goal) - Blue - no progress,
Green - on time, Yellow - behind schedule, Red - late, Gray - to show
time not working on item (future time through the due date).

All these items need to link to the MASTER PLAN so the General Manager
can have a snapshot view of all strategies / department progress
towards the strategies...

Any suggestions???

Tammy

Objective/Goal Tracing
 

Create one form sheet that everyone goes to first. The form has two sets of
buttons. One to get a report view of a department, the other for entry onto
a department sheet. We have something similar to what you are asking where I
work and this is the way it is done although I probably cannot supply you
with a direct example to work from.

"FireGeek822" wrote:

I am looking into various ways I can use Excel 2003 to track
objectives/goals.

Plan:
One worksheet/workbook to display the Master Plan. Master Plan
includes all strategies for company (broad statements). Each strategy
needs to be assigned to a department (or multiple departments). From
there, the department(s) will come up with their own goals that help
work towards completing the Master Plan Strategies.

Problem:
Each department needs their own separate worksheets they can edit. The
worksheets need to show the Strategy and subsequent objectives/goals
for that strategy. A time line is needed (by month) that will display
in color the progress for this objective/goal) - Blue - no progress,
Green - on time, Yellow - behind schedule, Red - late, Gray - to show
time not working on item (future time through the due date).

All these items need to link to the MASTER PLAN so the General Manager
can have a snapshot view of all strategies / department progress
towards the strategies...

Any suggestions???

Tammy

Objective/Goal Tracing
 

I think the problem I am running into is the coding around looking at a
particular cell and determining the color of that cell and then
applying that color to a specific location in the Master workbook.
That is where I need to start. These people want everything based on a
color coded scheme. Also, I need to figure out how to allow only 6
colors for a cell. Gray, Red, Blue, Green and Yellow (and the
defaulted White).

If anyone has thoughts / sample code it would be GREATLY APPRECIATED!!!

Thanks!