The easiest way I've found to create this type of list outside of Excel (so that you don't have to manually edit all the numbers) is to use Microsoft Word and create a list using the Multi-Level List option in the Home tab. Here are several sources for free Excel project budgeting templates to help. You’ll need to do this by tracking materials, labor, fixed costs, from budget to actual expenditures. The benefit of this approach is that no extra indenting is necessary. A simple yet powerful team-based collaboration tool. One essential part of managing a project effectively is making sure that it stays on budget. Instead of using a separate column for the WBS number, you could create a list in which the WBS numbering is part of the Task Description, like the example below. for Level 4 and use a formula for the rule such as =($B6=3) where $B6 is a reference to the Level column.

If you want to add automatic indenting, the trick is to define a series of custom number formats such as '.

Instead, you can manually adjust the indent using the Indent buttons in the Home tab. It's possible to use conditional formatting to automatically indent the task descriptions based on the Level, but this spreadsheet does not do that. The following sections provide more detail on the Template Builder features when working in disconnected mode: Section 6.3.2.1, Obtaining Sample Data. Keep track of all your plans with handy, customizable templates for all your businesss planning and tracking needs.

Excel project management template 2.1