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How to Create a Project Timeline in Excel: 3 Different Ways & Alternative Approach

Guide on how to create a project timeline in Excel

Business success often depends on detailed planning, which can be visualized using a project timeline and trusted online tools like Microsoft Excel.

If you’re wondering how to create a project timeline in Excel, there are several ways to explore.

This article will guide you through these practical ways step by step. You’ll also discover a more efficient approach to building a stunning timeline with one of the best Gantt chart-based tools.

Contents:

How to create a project timeline in Excel

Managers often start using Excel for simple calculations and soon discover its capabilities for detailed planning. Such capabilities are beneficial because task planning is fundamental for teams in all industries, regardless of project size.

A survey confirms this, finding that planning is one of the most important skills for managing multiple projects.

Source: RGPM

Visual timelines for effective planning usually consist of essential components such as tasks, deadlines, dependencies, and other elements.

The Microsoft Office solution, along with many popular project timeline makers, provides basic features to help you generate such a timeline.

How to create a project timeline using this popular tool? 

There are 3 common ways, each differing in complexity.

Before diving into these options, ensure you’ve gathered all the information required for your timeline.

Now, let’s dive into the project timeline examples built in Excel with different approaches.

Option 1: how to create a project timeline in Excel using a stacked bar chart

A project timeline in Excel can be created using a Gantt chart. Although this method demands significant time and meticulous effort due to its manual nature, it offers the advantage of complete control over the design and structure of your timeline. 

Here is a detailed instruction to build a Gantt chart timeline in Excel using a stacked bar chart.

Incidentally, you may recognize these steps if you’ve ever explored how to create a Gantt chart in Excel.

1. Create a table with tasks and their duration

Start by creating a spreadsheet. It will serve as a basis for organizing all the essential information about your project.

List all required tasks, arranging them sequentially from start to finish, with each task occupying its own row.

Next, add columns to capture key details: one for a start day and another for an end day.

Also, add a column to calculate the duration of each task (the total time or number of days needed to complete it).

Go to the first row in the Duration column and input a formula to calculate the difference between the Start day and End day values.

To create the formula, type an equal sign (=). Next, click on the cell containing the End day, add a minus sign (-), and then click on the cell with the Start day

The difference between these values will reflect the duration of each task measured in days.

In our example, we value D because our Duration column is D. Accordingly, your column may be different. 2 in the formula means the number of a required line with a task. You may have a different value.

Apply the same formula to the remaining cells in the Duration column. 

After this step, you should get a table that indicates your tasks, their due dates, and duration.

Move on to create a Gantt chart to visualize your project timeline.

2. Add a Gantt chart with the help of a stacked bar

Now you can make your Excel Gantt chart.

Select all values in the Start day column and find the Insert tab at the top left corner of your screen.

Click the chart icon and then pick up the Stacked Bar chart in the drop-down menu.

After completing the last step, you should get a stacked bar chart the initial view of your timeline. 

However, it’s still distant from the intended result.

3. Select data for your timeline

It’s time to fill this chart with additional data to display your project timeline effectively.

Right-click on your stacked bar chart. Then choose Select Data from the dropdown menu. A new window will appear.

Choose the Data section to proceed.

Next, assign the header of the Duration column as the series name, and choose all numeric values in this column as the series values.

Click Submit to apply the changes.

In our example, the selected values ​​will be in the range D2:D7.

Now it only takes a few simple steps to achieve the look you want.

4. Format your stacked bar chart

Click twice on the chart image to open the Format pane. It will allow you to begin formatting your data. 

The pane will appear on the right side of your screen. Choose the Start day series section and click on it.

You’ll see a paint bucket icon among the available options. Click on it and select No Fill from the dropdown menu.

The blue bars will disappear.

Here is how it will look like.

5. Change the order of tasks

The image above reflects your tasks in the wrong order.  

To change this order and align the tasks, you need to go to the Format pane that is located on the right side of your screen and then find the vertical axis options. 

Scroll down to find Categories in reverse order checkbox. Mark it.

Now, your timeline looks better.

You have a choice to either keep the date line at the bottom or move it above the tasks by selecting the appropriate option in the same section of the pane.

You can also optimize a gap before the first task on the line and gaps between dates. 

Click twice on the line with dates. You’ll see the horizontal axis menu in the Format pane.

Choose the Bounds section and try different values to find an appropriate option.

If you don’t want the legend to be reflected under your timeline, you can easily remove it.

Find Legend in the Format pane and click to activate or deactivate this option.

Here you can also add or remove the name of your timeline by simply clicking Chart Title.

6. Use additional features to improve your project timeline

Feel free to customize the color of your timeline title and axes by adjusting the corresponding settings.

You may find them in the Format tab when you click on Chart Title.

Excel also offers additional customization options for your chart.

To apply them, select the Chart tab on the ribbon at the top of your screen. 

Click on it and you’ll see the options to modify axis titles, gridlines, date labels, and other chart elements to suit your preferences.

Finally, you can add your table right under the timeline. This option is also available in the Format pane.

Now it’s time to check what your efforts have led to.

Congratulations! You’ve created a project timeline that’ll adjust itself based on the data you add to your table.

You can continue working with it in the Microsoft tool or, if necessary, transfer it to a robust project management solution. For example, many managers convert Excel to a Gantt chart to get more powerful features without losing their data.

Now, you probably want to know how to create a project management timeline in Excel with less effort and faster.

Let’s move on to get more.

Option 2: how to create a project timeline in Excel using SmartArt

If you need a simple timeline, you can use the SmartArt feature in Excel to build one. This option is a quick yet effective way to visualize tasks and dates in a structured manner. 

SmartArt is a built-in feature in Excel. It allows users to create handy diagrams and visual data representations. It offers a variety of pre-designed layouts, such as organizational charts, flowcharts, and timelines. These layouts are fully customizable, so you can adapt them to your specific needs without advanced graphic design skills.

The process of creating a project timeline with SmartArt is quick and easy. However, remember that this kind of timeline will be relatively basic.

Here are the steps to make it.

1. Open Excel and select the SmartArt tool

First, open your Excel spreadsheet.

Then go to the Insert tab on the ribbon at the top of your screen. Find the illustrations group where you’ll see the SmartArt feature. Click on it. 

You’ll get the options where you can choose an appropriate SmartArt graphic.

2. Pick up a timeline layout

You’ll see a list of categories on the left-hand side of the appeared window.

Click on Process to get process-related layouts and timelines. Depending on your preferences, choose a timeline layout like Basic Timeline or Circle Accent Timeline.

Click OK to insert the choice into your Excel sheet.

In our example, we add a Basic Timeline.

3. Add your project timeline data

Once a timeline appears on your sheet, you’ll see a text pane on the left side of it. If it doesn’t appear automatically, click the small arrow on the left of the SmartArt graphic to expand it.

Add required information. For example, tasks, milestones, or dates. You can do it either in the provided text pane or directly on your timeline.

In our example, we enter task names.

4. Customize and adjust your timeline for better clarity

In Excel, you can also change the style of your timeline. 

To do so, go to the SmartArt Tools Design tab, which you’ll find on the top ribbon of the menu, and click on it to see more layouts and color options.

After changing the style and color, our timeline example has a new look.

5. Save and share it

Once your project timeline is complete, save the file to preserve your work.

If needed, you can copy your timeline to other Microsoft Office programs, such as Word or PowerPoint, for reports or presentations.

You’re all set. 

If you need something more detailed than SmartArt, but don’t want to build a timeline from scratch, use the third option.

Option 3: how to create a project timeline in Excel using templates

Excel timeline templates can be easily accessed through Microsoft Office’s template library.

While some templates require a Microsoft Office 365 subscription, most are available for free.

You can take advantage of this option to generate straightforward project timelines without the hassle of designing them from scratch.

Below are the quick steps to do it.

1. Open Excel templates

Before opening Excel, think about the tasks you will place on your timeline, as well as their start and end dates. 

Keeping this data in mind, open Excel and go to the File menu.

Then select New from the sidebar menu to access the template options.

In the search bar at the top, type “timeline” or “Gantt chart” and press Enter.

2. Choose an appropriate Excel template

Select any option you prefer and click on it. 

In our example, we select a Four-week project timeline template.

Download this template. Open it and review its structure to ensure it fits your needs.

Excel will let you customize a template, including its text, layout, colors, and more. However, if extensive edits are needed, it may be more practical to create a new timeline from scratch.

3. Customize the template for your project

Most Excel templates include data. Replace it with your project-specific information.

Finally, review and refine your timeline. Check for gaps or overlaps and verify accuracy.

After these steps, you can save your new project timeline and share it with anyone. 

Don’t forget to consider your Excel file as a live document, updating it as the project progresses.

This approach can save you valuable time. However, it requires adopting a project structure aligned with someone else’s workflow. 

Since your projects are unique, these templates might not be a good fit for your needs. 

Let’s note some essential challenges that you may face while creating timelines with the Microsoft solution.

Common limitations of creating a project timeline in Excel

All of the above methods for building a timeline in Excel look useful. However, despite its effectiveness, the popular Microsoft tool has some evident challenges and limitations.

Here they are.

  • Time-consuming setup. Creating a timeline in Excel is often tedious (especially the first option from our tutorial). Without built-in templates, users must start from scratch. This process can be inefficient and divert attention from actual project planning.
  • Difficulties in managing updates. Project timelines often require frequent updates. In Excel, making changes can be cumbersome, especially if you have dependencies between tasks. The tool doesn’t automatically update connected elements. It increases the risk of errors and inconsistencies.
  • Weak collaboration functionality. Excel is not designed for seamless real-time collaboration. When multiple team members make edits simultaneously, the changes may not sync. It may lead to inefficiencies in teamwork and even project delays.
  • Lack of automation. Excel timelines require manual input for everything, from calculating task durations to aligning dates with milestones. There’s no automation to handle task dependencies or highlight delays. Therefore, you’ll need extra time to ensure accuracy and consistency.
  • Poor visual appeal. While Excel perfectly supports charts and graphs, it isn’t inherently designed for visually compelling timelines. The lack of advanced customization options often results in plain or cluttered visuals.

Each of these limitations and shortcomings can lead to inefficiency and misunderstandings in a team. That’s why users often look for timelines created in available Excel alternatives.

Here’s what Kowsyap Pranay, a software engineer at MSRCosmos LLC, a global IT services company, thinks about it: