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An Integration of Spreadsheet and Project Manageme
An Integration of Spreadsheet and Project Manageme
An Integration of Spreadsheet and Project Manageme
differential evolution (Nearchou 2010), harmony search of articles (Kažović and Valenčić 2013; Von Laszewski and
(Geem 2010) and hybrid methods, such as genetic algo- Dilmanian 2008).
rithm and dynamic programming (Ezeldin and Soliman This paper presents an approach to cost optimal time
2009), cutting plane method and Monte Carlo simulation scheduling, which integrates a spreadsheet application
(Mokhtari et al. 2010), genetic algorithm and simulated and data transfer to PMS. At this point, the optimization
annealing (Sonmez and Bettemir 2012) among others. problem of project time scheduling is modelled employ-
Certainly, there are also various extensions of aforesaid ing Microsoft Excel and solved to optimality using Solver,
techniques that can be found in the literature. while organization of data is dealt by macros. Thereupon,
In search of high-quality solutions, different exact Microsoft Project software is utilized for further managing
techniques have also been proposed to be used for and presentation of optimized time scheduling solution.
reaching cost-optimized project schedules alongside the An application example is shown in this paper to demon-
mentioned heuristic approaches. Linear and nonlinear strate the advantages of proposed approach.
programming models have been handled by continuous The rest of this article is organized as follows. Section 2
optimization algorithms. In regard to discrete schedul- introduces optimization problem formulation. Modelling
ing, there exist two branches of optimization models that and solving optimization problems with spreadsheets are
have been mostly suggested to be dealt by exact methods: presented in Section 3, which is followed by Section 4 that
(1) mixed-integer linear programming (LP) models such deals with PMS. Section 5 demonstrates integration of
as those proposed by Sakellaropoulos and Chassiakos spreadsheet and PMS on an application example related to
(2004), Vanhoucke (2005), Hazir et al. (2010) and others cost optimal time scheduling in construction, and Section
and (2) mixed-integer nonlinear programming models 6 provides some conclusions at the end of the paper.
such as those recently introduced by Al Haj and El-Sayegh
(2015) and Klanšek (2016).
Projects often consist of a complex system of activities
that should be coordinated and managed to achieve their
2 Optimization problem
goals (Crnković and Vukomanović 2016). The dynamic formulation
and stochastic environment of construction projects
further aggravates the decision-making processes and Optimization methods are capable of solving various
renders them more complex (Galić et al. 2016a, 2016b). engineering problems. Although optimization problems
Hence, usage of commercial software packages can sig- can come from different areas and may deal with totally
nificantly contribute to optimally solve project schedul- incomparable systems, they could be formulated in a
ing problems in practice. Core of the software packages similar manner. Generally, the problem of optimization
is solver engines with different search algorithms that are may be determined as minimize f(x), subject to h(x) = 0
capable of solving only a certain class or a number of dif- and g(x) ≤ 0, where f(x) denotes the objective function,
ferent classes of optimization models. which is required to be minimized over the vector of deci-
For instance, spreadsheets are a popular tool for sion variables x, h(x) = 0 covers equality constraints while
dealing with optimization problems among users. Also, g(x) ≤ 0 indicates inequality conditions.
WinQSB and Excel (Microsoft computer package), with Here, the objective function formulates the crite-
add-ins like What’sBest, Evolver or Solver can be exposed rion for identification of the optimum solution while
as those spreadsheet software that are often employed for constraints set up boundaries for the feasible space. It
optimization. The latter one has proved to be a powerful needs to be exposed here that the objective function can
spreadsheet tool with robust programming capabilities also be maximized within the space of feasible solutions
known as Visual Basic for Applications (VBA). Application if required. As far as decision variables are concerned,
of Solver in the field of project scheduling was suggested they are commonly calculated among their lower and
by researchers like Silva Filho et al. (2010), Trautmann upper boundaries, xLO ≤ x ≤ xUP. Note that the varia-
and Gnägi (2015), and others. bles can be continuous, x∈R, where R is the set of real
Project management software (PMS) has been fre- numbers, or integer, x∈Z, where Z is the set of integers.
quently considered for graphical representation and Integer variables may also act as binary 0-1 decisions,
control of time schedules. In this context, Microsoft i.e. x∈{0,1}m.
Project has been widely recognized as a useful tool for Certainly, it is necessary to consider that the selection
project management (Kostalova and Tetrevova 2014), and of an adequate search algorithm for solving a particular
its successful applications were documented in a number optimization problem should be implemented attentively
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Valenko and Klanšek, An integration of spreadsheet and project management software 1629
in order to acquire valuable output results. Therefore, suggested to be used as a very powerful additional feature
prior to choosing the solution technique, the optimization at that phase.
problem needs to be analyzed in terms of its functions, VBA represents an implementation of Microsoft’s
conditions and decision variables. event-driven programming language Visual Basic which
allows building of automated processes. At this point, it is
applied to automate the process of designing spreadsheet
form, recognizable to selected PMS, from optimized time
3 M
odelling and solving scheduling data reported in Microsoft Excel file.
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1630 Valenko and Klanšek, An integration of spreadsheet and project management software
generated into PMS (Valenko and Klanšek 2017). Since data transfer as soon as all the data are nested within a
all required information are gathered in Microsoft Excel, new spreadsheet (Figure 2).
macro written in VBA programming language is imple- Visualization of optimization results is attained by
mented to create a new spreadsheet that can be recognized Microsoft Project where Gantt chart tool is used for graph-
by Microsoft Project. New spreadsheet should contain ical illustration of optimal time schedule for the project.
columns with the following information about project As is known, Gantt chart enables user-friendly identifi-
activities for input recognition: ID, name, duration, prede- cation of starting and finishing times for activities on a
cessors and costs. Import wizard should be executed for time line.
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Valenko and Klanšek, An integration of spreadsheet and project management software 1631
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1632 Valenko and Klanšek, An integration of spreadsheet and project management software
of activities and indirect project cost, which was sub- succeeding activities were set as rows of the array. As soon
jected to precedence relationship constraints and project as precedence relation between connected activities was
duration restraints, including bounds on durations and established, the intersecting cell included the value of 1.
start times of activities as well as limitations on project Array was defined by second spreadsheet as shown in
as a whole. Project activities were generated follow- Figure 5.
ing the principle of activity-on-node approach. Note Durations and start times of project activities were
here that the optimization problem formulation for the determined as changing cells in third spreadsheet as
example project can be found in the study by Hillier and introduced in Figure 6. Objective function and (in)equality
Lieberman (2014). constraints were also incorporated into the optimization
After the LP model formulation was set, a spreadsheet model.
application Excel from Microsoft was employed for mod- Excel’s add-in Solver was allowed to execute the cost
elling for data inputs/outputs. Input data for the example optimization of example project time schedule apply-
project are shown in Figure 4. ing the developed model. Settings in Solver were done
First spreadsheet covers input data of the addressed as shown in Figure 7. Objective was appointed, where
example project such as IDs of activities, their descrip- minimal value was desired and changing variable cells
tions and predecessors, and normal and crashed dura- were described. Objective function was subjected to blocs
tions supported by related direct costs accompanied with of constrains and Simplex LP was employed to solve the
direct cost-duration functions, including targeted project optimization problem.
duration as well as indirect project cost. Optimization problem was solved by a personal com-
For the aim of further data manipulation, an array of puter (Intel Core2 Duo P8600, 2.40 GHz, 4GB RAM DDR3
preceding and succeeding project activities was created. and 250 GB SSD disc). LP approach applied on consid-
Preceding activities were determined as columns and ered project scheduling problem represents continuous
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Valenko and Klanšek, An integration of spreadsheet and project management software 1633
optimization technique by which optimal values of var- was 5.912.000 €, and the optimal project duration was
iables were calculated between their upper and lower found to be 42 weeks. Here, minimum total cost contained
bounds. 4.610.000 € of direct cost and 1.302.000 € of indirect cost.
Minimum total cost necessary to complete the The obtained optimal durations and direct costs of project
example project, gained by selected solution method, activities are shown in Figure 8.
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1634 Valenko and Klanšek, An integration of spreadsheet and project management software
After the optimization process was executed and In Gantt chart, non-critical activities were blue
optimal solution for the example project time schedule coloured while critical activities were labelled with red
was found, macro written in VBA was applied to create colour and their order comprised the critical path of opti-
a new output file. Using the activation of the command mized project schedule. As well-known, durations of crit-
button labelled “Create output file,” demonstrated in ical activities directly affect the project duration and,
Figure 6, macro was performed. consequently, its total costs. Thus, when execution times
Output file included a spreadsheet in which array of of critical activities are crashed, the associated direct
project data was settled as displayed by Figure 8. Macro costs are increased while indirect costs are reduced on
transferred input data of project activities from first account of shorter project duration. Note here that the
spreadsheet are shown in the first two columns of the array acceleration of non-critical activities cannot affect the
of Figure 4. Durations of activities were rearranged from project duration but may only raise the direct costs.
spreadsheet containing decision variables, introduced in For further workflow presentation, a delay in project
Figure 6, to third column of the new array. Similar process activity was created. While tracking the progress of
was executed to direct cost values of project activities that the project, the delay in activity J, i.e. putting up of the
are included in the fifth column. wallboard, has occurred. Aforesaid activity was 1 week
Precedence relations among example project activities behind the schedule, and therefore, the actualization of
were set as finish-to-start (FS) ones, and therefore, prede- the project time schedule was necessary. Input data in
cessors in the fourth column were labelled with their ID Excel were changed in such a manner that durations of
numbers and FS abbreviations. In this connection, prece- finished activities were fixed and the activity of putting up
dence relationships were rearranged from array of activi- the wallboard was changed to a new duration of 7 weeks.
ties presented in Figure 5. Afterwards, the created output Updated optimal duration of the project was rescheduled
file was applied to import optimized data into Microsoft for a week since delayed activity represented a critical one
Office Project where subsequent data management were (Figure 10).
feasible. The graphical representation of optimal project Consequently, the total project costs increased to a
time schedule, shown in Figure 9, was created using the value of 5.913.000 €. With transfer of data to MS Project, a
Gantt chart tool. new time schedule was created (Figure 11).
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Valenko and Klanšek, An integration of spreadsheet and project management software 1635
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1636 Valenko and Klanšek, An integration of spreadsheet and project management software
Data flow between programs is thus automated and possi- Geem, Z. W. (2010). Multiobjective optimization of time-cost
bilities of error occurrence during scheduling process are trade-off using harmony search. Journal of Construction
Engineering and Management, 136(6), pp. 711-716.
reduced to a minimum. Finally, the example introduced
doi: 10.1061/(ASCE)CO.1943-7862.0000167.
integration of spreadsheet and PMS for cost optimal time Harris, P. E. (2016). Planning and Control Using Microsoft
scheduling in construction within well-known program Project 2013 and 2016. Eastwood Harris Pty Ltd, Doncaster
environment, which increases the possibilities of its wider Heights, VIC.
use in practice. Hazir, Ö., Haouari, M., & Erel, E. (2010). Robust scheduling and
robustness measures for the discrete time/cost trade-off
problem. European Journal of Operational Research, 207(2),
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Acknowledgment Hazir, Ö., Erel, E., & Günalay, Y. (2011). Robust optimization models
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The authors acknowledge the financial support from doi: 10.1016/j.ijpe.2010.11.018.
the Slovenian Research Agency (Research Core Funding He, Z., Wang, N., Jia, T., & Xu, Y. (2009). Simulated annealing and
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Hillier, F. S., & Lieberman, G. J. (2014). Introduction to Operations
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