Tag Archives: commonly


Project Manager: The project manager is the lead person responsible for ensuring the successful completion of the capstone project. Their primary roles and responsibilities include:

Creating and maintaining a clear project plan and timeline that outlines all the key deliverables, milestones, resources required, budget if applicable, and project schedule. This involves breaking down the overall project into individual tasks with assigned start and end dates.

Effectively communicating the project plan and any updates to all stakeholders involved such as team members, faculty advisors, partners/clients etc. This involves holding regular status meetings to keep everyone informed and on track.

Managing the scope, budget, quality, human resources and overall change requests for the project. Part of this involves working with the team and stakeholders to finalize requirements and ensure expectations are managed throughout.

Assigning specific tasks and roles to team members based on their abilities and scheduling to ensure work is evenly distributed. This involves maintaining accountability and monitoring progress on all assignments.

Identifying and mitigating any potential risks that could jeopardize the successful completion of the project. Risk management requires continuous assessment and implementing of backup plans when needed.

Resolving conflicts or issues within the team or with outside stakeholders. As the team leader, the PM facilitates open communication and consensus building.

Preparing and presenting the final project results documentation and deliverables. This includes final reports, demonstrations, presentations that showcase if the project goals were achieved.

Collecting feedback and lessons learned to improve future project management capabilities. The PM leads a retrospective to evaluate what went well and identify process enhancements.

Faculty Advisor: The faculty advisor acts as a mentor and guide for the student capstone team. Their main duties include:

Helping the team properly define the overall project scope and goals based on learning outcomes and course requirements. This entails ensuring projects are sufficiently complex yet feasible.

Providing guidance on effective project management practices, problem solving approaches, research methods, documentation standards and overall quality expectations.

Assisting the team with sourcing appropriate resources, equipment or expertise needed that are beyond student capabilities. Connecting teams to industry mentors is also common.

Holding regular check-ins with the project manager to review status, address any challenges, and answer technical questions the team faces. Advisors offer an outside perspective.

Facilitating collaboration when conflicts arise and helping teams course correct when off track. Advisors draw on experience to get projects back on pace.

Reviewing and approving significant project deliverables and documentation like proposals, status reports, design specifications and final presentation materials.

Assessing the learning and skills gained throughout the process through evaluation of artifacts, presentations, and informal conversations. Advisors provide summative feedback.

Helping secure funding, facilities access, partners/participants when needed that require institutional permissions. Advisors leverage professional networks.

Celebrating accomplishments at completion and facilitating the transition of successful projects to be implemented in “the real world”.

Client Representative: When the capstone involves working with an external partner/client, one of their staff typically fulfills this role. Their duties include:

Providing important context on the target user/customer needs the project aims to satisfy through concrete requirements, constraints and goals.

Sharing organizational priorities and guidelines the project work should align with such as brand standards, policies, regulatory factors.

Offering subject matter expertise through knowledge sharing sessions and answering technical questions from the student team.

Regularly reviewing work-in-progress and deliverables to ensure the end solution will actually benefit the client and addressing any concerns early.

Facilitating access to necessary resources the client can provide like data, equipment use, facilities access that are fundamental to the project.

Promoting the student work within their own organization and championing for potential implementation if outcomes are deemed successful.

Judging the final results from an end-user viewpoint and providing perspective on real world feasibility, adoption challenges, and overall value to their operations.

Maintaining open client communication with both students and advisors throughout the process to manage expectations on scope, priorities and timelines.

This covers some of the extended details around common capstone project roles seen such as project manager, faculty advisor and client representative that often guide larger student teams towards successful completion of complex work. Let me know if any part of the answer requires further elaboration or clarification.


The Worksheet module is used to automate actions related to worksheets and cells. It allows you to write code that interacts with worksheets such as copying, pasting, formatting cells and ranges, adding calculations, looping through cells and ranges, as well as handling events that occur on the worksheet like sheet activation. Some example uses of the Worksheet module include formatting an entire worksheet with conditional formatting, automatically calculating totals when data is entered, looping through cells to populate drop down lists, handling the sheet activate event to clear filters or sort data.

The Workbook module allows you to write code that automates tasks related to entire workbooks and all its worksheets. Using the Workbook module you can open, close, save workbooks, add or delete worksheets, protect and unprotect workbooks, loop through all worksheets, handle events like workbook open and close. Some examples of using the Workbook module are consolidating data from multiple workbooks into a summary file, protecting a workbook when it is closed, runningmacros when the workbook is opened, looping through all worksheets to copy formats or formulas.

The Application module provides the ability to automate actions in Excel itself and control the Excel application. You can use it to insert, move and delete graphics, adjust window views, modify Excel settings and options. Some key uses of the Application module include – recording and running macros when Excel starts or closes, setting Excel calculation options, changing Excel UI options like screen updating, alertNotification, iterating sheets using object properties like ActiveSheet, Sheets, Worksheets etc. Setting Application level events like SheetChange and SheetCalculate.

The ChartObject module enables automating actions related to charts and graphs. You can use it to add, modify, format and delete chart objects programmatically. Some examples are looping through worksheets to insert consistent charts, automatically updating pie charts when data changes, formatting chart titles, labels and legend based on cell values, resizing charts on sheet resize.

The color module allows modifying and setting colors in Excel through VBA. You can define and use color index values, RGB component values or names to modify font colors, interior colors, line styles etc. This is useful when you want to standardize or dynamically set colors in your worksheets, charts through VBA.

The DataObject module lets you work with data objects like data catalogs, data connections, queries and query tables programmatically. You can use it to create parameters for pass-through queries, refresh data connections and query tables, build dynamic SQL statements to control which data is retrieved. This is useful for automating retrieval and manipulation of external database data in Excel.

The DialogSheet module allows displaying custom userforms, inputboxes and msgboxes to prompt for user inputs and display outputs or messages. This is commonly used to build guided wizards or application-like interfaces in Excel through VBA. You can add controls like textboxes, labels, buttons; write validation and input handling code directly in the dialog module.

The Shell and FileSystemObject modules enable automating tasks involving files, folders and commands through Windows Shell and filesystem. Using Shell you can open files, run executables and batch files. FilesystemObject provides methods to work with folders and files – create/delete folders, copy/move files, get file attributes, names etc. This opens up opportunities like automating file operations, running external applications from Excel.

The Outlook module when referenced allows integrating Outlook functionality into Excel project via VBA. You can automate common tasks like sending emails, working with calendar items, contacts and meeting requests directly from VBA. This is useful for automating reports distribution, meeting updates synchronization etc. between Excel and Outlook.

The above covers some of the most commonly used VBA modules in Excel and brief examples of how each one can be leveraged. Modules provide an object oriented way to structure your VBA code and automate various tasks related to workbooks, worksheets, charts, userforms, external files and applications etc. Understanding which module to use and how enables you to build powerful solutions by automating many repetitive tasks through Excel VBA macros.