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Project Planner (Advanced) – Excel Template – v1 – Support

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This is the support Page for Project Planner (Advanced) Excel template v1. A new version of Project Planner is now available.
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Plan your projects quickly with the new Project Planner (Advanced) v1 template.

The template can help you to


REQUIREMENTS

You need a copy of Microsoft Excel to open this file. The product has been tested in 


FEATURES

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SETTINGS

Enter the list of resources, their work hours for each weekday and their costs.

Project Planner – Excel Template – Resource Settings

You can choose days that are considered as weekends in your company. You can also enter company holidays. The template will not allocate any work on these days.

Project Planner – Excel Template – Company Holidays and Weekends

You can enter any personal leave days for each resource. Work will not be allocated to the resource on leave days.

Project Planner – Excel Template – Resource Personal Leave

PROJECTS

Enter Planning Period Start and End Dates. Then, enter project details (Project ID, Name and Priority are required).

Project Planner – Excel Template – Projects Settings

TASKS

Enter Task details (Task ID, Task Name, Project Name, Resource Name and Hours Required).
Project Planner – Excel Template – Tasks Settings
‘Task In Plan?’ field will display error if there are any. If there are no errors, it will display ‘Yes’ if the task will be completed. It will display ‘No’ if the task cannot be completed.

Project Planner – Excel Template – Tasks Optional Settings
In addition, the template provides further control. You can enter a Task Preferred Start Date that can be used if a task should not begin until a certain date. Up to 2 predecessors can be assigned to a task. When a predecessor is assigned, the task can be started only the day after the predecessor has been completed. Similarly when 2 predecessors are assigned, the task can begin only the day after both predecessors are completed.In addition, the template provides further control. You can enter a Task Preferred Start Date that can be used if a task should not begin until a certain date.
You can also provide task priority (priority of a task among other tasks in a project). If task priority is not provided, all such tasks in the project will be prioritized based on the order in which they are entered in the table.
Up to 250 tasks can be entered.

PLAN SUMMARY

This sheet provides summary statistics at project level and resource level.

Project Planner – Excel Template – Plan Summary

PROJECT SUMMARY

Project Planner – Excel Template – Plan Summary Timeline view
Project Planner – Excel Template – Resource Summary
RESOURCE SUMMARY
  • HOURS AVAILABLE: Number of Hours resource is available.
  • HOURS ALLOCATED: Number of hours allocated to tasks for a resource.
  • UTILIZATION RATE: Hours Allocated/Hours Available
  • DAYS AVAILABLE: Number of days where the resource is available.
  • DAYS ALLOCATED: Number of days the resource has been allocated work.
  • DAYS NOT ALLOCATED: Number of days the resource has not been allocated work.
  • NUMBER OF TASKS ASSIGNED: Number of tasks that a resource has been assigned to.
  • COST: Cost for each resource. Hours Allocated * Cost per Hour
Project Planner – Excel Template – Resource Utilization Rate Chart

TASK SCHEDULES

You can view three types of task schedules. (Gantt Chart in Wikipedia) You can see tasks for one project, tasks for one resource or all tasks.

Project Planner – Excel Template – Gantt Chart – Schedule Type

PROJECT SCHEDULE

Project Planner – Excel Template – Gantt Chart – Project Schedule

RESOURCE SCHEDULE


Project Planner – Excel Template – Gantt Chart – Resource Schedule
You can also view the schedule visually. Work Allocated, Company Holidays, Company Weekends and ‘Resource Not Available’ days are highlighted in different colours.
Project Planner – Excel Template – Gantt Chart – Schedule
Project Planner – Excel Template – Gannt Chart
RESOURCE VIEW
In this sheet, you can view the hours available and hours allocated for every day for all the resources.
Project Planner – Excel Template – Gantt Chart – Resource Availability
Project Planner – Excel Template – Gantt Chart – Resource Schedule

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