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Project Planner (Advanced) – Excel Template – v2 – Support

Welcome to the support page for Project Planner (Advanced) template v2. This page will contain instructions on how to use the template and other relevant links.

Links

Version History

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Overview of instructions

  1. Enter information in Settings (Planning Period, Resource Availability, Company Weekends and Holidays, Resources’ Personal leave)
  2. Enter Projects’ basic details (Project ID, Name and Priority)
  3. Enter Tasks (Task ID, Name, Resource assigned, Hours required).
  4. View the Task Plan Result whether the task will complete on time, late or will not complete.
  5. ‘Plan summary’ sheet provides printable report of projects’ summary, timelines and resource summary
  6. ‘Task Schedules’ sheet provides customizable Gantt chart that visually presents the schedule
  7. ‘Resource View’ sheet displays available and scheduled hours for each resource

Demo

Detailed Instructions

Step 1: Enter Information in Settings’ sheet

The Settings sheet contains important information elements that the template would use as inputs.

1) Planning Period Start and End Dates

This is the duration in which the template will plan the projects. Maximum allowed period is 366 days.

Project Planner (Advanced) Excel Template - Settings - Period
Project Planner (Advanced) Excel Template – Settings – Period

2) Resources

a. Enter list of resources (up to 30)
b. Enter their regular availability for each weekday.
c. Enter the cost per hour for each of the resource. This will be used in calculating project costs.

Project Planner (Advanced) Excel Template – Settings – Resources

3) Company Weekends and Holidays

a. Choose Yes for weekdays which are usually company’s weekends.
b. Enter the list of Company holidays.
c. Template will not schedule any work during weekends and holidays.

Project Planner (Advanced) Excel Template – Settings – Company Weekends and Holidays

4) Resource – Personal Leave

a. Enter any personal leave each resource will take. Enter hours that the resource will take for leave. This will be used to calculate the availability of resources that will drive the schedule.

Project Planner (Advanced) Excel Template – Settings – Resource Leave

Step 2: Enter Projects’ information

Project Planner (Advanced) Excel Template – Projects

Step 3: Enter Tasks’ information

Project Planner (Advanced) Excel Template – Tasks
Project Planner (Advanced) Excel Template – Tasks – Optional Fields

With this step, the data entry in this template is complete. All the following sheets will be automatically created.

Step 4: PLAN Summary

Projects’ Summary:

Project Planner (Advanced) Excel Template – Summary – Project Summary

Projects – Timeline view

Project Planner (Advanced) Excel Template – Summary – Project Timeline View

Resource Summary

Summary of statistics for each resource

Project Planner (Advanced) Excel Template – Summary – Resource Summary

Resource Utilization Rate of each resource

Project Planner (Advanced) Excel Template – Summary – Resource Utilization

5. Task Schedules

This sheet provides the schedules (Gantt charts) that are customizable. First, you can choose from three different schedule types. (Project, Resource or All Tasks). By default, All Tasks will be shown.

Project Planner (Advanced) Excel Template – Schedule – Task Schedule Options

You can choose PROJECT and choose one of the Projects. You will now see three things.
1) Project Summary at the top with key statistics

Project Planner (Advanced) Excel Template – Schedule – Project Summary

2) Tasks with their details. 50 tasks are shown at a time.

Project Planner (Advanced) Excel Template – Schedule – Project Tasks

3) Gantt Chart

Project Planner (Advanced) Excel Template – Schedule – Project Gantt Chart

In order to see schedule for a specific resource, you can choose the resource schedule type.

Project Planner (Advanced) Excel Template – Schedule – Resource Schedule

Tasks that will complete late will be labelled as orange background and those that will not complete will be shown in red.

Project Planner (Advanced) Excel Template – Schedule – Resource Tasks

Gantt chart can be customized by entering any start date and choosing from Daily/Weekly/Monthly. You can also change the start date of the Gantt chart.

Project Planner (Advanced) Excel Template – Schedule – Gantt Chart customization
Project Planner (Advanced) Excel Template – Schedule – Gantt Chart Weekly
Project Planner (Advanced) Excel Template – Schedule – Gantt Chart Monthly

Step 6: Resource View

The ‘Resource View’ sheet displays the hours available for each resource for each day and the hours they have been scheduled.

Project Planner (Advanced) Excel Template – Resource View – Available
Project Planner (Advanced) Excel Template – Resource View – Scheduled
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