PRODUCT

Project Management Toolkit Excel Templates

PURPOSE

This template bundle includes all 6 project management templates from indzara.com. As Project Management includes several aspects, this collection of templates will provide a solid tool set that you can use to handle them. You can save significantly on purchasing this bundle compared to buying them separately.

REQUIREMENTS

  • Microsoft Excel for Windows (2010 or above)
  • Microsoft Excel for Mac (2011 or above)

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6 EXCEL TEMPLATES

  • Project Manager
  • Project Planner (Advanced)
  • Task Manager
  • Event Calendar Maker
  • Gantt Chart Maker
  • Resource Capacity Planner

 

FREE Updates and Upgrades for all 6 Excel templates

 

HIGHLIGHTS

PROJECT MANAGER EXCEL TEMPLATE

Project Manager template is designed to plan and manage one project at a time. You can set a baseline plan, track actual progress and compare current plan vs baseline.

  • Key Features
    • Plan and Manage
    • Compare Plan Vs Baseline
    • Track Actuals
    • Automatic Scheduling
    • Automated Reporting
    • Gantt Chart
    • Resource Management
  • Limitations
    • 1 Project at a time
    • 150 Tasks
    • 30 Resources
    • Max. Project duration: 1 year
    • Only 1 resource to a task
    • Dependent Tasks start day after predecessors end

 

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PROJECT PLANNER (ADVANCED) EXCEL TEMPLATE

If you are looking to just plan (and not manage) multiple future projects, then Project Planner can help.

  • Key Features
    • Plan multiple projects
    • Automatic Scheduling
    • Automated Reporting
    • Gantt Chart
    • Resource Management
    • Practical Functionality
  • Limitations
    • 50 Projects by default (can be extended)
    • 250 Tasks by default (can be extended)
    • 30 Resources
    • Max. Project duration: 1 year
    • Only 1 resource to a task
    • Only Planning, not Management

 

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TASK MANAGER (ADVANCED) EXCEL TEMPLATE

Apart from projects, if you are looking to just manage the day-to-day task list, use the Task Manager Excel template. It’s easy to create one-time or recurring tasks such as weekly email update that we may need to send to the Project team or the monthly report we need to send to the project sponsor. We can also assign tasks to resources. You can then update the status of the tasks and close it when complete.

  • Key Features
    • One-time or Recurring Tasks
    • 12 types of Recurring Tasks
    • Assign to Resources
    • Track Progress
    • Customize Status values
    • Automated Reporting
    • Practical Functionality
  • Limitations
    • 100 active Tasks
    • 1200 Task Occurrences
    • 25 Resources
    • Max. duration: 1 year

 

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EVENT CALENDAR MAKER EXCEL TEMPLATE

We often have the need to present our project calendars to show the key dates or milestones in our project lifecyle. Using the Event Calendar Maker, we can create your personalized project calendars. These calendars work with any year. We have 7 Calendar designs with various flexible options to create the calendars we need.

  • Key Features
    • Any Year
    • Handles one-time and recurring events
    • 12 Recurring Event Types
    • 7 Calendar Designs
    • Daily/Weekly/Monthly/Yearly
    • Color events from 15 Colors
    • Categorize into 12 Event Types
  • Limitations
    • 300 Events
    • 1200 Event Instances

 

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GANTT CHART MAKER EXCEL TEMPLATE

We all know that Gantt Charts are the most often used method to visualize our project and task progress over time. Using the Gantt Chart Maker template, we can create customized Gantt charts for our projects with a variety of options for customization.

  • Key Features
    • Projects of any size
    • Days/Weeks/Month/Years
    • Plan, Actual, Actual Vs Plan
    • Assign colors to Tasks
    • Assign colors to Resources
    • % Complete calculation
    • Milestone Tasks
  • Limitations
    • 52 periods by default (can be extended)
    • 40 tasks at a time by default (can be extended)

 

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RESOURCE CAPACITY PLANNER EXCEL TEMPLATE

Using the Resource Capacity Planner, we can evaluate our team’s resource capacity by skill & project and then compare against demand to determine whether we have surplus or deficit. Automated Dashboard and Calendar provide valuable insights quickly. We can take into account holidays, vacations and overtimes and calculate the true capacity and plan smartly.

  • Key Features
    • Simplified data entry
    • Interactive Dashboard
    • Customizable Calendar view
    • Cost calculation
    • Print or export as PDF and share
    • Multiple aggregation periods (Daily, Weekly, Monthly, Quarterly and Annual)
    • Planning Units (Hours and Cost)
    • Supports company Holidays & customizable Weekends
  • Limitations
    • Maximum 2 years of planning period
    • Maximum 100 Resources, 100 Skill Groups and 100 Projects

For more details

 

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