![]() The blue vertical line indicates the Preferred End Date of projects.It also highlights whether the project will complete on time, late or will not complete.Visual representation of the projects’ timeline (weekly).Projects – Timeline view Project Planner (Advanced) Excel Template – Summary – Project Timeline View Projects that will not complete will be highlighted.Summary of each project’s key metrics and attributes.Step 4: PLAN Summary Projects’ Summary: Project Planner (Advanced) Excel Template – Summary – Project Summary All the following sheets will be automatically created. With this step, the data entry in this template is complete. Lowest number means the highest priority. Tasks that have errors will not be included in plan. Overall Priority will show ‘ERROR’ if required fields are not populated.This will be displayed on the Gantt chart. Milestone: Leave it blank if a task is not a milestone.This allows a resource to work on multiple tasks in parallel. For example, if a resource is available for 8 hrs on a day and you had set 50% max daily allocation, then the template will only schedule the resource up to 4 hrs for that task. Max Daily Allocation % is the % of a resource’s time every day that the task should be limited to.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.Task priority is provided so that you can control which task gets done first if the same resource is assigned to multiple tasks within the same project.Similarly when 2 predecessors are assigned, the task can begin only the day after both predecessors are completed. When a predecessor is assigned, the task can be started only the day after the predecessor has been completed. Up to 2 predecessors can be assigned to a task.This is used to flag whether a task completes on time or late. Task Preferred End Date can be used to indicate if a task should end by a certain date.Task Preferred Start Date can be used to indicate if a task cannot begin until a certain date.Project Planner (Advanced) Excel Template – Tasks – Optional Fields It will display ‘Will Not Complete’ if the task cannot be completed. ![]() If there are no errors, it will display ‘Will Complete OnTime’ if the task will be completed prior to Task Preferred End Date and ‘Will Complete Late’ otherwise. Task Plan Result field will display error if there are any.Enter Hours Required to complete the task.Enter Project Name (that the task belongs to) and Task Name.Step 3: Enter Tasks’ information Project Planner (Advanced) Excel Template – Tasks If there are no errors in data, then it will display ‘Planned’. Project Plan Status gives instant feedback on whether there are any errors associated with the Project.This is the cost other than the resource cost which will be calculated by the template.If Preferred End Date is left blank, project will be considered completing ‘ontime’ if it is estimated to complete.Enter Preferred End Date (date by which the Project should end).If Preferred Start Date is left blank, Planning Period Start Date will be used.Enter Preferred Start Date (date before which Project should not start).If two projects are given equal priority value, the tasks are ordered based on task priority and then the order in which they appear in the TASKS table. If Project Priority is left blank, the project will not be included in plan.For example, project with Priority 1 will be given importance and scheduled first before scheduling Project of priority 2. Project Priority is used to determine the order of scheduling tasks. ![]() Step 2: Enter Projects’ information Project Planner (Advanced) Excel Template – Projects Project Planner (Advanced) Excel Template – Settings – Resource Leave This will be used to calculate the availability of resources that will drive the schedule. Enter any personal leave each resource will take. Enter hours that the resource will take for leave. Project Planner (Advanced) Excel Template – Settings – Company Weekends and HolidaysĪ. Template will not schedule any work during weekends and holidays. Choose Yes for weekdays which are usually company’s weekends.Ĭ. Project Planner (Advanced) Excel Template – Settings – ResourcesĪ. This will be used in calculating project costs. ![]() Enter the cost per hour for each of the resource. Enter their regular availability for each weekday.Ĭ. Project Planner (Advanced) Excel Template – Settings – Periodī. This is the duration in which the template will plan the projects. The Settings sheet contains important information elements that the template would use as inputs. Solution home Products Project Planner (Excel) Project Planner (Excel) - Step by Step User Guideĭetailed Instructions Step 1: Enter Information in Settings’ sheet ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |