PROJECT PLANNER (BASIC)

GETTING STARTED
3 tips to know before using Excel Templates
Introduction to data entry with Excel tables

INSTRUCTIONS
1. [Data Entry] – Settings sheet: Enter basic settings such as planning period, resources’ availability and company holidays
2. [Data Entry] – Projects sheet: Enter Project list
3. [Data Entry] – Tasks sheet: Enter tasks, assigned resources and duration of work
4. [Automated] – Plan Summary sheet: View Project plan summary, timeline view and resource summary report
5. [Automated] – Task Schedules sheet: View Gantt Charts – Schedule for all tasks, one project or a resource
6. [Automated] – Resource View sheet: View Resource Availability and Scheduled hours
For help on terms and calculations used, please view Help sheet.
Password: indzara to unprotect locked sheets

FOR STEP BY STEP INSTRUCTIONS ON HOW TO

USE THIS TEMPLATE, VISIT SUPPORT PAGE

ADVANCED PROJECT PLANNING

1 YEAR PLANNING PERIOD
MORE PROJECTS AND TASKS
PROJECT PLANNER (BASIC) v3
1
ENTER PLANNING PERIOD START DATE 1-Nov-2016
ENTER PLANNING PERIOD END DATE 30-Dec-2016 (Max 60 day planning period)

2
ENTER UP TO 30 RESOURCES ENTER NUMBER OF AVAILABLE HOURS DURING EACH WEEKDAY
RESOURCE ID RESOURCE NAME SUN MON TUE WED THU FRI SAT
1 PROJECT MANAGER 5 5 0 7 7 7 0
2 WEB DESIGNER 0 0 8 8 8 8 0
3 DEVELOPER 5 5 5 5 5 5 5
ERROR MESSAGES (IF ANY)

3 4
COMPANY WEEKENDS (used in Gantt Chart) COMPANY HOLIDAYS
COST PER HOUR DAY WEEKEND HOLIDAY DATE
20 SUNDAY Yes 7-Nov-2016
15 MONDAY 25-Dec-2016
5 TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY Yes
Y HOLIDAYS
HOLIDAY NAME
Company Offsite
Christmas
PROJECTS

Priority among all projects. 1

Unique ID Unique Project Name is the highest priority Description of the project
(Required) (Required) (Required) (Optional)
PROJECT ID PROJECT NAME PROJECT PRIORITY PROJECT DESCRIPTION
1 PROJECT ONE 1 PR ONE description
2 PROJECT TWO 2 PR TWO description
3 PROJECT THREE 3 PR THREE description
 YOU HAVE ENTERED 3 PROJECTS

Date before which project should Date by which the project

not start should end Total Project Fixed Cost
(Optional) (Optional) (Optional)
PREFERRED START DATE PREFERRED END DATE PROJECT FIXED COST
30-Nov-2016 5000
2-Nov-2016 25-Nov-2016 500
15-Nov-2016 20-Dec-2016 15000
 ERROR MESSAGES (IF ANY)
ED 3 PROJECTS

Calculated Field. Do not edit. Projects that

have 'ERROR' will not be included in Plan.
PROJECT PLAN STATUS
Planned
Planned
Planned
TASKS

Unique Task Name of resource assigned

Project Name Task Name
ID to the task
(Required) (Required)
(Required) (Required)

TASK ID PROJECT NAME TASK NAME RESOURCE NAME

1 PROJECT ONE Provide reqs to Developer PROJECT MANAGER

2 PROJECT ONE Develop the site DEVELOPER
3 PROJECT ONE Provide reqs to Designer PROJECT MANAGER
4 PROJECT ONE Design the site graphics WEB DESIGNER
5 PROJECT ONE Approve site with graphics PROJECT MANAGER
6 PROJECT ONE Launch site DEVELOPER
7 PROJECT TWO Provide reqs to Developer PROJECT MANAGER
8 PROJECT TWO Develop the site DEVELOPER
9 PROJECT TWO Provide reqs to Designer PROJECT MANAGER
10 PROJECT TWO Design the site graphics WEB DESIGNER
11 PROJECT TWO Approve site with graphics PROJECT MANAGER
12 PROJECT TWO Launch site DEVELOPER
13 PROJECT THREE Redesign PROJECT MANAGER
 ERROR MESSAGE (IF ANY)
YOU HAVE ENTERED 13 TASKS

Task Duration in Date before which

Calculated field. Do not edit. Errors will
hours the task should not
be displayed if any.
(Required) Description of Task start
(Optional) (Optional)
HOURS TASK PREFERRED
TASK PLAN RESULT TASK DESCRIPTION
REQUIRED START DATE
5 Will Complete OnTime
50 Will Complete Late
5 Will Complete OnTime
10 Will Complete OnTime
5 Will Complete OnTime
10 Will Complete OnTime
50 Will Complete OnTime
20 Will Complete OnTime
10 Will Complete OnTime
20 Will Complete OnTime
5 Will Complete OnTime
10 Will Complete OnTime
500 Will Not Complete
MESSAGE (IF ANY)

Date by when you Is this task a

would prefer task to Task ID for Task ID for second Priority of the task among milestone?
be completed predecessor task predecessor task other tasks in the project
(Optional) (Optional) (Optional) (Optional)
TASK PREFERRED PREDECESSOR 1 PREDECESSOR 2 TASK PRIORITY MILESTONE
END DATE ID ID
1
12-Nov-2016 1 2

3
2 4
5 Yes

9
8 10
11
Calculated field. Do not Calculated field. Do not Calculated field. Do not
edit. Project ID for the edit. ID of resource edit. Project Priority of
task. assigned to the task the project

PROJECT ID RESOURCE ID PROJECT PRIORITY

1 1 1
1 3 1
1 1 1
1 2 1
1 1 1
1 3 1
2 1 2
2 3 2
2 1 2
2 2 2
2 1 2
2 3 2
3 1 3
 Calculated field. Do not edit. Overall Priority is
used to order the tasks. Lowest number gets the
highest priority and is assigned resource first.

OVERALL PRIORITY

10001
10002
19999
19999
19999
19999
29999
29999
29999
29999
29999
29999
39999
PLAN SUMMARY
PROJECTS' SUMMARY PLANNING PERIOD
3 3 2 1 26580
PROJECTS PROJECTS IN PLAN WILL COMPLETE WILL COMPLETE ONTIME TOTAL COST

SR. PROJECT IN EARLIEST EXPECTED DELAY IN PREFERRED EXPECTED HOURS HOURS HOURS NOT
PROJECT NAME POSSIBLE PROJECT PLAN RESULT
NO. ID PLAN? START DATE START END DATE END DATE REQUIRED SCHEDULED SCHEDULED
START DATE

1 1 PROJECT ONE Yes 1-Nov 2-Nov 1 30-Nov 16-Nov 85 85 0 WILL COMPLETE ONTIME
2 2 PROJECT TWO Yes 2-Nov 3-Nov 1 25-Nov 27-Nov 115 115 0 WILL COMPLETE LATE
3 3 PROJECT THREE Yes 15-Nov 18-Nov 3 20-Dec 500 179 321 WILL NOT COMPLETE
4
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12
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25
 1-Nov
30-Dec

PROJECT
COST

5750
2250
18580
PROJECTS - TIMELINE VIEW WILL COMPLETE ONTIME WILL COMPLETE LATE WILL NOT COMPLETE

10/31/2016 Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec

PROJECT NAME 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31

PROJECT ONE 0 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
PROJECT TWO 0 1 1 1 1 1 1 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
PROJECT THREE 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
RESOURCE SUMMARY

HOURS HOURS UTILIZATION DAYS DAYS DAYS NOT NUMBER OF RESOURCE

RESOURCE ID RESOURCE NAME TASKS
AVAILABLE SCHEDULED RATE AVAILABLE SCHEDULED SCHEDULED ASSIGNED COST

1 PROJECT MANAGER 259 259 100% 41 41 0 7 5180

2 WEB DESIGNER 288 30 10% 36 5 31 2 450
3 DEVELOPER 290 90 31% 58 18 40 4 450

HOURS AVAILABLE 837 HOURS SCHEDULED 379 UTILIZATION RATE 45% TOTAL COST 6080
TASK SCHEDULES
Schedule type
ALL TASKS
# TASKS 13
PROJECT MANAGER # TASKS THAT WON'T COMPLETE 1
# TASKS COMPLETING LATE 1
# TASKS STARTING LATE 6
LEGEND
Will Not Complete
Will Complete Late
All Tasks from all projects are displayed below 1 Tasks 1 to 13 out of 13 are shown Will Complete OnTime
EARLIEST
PROJECT ID TASK ID PROJECT NAME TASK NAME RESOURCE NAME PREFERRED POSSIBLE EXPECTED PREFERRED EXPECTED HOURS HOURS TASK PLAN ###
START DATE START DATE START DATE END DATE END DATE REQUIRED SCHEDULED RESULT

1 1 PROJECT ONE Provide reqs to Developer PROJECT MANAGER 1-Nov 2-Nov 2-Nov 5 5
1 2 PROJECT ONE Develop the site DEVELOPER 3-Nov 3-Nov 12-Nov 13-Nov 50 50
1 3 PROJECT ONE Provide reqs to Designer PROJECT MANAGER 1-Nov 2-Nov 3-Nov 5 5
1 4 PROJECT ONE Design the site graphics WEB DESIGNER 4-Nov 4-Nov 8-Nov 10 10
1 5 PROJECT ONE Approve site with graphics PROJECT MANAGER 14-Nov 14-Nov 14-Nov 5 5
1 6 PROJECT ONE Launch site DEVELOPER 15-Nov 15-Nov 16-Nov 10 10 1
2 7 PROJECT TWO Provide reqs to Developer PROJECT MANAGER 2-Nov 3-Nov 17-Nov 50 50
2 8 PROJECT TWO Develop the site DEVELOPER 18-Nov 18-Nov 21-Nov 20 20
2 9 PROJECT TWO Provide reqs to Designer PROJECT MANAGER 2-Nov 17-Nov 18-Nov 10 10
2 10 PROJECT TWO Design the site graphics WEB DESIGNER 19-Nov 22-Nov 24-Nov 20 20
2 11 PROJECT TWO Approve site with graphics PROJECT MANAGER 25-Nov 25-Nov 25-Nov 5 5
2 12 PROJECT TWO Launch site DEVELOPER 26-Nov 26-Nov 27-Nov 10 10
3 13 PROJECT THREE Redesign PROJECT MANAGER 15-Nov 18-Nov 30-Dec 500 179
TASK SCHEDULES
Schedule type
ALL TASKS
Work Scheduled GANTT CHART START FROM
PROJECT MANAGER Company Weekend DAILY 01-Nov-2016
Company Holiday
Resource Not Available
Milestone Completion

All Tasks from all projects are displayed below Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Dec

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1
PROJECT ID TASK ID PROJECT NAME TASK NAME
Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu

1 1 PROJECT ONE Provide reqs to Developer 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

1 2 PROJECT ONE Develop the site 0 0 5 5 5 5 0 5 5 5 5 5 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1 3 PROJECT ONE Provide reqs to Designer 0 2 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1 4 PROJECT ONE Design the site graphics 0 0 0 8 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1 5 PROJECT ONE Approve site with graphics 0 0 0 0 0 0 0 0 0 0 0 0 0 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1 6 PROJECT ONE Launch site 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2 7 PROJECT TWO Provide reqs to Developer 0 0 4 7 0 5 0 0 7 7 7 0 5 0 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0
2 8 PROJECT TWO Develop the site 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5 5 5 0 0 0 0 0 0 0 0 0 0
2 9 PROJECT TWO Provide reqs to Designer 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6 4 0 0 0 0 0 0 0 0 0 0 0 0 0
2 10 PROJECT TWO Design the site graphics 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8 8 4 0 0 0 0 0 0 0
2 11 PROJECT TWO Approve site with graphics 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 0 0 0 0 0 0
2 12 PROJECT TWO Launch site 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 5 0 0 0 0
3 13 PROJECT THREE Redesign 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3 0 5 5 0 7 7 2 0 5 5 0 7 7
RESOURCE VIEW
0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
HOURS AVAILABLE (ORGINAL CAPACITY) Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov

SR. NO RESOURCE ID RESOURCE NAME 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22

1 1 PROJECT MANAGER 0 7 7 7 0 5 0 0 7 7 7 0 5 5 0 7 7 7 0 5 5 0
2 2 WEB DESIGNER 8 8 8 8 0 0 0 8 8 8 8 0 0 0 8 8 8 8 0 0 0 8
3 3 DEVELOPER 5 5 5 5 5 5 0 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5
4
5
6
7
8
9
10
11
12
13
14
15
16
17
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19
20
21
22
23
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25
26
27
28
29
30
 Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov Nov
HOURS SCHEDULED
SR. NO RESOURCE ID RESOURCE NAME 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
1 1 PROJECT MANAGER 0 7 7 7 0 5 0 0 7 7 7 0 5 5 0 7 7 7 0 5 5 0
2 2 WEB DESIGNER 0 0 0 8 0 0 0 2 0 0 0 0 0 0 0 0 0 0 0 0 0 8
3 3 DEVELOPER 0 0 5 5 5 5 0 5 5 5 5 5 5 0 5 5 0 5 5 5 5 0
4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
13 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
15 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
17 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
18 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
19 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
22 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
23 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
25 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
26 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
27 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
28 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
29 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
RESOURCE VIEW
0 0 0 0 0 0 0 0 0
HOURS AVAILABLE (ORGINAL CAPACITY) Nov Nov Nov Nov Nov Nov Nov Nov Dec

SR. NO RESOURCE ID RESOURCE NAME 23 24 25 26 27 28 29 30 1

1 1 PROJECT MANAGER 7 7 7 0 5 5 0 7 7
2 2 WEB DESIGNER 8 8 8 0 0 0 8 8 8
3 3 DEVELOPER 5 5 5 5 5 5 5 5 5
4
5
6
7
8
9
10
11
12
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 Nov Nov Nov Nov Nov Nov Nov Nov Dec
HOURS SCHEDULED
SR. NO RESOURCE ID RESOURCE NAME 23 24 25 26 27 28 29 30 1
1 1 PROJECT MANAGER 7 7 7 0 5 5 0 7 7
2 2 WEB DESIGNER 8 4 0 0 0 0 0 0 0
3 3 DEVELOPER 0 0 0 5 5 0 0 0 0
4 0 0 0 0 0 0 0 0 0
5 0 0 0 0 0 0 0 0 0
6 0 0 0 0 0 0 0 0 0
7 0 0 0 0 0 0 0 0 0
8 0 0 0 0 0 0 0 0 0
9 0 0 0 0 0 0 0 0 0
10 0 0 0 0 0 0 0 0 0
11 0 0 0 0 0 0 0 0 0
12 0 0 0 0 0 0 0 0 0
13 0 0 0 0 0 0 0 0 0
14 0 0 0 0 0 0 0 0 0
15 0 0 0 0 0 0 0 0 0
16 0 0 0 0 0 0 0 0 0
17 0 0 0 0 0 0 0 0 0
18 0 0 0 0 0 0 0 0 0
19 0 0 0 0 0 0 0 0 0
20 0 0 0 0 0 0 0 0 0
21 0 0 0 0 0 0 0 0 0
22 0 0 0 0 0 0 0 0 0
23 0 0 0 0 0 0 0 0 0
24 0 0 0 0 0 0 0 0 0
25 0 0 0 0 0 0 0 0 0
26 0 0 0 0 0 0 0 0 0
27 0 0 0 0 0 0 0 0 0
28 0 0 0 0 0 0 0 0 0
29 0 0 0 0 0 0 0 0 0
30 0 0 0 0 0 0 0 0 0
RESOURCE VIEW
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
HOURS AVAILABLE (ORGINAL CAPACITY) Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec

SR. NO RESOURCE ID RESOURCE NAME 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

1 1 PROJECT MANAGER 7 0 5 5 0 7 7 7 0 5 5 0 7 7 7 0 5 5 0 7 7 7 0
2 2 WEB DESIGNER 8 0 0 0 8 8 8 8 0 0 0 8 8 8 8 0 0 0 8 8 8 8 0
3 3 DEVELOPER 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5
4
5
6
7
8
9
10
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12
13
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21
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30
 Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec Dec
HOURS SCHEDULED
SR. NO RESOURCE ID RESOURCE NAME 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
1 1 PROJECT MANAGER 7 0 5 5 0 7 7 7 0 5 5 0 7 7 7 0 5 5 0 7 7 7 0
2 2 WEB DESIGNER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
3 3 DEVELOPER 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
13 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
14 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
15 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
16 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
17 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
18 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
19 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
20 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
21 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
22 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
23 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
24 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
25 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
26 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
27 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
28 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
29 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
RESOURCE VIEW
1 0 0 0 0 0
HOURS AVAILABLE (ORGINAL CAPACITY) Dec Dec Dec Dec Dec Dec
Total Hours Available Days Available
SR. NO RESOURCE ID RESOURCE NAME 25 26 27 28 29 30
1 1 PROJECT MANAGER 0 5 0 7 7 7 259 41
2 2 WEB DESIGNER 0 0 8 8 8 8 288 36
3 3 DEVELOPER 0 5 5 5 5 5 290 58
4
5
6
7
8
9
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11
12
13
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18
19
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25
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 Dec Dec Dec Dec Dec Dec
HOURS SCHEDULED Total Hours Scheduled Days Scheduled
SR. NO RESOURCE ID RESOURCE NAME 25 26 27 28 29 30
1 1 PROJECT MANAGER 0 5 0 7 7 7 259 41
2 2 WEB DESIGNER 0 0 0 0 0 0 30 5
3 3 DEVELOPER 0 0 0 0 0 0 90 18
4 0 0 0 0 0 0
5 0 0 0 0 0 0
6 0 0 0 0 0 0
7 0 0 0 0 0 0
8 0 0 0 0 0 0
9 0 0 0 0 0 0
10 0 0 0 0 0 0
11 0 0 0 0 0 0
12 0 0 0 0 0 0
13 0 0 0 0 0 0
14 0 0 0 0 0 0
15 0 0 0 0 0 0
16 0 0 0 0 0 0
17 0 0 0 0 0 0
18 0 0 0 0 0 0
19 0 0 0 0 0 0
20 0 0 0 0 0 0
21 0 0 0 0 0 0
22 0 0 0 0 0 0
23 0 0 0 0 0 0
24 0 0 0 0 0 0
25 0 0 0 0 0 0
26 0 0 0 0 0 0
27 0 0 0 0 0 0
28 0 0 0 0 0 0
29 0 0 0 0 0 0
30 0 0 0 0 0 0
HELP
SETTINGS
PLANNING PERIOD
Enter Planning Period Start Date. Planning Period End Date should be within 60 days of Planning Period Start Date. Make sure t
RESOURCES
Resource ID and Resource Name are required fields and there cannot be duplicate values.
Up to 30 resources can be entered.
Enter default working hours for each weekday for each resource.
Please do not insert columns in this table. The weekdays beginning with SUN have to begin from third column.
COMPANY WEEKENDS
Choose 'Yes' for weekdays which are non-working days in your company. Please leave blank if it is a working day. This is used fo
COMPANY HOLIDAYS
Enter dates for company holidays. Project tasks will not be allocated during these days.

PROJECTS
Project ID, Project Name and Project Priority are required fields and there cannot be duplicate values..
If Preferred Start Date is left blank, Planning Period Start Date will be used. If Preferred End Date is left blank, project will be co
If Project Priority is left blank, the project will not be included in plan. If two projects are given equal priority value, the tasks ar
Project Plan Status field will display error if there is any. If there are no errors, it will display 'Planned'.

TASKS
Task ID, Task Name, Project Name, Resource Name and Hours Required are required fields. Task ID should be unique.
Task Plan Result field will display error if there are any. If there are no errors, it will display 'Will Complete OnTime' if the task w
Task Preferred Start Date can be used to indicate if a task cannot begin until a certain date.
Task Preferred End Date can be used to indicate if a task should end by a certain date. This is used to flag whether a task compl
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
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 th
MILESTONE: Leave it blank if it is not a milestone. Otherwise, choose Yes.
OVERALL PRIORITY will show 'ERROR' if required fields are not populated. Tasks that have errors will not be included in plan. Lo

PLAN SUMMARY
PROJECT SUMMARY
In Plan: If the project does not have a priority and/or tasks, then it will not be included in plan.

EARLIEST POSSIBLE START DATE = Earliest date when the project can begin, provided there are no resource limitations on the p
MAX(Project's Preferred Start Date, Planning Period Start Date, Task Preferred Start Date, Predecessor 1's Expected End Date +
IF error, then Planning Period Start Date + 60. For example, if the predecessor does not have an expected end date (meaning p
EXPECTED START DATE: Date when the project can actually begin, given resource limitations; As per the schedule created by th
DELAY IN START: Days between Earliest Possible Start and Expected Start. If there is delay in a project, you can try reducing it by
PREFERRED END DATE: Date you would like the project to end by.
EXPECTED END DATE: Date when the project will end based on the schedule.
HOURS REQUIRED: Number of hours required in total for the project.
HOURS SCHEDULED: Number of hours scheduled according to the plan.
HOURS NOT SCHEDULED: Difference between Hours Required and Hours Scheduled
PROJECT PLAN RESULT: If Hours Not Scheduled >0, the Project 'Will Not Complete'. If Expected End Date is on or before the Pre
If Preferred End Date is not set for the project, then it will be considered as OnTime if the project will complete.
PROJECT SPAN (DAYS): Time between Expected Start Date and Expected End Date.
PROJECT COST: Total cost for all the tasks. For each task, it will be calculated as (Hours allocated * Cost per hour for resource as

RESOURCE SUMMARY
HOURS AVAILABLE: Number of Hours resource is available.
HOURS SCHEDULED: Number of hours scheduled to tasks for a resource.
UTILIZATION RATE: Hours Scheduled/Hours Available
DAYS AVAILABLE: Number of days where the resource is available.
DAYS SCHEDULED: Number of days the resource has been scheduled work.
DAYS NOT SCHEDULED: Number of days the resource has not been allocated work.
NUMBER OF TASKS ASSIGNED: Number of tasks that a resource has been asssigned to.
COST: Cost for each resource. Hours Allocated * Cost per Hour

TASK SCHEDULES

EARLIEST POSSIBLE START DATE = Earliest date when the task can begin, provided there are no resource limitations on the proj
MAX(Project's Preferred Start Date, Planning Period Start Date, Task Preferred Start Date, Predecessor 1's Expected End Date +
IF error, then Planning Period Start Date + 60. For example, if the predecessor does not have an expected end date (meaning p
EXPECTED START DATE: Date when the task will begin according to the planned schedule
DELAY IN START: Days between Earliest Possible Start and Expected Start. If there is delay in a project, you can try reducing it by
PREFERRED END DATE: Date you would like the project to end by.
EXPECTED END DATE: Date when the project will end based on the schedule.
HOURS REQUIRED: Number of hours required in total for the task
HOURS SCHEDULED: Number of hours scheduled according to the plan.
TASK PLAN RESULT: If Hours Not Scheduled >0, the task 'Will Not Complete'. If Expected End Date is on or before the Preferred
If Preferred End Date is not set for the task, then it will be considered as OnTime if the task will complete.