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Indzara Project Planner Basic v3 1
Indzara Project Planner Basic v3 1
Indzara Project Planner Basic v3 1
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
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
ERROR MESSAGES (IF ANY)
3 4
COMPANY WEEKENDS (used in Gantt Chart) COMPANY HOLIDAYS
COST PER HOUR DAY WEEKEND HOLIDAY DATE
SUNDAY Yes 7-Nov-2016
MONDAY 25-Dec-2016
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
SATURDAY Yes
Y HOLIDAYS
HOLIDAY NAME
Company Offsite
Christmas
PROJECTS
1
ERROR MESSAGE (IF ANY)
YOU HAVE ENTERED 0 TASKS
Task Duration in Calculated field. Do not edit. Errors will Date before which
hours be displayed if any. the task should not
(Required) Description of Task start
(Optional) (Optional)
HOURS TASK PLAN RESULT TASK DESCRIPTION
TASK PREFERRED
REQUIRED START DATE
ERROR: NO PROJECT NAME
MESSAGE (IF ANY)
OVERALL PRIORITY
ERROR
PLAN SUMMARY
PROJECTS' SUMMARY PLANNING PERIOD
1 0 0 0 0
PROJECTS PROJECTS IN PLAN WILL COMPLETE WILL COMPLETE ONTIME TOTAL COST
EARLIEST
SR. PROJECT IN 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 0 No NOT PLANNED
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
01-Nov
30-Dec
PROJECT
COST
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
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 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
1 0 0 0 0 0 0 0 0
No Valid Tasks 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
RESOURCE VIEW
0 0 0 0 0 0 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
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 Nov Nov Nov Nov Nov Nov Nov Nov Dec
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 a
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 comp
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. L
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
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 t
DELAY IN START: Days between Earliest Possible Start and Expected Start. If there is delay in a project, you can try reducing it b
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 Pr
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 a
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 pro
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 b
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.