Multi Project Planner 100

Configure the Settings sheet

Select the ‘Settings’ sheet and enter the following information:

  • Project Name: The default project names can be renamed.
  • Start date: Enter the project Start date.
  • End date: Enter the project End date.
  • Team: List everyone who will be working across all projects.
  • Status: You may rename one or more of the default statuses.
  • Priority: You may rename one or more of the default priorities.

🟢 Tip: To remove an entry in the ‘Team’ list, right click on the entry and select ‘Delete -> Table Rows’.

Start creating tasks

100 Project sheets allow you to manage all your tasks. Each task contains the following columns:

  • Task: Enter the name of your task.
  • Status: Select a status from the dropdown menu.
  • Priority: Select a priority from the dropdown menu. (P1 = Most urgent, P4 = Least urgent)
  • Start Date: Enter the start date for this task.
  • End Date: Enter the date which this task should be completed by.
  • Assigned To: Select someone from your team from the drop-down list.
  • Budget: Enter a budget amount for this task (max you're willing to spend).
  • Actual Cost: Enter how much was actually spent.
  • Progress: Enter a value between 0 and 100, which represents completion progress.
  • Notes: Feel free to leave a note or comment for this task (optional).

🟢 Tip: All dates must be entered in the following format: January 1, 2023

🟢 Tip: Progress percentage is automatically color coded.

🟢 Tip: If you don't need to manage a budget, simply leave the Budget and Actual Cost values to '0'.

The Overview sheet

This sheet allows you to review project metrics & statuses at a glance. Dynamic Dash lets you select a project from the drop-down list and the dashboard updates instantly.

The Welcome pane shows you:

  • Date: Today's date.
  • Active projects: The number of projects which have at least 1 active task.
  • Completed projects: The number of projects which have no active tasks.
  • Late Projects: The number of projects which have at least 1 active task and have passed the project End date.