Multi Project Planner 100 Pro

Configure the Settings sheet

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

  • 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.
  • General: Adjust preference options to your liking.
Preference Description Options
Initiative count type Change the way initiatives are counted on the Overview sheet.
  • Count total existing: Select this if you want to count all initiatives.
  • Count only assigned: Select this if you want to count only initiatives that are assigned to a project.
Calculate completion by status or progress Change the way progress is calculated on the Overview sheet.
  • Status: Select this if you want to calculate progress by counting task status.
  • Progress: Select this if you want to calculate progress by returning the average from the progress column.
Timeline starting year Specify the year you'd like to see on the Timeline sheet. The following year will automatically appear on the timeline as well.
  • Select a year

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

🟢 Tip: To change the color of a Status or Priority value, use Conditional Formatting rules. See FAQ below.

Configure the Manage sheet

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

Focus Areas & Initiatives

  • Focus Areas: Enter your Focus Areas in the purple cells. See FAQ below on how to add more Focus Area columns.
  • Initiatives: List initiatives under each Focus Area.

Projects

  • Focus Area: Select a Focus Area for your first project.
  • Initiative: Select an initiative for your first project.
  • Project: Enter a custom project name.
  • Start date: Enter a project Start date.
  • End date: Enter a project End date.

🟢 Tip: The 'Links' column contains buttons which allow you to navigate to the desired project with ease.

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: Choose a team member 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 Focus Area, Initiative and Project from their own drop-down lists and the dashboard updates instantly.