Workload Planner for Excel

Configure the Settings sheet

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

• Team - Names: List up to 15 names.
• Team - Max hours: Specify the max amount of hours each person can work during a week.
• Status: You may rename one or more of the default statuses.
• Priority: You may rename one or more of the default priorities.
• General Preferences: Adjust preference options to your liking.

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

Start creating tasks

The Tasks sheet is used to manage 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: The date which work will start for the given task.
• Due Date: Enter the date which this task should be completed by. This is the date which is taken into account on the Workload dashboard.
• Assigned To: Select someone from your team from the drop-down list.
• Hours: Enter how many hours of work will be required for the given task.
• 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: Due dates must be entered in the following format: January 1, 2024

🟢 Tip: The 'Progress' tile in the upper status bar calculates the result by looking at task statuses by default. To use the Progress column instead, change the setting called 'Calculate completion by status or progress' to 'Progress' on the Settings sheet under General.

The Workload sheet

You have the flexibility to see up to 7 weeks at once! Pick the first week you'd like to see in the dashboard from the dropdown list. The following 6 week will automatically be populated.

🟢 Tip: Name sorting done on the Settings sheet will automatically reflect on the Workload sheet.