Gantt Planner
- Category: Task Planners
- Platform: Microsoft Excel
- Description: Introducing Gantt Planner for Excel - a revolutionary tool that allows you to visualize your work on a Timeline with ease. Let’s delve into its features!
Features
📝The Timeline sheets - In this view, tasks are represented as horizontal bars along a timeline, providing a visual representation of project activities and their durations. You can easily identify task start dates, end dates and overlaps, enabling efficient planning and scheduling while making informed decisions to ensure successful project execution. Navigate your project timelines effortlessly with Gantt Planner's Day and Month views, providing both detailed and zoomed-out perspectives for comprehensive project oversight.
Each sheet features a modern status bar that provides valuable insights such as today’s date, the total task count, active task count, the number of late and completed tasks, remaining project days, a project timeline, and a progress indicator. That’s a wealth of information at your fingertips!
⚙️But that’s not all! The Settings sheet allows you to customize your Gantt Timeline planner to suit your needs. Easily assign each task a different color or keep them all the same - it's up to you! We've also make it easy to hide Completed and Canceled tasks from the Timeline view. Additionally, we've added an option to highlight weekends.
Get started with your planner
Learn how to get the most from your new planner
Configure the Settings sheet
Select the ‘Settings’ sheet and enter the following information:
- Project Name: Give your project a name.
- 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.
- General Preferences: Adjust preference options to your liking.
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: Enter the date which this task should begin.
- Due Date: Enter the date which this task should be completed by.
- Assigned To: Select someone from your team from the drop-down list.
- Budget: You can enter a budget amount in this field.
- Actual Cost: You can enter the actual cost for this task.
- Progress: Enter a value between 0 and 100, which represents completion progress.
- Timeline Color: Select a timeline bar color for the this task.
- Notes: Feel free to leave a note or comment for this task (optional).
🟢 Tip: Start / End 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 Preferences.
The Timeline (Day) sheet
This sheet gives you a daily view for up to 2 years. The desired year can be selected on the Settings sheet under 'General'.Scroll up/down and Left/right to view your tasks in the timeline area. You may use the calendar to quickly jump to the month of your choice. Weekends are highlighted by default, this option can also be toggled from the Settings sheet under 'General'.
The Timeline (Month) sheet
This sheet provides a zoomed out look at your timeline. This can be helpful if your tasks span across several months.
🟢 Tip: Task sorting done on the Tasks sheet will automatically reflect on the Timeline sheet. For example, to ensure that your tasks appear in order on the Timeline sheets, sort the 'End Date' column on the Tasks sheet.