Multi Phase Project Planner

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Plan & organize multiple project phases in one easy to use excel spreadsheet. Designed to be intuitive and empower you and your team to stay on top of your projects. Assign tasks to your employees or team member, prioritize tasks and keep their statuses up to date. Set due dates, budgets & percentage of completion. See your project stats at a glance with the beautiful Dashboard sheet, which is completely automated. You'll be sure to impress your team (and your boss) with this high quality planner.

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Features

✔️Modern & Easy to use interface
✔️Multi-purpose planner - Can be used as a general daily life planner, project manager planner, shopping planner, meal planner, teamwork planning, to-do list and so much more
✔️Supports up to 6 project phases (Example phases: "Q1, Q2, Q3, Q4" or "Planning Phase, Execute Phase" or "This month, Next Month" etc...)
✔️Easily enter a task & select a Status from the drop-down list (Not started, In progress, completed, on hold, canceled, blocked)
✔️Select a Priority from the drop-down list (P1, P2, P3, P4)
✔️Set a Start & End date for each task - End dates appear in red when overdue
✔️Ability to add Budget & Actual Cost for each task
✔️Ability to assign tasks to people or teams - You define the list of available resources from the Settings sheet
✔️Ability to specify Progress percentage for each task - Percentage value color changes automatically (Example: 100% = Green)
✔️Powerful dashboard provides a birds eye view of all 6 project phases
✔️Modern, colorful status bar displays the total task count per status
✔️Pixel perfect Minimalist design - A planner which doesn't feel 'crowded' or 'overloaded'
✔️Easy on the eyes - We took the time to carefully space elements out which allows the planner to 'breathe'
✔️Attractive Color Palette - We carefully selected colors that are a joy to look at, we hope you feel the same!
✔️Customizable - You can edit anything you'd like in this spreadsheet if needed

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.
  • Table/Phase names: Give each table or phase of your project a name.
  • Start date: Enter the phase Start date.
  • End date: Enter the phase 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

The 'Project' sheet allows you to manage all your tasks across 6 tables or phases:

  • 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'.



    Frequently Asked Questions


  • Yes, you can easily apply filters on any of the Project tables.
    Simply click the Filter button at the top of the desired column and check or un-check any of the available checkboxes.

  • Yes, simply click the ‘Filter button’ at the top of the column and select “Sort A to Z”.

  • You may highlight any cell that you would like to clear and hit the Delete key on your keyboard.

  • You can add more by right clicking the last row and selecting “Insert -> Table Row Below”

  • Contact us via the Bobcat Planners Etsy shop any time!