Multi Project Planner 100 Pro

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Plan & organize up to 100 projects 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 Overview dashboard sheet, which is completely automated. The all-new Timeline sheet let's you see your project timelines like never before with a crystal clear daily schedule that spans across two years. An interactive calendar lets you jump to any month with just a click. Widget tiles show you how many projects are ongoing, starting and ending for each month as well. You'll be sure to impress your team (and your boss) with this high quality planner.

    • Download Now

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 100 projects
✔️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 refreshes based on the selected project
✔️Modern, colorful status bar displays the total task count per status
✔️NEW: Timeline let's you see your project timelines like never before
✔️NEW: Ability to choose project timeline colors
✔️NEW: Home screen let's you navigate your project planner with ease
✔️NEW: Whiteboard - A clean space reserved for drawings & diagrams with Excel's built in tools
✔️NEW: Each project sheet now has a "Notes" widget. (Only works with the desktop version of Excel.)
✔️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 out of your new planner


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.



    Frequently Asked Questions


  • 1. While on the Manage sheet, click the View ribbon tab and place a checkmark in the 'Headings' checkbox.
    2. Right click on column header 'D' and choose 'Insert'.
    3. You can now specify a new Focus Area name and start listing Initiatives within in.

  • The Overview sheet is protected by default in order to prevent accidental changes.
    To edit it, you must unprotect the sheet by clicking the 'Review' tab and clicking 'Unprotect sheet'.

  • 1. Ensure you have a project Sheet selected (such as Project A).
    2. Click the Home tab, click 'Conditional Formatting' and select 'Manage Rules...'
    3. Double click on a color which you would like to change.
    4. Click the 'Format...' button.
    5. Click the 'Fill' tab.
    6. Select the color of your choice.
    7. Click OK on all open dialogs.
    8. Repeat the steps above for each project sheet.

  • Yes, you can remove the budget columns from each project sheet and the budget widget from the Overview Dashboard.

    1. To delete the Budget or Actual Cost columns, right click in any cell in either column and click "Delete" & "Table Columns".
    2. To delete the budget widget on the Overview Dashboard, Unprotect the sheet by clicking the "Review" tab and selecting "Unprotect Sheet".
    3. Right click on the budget widget and select 'Group' & 'Ungroup'. Repeat this step 3 or 4 times until you are able to only highlight the budget widget.
    4. Left click on the budget widget and hit 'Delete' on your keyboard.

  • Yes, you can easily apply filters on any of the ‘Project’ sheets.
    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.

  • Your planner comes with 100 blank rows; however, 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!