Project Planner

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Introducing "Project Planner": The Ultimate Digital Excel Sheet for Effortless Project Management!

    Are you tired of juggling multiple tasks and deadlines, struggling to keep your projects on track? Say goodbye to chaos and welcome a new era of productivity with the revolutionary "Project Planner." This innovative digital solution is here to transform the way you manage your projects, giving you complete control and peace of mind.

    With "Project Planner," you have the power to streamline your project management process like never before. Imagine having a single Excel sheet that acts as your project command center, where you can effortlessly organize and monitor every aspect of your tasks. This comprehensive tool empowers you to stay on top of your projects with ease and efficiency.

    The heart of "Project Planner" lies in its Project sheet, meticulously designed to capture all vital project details. From task lists to task status, priority, start and end dates, assigned team members, budget vs. actual cost, progress percentage, and detailed notes—every essential element is at your fingertips. Stay informed, make informed decisions, and collaborate seamlessly with your team.

    But that's not all! "Project Planner" takes project management to the next level with its game-changing Overview sheet. Prepare to be amazed as you explore the all-new widget dashboard, designed to simplify your project management experience. This cutting-edge dashboard showcases a plethora of widgets that revolutionize the way you track and visualize project progress.

    The Timeline Progress widget provides a dynamic visual representation of your project's advancement, ensuring you're always aware of how far you've come and how much is left to accomplish. The Task Status Count Overview widget allows you to effortlessly monitor the distribution of completed, pending, and ongoing tasks, giving you a comprehensive snapshot of your project's status.

    Stay on top of the big picture with widgets that display the total number of tasks and the number remaining to be completed. With the Days Until Deadline widget, never miss another milestone as you're constantly reminded of how much time is left to reach your project's goals.

    Budget management becomes a breeze with the Budget Info widget, enabling you to monitor expenditures, compare them to the actual costs, and make necessary adjustments on the fly. Keep high-priority tasks front and center with the High Priority Tasks Remaining widget, ensuring that no critical element slips through the cracks.

    But we're not done yet! "Project Planner" also understands the importance of personalization. With the Note-Taking widget, conveniently jot down ideas, memos, and reminders, ensuring nothing gets lost in the shuffle. And to add that extra touch of professionalism, showcase your company's brand with the Company Logo widget. Make your projects truly your own and impress stakeholders with this unique customization feature.

    Experience the thrill of seamless project management with "Project Planner." No more wasted time, missed deadlines, or overlooked details. This versatile digital tool combines functionality, aesthetics, and user-friendliness, delivering an unparalleled project management experience that will take your productivity to new heights.

    Don't settle for mediocrity when you can achieve excellence. Try "Project Planner" today and witness the transformation in your project management. It's time to unlock your true potential and conquer the world, one project at a time!


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Features

✔️Modern & Easy to use interface
✔️All New one of a kind widget dashboard
✔️ 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
✔️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 Due Date for each task
✔️Ability to Add a note for each task
✔️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..
  • Start date: Enter the project Start date.
  • End date: Enter the project End date.
  • Team: List everyone who will be working on this project.
  • 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. 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: 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


  • 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 the Project sheet selected.
    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.

  • Yes, you can remove the budget columns from each project sheet and Budget widgets 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 widgets on the Overview Dashboard, Unprotect the sheet by clicking the "Review" tab and selecting "Unprotect Sheet". Then click on the Budget widget elements until they are highlighted 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!