Home Renovation Planner

  • Category: Task Planners
  • Platform: Microsoft Excel
  • Description: Plan , track , organize , and budget all your renovation tasks in one easy to use spreadsheet. This visually stunning renovation planner lets you budget & prioritize your tasks and keep their statuses up to date. Choose which area of the property a task belongs to while setting budget & timeline goals. An automated dashboard gives you a clear overview of your project. Perfect for a bathroom renovation, kitchen renovation or whole home renovation. Choose between light and dark mode themes (you get both)!



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Features

✔️Modern & Easy to use interface
✔️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)
✔️Select Area from the drop-down list (such as Kitchen, Bedroom etc... - you can add as many areas as you'd like)
✔️Set a Budget for each task (Budgeted amount & Actual cost)
✔️Specify each tasks Start Date and End Date
✔️Ability to assign a task to someone else if you're sharing the planner
✔️Ability to Add a note/comment for each task
✔️Modern, colorful dashboard displays overall project statistics
✔️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:

  • Property Name: This can be the address of the property you’re working on.
  • Start date: Enter the renovation start date.
  • Target end date: Enter the date you plan to have the renovation completed by.
  • People: List all the people who will be involved in this project. You may also list business names or trades. Example: James, Emily, Electrician, Bob’s Tile Shop
  • Areas: List all the areas of the property which require work.
  • Status: You may rename one or more of the default statuses.
  • Priority: You may rename one or more of the default priorities.

🟢 Tip: All dates must be entered in the following format: January 1, 2023

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



Start creating tasks

The ‘Tasks’ 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)
  • Area: Select the affected area from the dropdown menu.
  • Budget: Enter the budget amount for this task.
  • Actual cost: Enter how much you’ve actually spent on this task.
  • Start date: Enter the start date for this task.
  • End date: Enter the date which this task should be completed by.
  • Assigned to: Select the person who is responsible for this task.
  • Comments: 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: When the ‘End Date’ is older than Today’s date, it will appear in red.



    Frequently Asked Questions


  • Yes, you can easily apply filters on the ‘Tasks’ sheet.
    Simply click the Filter button at the top of the desired column and check or un-check any of the available checkboxes.
    Here’s what the filter menu would look like if you only wanted to see “In progress” Tasks:

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

  • Yes, multiple people can collaborate by accessing this planner from their computers or mobile devices. The Dashboard updates in real-time as your team members update their Tasks.

  • Yes, simply open your planner’s Dashboard on a TV or monitor and set Excel to ‘Full-screen’ mode. You can then increase the dashboard size by zooming in (CTRL + Mouse wheel scroll)

  • The Total Budget is determined by calculating the sum of all the budget amounts you entered for each task.

  • You may highlight any cell that you would like to clear and hit the Delete key on your keyboard.
    It’s best to avoid deleting any of the ‘Days Remaining’ cells because they contain a formula.
    If you do delete one, simply copy any other ‘Day Remaining’ cell and paste it in the cell you deleted. This will restore the formula.

  • Your planner comes with 200 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!