Plan Excel Add-in

Enhance Efficiency: Seamless Visualization and Detailed Tracking in One Tool

The Plan Excel Add-in introduces a dedicated Ribbon Menu seamlessly integrated with Excel’s default menus. This custom ribbon offers all the essential tools to streamline project management and resource planning, enabling users to:

1. Bar Chart & Schedule Creation

• Create dynamic bar charts to visualize activities and timelines.
• Customize charts for any project duration and calendar interval (daily, weekly, monthly, etc.).
• Define multiple calendars and assign them to specific tasks.
• Visualize dates comparisons and track variances effortlessly within the same workbook.

2. Activity & Milestone Management

• Display both activities and milestones clearly on the timeline.
• Monitor progress with comparisons between current/forecast dates Vs planned dates.
• Draw multiple bars to represent various phases or date-based events.
• Visualize event impacts to highlight potential delays and their consequences.

3. Resource Management & Usage Analysis

• Allocate resources based on assigned calendars to manage workloads efficiently.
• The tool embeds calculations directly into custom pivot tables, enabling dynamic scaling and factoring. This transforms raw resource usage data into meaningful insights, helping users make informed decisions.
• Effortlessly drill down from high-level summaries to individual activities, uncovering detailed insights from any grouping or category. This feature ensures seamless traceability and enhanced visibility into resource allocation and performance.
• Summarize resource usage with easy-to-read histograms.
• Assign distribution curves or create a new one to assign for resource usage.

4. Plan / Actual / Forecast Monitoring

Track and manage performance effectively with the Plan / Actual / Forecast utility. This feature enables users to:

• Create and Monitor Quantitative Plans
  • Build detailed quantitative plans and seamlessly convert them to add actual values and forecasts based on real-time performance.
• Generate Accurate Forecasts
  • Leverage past performance data to create reliable forecasts and adjust plans proactively.
• Summarize and Group Data by Custom Codes
  • Aggregate and organize multiple quantities using custom codes for better clarity and reporting.
• Track Actual vs. Planned Performance
  • Monitor actual outcomes and compare them against both planned targets and required future performance to stay on track.

5. Work Breakdown Structure (WBS) Creation

• Categorize tasks effectively by creating a hierarchical WBS.
• Use WBS for better task management and resource allocation.
• Easily recreate schedules with a Primavera P6-style format directly in Excel. Use the Plan Excel Add-in to apply P6 WBS Format on data extracted from a P6 schedule. Simply copy and paste the P6 schedule data into Excel, and the add-in will seamlessly organize and format it for enhanced visibility and reporting.

6. Reporting & Analysis

• Generate comprehensive tabular reports for progress tracking and date variance.
• Produce graphical reports, including:
  • S-Curve for cumulative progress/data
  • Histograms for resource usage/data
• Drill down to activity level from the group to detailed levels in reports.
• Create reports based on performance from the Plan / Actual / Forecast status

7. Excel Integration & Formula Support

• Utilize Excel’s native formulas to define relationships between activities.
• Access all Excel functionalities to enhance flexibility and productivity.

8. Customization & Ease of Use

• Personalize colors, styles, and other chart settings to suit your needs.
• Simple, intuitive interface designed to maximize productivity.

Plan Excel Ribbon Menu

Reports Samples

After the Download is completed, Extract the zip file to a New Folder. Open Install_PlanExcel.xlsm file and follow the On screen commands to complete the Installation.

Caution: Directly opening the Install_PlanExcel.xlsm file without unzipping may show that the Installation is successful but may result in partial Installation only. So always extract and then open the Install_PlanExcel.xlsm file.

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