Project Planner Basic
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indzara Project Planner (Basic) www.indzara.com Template fromindzara indzara Project Planner (Basic) Glossary Field Name Defnition Project Name Name of the project. Please do not use the same name for more than one project. Project Description Description of the project. Start Date Optional eld. Date efore which the project cannot start. Due Date Optional eld. Date ! which the project should complete. Priorit! Priorit! of the project amon" all projects. # is the hi"hest priorit! and $% the lowest. &esource Name Name of the resource 'ours ailale per Da! Numer of hours each resource will e aailale for Tas* Name Short Name of the tas* Tas* Description Description of the tas* Predecessor # Name of the tas* that !our current tas* is dependent on. +our tas* cannot e"in until the da! after !our predecessor # is complete. Predecessor $ Name of the second tas* that !our current tas* is dependent on. +our tas* cannot e"in until the da! after !our predecessor $ is complete. Planned Duration ('ours) 'ours that !ou e,pect the tas* to ta*e (in hours) -omments nter an! comments on the tas*. Project Tas* Name -oncatenation of Project Name and Tas* Name arliest Possile Start Date Date when the project tas* can e"in assumin" no resource constraints for that tas* ,pected Start Date Date when the project tas* can e"in "ien resource constraints Dela! in Start Numer of da!s etween arliest Possile Start and ,pected Start Date Limitation ,pected completion Date Date when the project tas* can end "ien resource constraints Tas*s completed / of Tas*s in the project that will e completed ! the end of the Plannin" period On Time -ompletion 0la" to indicate if the project will complete prior to the project due date 'ours -ompleted Numer of hours of wor* completed ! the end of Plannin" period. 'ours Pendin" Numer of hours of wor* pendin" ! the end of Plannin" period. Planned Duration 1 'ours -ompleted 'ours ailale Numer of hours of wor* aailale from all the resources durin" the entire Plannin" period. &esource 2tilization &ate 'ours -ompleted3'ours ailale 'ours 2nutilized 'ours ailale 1 'ours -ompleted Total Numer of Projects Numer of &esources Projects -ompleted Numer of projects that will e completed ! the end of the Plannin" period. Projects -ompleted on Time Numer of projects that will e completed prior to Project due dates ! the end of the Plannin" period. www.indzara.com Numer of projects entered in the Projects sheet Numer of resources entered in the Projects sheet Features -an plan up to $% projects at a time and a total of #%4 tas*s 2p to #% resources can e included in plannin" ach tas* is assi"ned to one and onl! one resource. project can hae multiple tas*s and hence multiple resources. Project Start Dates can e restricted (optional) Project due dates can e input to compute if projects complete on time Plannin" period is 54 wor*in" da!s from plannin" period start date Onl! wor*da!s are included (6ee*ends are not in the plan) Ta*es into account up to #4 holida!s (optional) Plannin" is done at the "ranular unit of hours &esource can e assi"ned to multiple tas*s on the same da!. 'ours aailale to wor* per da! (for the duration of the plannin" period) is customizale for each resource. Projects need to e prioritized and prioritization is followed when resources are assi"ned ll the tas*s within a project inherit project7s priorit! ach tas* can hae up to two predecessors (dependencies). The! can e within project or from other projects. tas* can e"in onl! the da! after its predecessors hae completed. PTOs can e accommodated ! creatin" one separate project with the priorit! 1 and addin" all PTOs as tas*s. Purpose o Template #. To *now if and when projects will complete "ien each project7s tas*s8 tas* duration8 resource aailailit! and project priorit!. $. 9f !ou hae an! due dates for projects8 the template can determine if project will complete ! due date. :. To understand resource utilization and identif! opportunities for re1assi"nment to improe project completions. ;. To determine how man! hours of wor* are still pendin" after the plannin" period is oer8 so that !ou can re<uest more resources. %. To prepare printale project schedule (=antt chart) and resource schedule. Data Validation perormed in te template cec!s or te ollo"in# errors in Projects seet No duplicate Project Names No empt! project priorit! No duplicate project priorities No more than $% projects No Plannin" Period Start Date Duplicate resource names No more than #% resources Start Date should e a wee*da! in Tas!s $eet Tas*s entered for a Project not in list No Tas*s entered for a Project Duplicate project1tas* names No more than #%4 tas*s Tas*s assi"ned to resources not in list %o" to use te template& nter Project and resource details in Projects sheet. 6atch the Data alidation o, for an! errors. -orrect all errors for proper functionin" of template. nter tas* details in Tas*s sheet. 6atch the Data alidation o, for an! errors. -orrect all errors for proper functionin" of template. 2se the dice o, for an! tips to re1assi"n resources to improe project completions. >iew and Print Project Schedule8 &esource Schedule and Summar! &eport 2se the menu ar at the top in each sheet for nai"ation P'*+T$ T,$-$ P'*+T $+%*D.L* $.//,'0 '*P'T %/* '*$.'+* $+%*D.L* 0or adanced features such as plannin" period of # !ear8 e,panded numer of projects8 tas*s ? resources8 customized "antt charts and more8 clic* to iew Project Planner (danced) ,cel Template
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Transcript of Project Planner Basic
8/18/2019 Project Planner Basic
http://slidepdf.com/reader/full/project-planner-basic 1/9
indzara Project Planner (Basic)GlFie
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Features-an plan up to $% projects at a time and a total of #%4 tas*s2p to #% resources can e included in plannin"ach tas* is assi"ned to one and onl! one resource. project can hae multiple tas*s and hence multiple resources.Project Start Dates can e restricted (optional)Project due dates can e input to compute if projects complete on timePlannin" period is 54 wor*in" da!s from plannin" period start dateOnl! wor*da!s are included (6ee*ends are not in the plan) Ta*es into account up to #4 holida!s (optional)Plannin" is done at the "ranular unit of hours&esource can e assi"ned to multiple tas*s on the same da!.'ours aailale to wor* per da! (for the duration of the plannin" period) is customizale for each resource.Projects need to e prioritized and prioritization is followed when resources are assi"nedll the tas*s within a project inherit project7s priorit!ach tas* can hae up to two predecessors (dependencies). The! can e within project or from other projects. tas* can e"in onl! the da! after its predecessors hae completed.PTOs can e accommodated ! creatin" one separate project with the priorit! 1 and addin" all PTOs as tas*s.
Purpose o Template#. To *now if and when projects will complete "ien each project7s tas*s8 tas* duration8 resource aailailit! and project priorit!.$. 9f !ou hae an! due dates for projects8 the template can determine if project will complete ! due date.:. To understand resource utilization and identif! opportunities for re1assi"nment to improe project completions.;. To determine how man! hours of wor* are still pendin" after the plannin" period is oer8 so that !ou can re<uest more resources.%. To prepare printale project schedule (=antt chart) and resource schedule.
Data Validation perormed in te template cec!s or te ollo"in# errors
in Projects seetNo duplicate Project Names
No empt! project priorit!No duplicate project prioritiesNo more than $% projectsNo Plannin" Period Start DateDuplicate resource namesNo more than #% resourcesStart Date should e a wee*da!
in Tas!s $eet Tas*s entered for a Project not in listNo Tas*s entered for a ProjectDuplicate project1tas* namesNo more than #%4 tas*s Tas*s assi"ned to resources not in list
%o" to use te template& nter Project and resource details in Projects sheet. 6atch the Data alidation o, for an! errors. -orrect all errors for proper functionin" oftemplate.nter tas* details in Tas*s sheet. 6atch the Data alidation o, for an! errors. -orrect all errors for proper functionin" of template.2se the dice o, for an! tips to re1assi"n resources to improe project completions.>iew and Print Project Schedule8 &esource Schedule and Summar! &eport2se the menu ar at the top in each sheet for nai"ation
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indzara Project Planner (Basic) www.indzara.com
Enter your project information. Priority eld is required. Start and End Dates are optional. Enter your resource inform
Project Name Project Description Start Date Due Date Priorit! &esource Name Project # Project Descr # # &esource
Please enter u
Data Validation
No errors in data entry
Err:508
Err:508
Err:508
Err:508
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Please enter up to $% projects aoe rr@%4A
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1 2
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indzara Project Planner (Basic) www.indzara.com
Enter tasks in the tale elo! for all of your projects
,d1ice
Project Name Tas* Name Tas* Description &esource Name Predecessor # Pre
Project # Tas* # Tas* # Descr &esource Project $ Tas* #
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$ceduled Time an
'esource Name 23 24 25 26 27 28 29 32 33 36 3: 3; 37 38 43 44 45 46 4: 48 49 52 5
&esource 5 5 5 5 5 5 5 5 5 5 5 : 4 4 4 4 4 4 4 4 4 4
&esource 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
.nutilized time an
'esource Name 23 24 25 26 27 28 29 32 33 36 3: 3; 37 38 43 44 45 46 4: 48 49 52 5
&esource
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indzara Project Planner (Basic) www.indzara.com
Summar! &eport
Total Num=er o Projects>>> Num=er o 'esources*rr<:28 Projects +ompl
%ours +ompleted;9 %ours Pendin#2 %ours .nuti
Projects@ $ummary
Project Name Priority Due Date
rr@%4A rr@%4A rr@%4A 4 rr@%4A rr@%4A #44/ rr@%4A +es rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
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rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A rr@%4A
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Delay in$tart
*Apected$tart Date
*Apected+ompletion Date
? Tas!scompleted
n Time+ompletion
%Pe
Project 3
3;B)an
Project +ompletion Dates
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