|Excel Task Management Dashboard|
Advantages and Features of Excel Task Management Dashboard
- Track status based on % complete.
- Highlights overdue and complete tasks for better visualization of problem tasks.
- Can handle a list of 20 pre-defined holidays. Holidays are reduced from the duration.
- Calculates % Complete Forecast based on start and finish dates.
- Progress is reported using traffic light indicators.
- The end date is auto-calculated based on the start date and duration of the tasks.
- Provides a high-level graphical view of information, status, and resource load.
- Task Information Graphs show the following breakup - Total, Not Started, In-Progress, Complete and Overdue.
- Task Status shows the breakup for the On track, Concern, and Delayed.
- Resource Load shows the workload on the resources in days.
Some key points about statues
- Progress is reported based on the difference between Actual % Complete and Forecast % Complete.
- A task is highlighted as green in the progress column if it is on track. So, the % complete should be equal to or greater than the forecast % complete.
- Highlighted as amber when progress is less than 5% behind schedule. So, the delay should be between 1 - 5%.
- Highlighted as red when the task is delayed by more than 5% complete.
- Highlighted as overdue when the end date has passed, and it is not complete.
- Highlighted as complete if the actual % complete is 100%.
How to use the Dashboard Template
|How to use the task tracker and dashboard|
|Task Information, Task Status, and Resource Load Charts|
Now some limitations of this template.
- Cannot handle individual resource holidays.
- Can handle up to 10 resource names and 20 public holidays.
- With so many columns easy to override the values in the columns with formulas.
- No data validations on any columns.
- Consider using Simple Excel Task Manager for lists of tasks and daily task manager for project managers.
- Not suitable for Team Task Prioritization and Monthly Team Task Planning.