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
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How to use the task tracker and dashboard |
Step 1: In the sheet's data tab, define the resource names and public holidays in your region.
Step 2: Create the task by copying an existing row. You must copy the existing row so that the formulas get copied.
Step 3: Add the basic details like Sl. No, Task, Resource Name/Assigned (dropdown), and Project Name.
Step 4 (Key Step): Enter ONLY the start date and the duration.
End date, Forecast Complete %, Progress, Overdue and complete column will be auto-populated. DON'T CHANGE THE VALUES IN THE COLUMNS WITH BLUE HEADINGS.
Once the basic steps are complete, steps 2,3, and 4 will have to be repeated regularly. It is recommended that you update
Actual % Complete regularly so that the charts will give the latest status. Please see the below image for different types of
charts in the dashboard.
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Task Information, Task Status, and Resource Load Charts |
Now some limitations of this template.
I can't download the templates. It direct to other websites.
ReplyDeleteMy downloads are on dropbox so it will take you there.
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