Advanced Project Planner – Excel Edition (EVM, Gantt, Kanban, RAID)

Plan with a baseline, log costs against tasks and see earned value on every project: SPI, CPI and a forecast at completion, worked out for you. Plus a Gantt chart, Kanban board, RAID log, priority matrix and a client-ready status report, in one Excel workbook.

Built for project managers, small PMOs and consultants who run several projects at once and need to know which one is drifting before the status report turns red.

WHY IT'S DIFFERENT

✔ Earned value built in: PV, EV, AC, SPI, CPI, EAC, VAC and TCPI on every task and project. No formulas to write

✔ Portfolio dashboard ranks every project worst first, with the reason

✔ Project dashboard with an S-curve (planned vs earned vs actual, week by week)

✔ Status report for clients: pick a project, export to PDF. Hide the financials with one setting

✔ Health rules you can see: On Track, At Risk or Off Track from SPI, CPI, overdue tasks and open high-score risks

✔ Checks on every data tab flag duplicate IDs, missing baselines, unknown IDs and costs dated in the future

WHAT'S INCLUDED

• Excel workbook, Sample: six demo projects to explore

• Excel workbook, Blank: for your own projects

• Quick Start Guide (8-page illustrated PDF)

• Built-in Guide tab with every calculation explained in plain English

COMPATIBILITY

✔ Microsoft Excel 2016 or later (Windows), Microsoft 365 (desktop and Excel for the web), Excel for Mac 2016 or later

✔ Co-author it on OneDrive, SharePoint or Teams

✔ No macros, no scripts, no add-ins

✘ Not designed for Google Sheets or Apple Numbers (see our Google Sheets edition)

LICENCE

For use by one business and its clients. Please don't share, resell or redistribute the files.