PlanXcel Excel Add-in

The PlanXcel Add-in seamlessly integrates with Excel’s default menus with its dedicated Ribbon Menu. This custom ribbon offers all the essential tools to have project insights, streamline project management process and resource planning.

1. Interactive Dashboard

• Fully Interactive Dashboards with slicers for effortless filtering and comparison

• Seamless Integration with PlanXcel schedules, P6 Schedules or Microsoft Project

• Instant Visual Insights for performance, progress, and productivity

• Available Dashboards

  • Project Timeline – Visualize the entire project flow at a glance

  • Milestone Dates – Track key milestones and critical checkpoints

  • Activity Status – Started / In Progress/ Not Started categorization

  • Activity Progress Status – Ahead / Behind / On-Schedule categorization

  • Progress Status – Plan vs. Actual progress comparisons

  • Quantitative Charts – Plan, Actual, and Forecast graphs

  • KPI Dashboard – CPI (Cost Performance Index) & SPI (Schedule Performance Index)

  • Budget Performance – Budget, Actual, and Forecast for Cost or Manhours

  • Scope vs. Completion – Quantitative status tracking

  • Weight Factor Distribution – Understand weighted progress allocation

  • Scope Distribution – Clear breakdown of project scope segments

2.Micro Planning & Progress Measurement System (PMS)

• Fully integrated workflow between detailed execution data and your high-level schedule activities.

• Integrated Execution Tracking: Develop detailed Micro Plans and Progress Measurement Systems (PMS) directly linked to your main schedule activities.

• Model-Based Standardization: Accelerate planning by utilizing reusable "Models" that come pre-populated with durations, weightages, and logical interlinks.

• Three Flexible Control Models: Choose from sequentially linked models (Register), flexible logic models (Module), or independent parallel-execution models (Work).

• Decentralized Team Updates: Utilize simple tabular formats to allow teams to quickly update actual dates and progress, which are then easily synchronized back to the main plan.

• Automated Progress Roll-Up: Aggregate the completion data and actuals from thousands of micro-tasks back to the main activity level, similar to Primavera P6 Level 3 tracking.

• Quantity-Based Progress: Assign specific quantities to stages and use completed totals to drive precise, data-driven progress charts.

• Productivity-Based Forecasting: Use current progress trends and productivity to automatically forecast future completion dates and highlight potential delays.

• One-Click Budget Allocation: Quickly push budget values from main activities down to the micro-task level for simplified cost tracking.

• Multi-Format Execution Views: Export and view your micro plans as either interactive Gantt Charts or standard tables.

• Full Database Export for Power BI: Export the entire database (including the schedule and Micro Plan/PMS data) as Excel tables, optimized for immediate ingestion into Power BI for creating advanced, high-level dashboards.

3. Dynamic and Interactive Progress Reports

• Fully interactive Progress Report with slicers for effortless navigation and breakup

• Variance Breakdown Identify and evaluate the activities behind schedule with drill down facility

• WBS Summarise Group and summarise using P6 WBS structure

• Instant Visual Insights on activity status

• Directly copy and paste any schedule from P6/MSP to create all these interative reports

4. 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.

• Depict scenarios visually using the multiple bar options to show events and milestones.

• Create summary schedule for easy discussions and review.

5. 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.

6. 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.

7. 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.

8. 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 in Primavera or Microsoft Projects Schedules directly in Excel similar to with a Primavera P6-style format. Use the Plan Excel Add-in to apply P6/MSP 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.

• Analyse the Primavera or Microsoft Projects schedule using PlanXcel built in tools for easy analysis and dynamic report generation.

9. 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

• Unique features in PlanXcel

  • Interactive dashboards with multiple measures visible on one screen with slicers for filtering and comparison.

  • Plan Actual Forecast for easy monitoring and tracking of Quantitative figures

  • Drill down from group-level summaries to individual activity details across any distribution dimension.

  • Analyze schedules with intelligent summarization tools, enabling progress and gain tracking at every level.

  • Generate dynamic S Curve charts for plan, actual, and forecast data — adaptable to any scope or hierarchy.

• Create and save reports based on schedule or from the Plan / Actual / Forecast workouts.

10.Excel Integration & Formula Support

• Utilize Excel’s native formulas to define relationships between activities.

• Access all Excel functionalities to enhance flexibility and productivity.

11. Customization & Ease of Use

• Personalize colors, styles, and other chart settings to suit your needs.

• Simple, intuitive interface designed to maximize productivity.

12. Download Options

• Download the PlanXcel MSI Setup file for automatic installation (ADMIN rights required)

• Download the PlanXcel Zipped EXE Setup file for automatic installation (ADMIn rights NOT required)

• Download the PlanXcel Zipped file for manual installation (ADMIn rights NOT required)