PlanXcel Excel Add-in

Enhance Efficiency: Seamless Visualization and Detailed Tracking in this Excel Add-in

The PlanXcel Add-in introduces a dedicated Ribbon Menu seamlessly integrated with Excel’s default menus. This custom ribbon offers all the essential tools to streamline project management and resource planning, enabling users to:

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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

  • Drill down to activity level from the group to detailed levels in reports.

  • Create dynamic charts for S Curves at any level which is an unique feature of PlanXcel.

  • Create reports based on performance from the Plan / Actual / Forecast status.

7. Excel Integration & Formula Support

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

  • Access all Excel functionalities to enhance flexibility and productivity.

8. Customization & Ease of Use

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

  • Simple, intuitive interface designed to maximize productivity.

9. Download Options

  • Download the PlanXcel_Setup.exe file for automatic installation

  • Download the PlanXcel.zip file for manual installation