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