Start a project review and follow the summary back to its tasks.
Suggested for your taskFor a renovation, house move or project at home
Project Planner Kit
Let the dates follow the work. Keep the decisions yours.
Keep a manual project plan or use the optional working-day scheduler: two earlier dependencies, explicit holidays, duration and gaps. Review the schedule timeline and owner capacity without overwriting your original task dates.
- Format
- Excel · .xlsx
- Inside
- 11 worksheets
- Included
- Clean file + example + guide
$4.90USD · one-time priceVAT included where applicable. Other applicable taxes are shown at checkout.Explore the sheets Follow the real example
Check the capacity and fitWho it is for, supplied record limits and software requirements
Optional guideNeed help getting started?Choose where to begin. All listed files are included.
Add the complete product to your cart whenever you’re ready. Use this guide only if you’d like help choosing what to open first; your choices do not change the product or its price.
Guide step 1 of 4
What would you like to do?
Pick a useful task, or build your own selection.
Which sheets would you explore first?
Choose your starting points. The workbook keeps all its connected sheets and formulas; this does not remove or rebuild worksheets.
Nothing selected yet.
Open this before building your first task list.
Suggested for your taskChoose the date for a weekly review.
Suggested for your taskCapture work, update a task or trace a blocked step back to its prerequisite.
Suggested for your taskCheck a meaningful checkpoint such as orders placed, room ready or move complete.
Suggested for your taskSee overlapping work and discuss the order of jobs.
Suggested for your taskCheck who has too much assigned before agreeing the next week's work.
Suggested for your taskChoose the working calendar.
Suggested for your taskTwo predecessors. Dates that follow the duration.
Suggested for your taskReview who has room in the working calendar.
Suggested for your taskThe optional schedule, over twelve weeks.
Suggested for your taskWhich file would you open first?
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Your starting plan.
Your first file or method
Both XLSX files, all 11 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the complete setup guideThe complete product. Your starting choices do not change its contents or price.
Your choices help you understand the complete product. They do not alter its contents or price.
Both XLSX files, all 11 connected sheets and the single included guide remain in the complete kit. Your selection identifies where to begin.
Read the tasks, contents and file choices
Useful starting tasks
Move one duration. Follow the dependent work.. Use the included START_HERE.pdf guide to follow one complete task in a disposable example copy.
Choose my own starting points. Explore the contents and select only the parts you would use first.
Contents to explore
- Dashboard: Start a project review and follow the summary back to its tasks.
- Start: Open this before building your first task list.
- Settings: Choose the date for a weekly review.
- Tasks: Capture work, update a task or trace a blocked step back to its prerequisite.
- Milestones: Check a meaningful checkpoint such as orders placed, room ready or move complete.
- Gantt: See overlapping work and discuss the order of jobs.
- Owners: Check who has too much assigned before agreeing the next week's work.
- Schedule setup: Choose the working calendar.
- Schedule: Two predecessors. Dates that follow the duration.
- Workday load: Review who has room in the working calendar.
- Plan Gantt: The optional schedule, over twelve weeks.
Both files are included. Choose which one you would open first in a desktop spreadsheet application.
Explore the worked example: Fictional records show how the sheets work together. Save a disposable copy before trying a change. project-planner-example.xlsx
Start my own working copy: Open the clean workbook after reading the guide. Keep the original and save a copy for your own records. project-planner-clean.xlsx
Follow the complete first taskUse the included guide and a disposable example copy.
Your first useful session / Start with the example
Move one duration. Follow the dependent work.
Follow this one complete task before entering your own records. Keep the blank original and save a working copy.
Check the optional working calendar.
Schedule setup starts Friday 9 October 2026, excludes Saturday/Sunday and includes a fictional holiday on Monday 12 October. Original Tasks dates stay separate.
Inspect Schedule setupRead the two-dependency chain.
T03 takes three working days, finishing 14 October. T04 follows for two days, finishing the 16th. T05 waits for both and starts 19 October.
Inspect ScheduleChange three days to four.
In a disposable example copy, change Schedule!C14 to 4. T03 finishes 15 October; T04 moves to 16-19 October; T05 moves to the 20th. Review Workday load before accepting the plan. Original Tasks dates are unchanged.
Inspect Plan Gantt
RECORDED WORKBOOK / FOLLOW EACH CHANGE
How one extra day changes the schedule.
Real recalculated worksheets from a disposable fictional example copy. Every changed cell is named; these are static images, not an online spreadsheet.
All 3 recorded steps are shown below.
STEP 01 / FICTIONAL WORKING COPY
Follow both predecessors.
In the supplied optional schedule, T03 finishes 14 October, T04 finishes the 16th, and T05 waits for both until the 19th. Monday 12 October is a fictional holiday.
Inspect all 11 supplied sheets- T03 duration
- 3 working days
- T03 finish
- 14 October 2026
- T04 finish
- 16 October 2026
- T05 finish
- 19 October 2026
Scroll the real worksheet horizontally to read each column, or open its full-size view.
Loading the actual worksheet…
STEP 02 / FICTIONAL WORKING COPY
Give T03 one more working day.
Change only Schedule!C14 from 3 to 4. T03 finishes on the 15th, T04 shifts to 16-19 October and T05 moves to the 20th. Original Tasks dates remain unchanged.
Inspect all 11 supplied sheets- One edit
- Schedule!C14: 3 → 4
- T03 finish
- 15 October 2026
- T04 start → finish
- 16 → 19 October 2026
- T05 finish
- 20 October 2026
Scroll the real worksheet horizontally to read each column, or open its full-size view.
Loading the actual worksheet…
STEP 03 / FICTIONAL WORKING COPY
Check room before accepting dates.
Workday load uses only scheduled tasks and your entered hours per working day. Remaining effort is spread evenly over scheduled working days. It flags overload; it does not move work to level resources.
Inspect all 11 supplied sheets- Capacity
- Entered hours per working day
- Effort spread
- Evenly across scheduled days
- Overload
- Flagged for your review
- Resource levelling
- Your manual decision
Scroll the real worksheet horizontally to read each column, or open its full-size view.
Loading the actual worksheet…
These images were produced from the actual example XLSX after the stated edits and local recalculation. The buttons change the recorded view; they do not run Excel or save your records. Start your own file with the included first-session supplement.
EVERY WORKSHEET / ACTUAL EXAMPLE FILE
See what you enter.
Understand what updates.
Inspect all 11 sheets. These are images of the delivered example, with fictional records. Open an image to read its full detail.
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Dashboard
A review of project progress, effort and work that needs attention.
Reads the dates and progress you maintain in Tasks. It does not switch to the optional Schedule dates.
- You enter
- No routine entries; data comes from the working sheets
- Calculated or supplied reference
- Hours-weighted progress; Overdue and dependency attention; Planned and logged effort
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Start
Open this before building your first task list.
- You enter
- No routine data entry; this is the instruction sheet
- Calculated or supplied reference
- No calculations; instructions for setting up and reviewing a project
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Settings
Choose the date for a weekly review.
- You enter
- Review date and the Monday that starts the 12-week timeline
- Calculated or supplied reference
- The reference date used by overdue and workload views
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Tasks
The working plan connects a task's owner and dates to one earlier prerequisite.
- You enter
- Up to 100 tasks with IDs, owners, priorities, status, dates, hours, progress, milestone and one predecessor
- Calculated or supplied reference
- Days to deadline and overdue status; Dependency readiness; Planned-versus-logged hours; Input checks
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Milestones
Check a meaningful checkpoint such as orders placed, room ready or move complete.
- You enter
- Up to 20 milestones and their planned dates
- Calculated or supplied reference
- Completion summaries from linked tasks
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Gantt
A timeline drawn from the task dates you maintain in the workbook.
Uses manual dates from Tasks. Plan Gantt below is the separate timeline for the optional working-day schedule.
- You enter
- Task dates are maintained in Tasks
- Calculated or supplied reference
- A 12-week view of the dated task plan
Actual example worksheet. Image only; entries are made in your downloaded workbook.
Original manual plan
Owners
A comparison of estimated remaining work with the capacity entered for each owner.
Uses Tasks and seven calendar days. Workday load below uses Schedule dates and the working-day calendar.
- You enter
- Up to 20 owners and their capacity for a seven-day period
- Calculated or supplied reference
- Estimated remaining work in the next seven calendar days; Comparison with entered capacity
Actual example worksheet · Preview range A1:D23. Image only; entries are made in your downloaded workbook.
Optional working-day schedule
Schedule setup
Choose the working calendar.
Sets the calendar for Schedule, Workday load and Plan Gantt. It does not replace the original Settings sheet.
- You enter
- Plan start, weekend code, load-window date/days and 50 holiday dates.
- Calculated or supplied reference
- Explicit calendar validation and a shared working-day calendar.
Actual example worksheet · Preview range A10:Q19. Image only; entries are made in your downloaded workbook.
Optional working-day schedule
Schedule
Two predecessors. Dates that follow the duration.
Calculates optional planned dates from durations and dependencies. Original Tasks dates remain unchanged.
- You enter
- 100 existing Task IDs, Auto/Manual, duration, minimum start and two earlier dependencies/gaps.
- Calculated or supplied reference
- Planned start/finish, working days, remaining hours and visible source/schedule checks.
Actual example worksheet · Preview range A1:H18. Image only; entries are made in your downloaded workbook.
Optional working-day schedule
Workday load
Review who has room in the working calendar.
Uses the optional Schedule dates and working-day calendar. It remains separate from the original Owners view.
- You enter
- 20 existing Owner IDs and hours per working day.
- Calculated or supplied reference
- Window effort, capacity, headroom, utilisation and overload state.
Actual example worksheet · Preview range A1:H17. Image only; entries are made in your downloaded workbook.
Optional working-day schedule
Plan Gantt
The optional schedule, over twelve weeks.
Uses dates from Schedule. The original Gantt continues to use the manually entered Tasks dates.
- You enter
- Dates and dependencies in Schedule; window in Schedule setup.
- Calculated or supplied reference
- A separate timeline that never overwrites the original manual Gantt.
Project Planner Kit / Version 2.3
Your own working copy.
Clean workbook, separate example and one START_HERE.pdf guide covering setup, practical limits and the internal-use license.
$4.90USD · One-time purchaseVAT included where applicable. Other applicable taxes are shown at checkout.
Desktop spreadsheet software required; it is not included. Native Excel compatibility is still awaiting verification.
Private preview. Purchases are unavailable while the files and delivery are verified.
Follow the supplied fictional exampleRead the inputs and the result together
From the supplied fictional example
Fictional example: a kitchen job waiting for its prerequisite
Clearing the cupboards has started, but is not Done, so protecting the floors still waits for it. The completed earlier tasks contribute 8 planned hours and 40% of the cupboard task contributes another 3.2. That is 11.2 ÷ 86 ≈ 13.02% hours-weighted progress for the whole active project, leaving an estimated 74.8 hours. Marking T03 Done with 100% makes T05 ready with respect to its prerequisite; it does not move the task dates. These are recalculated values from the included fictional renovation example, rounded for display.
- Review date
- 06 Oct 2026
- Earlier completed tasks
- 3 + 5 planned hours
- Clear cupboards — T03
- 8 planned hours / 40% complete
- Protect floors — T05
- Predecessor: T03
- Whole active project
- 86 planned hours
- Protect floors dependency
- WAIT FOR PREDECESSOR
- Hours-weighted project progress
- 13.02%
- Estimated remaining project effort
- 74.8 hours
- Tasks waiting on a predecessor
- 5 tasks
From setup to a regular review
How you use it.
Open the 5-step setup and review routineInputs, calculations and the decision each step supports
- 01
Turn the project into actual tasks
You enterWrite tasks with a unique ID, owner, priority, planned dates, estimated hours and milestone.
CalculatedThe workbook checks the records and uses the planned hours to weight project progress.
Your next stepGive each piece of work a person, a time window and an estimate.
- 02
Choose which dependency path you maintain
You enterFor the original manual plan, select one earlier Task ID in Tasks. For optional automatic dates, enter valid existing Task IDs, durations and up to two earlier predecessors in Schedule.
CalculatedOriginal Tasks checks whether its predecessor is Done without moving dates. Auto Schedule calculates working-day dates from both earlier schedule predecessors, gaps, explicit weekends and holidays.
Your next stepUse the matching views: Gantt and Owners for original manual dates; Plan Gantt and Workday load for Schedule. Do not expect the two plans to sync.
- 03
Check dates and workload together
You enterSet the review date, record each owner's capacity for a seven-day period and keep task dates current.
CalculatedThe Gantt sheet shows task dates across 12 weeks. The Owners sheet spreads estimated remaining task hours evenly across each task's calendar days, then compares the portion in the next seven days with capacity.
Your next stepReview whether the dates and the people available tell the same story.
- 04
Update the plan after doing the work
You enterRecord status, percentage complete and logged hours in Tasks. Maintain original manual dates yourself, or review the separate optional Schedule after changing a duration or predecessor.
CalculatedOriginal overdue, dependency, milestone and Dashboard views follow Tasks. Optional automatic planned dates propagate through Schedule; Workday load flags overload without moving work to resolve it.
Your next stepFinish the weekly review with a clear list of delays, next actions and decisions about the plan.
- 05
Choose the optional automatic schedule
You enterEnter valid existing Task IDs, duration and up to two earlier schedule predecessors.
CalculatedWorking-day start and finish dates exclude selected weekends and explicit holidays; valid dependency edits propagate forward.
Your next stepReview Plan Gantt and Workday load before committing. Original manual dates remain unchanged.
11 sheets. Inspect each one.Inputs, outputs and when to use every worksheet
StartOpen sheet details
Editable inputs
- No routine data entry; this is the instruction sheet
Calculated or reference
- No calculations; instructions for setting up and reviewing a project
Open this before building your first task list.
Inspect the actual Start sheetSettingsOpen sheet details
Editable inputs
- Review date and the Monday that starts the 12-week timeline
Calculated or reference
- The reference date used by overdue and workload views
Choose the date for a weekly review.
Inspect the actual Settings sheetTasksOpen sheet details
Editable inputs
- Up to 100 tasks with IDs, owners, priorities, status, dates, hours, progress, milestone and one predecessor
Calculated or reference
- Days to deadline and overdue status
- Dependency readiness
- Planned-versus-logged hours
- Input checks
Capture work, update a task or trace a blocked step back to its prerequisite.
Inspect the actual Tasks sheetMilestonesOpen sheet details
Editable inputs
- Up to 20 milestones and their planned dates
Calculated or reference
- Completion summaries from linked tasks
Check a meaningful checkpoint such as orders placed, room ready or move complete.
Inspect the actual Milestones sheetGanttOpen sheet details
Editable inputs
- Task dates are maintained in Tasks
Calculated or reference
- A 12-week view of the dated task plan
See overlapping work and discuss the order of jobs.
Inspect the actual Gantt sheetOwnersOpen sheet details
Editable inputs
- Up to 20 owners and their capacity for a seven-day period
Calculated or reference
- Estimated remaining work in the next seven calendar days
- Comparison with entered capacity
Check who has too much assigned before agreeing the next week's work.
Inspect the actual Owners sheetDashboardOpen sheet details
Editable inputs
- No routine entries; data comes from the working sheets
Calculated or reference
- Hours-weighted progress
- Overdue and dependency attention
- Planned and logged effort
Start a project review and follow the summary back to its tasks.
Inspect the actual Dashboard sheetSchedule setupOpen sheet details
Editable inputs
- Plan start, weekend code, load-window date/days and 50 holiday dates.
Calculated or reference
- Explicit calendar validation and a shared working-day calendar.
Choose the working calendar.
Inspect the actual Schedule setup sheetScheduleOpen sheet details
Editable inputs
- 100 existing Task IDs, Auto/Manual, duration, minimum start and two earlier dependencies/gaps.
Calculated or reference
- Planned start/finish, working days, remaining hours and visible source/schedule checks.
Two predecessors. Dates that follow the duration.
Inspect the actual Schedule sheetWorkday loadOpen sheet details
Editable inputs
- 20 existing Owner IDs and hours per working day.
Calculated or reference
- Window effort, capacity, headroom, utilisation and overload state.
Review who has room in the working calendar.
Inspect the actual Workday load sheetPlan GanttOpen sheet details
Editable inputs
- Dates and dependencies in Schedule; window in Schedule setup.
Calculated or reference
- A separate timeline that never overwrites the original manual Gantt.
The optional schedule, over twelve weeks.
Inspect the actual Plan Gantt sheetCompare with a manual starting pointWhat the connected workbook adds
| What is included | Weekly Task Planner — free | Project Planner Kit 2.3 |
|---|---|---|
| Purpose | A manual list of 20 tasks | A connected project plan with review views |
| Planning depth | Owner, date, priority, status and notes | 100 original manual tasks, 20 milestones, hours and progress; optional Schedule holds 100 tasks with up to two earlier predecessors. |
| Calculated views | No dashboard, timeline or overdue formulas | Original manual Gantt, flags, progress and owner estimates; separate optional Plan Gantt and working-day load. |
| Files | One .xlsx with Read Me sheet | Clean workbook, worked example and one START_HERE.pdf guide with practical limits and license |
| Optional schedule | No dependency scheduler | Two earlier dependencies, working days/holidays, schedule Gantt and workday load; no automatic levelling |
Files, capacities and practical limitsRead these before choosing your working copy
The download
Files with a purpose.
project-planner-clean.xlsx
Your blank working file. Keep this original and save a separate copy for your own records.
project-planner-example.xlsx
Fictional worked records. Make a disposable copy before trying the first task.
START_HERE.pdf
Your single guide to setup, the first useful task, file recovery, practical limits and license.
Workbook labels, examples and guides are in English. Dates are displayed with month names, such as 06 Oct 2026. Hours are estimates and manual entries.
Before you choose
Fit and practical limits.
- A household planning a kitchen renovation with quotes, trades, purchases and finishing tasks.
- A couple coordinating packing, utilities and moving-day jobs for a house move.
- A small group sharing a defined project with named owners and manually agreed dates.
Understand the boundaries.
- One project per workbook. Save a separate working copy for another project.
- Original Tasks uses one earlier predecessor and manual dates. The separate optional Schedule supports two earlier schedule predecessors and working-day rescheduling. No critical-path calculation or automatic resource levelling.
- Both timelines show twelve weeks. The original Gantt reads Tasks dates; Plan Gantt reads optional Schedule dates. Status, progress, hours and actual work remain manual.
- Original Owners estimates seven calendar days. New Workday load uses the selected working calendar and only scheduled tasks, evenly spreading remaining hours over their working days. Unscheduled tasks are outside the report.
- No live collaboration service, calendar sync, notifications or external integrations.
- Resolve every input warning before relying on calculated views.
- Weekend choices: Sat/Sun, Fri/Sat or Sunday only; up to 50 holiday dates. Schedule dependencies must be valid earlier rows. Manual mode clears optional inputs and reads original dates exactly; it does not shift weekend dates.
Editable .xlsx files for a desktop spreadsheet application; the software is not included. Native Microsoft Excel verification is still pending in this private preview. Google Sheets and Apple Numbers compatibility have not been confirmed.
Questions about this workbook
The details that affect your choice.
Will the workbook move dates and level resources automatically?
The optional Auto Schedule moves planned dates after two earlier dependencies using durations, working-day gaps and explicit holidays. Manual mode keeps the original Tasks dates. Workday load measures overload but does not move tasks to level resources. Original Dashboard/Gantt/Owners remain their separate manual views.
Will a delay automatically move the rest of the project?
Choose the optional Auto Schedule to move dependent working-day dates. It uses your durations, up to two earlier schedule predecessors, gaps, weekends and explicit holidays. The original Tasks dates and its manual Gantt do not move; update them yourself if you maintain that separate plan. Neither mode levels resources automatically.
How many predecessors can a task have?
Optional Auto Schedule supports up to two predecessors from earlier Schedule rows; the original Tasks dependency check accepts one earlier Task ID. Keep those two paths separate. The workbook does not provide dependency-type choices, a critical path or automatic resource levelling.
How is overall progress calculated?
The project view weights task progress by planned hours. A large job therefore contributes more than a small one. Keep the hour estimates realistic and update task percentages manually; progress is a planning measure, not a measurement of the work in the room.
Does the Gantt cover every date in a long project?
It displays a 12-week window starting on the Monday you enter in Settings. Task records can still hold their own dates, but the view is intended for reviewing a bounded period rather than an unlimited programme.
How does the owner workload estimate work?
Original Owners estimates remaining planned hours over the calendar days between manual Start and Due, including weekends, inside the next seven days. Optional Workday load instead spreads remaining effort over Schedule working days, using your explicit weekends, holidays and 1-90-day view. It includes only scheduled tasks and compares against the daily capacity you enter. Neither view moves tasks automatically to level resources.
Can my partner or a contractor edit it at the same time?
The kit is a downloadable workbook. It does not include a shared account, permissions or a live collaboration service. Agree who maintains the working copy and how you share it.
Does it record hours automatically?
No. You enter planned and logged hours. There is no timer, calendar connection or monitoring of another person's work.