ProjectSheet - project schedule in a Google Sheets spreadsheet
Google Add-on for Sheets
This free add-on helps you to create and modify a project schedule in a Google spreadsheet fast and accurately using a WBS work breakdown structure of tasks and start and finish dates per task. The ProjectSheet script calculates a Gantt chart from the schedule for the weeks set in the sidebar. During project execution optional color indications in the schedule table or Gantt chart give alerts for progress and delay.
ProjectSheet can be installed directly from the Add-ons menu in an empty Google spreadsheet or from the Chrome Web Store. At first a table with columns and a Gantt chart are added to the spreadsheet, then the sidebar appears with functions. You enter tasks in the table rows where they can be modified with help of the sidebar.
The Pro version adds resource assignment, cost calculation with work hours, scheduling with task duration and chaining of tasks to ProjectSheet, which help you in calculating and selling your projects. You can order the Pro version from the ProjectSheet menu and sidebar.
The spreadsheet can contain your own project or company specific columns or sheets.
A Google Sheets spreadsheet has the additional Google advantages of:
- online access to your files, always and everywhere
- teamwork built-in by file sharing and real-time collaboration
- possibility to link information with other Google Apps
- information exchange with Excel, download to pdf, etc.
You need to authorize ProjectSheet once to execute the functions for you in Google Drive and Google Sheets. The extended rights are necessary to use and activate the Pro functions.
Sidebar and spreadsheet
The sidebar is situated at the right side of the spreadsheet. ProjectSheet (Pro) functionality works in the spreadsheet, the sidebar or as a combination of both where your first select cells or rows in the spreadsheet and then the function in the sidebar. See the manual for a detailed description and the slide show for a step-by-step tutorial.
Try the Pro functions
The Pro functions can be tried for free during 10 days.
Start the trial from the ProjectSheet sidebar by clicking Pro.
The Pro license can be purchased directly with PayPal from the ProjectSheet sidebar by clicking Pro.
After payment you activate the license in the ProjectSheet sidebar by clicking Pro again.
From 5 Pro licenses per own internet domain a common PayPal purchase is possible.
Contact Forscale and mention your domain name (the part after www.).
Free functions WBS and Gantt
Create Work Breakdown Structure (WBS)
A Work Breakdown Structure is useful to make sure the schedule covers the entire project scope and consists of parts that can be executed individually.
Indenting tasks allows for structuring a project to create summary tasks. ProjectSheet calculates the WBS code per task. For overview summary tasks can be collapsed and expanded.
Assign start and finish dates to tasks. The start and finish dates of summary tasks follow the earliest start and latest finish date of its subtasks. A milestone only has a finish date assigned.
Selected tasks can be shifted in time.
Show Gantt chart
The start and finish dates are used by ProjectSheet to show the task in the Gantt chart as a bar. This gives a graphical overview of all tasks within the selected time frame. The start date of the time frame and the number of weeks per period can be changed.
Today is shown as a vertical line if the date is inside the selected time frame.
The percentage of completion can be indicated per task. The progress of summary tasks is calculated from its subtasks in the WBS. The progress is visible in the Gantt chart as a double line.
The progress status per today (active, delayed, overdue) can be shown with a color in the task table and Gantt chart.
Pro functions Assign resources Link tasks
Assign resources and calculate costs
Resources can be assigned to tasks. Resources can have costs associated in the resources sheet. This results in costs per task for all assigned resources and costs per resource for all assigned tasks. A resource can be charged per hour (work) or per amount (material). A task can be allocated work hours. Summary tasks show the costs of its subtasks.
Calculate schedule with task duration and work hours
Enter task duration to let ProjectSheet determine the finish date from the start date. The task duration is in working days, skipping non-working days. If no start date is available, today is taken as start date.
When you change the start date, the finish date adjusts according to the entered number of working days. When you change the finish date, the duration in working days will be adjusted and the start date remains unchanged.
Work hours per task and the task duration can follow each other by the assigned resources (8 work hours per day per resource) or remain separately adjustable.
Working days can be set to 1-7 per week, starting on the day you like. Default is 5 days, starting on Monday.
Chain subsequent tasks
Every task can be linked to its previous task on the same WBS level. By linking subsequent tasks a waterfall schedule appears.
The schedule follows changes in duration or dates of a chained task. All start and finish dates of subsequent tasks will be recalculated.
Summary tasks can also be chained, giving a nested waterfall schedule. Subtasks follow the summary task, so they can start on the same day when not chained.
A fixed task does not follow its summary task. This keeps deadlines or events as agreed.
Summary tasks can also be fixed, allowing the start date to be modified and subtasks to follow.