PlanXcel Excel Add-in

1. Interactive Dashboard (beta Version v2.45.00)

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 – 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

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.

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.

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.

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.

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.

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.