Simple Multiple Project Tracking Template

 

How to Use the Analysistabs® Simple Multiple Project Tracking Template

Welcome to the official documentation for the Analysistabs® Simple Multiple Project Tracking Template. This premium tool is a 100% VBA-free Excel solution designed to give you a professional, app-like experience for managing your entire project portfolio without security warnings or macros.

1. Initial Setup & Preferences

The foundation of your tracking logic starts in the Lists sheet. Setting this up correctly ensures all automated calculations on the dashboard are accurate.

  • Set Your Weekends

    Use the checkboxes to define which days your team is offline. The Gantt chart will automatically adjust based on these selections.

  • Enter Official Holidays

    List your company's holiday dates in the provided table. This ensures your project durations are calculated using actual working days.

  • Gantt Chart Preferences

    Use the toggle switches to customize your view—options include highlighting today's date, weekends, or overdue tasks.

2. Team & Project Entry

Before tracking tasks, you must define who is doing the work and which projects they belong to.

  • Resource Management

    In the Resource sheet, enter your team members' names and unique Employee IDs. This data feeds the Resource Workload chart on your dashboard.

  • Project Registry

    Use the Projects sheet to list all active projects and their IDs. You can also use the Custom Columns to track extra metadata like "Department" or "Priority".

3. Task Management

The Tasks sheet is where you will spend most of your time updating progress.

  • Assign Work

    Select a Project and a Team Member for each task using the dropdowns.

  • Schedule

    Enter the Start Date and the Days Required. The template will automatically calculate the end dates based on your holiday and weekend settings.

  • Track Progress

    Update the Status (Not Started, In Progress, Completed) and the Progress %. Active "In Progress" tasks are automatically highlighted for easy visibility.

4. Navigating the Executive Dashboard

The dashboard is fully automated and serves as your visual command center.

  • KPI Navigation

    The KPI cards at the top (Projects, Resources, Tasks, Days) are clickable. Clicking one will take you directly to the corresponding data sheet for deep-dive editing.

  • Home Shortcut

    Every sheet features a Dashboard Icon in cell A1. Click this at any time to return instantly to the main dashboard.

  • Advanced Filtering

    Use the filter bars at the top to drill down into specific data by Project Name, Team Member, or Task Status.

  • Dynamic Gantt Column

    The 3rd column of the Gantt chart task list features a dropdown menu. You can choose to display Resource, Project, or Status directly in the view.

  • Interactive Timeline & Scrolling

    Use the Slide to Scroll Timeline controls at the top right to shift date ranges, and the vertical scroll bar to move through long task lists without losing your KPI view.

5. Switching Themes

This template includes both Light and Dark modes to suit your preference.

  • Light Mode

    Best for printing and standard office environments.

  • Dark Mode

    Ideal for high-contrast viewing and reducing eye strain during long tracking sessions.

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