Project Management Dashboard T

% COMPLETED STATUS BAR

25 6 7 3

%
0 5 10 15

Start date: Jan 1, 2024

Project Tasks Priority

This shape represents a ALPHA Task1 Low
slicer. Slicers can be used Task2 Medium
in at least Excel 2010.
Task5 Medium
If the shape was modified Task23 High
in an earlier version of Task24 Medium
Excel, or if the workbook BETA Task3 Critical!
was saved in Excel 2003 Task6 High
or earlier, the slicer cannot
be used. Task7 Medium
Task14 Medium
This shape represents a Task15 Medium
slicer. Slicers can be used Task26 Medium
in at least Excel 2010. DELTA Task11 Critical!
If the shape was modified Task12 High
in an earlier version of Task16 Medium
Excel, or if the workbook Task17 Medium
was saved in Excel 2003 Task18 Critical!
or earlier, the slicer cannot
Task25 Low
be used.
Task27 Critical!
This shape represents a
GAMMA Task8 Low
slicer. Slicers can be used
in at least Excel 2010. Task13 Low
Task20 High
If the shape was modified Task28 Low
in an earlier version of OMEGA Task4 High
Excel, or if the workbook
was saved in Excel 2003 Task9 Low
or earlier, the slicer cannot Task10 Medium
be used. Task19 Medium
Task21 Low
was saved in Excel 2003
or earlier, the slicer cannot
be used.

Task22 Low
Total Result
t Dashboard TemplatJan 3, 2024 — Oct 16, 2024 Go to Project

AR BUDGET SPENT BUDGET / ACT

7 3 5 1 5 1 82
%
10 15 20 25 30 0.0M

Project manager: Peter Maxwell

Department Assignee Manager Status Start date Duration

Development Jasmine C. Kevin J. In Review 1/11/2024 3
Marketing Tom D. Prudence P. In Progress 1/6/2024 50
Design George H. Jason B. On Hold 2/2/2024 10
Security Alexander G. Sasha H. Not started 4/16/2024 (empty)
Design George H. Jason B. In Progress 1/3/2024 176
Marketing Jenna A. Prudence P. On Hold 2/27/2024 30
Content David E. Helen C. Complete 2/20/2024 65
Development Davina B. Kevin J. Overdue 1/28/2024 20
Security Alexander G. Sasha H. Complete 1/3/2024 43
Marketing Tom D. Prudence P. In Review 1/6/2024 185
Development Peter I. Kevin J. Complete 1/28/2024 130
Content David E. Helen C. Complete 1/11/2024 50
Content David E. Helen C. In Progress 2/12/2024 300
Development Tom D. Kevin J. In Progress 1/28/2024 320
Development Davina B. Kevin J. In Progress 1/7/2024 220
Content David E. Helen C. On Hold 1/8/2024 173
Content David E. Helen C. On Hold 2/6/2024 100
Development Jenna A. Kevin J. Blocked 2/27/2024 (empty)
Development Davina B. Kevin J. In Progress 1/11/2024 65
Security Samantha F. Sasha H. On Hold 10/16/2024 (empty)
Security Alexander G. Sasha H. In Review 1/18/2024 200
Marketing Tom D. Prudence P. Complete 1/14/2024 70
Security Samantha F. Sasha H. Overdue 2/14/2024 10
Design George H. Jason B. Overdue 1/5/2024 11
Development Jasmine C. Kevin J. Complete 1/10/2024 30
Marketing Tom D. Prudence P. Overdue 1/23/2024 25
Marketing Jenna A. Prudence P. Overdue 1/21/2024 20
Design George H. Jason B. Complete 1/12/2024 260
Go to Project Settings Help Manage your project in Plaky

BUDGET / ACTUAL COST

0.0M 0.0M 0.0M

4
ar-2

ar-2

ar-2

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20-M

21-M

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23-M
Data W T F
Due date Days left Progress Budget Actual cost
1/15/2024 -51 100% $1,000 $999
3/15/2024 -7 95% $1,000 $1,000
2/15/2024 -28 15% $23,000 $12,000
(empty) - $2,000 $0
9/5/2024 118 70% $22,000 $18,600
4/8/2024 11 30% $1,000 $1,001
5/20/2024 - 100% $43,000 $40,000
2/23/2024 -22 50% $6,000 $6,600
3/1/2024 - 100% $34,000 $33,700
9/23/2024 130 100% $11,500 $11,100
7/29/2024 - 100% $14,500 $15,700
3/20/2024 - 100% $1,800 $1,500
4/8/2025 270 30% $19,000 $21,300
4/22/2025 280 10% $3,800 $800
11/11/2024 165 25% $4,900 $2,000
9/5/2024 118 80% $5,000 $600
6/24/2024 66 $13,600 $0
(empty) - 30% $20,000 $4,000
4/10/2024 13 30% $16,000 $16,200
(empty) - $9,000 $0
10/24/2024 153 100% $43,000 $36,000
4/19/2024 - 100% $10,000 $12,000
2/27/2024 -20 5% $5,000 $4,500
1/19/2024 -47 70% $2,000 $2,000
2/20/2024 - 100% $22,000 $23,500
2/26/2024 -21 5% $23,000 $20,000
2/16/2024 -27 50% $6,000 $9,000
1/13/2025 - 100% $16,000 $16,300
64% $379,100 $310,400
 22-M
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 Project Management Temp
Project manager Peter Maxwell Client
Project start date 1/1/2024 Sponsor
Project end date Total budget

Project ! Tasks Priority

ALPHA r Task1 Low

ALPHA r Task2 Medium
BETA r Task3 Critical!
OMEGA r Task4 High
ALPHA r Task5 Medium
BETA a Task6 High
BETA r Task7 Medium
GAMMA r Task8 Low
OMEGA r Task9 Low
OMEGA a Task10 Medium
DELTA a Task11 Critical!
DELTA r Task12 High
GAMMA Task13 Low
BETA a Task14 Medium
BETA r Task15 Medium
DELTA r Task16 Medium
DELTA r Task17 Medium
DELTA r Task18 Critical!
OMEGA r Task19 Medium
GAMMA r Task20 High
OMEGA r Task21 Low
OMEGA a Task22 Low
ALPHA Task23 High
ALPHA r Task24 Medium
DELTA r Task25 Low
BETA a Task26 Medium
DELTA Task27 Critical!
GAMMA a Task28 Low
gement Template With Dashboard
Project summary
The goal of this project is to…

Description Department Assignee Manager

Development Jasmine C. Kevin J.

Marketing Tom D. Prudence P.
Marketing Jenna A. Prudence P.
Security Samantha F. Sasha H.
Design George H. Jason B.
Content David E. Helen C.
Development Davina B. Kevin J.
Development Davina B. Kevin J.
Design George H. Jason B.
Development Jasmine C. Kevin J.
Content David E. Helen C.
Content David E. Helen C.
Security Samantha F. Sasha H.
Security Alexander G. Sasha H.
Marketing Tom D. Prudence P.
Development Tom D. Kevin J.
Development Davina B. Kevin J.
Content David E. Helen C.
Marketing Tom D. Prudence P.
Security Alexander G. Sasha H.
Marketing Jenna A. Prudence P.
Design George H. Jason B.
Security Alexander G. Sasha H.
Design George H. Jason B.
Content David E. Helen C.
Development Peter I. Kevin J.
Development Jenna A. Kevin J.
Marketing Tom D. Prudence P.
 Dashboard Settings Help Manage your project with Plaky

Status Progress Start date Duration Due date

In Review 100% 1/11/2024 3 1/15/2024

In Progress 95% 1/6/2024 50 3/15/2024
On Hold 30% 2/27/2024 30 4/8/2024
Overdue 5% 2/14/2024 10 2/27/2024
On Hold 15% 2/2/2024 10 2/15/2024
Complete 100% 2/20/2024 65 5/20/2024
Overdue 50% 1/28/2024 20 2/23/2024
In Progress 30% 1/11/2024 65 4/10/2024
Overdue 70% 1/5/2024 11 1/19/2024
Complete 100% 1/10/2024 30 2/20/2024
Complete 100% 1/11/2024 50 3/20/2024
In Progress 30% 2/12/2024 300 4/8/2025
On Hold 10/16/2024
Complete 100% 1/3/2024 43 3/1/2024
In Review 100% 1/6/2024 185 9/23/2024
In Progress 10% 1/28/2024 320 4/22/2025
In Progress 25% 1/7/2024 220 11/11/2024
On Hold 80% 1/8/2024 173 9/5/2024
Overdue 5% 1/23/2024 25 2/26/2024
In Review 100% 1/18/2024 200 10/24/2024
Overdue 50% 1/21/2024 20 2/16/2024
Complete 100% 1/12/2024 260 1/13/2025
Not started 4/16/2024
In Progress 70% 1/3/2024 176 9/5/2024
On Hold 2/6/2024 100 6/24/2024
Complete 100% 1/28/2024 130 7/29/2024
Blocked 30% 2/27/2024
Complete 100% 1/14/2024 70 4/19/2024
with Plaky

Days left Budget Actual cost Notes

-337 $1,000 $999

-293 $1,000 $1,000
-277 $1,000 $1,001
-306 $5,000 $4,500
-314 $23,000 $12,000
- $43,000 $40,000
-308 $6,000 $6,600
-275 $16,000 $16,200
-333 $2,000 $2,000
- $22,000 $23,500
- $1,800 $1,500
-18 $19,000 $21,300
- $9,000 $0
- $34,000 $33,700
-158 $11,500 $11,100
-8 $3,800 $800
-123 $4,900 $2,000
-170 $5,000 $600
-307 $23,000 $20,000
-135 $43,000 $36,000
-313 $6,000 $9,000
- $16,000 $16,300
- $2,000 $0
-170 $22,000 $18,600
-222 $13,600 $0
- $14,500 $15,700
- $20,000 $4,000
- $10,000 $12,000
 Settings

Priority Status
Department Assignee Manager
dropdown dropdown
High In Progress Development Jenna A. Kevin J.
Medium Complete Marketing Davina B. Helen C.
Low In Review Security Jasmine C. Sasha H.
Critical! On Hold Design Tom D. Prudence P.
Blocked Content David E. Jason B.
Overdue Project management Samantha F.
Not started HR Alexander G.
QA George H.
Finance Peter I.
Support
Sales
Administration
SEO
Product management
Product 1
Product 2
Product 3
PR
Holidays Today's date: 5/1/2025
Show "i" 4
12/25/2024 notification
7/4/2024
 Manage your project with
Go to Dashboard Go to Project Help
Plaky

days before the deadline

age your project with
Plaky
Status
dropdown Data
Bar chart Actual cost Budget
In Progress 6 Doughnut $310,400 ###
Complete 7
In Review 3
On Hold 5
Blocked 1
Overdue 5
Not started 1

Remaining tas 7
Total tasks 28
 % Duration of project
Scroll bar: 79 Project
ALPHA

BETA

DELTA

GAMMA

OMEGA

Total Result
 Remaining % of project
Duration of project
Tasks Status (empty) Number of tasks total 28
Task1 In Review Number of "Complete" task 7
Task2 In Progress Number of remaining tasks 21
Task5 On Hold
Task23 Not started Complete 25%
Task24 In Progress Remaining 75%
Task3 On Hold
Task6 Complete
Task7 Overdue
Task14 Complete
Task15 In Review
Task26 Complete
Task11 Complete
Task12 In Progress
Task16 In Progress
Task17 In Progress
Task18 On Hold
Task25 On Hold
Task27 Blocked
Task8 In Progress
Task13 On Hold
Task20 In Review
Task28 Complete
Task4 Overdue
Task9 Overdue
Task10 Complete
Task19 Overdue
Task21 Overdue
Task22 Complete
Today's date: 05/01/25
 Help: How to use and custom

Title bar — Dashboard:

The title bar in the dashboard sheet shows the project title and the duration of the project (the data reflects the ea
the latest end date from the table).

You may change the project title manually. There is no need to change the project start and end dates—these will u
as you change the start and end dates in the table, or as you filter the table.

Chart area:
Under the title bar, you’ll find the area showing the main project charts:
- The total completed percentage of the project,
- The status bar reflecting the number of tasks by status (hover over the bar to see what each color represents),
- The total budget spent, and
- The comparison between the planned and actual budget for the entire project.

These charts reflect the information from the table. In case they fail to present the accurate information, go to Dat

Title area2:
Under the chart area, you’ll find a field showing your project start date and project manager. These fields reflect th
table on the “Project table” tab.

Unlike the start and end dates of the project at the very top of the template that change as you update the project
data, this project start date will not change unless you change the start data in the “Project table” tab of the templ
To the right of this field, you’ll also find a “Go to Project” button that will lead you directly to the just mentioned “P

Left sidebar:
The slicers enable you to easily filter through the information in the table. You can have multiple filters applied to y
time.

The table can also be filtered using the arrow buttons at the top of each column. If you’d like to add more slicers to

“Insert” tab at the top of the page > Slicer

And then choose which slicers you’d like to insert from the options you’re offered.

Main table:
The main table is a pivot table that reflects all the same data that exists in your “Project table” where you actually
case the table doesn’t show correct data, go to Data > Refresh

You can filter the information in the table using the arrow buttons at the top of each column or using slicers. The fi
reflected in the charts above, in the dates at the top of the page and in the Gantt chart.

Gantt chart:
The Gantt chart shows a visual representation of the start and end dates for your project tasks and their progress.
The main table is a pivot table that reflects all the same data that exists in your “Project table” where you actually
case the table doesn’t show correct data, go to Data > Refresh

You can filter the information in the table using the arrow buttons at the top of each column or using slicers. The fi
reflected in the charts above, in the dates at the top of the page and in the Gantt chart.

Gantt chart:
The Gantt chart shows a visual representation of the start and end dates for your project tasks and their progress.
The chart shows 30 days at a time. To see more days, move the scroll bar above the Gantt chart.

The weekends and holidays in the chart are marked with cross-hatching, and today’s date is marked with a blue co
line across the entirety of the chart.

The current Gantt chart is able to show up to 500 days. If you want to change the number of days shown in the Gan
the scroll bar, select “Format Control” and change the “Maximum value” to any number you want.

E.g., if your project is expected to last 2 years, you can increase the maximum value to around 750+. This will accou
with some wiggle room. This number can always be changed.

Title bar — Project table

The title bar in the Project table shows the project title that you can update manually, and the “Go to Dashboard” b
instantly lead you to the tab with the dashboard.

Project info table:

Under the title chart you’ll find a table for writing down the start and end dates, name of the project manager, clie
well as the total project budget, and a short project summary.

The name of the project manager and the project start date you write in this table will be reflected in the project d
main table.

Main table:
This is the main table meant to be used for tracking the actual project.

Project:
In the project field you can write down the name of each of your projects you
re tracking. When you add the name of the project next to a task that belongs to that project, you'll be able to filte
and see only the tasks related to a certain project.

Tasks:
In the tasks column you can break down each of your project into tasks/activities. Be sure to give them a short and

The column next to the “Task” column gives you a quick preview of the tasks that have been completed (will displa
tasks that are overdue (will display an X), or tasks whose deadline is 3 days or fewer away (will display a yellow “i” s
optional and you may delete it if you think it’s unnecessary.

Priority:
The priority column is where you set your subtask’s priority (low, medium, high, or critical) from the dropdown list.

To add or remove priority labels from the dropdown list, go to the “Settings” tab at the bottom left of the screen an
add/remove/change options in the “Priority dropdown” column. You may add new labels as long as there are gray
column. If you need more labels, you’ll have to insert a new row between rows 3 and 10 to get additional gray row
Priority:
The priority column is where you set your subtask’s priority (low, medium, high, or critical) from the dropdown list.

To add or remove priority labels from the dropdown list, go to the “Settings” tab at the bottom left of the screen an
add/remove/change options in the “Priority dropdown” column. You may add new labels as long as there are gray
column. If you need more labels, you’ll have to insert a new row between rows 3 and 10 to get additional gray row

Description:
This is where you add additional information and details about each subtask.

Department:
The department column is where you indicate which team is responsible for a particular task. There are options av
dropdown list.

To add or remove department options from the dropdown list, go to the “Settings” tab at the bottom left of the scr
add/remove/change options in the “Department” column. You may add new labels as long as there are gray fields
you need more labels, you’ll have to insert a new row between rows 3 and 50 to get additional gray rows.

Assignee:
The Assignee column is where you indicate which person is responsible for a particular task. There are options avai
list.

To add or remove assignee options from the dropdown list, go to the “Settings” tab at the bottom left of the screen
add/remove/change options in the “Assignee” column. You may add new labels as long as there are gray fields left
need more labels, you’ll have to insert a new row between rows 3 and 202 to get additional gray rows.

Manager:
The Manager column is where you indicate which person is responsible for the team/assignee for a particular task.
available in the dropdown list.
To add or remove manager options from the dropdown list, go to the “Settings” tab at the bottom left of the screen
add/remove/change options in the “Manager” column. You may add new labels as long as there are gray fields left
need more labels, you’ll have to insert a new row between rows 3 and 52 to get additional gray rows.

Status:
In the status column, you’ll be able to choose your subtask’s status from a dropdown list. There are currently 7 diff
available in the dropdown list.

To add or remove status options from the dropdown list, go to the “Settings” tab at the bottom left of the screen a
add/remove/change options in the “Status dropdown” column. You may add new labels as long as there are gray fi
column. If you need more labels, you’ll have to insert a new row between rows 3 and 15 to get additional gray row

Progress:
The progress column is a visual representation of each subtask’s progress. It does not pull information from any sou
updated manually. You can choose an option from the dropdown list, or type in a custom percentage.

NOTE: If you type in a custom percentage that doesn’t exist in the dropdown list, the cell will have a small triangle
and might indicate that there is an error in the cell. You may ignore this warning as this is a manually-updated colu
any of the calculations.

Start date + Duration + End date + Days left

The “Start date” column is where you manually write down the date you expect your subtask to start.
updated manually. You can choose an option from the dropdown list, or type in a custom percentage.

NOTE: If you type in a custom percentage that doesn’t exist in the dropdown list, the cell will have a small triangle
and might indicate that there is an error in the cell. You may ignore this warning as this is a manually-updated colu
any of the calculations.

Start date + Duration + End date + Days left

The “Start date” column is where you manually write down the date you expect your subtask to start.

The “Duration” column is where you write down the number of work days you expect your subtask to take (the cal
weekends and any designated holidays). Once you input the expected duration, the “End date” will automatically s

To add or remove holidays from the dropdown list, go to the “Settings” tab at the bottom left of the screen and add
options in the “Holidays” column. You may add new holidays as long as there are gray fields left in the column. If yo
holidays, you’ll have to insert a new row between rows 2 and 41 to get additional gray rows.
Once you have your end date, the “Days left” column will automatically calculate how many days you have left unti
your deadline has passed, how many days you are behind schedule.

Budget:
The “Budget” and “Actual cost” columns are where you can manually input your subtask budget and the actual mo
performing that task. The actual cost that exceeds the budget set out for that task will show up in red.

Important!
Please do NOT change or remove anything in the “Formulae for the dashboard” tab at the bottom left of the scre
dashboard might not work properly anymore.
nd customize this template Go to
Dashboard

roject (the data reflects the earliest start date and

art and end dates—these will update automatically

hat each color represents),

ccurate information, go to Data > Refresh

manager. These fields reflect the same fields from the

nge as you update the project table or filter the

Project table” tab of the template.
rectly to the just mentioned “Project table” tab.

ave multiple filters applied to your data at any one

ou’d like to add more slicers to the table, go to:

Slicer

ect table” where you actually track your project. In

column or using slicers. The filtered data will be

art.

oject tasks and their progress.

 ect table” where you actually track your project. In

column or using slicers. The filtered data will be

art.

oject tasks and their progress.

Gantt chart.

date is marked with a blue color and a dark vertical

mber of days shown in the Gantt chart, right click on

ber you want.

to around 750+. This will account for 365 days x2

y, and the “Go to Dashboard” button that will

me of the project manager, client, and sponsor, as

ill be reflected in the project dashboard, above the

t project, you'll be able to filter your table by project

sure to give them a short and recognizable name.

ve been completed (will display a checkmark), the

away (will display a yellow “i” sign). This column is

ritical) from the dropdown list.

he bottom left of the screen and

abels as long as there are gray fields left in the
d 10 to get additional gray rows.
ritical) from the dropdown list.

he bottom left of the screen and

abels as long as there are gray fields left in the
d 10 to get additional gray rows.

ular task. There are options available in the

ab at the bottom left of the screen and

as long as there are gray fields left in the column. If
additional gray rows.

ar task. There are options available in the dropdown

at the bottom left of the screen and

ng as there are gray fields left in the column. If you
ditional gray rows.

/assignee for a particular task. There are options

at the bottom left of the screen and

ong as there are gray fields left in the column. If you
tional gray rows.

list. There are currently 7 different types of statuses

he bottom left of the screen and

bels as long as there are gray fields left in the
d 15 to get additional gray rows.

t pull information from any source and must be

stom percentage.

cell will have a small triangle at the top left corner

his is a manually-updated column and doesn’t affect

r subtask to start.
stom percentage.

cell will have a small triangle at the top left corner

his is a manually-updated column and doesn’t affect

r subtask to start.

t your subtask to take (the calculation will exclude

“End date” will automatically show up.

ttom left of the screen and add/remove/change

y fields left in the column. If you need to add more
ay rows.
w many days you have left until the deadline, or if

task budget and the actual money funds spent on

ll show up in red.

b at the bottom left of the screen. If you do, the

 Go to
Go to Project Settings
Manage your project with
ashboard Plaky
 Disclaimer

This template is for reference only.

Plaky aims to provide the most accurate and up-to-date information at all
times. Plaky makes no warranties or representations of any kind, expressed
or implied, about the accuracy, completeness, and reliability of the
information and formulas provided in this template.
Plaky shall not be liable for any indirect, incidental, special, consequential,
or exemplary damages, or any loss of profits or revenues caused directly or
indirectly by the use of this template. Plaky shall not be liable for any loss of
data, goodwill, use, or any other intangible losses arising out of your access
to, use, or inability to use this template.
Use this template at your own risk.
Dashboard Go to Project
 Manage your project with
Go to Project Settings Help
Plaky