Was using something far more complicated before. This is much better.
- Instant DownloadDelivered the moment you pay
- Demo Video IncludedWalk through every tab
- Lifetime UpdatesEvery future version, free
- 30-Day RefundFull refund if it's not for you
Google Sheets & Excel
Scope and Features Review
GENERAL DASHBOARD TAB
Your whole portfolio on one screen
Total projects, what's on schedule, what's over budget, and average completion, plus charts for status, budget, equipment, milestones, and risks.
PROJECT DASHBOARD TAB
Drill into one project at a time
Pick a project and see its manager, dates, budget vs. actual, progress gauges, task and milestone charts, a risk heat map, and top risks.
CLIENT DATABASE TAB
Keep every client in one directory
Names, companies, contacts, client type, projects involved, and contract value, all sortable in one place so nothing about a client gets lost.
PROJECTS OVERVIEW TAB
All your projects on one master list
One master list of every project with its manager, start and end dates, status, budget, and client, so you always know what's in flight.
PROJECT DETAILS TAB
Capture the full brief for each job
Objectives, scope, deliverables, team members, dates, and budget in one record, so the whole plan for a project lives in a single place.
TASK LIST TAB
Lay out every task on one sheet
Each task with its priority, dates, assignee, status, and progress percent, ready to feed the Kanban board, Gantt chart, and calendar.
KANBAN BOARD TAB
Move work across status columns
Tasks grouped into columns from Not Started to Completed, each card showing priority, progress, and deadline, so the whole job stays visible.
MONTH VIEW TAB
See the whole month on a calendar
Project tasks laid onto calendar days with project and employee filters, so you can see exactly what's due and who's busy at a glance.
MILESTONE TRACKER TAB
Track the milestones that matter
Log each milestone with its due date, status, and responsible person, so the big checkpoints never slip quietly past their deadline.
EQUIPMENT DATABASE TAB
Every asset with its full history
Track each piece of equipment with purchase cost, location, assigned projects, usage hours, maintenance dates, and insurance in one register.
RESOURCE ALLOCATION TAB
Assign equipment to the right work
Tie each piece of equipment to a project and task with allocation dates and hours, so nothing sits idle and nothing gets double-booked.
BUDGET TRACKING TAB
Budgeted vs. actual, line by line
Log every expense by category with budgeted and actual amounts, and the variance calculates itself, so cost overruns show up early.
ISSUES LOG TAB
Track every issue to resolution
Log each issue with its priority, who raised it, who owns it, and its status, so problems get assigned and closed instead of forgotten.
RISK MANAGEMENT TAB
See and rank every project risk
Capture each risk with its impact, probability, mitigation plan, and owner, so the serious ones rise to the top before they cost you.
CHANGE LOG TAB
Document every change request fast
Record each change with its cost, scope, dates, requester, and approval status, so scope creep is always priced and on the record.
SETTINGS TAB
Set your lists and statuses once
Define roles, employees, statuses, and budget and equipment categories one time, and every dropdown across the workbook stays consistent.
What buyers say Reviews
4.8
(13 Reviews)
Does what I need without needing a project manager to run it.
Simple to follow, which matters when half the team are not office people.
My site agent runs it now and I just look at the summary. Ideal.
Would recommend. Especially if you are still doing programmes on paper.
Good clear layout. No hunting around trying to find where things are.
Glad I bought it. Nothing falls through the cracks the way it used to.
Decent. Not perfect, but better than the mess I had before it.
Everyone can see the same plan now, so the arguments have mostly stopped.
Running four jobs at once stopped being the nightmare that it was.
Fair money for it. The subscription I nearly signed up to was monthly.
I sleep better on a Sunday night now. That is worth the money alone.
Worth every penny for what it has taken off my plate each week.
