ProjectSheet

Google Add-on for Sheets

This free add-on helps 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.

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ProjectSheet can be installed from the G Suite Marketplace and can then be added to an empty Google spreadsheet from its Add-ons menu. At first a table with columns and a Gantt chart are added to the spreadsheet, then the sidebar appears with functions. Tasks are entered in the table rows where they can be modified with help of the sidebar.

Next to the Free version the Pro version has additional functionality :

A Google Sheets spreadsheet has advantages :

• online access to files, always and everywhere
• show schedule to stakeholders by sharing the file for viewing (without ProjectSheet)
• real-time team work by sharing the file for editing (same ProjectSheet version)
• information exchange with Excel, download to pdf, etc.

The user needs to authorize ProjectSheet once to execute functions for him in Google Drive and Google Sheets. The extended rights are necessary to use and activate the Pro functions. Read also the Terms of Use and Privacy Policy.

Reviews / tutorials :

How to use ProjectSheet Planning add-on for Google Sheets

Must-have Google Docs add-ons for project management

Oyakudachi.xyz: Projectsheet project planning 使い方！

digital-transformation.media: 如何用Google試算表進行專案管理？3步驟學會用甘特圖安排進度！

mcvickergroup.com: Never hurts to ask

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 by first selecting 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.

Use the free version unlimited or try and buy the Pro version from the spreadsheet Add-ons menu or by clicking Pro info in the ProjectSheet sidebar and following the Buy button.

The Pro functions can be tried for free during 10 days. The Pro license can be purchased in-app with PayPal from the ProjectSheet sidebar by clicking Pro info. A license purchased during the trial does not start immediately but after the trial period. After payment, you activate the license once by clicking Pro info again in the ProjectSheet sidebar.

A license is valid for a year and is not renewed automatically. One month before expiration you will receive a notice in ProjectSheet for a new license. A newly purchased license extends the current license after activation. Also without a new license your schedules will be kept in your own Google Drive and you can view a schedule and edit it with ProjectSheet without the Pro functions. Later you can purchase a Pro license again that starts immediately.

For maximum flexibility there is a Domain license for all current and future Google accounts in your own web domain. The web domain is the part behind @ in your email address (not a gmail.com address) associated with a Google account. After payment by one user each user in the web domain can activate the account by clicking Pro info in the ProjectSheet sidebar once. Sign-in in ProjectSheet and you will see the option for a domain license if the web domain has G Suite accounts or if you have an individual Google account (not a gmail.com account).

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.

Create schedule

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.

Track progress

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.

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, working week and non-working days

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 the start date changes, the finish date adjusts according to the entered number of working days. When the finish date changes, 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 week can be set to 1-7 days per week, starting on the desired day, and to 1-12 hours per day. Default is 5 days per week, starting on Monday, and 8 hours per day.

In a separate Holidays worksheet non-working dates can be noted which are skipped in the schedule.

Chain consecutive tasks

Every task can be linked to its previous task on the same WBS level. This also applies to summary tasks on the same WBS level. By linking consecutive tasks a waterfall schedule appears.

The schedule follows changes in duration or dates of a chained task. All start and finish dates of consecutive 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.