Project Planning and Monitoring Tool

Purpose:
This tool assists in organizing and monitoring project work. By using the task planning section, project milestones and tasks can accurately be planned out. Once the project begins, real-
time progress is tracked and the project is monitored against the set baselines.

Instructions:
This tool can be used for managing a project, starting with the planning stages right through to monitoring project progress. Refer to the boxes below to view each sections' instructions,
and understand how each step is useful for managing projects.

Alternatively, information entered in Microsoft Project can be copied and pasted into this tool to take advantage of its reporting capabilities. A simple copy and paste will work, however
there is some preparation needed:
1. Ensure that the fields in MS Project are altered to match this tool. The order should be: Task Name, Start, Finish, and Resource Names.
2. Once pasted into this tool's Tab 2, reformat the start and finish columns to use a date format (within the Format menu, choose "Cells..." and select the desired date format).
3. Resource Names within MS Project must match the naming conventions used in this tool's Tab 1, table 1.

Important Notice:
Although this tool is capable of advanced functions, keep in mind that this is a light project management tool working within the limitations of Microsoft Excel.
Pay close attention to any notices or warnings included within the individual tabs.

Getting Started:
In chronological order, use the boxes below to navigate through the tool as the project progresses. Click the blue buttons to go directly to the section of choice, or use the worksheet tabs
along the bottom of the spreadsheet screen. Some of the column headings in the sections include comments that offer additional instructions. Hover the mouse over the column
headings to view these instructions.

DATA ENTRY PROJECT TASK PLANNING

This section requires some basic data entry to get the project started. Use this important section to plan out the project. Tasks should be
Information regarding project start and end dates, project team members entered, along with deadlines and task owners. Once hashed out and
and stakeholders, and non-work days is required. completed, copy and paste this plan into Tab 3 to begin monitoring project
progress.

Go to Data Entry Go to Project Task Planning

PROJECT MONITORING CHART ISSUE LOG

Copy and paste the project plan from Tab 2 into the first four columns of If issues arise, use this area to log and ensure that problems are resolved.
this Gantt chart. By entering the actual start and end dates for tasks, this
chart allows you to view which tasks are on schedule, behind schedule or
ahead of schedule.

Go to Project Monitoring Go to the Issue Log

CUSTOMIZED PROGRESS REPORT

Use this section to generate a custom progress report. Specify the time
period that you would like to view and tasks during this time, ordered by
task owner, will appear. This report is ideal for weekly meeting updates, or
stakeholder progress reporting.

Go to Task Report
Basic Data Entry Return to the Introduction

Fill in all of the white cells with the necessary information. To view additional instructions, hover your mouse over the table column headings.

INSTALLATION WATER COOLED SCROLL DIRECT

Project Name EXPANSION CHILLERS 20RT c/w COOLING TOWER,AIR
HANDING UNIT,SUPPLY DUCTING AND RETURN DUCTING

Estimated Project Start Date FEBRUARY 16 2018

Estimated Project End Date MAR 18,2018

Project Manager Name NOR FARIHAH BINTI AHMAD

1. Project Team Members, Task Groups &

2. Holidays / Time Off Project
Stakeholders

Name Date Holiday

MUHAMMAD AMAR MIKAIL 16-Feb-18 HAPPY CHINESE NEW YEAR
MUHAMMAD FARHAN 17-Feb-18 HAPPY CHINESE NEW YEAR
MUHAMMAD FATEH
NUR FATIAH
MUHAMMAD SOBRI
MUHAMMAD RIDHUAN
KHOO YUAN SUAN
YAZATUL ANISSA
TECHNICIAN TEAM
QUALITY CHECK TEAM

INT
Planning Return to the Introduction

Use this section to work out the project plan. Feel free to add and delete rows as necessary, or move tasks around until the optimal project plan has
been drafted. Once satisfied with the project plan, copy this information and paste it into the corresponding table in Tab 3. No changes can be
made to the project plan within Tab 3, so ensure that if any changes are needed, the adjustments are made in this tab before re-copying and re-
pasting the data into Tab 3.

An example has been included below.

Project Task Information

Estimated Task Owner

Estimated Start
Project Task Completion (MUST USE DROP
Date
Date DOWN MENU)
PEMASANGAN COOLING TOWER
Mengukur tapak cooling tower 18-Feb-18 18-Feb-18 KHOO YUAN SUAN
Membina tapak 19-Feb-18 19-Feb-18 TECHNICIAN TEAM
Memasang cooling tower 20-Feb-18 21-Feb-18 TECHNICIAN TEAM
Memasang paip air masuk cooling tower 22-Feb-18 22-Feb-18 TECHNICIAN TEAM
Memasang paip air masuk chiller 24-Feb-18 24-Feb-18 TECHNICIAN TEAM
Membina tapak mark-up tank 25-Feb-18 27-Feb-18 MUHAMMAD RIDHUAN
Pasang mark_up tank 28-Feb-18 28-Feb-18 MUHAMMAD SOBRI
Pasang condenser water pump 1-Mar-18 1-Mar-18 MUHAMMAD FATEH
Pasang water cooled chiller 4-Mar-18 4-Mar-18 TECHNICIAN TEAM
Mengukur saiz paip 5-Mar-18 5-Mar-18 YAZATUL ANISSA
Pasang paip 6-Mar-18 8-Mar-18 TECHNICIAN TEAM
Memasang eksesori 6-Mar-18 8-Mar-18 MUHAMMAD FARHAN
Elbow 6-Mar-18 8-Mar-18 MUHAMMAD SOBRI
Pressure gauge 6-Mar-18 8-Mar-18 MUHAMMAD SOBRI
Themometer gauge 6-Mar-18 8-Mar-18 MUHAMMAD AMAR MIKAIL
Fleksible join 6-Mar-18 8-Mar-18 MUHAMMAD FATEH
Strainer 6-Mar-18 8-Mar-18 NUR FATIAH
Gate valve 6-Mar-18 8-Mar-18 KHOO YUAN SUAN
Water pump 6-Mar-18 8-Mar-18 TECHNICIAN TEAM
Balancing valve 6-Mar-18 8-Mar-18 MUHAMMAD RIDHUAN

CHILLER WATER PUMP 7-Mar-18 7-Mar-18 TECHNICIAN TEAM

Pemasangan chiller 8-Mar-18 8-Mar-18 TECHNICIAN TEAM
Pemasangan compressor 10-Mar-18 10-Mar-18 TECHNICIAN TEAM
Pemasangan cooper pada chiller dan compressor 11-Mar-18 11-Mar-18 TECHNICIAN TEAM

PEMASANGAN DUCTING
Mengukur ducting 12-Mar-18 12-Mar-18 TECHNICIAN TEAM
Pemasangan ducting 13-Mar-18 15-Mar-18 KHOO YUAN SUAN
Pemasangan supply ducting 13-Mar-18 15-Mar-18 TECHNICIAN TEAM
Pemasangan return ducting 13-Mar-18 15-Mar-18 TECHNICIAN TEAM

PEMASANGAN DIFFUSER
Memasang jet diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM
Memasang square diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM
Memasang round didffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM
Memasang linear diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM

WIRING
Memasang wiring AHU 20-Mar-18 22-Mar-18 QUALITY CHECK TEAM
Memasang wiring chiller 20-Mar-18 22-Mar-18 TECHNICIAN TEAM
Memasang control panel 20-Mar-18 22-Mar-18 YAZATUL ANISSA
Pengujian dan Penilaian 23-Mar-18 23-Mar-18 QUALITY CHECK TEAM
Pembersihan tapak 23-Mar-18 23-Mar-18 TECHNICIAN TEAM
Work Schedule Monitoring Return to the Introduction

GANTT CHART LEGEND

IMPORTANT NOTICE: Holiday / Vacation / No Work

It is very important that tasks are entered with unique names. If task names are repeated, the data will not carry over correctly. Make
sure to name each task differently. Planned Project Work Day

Task Completed
IMPORTANT NOTICE:
Rows cannot be inserted or deleted from the table below. If changes are made to the project plan, make these changes in Tab 2. COMPLETION STATUS LEGEND
Planning, and copy and paste the changes into this sheet. Be aware that the actual start and end dates will not update when changes
are copy and pasted into this sheet, so make adjustments to these last two columns as necessary. Task Completed Ahead of Schedule

Task Completed Behind Schedule

Project Task Information Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25 Week 26

12-Feb 19-Feb 26-Feb 5-Mar 12-Mar 19-Mar 26-Mar 2-Apr 9-Apr 16-Apr 23-Apr 30-Apr 7-May 14-May 21-May 28-May 4-Jun 11-Jun 18-Jun 25-Jun 2-Jul 9-Jul 16-Jul 23-Jul 30-Jul 6-Aug
Estimated Actual
Estimated Actual Start
Project Task Completion Task Owner Completion Comments
Start Date Date 12 13 14 15 16 19 20 21 22 23 26 27 28 1 2 5 6 7 8 9 12 13 14 15 16 19 20 21 22 23 26 27 28 29 30 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 1 2 3 4 7 8 9 10 11 14 15 16 17 18 21 22 23 24 25 28 29 30 31 1 4 5 6 7 8 11 12 13 14 15 18 19 20 21 22 25 26 27 28 29 2 3 4 5 6 9 10 11 12 13 16 17 18 19 20 23 24 25 26 27 30 31 1 2 3 6 7 8 9 10
Date Date
M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F M T W T F

PEMASANGAN COOLING TOWER H

Mengukur tapak cooling tower 18-Feb-18 18-Feb-18 KHOO YUAN SUAN 18-Feb-18 18-Feb-18 H

Membina tapak 19-Feb-18 19-Feb-18 TECHNICIAN TEAM 19-Feb-18 19-Feb-18 H y

Memasang cooling tower 20-Feb-18 21-Feb-18 TECHNICIAN TEAM 20-Feb-18 21-Feb-18 H y y

Memasang paip air masuk cooling tower 22-Feb-18 22-Feb-18 TECHNICIAN TEAM 22-Feb-18 22-Feb-18 H y

Memasang paip air masuk chiller 24-Feb-18 24-Feb-18 TECHNICIAN TEAM 24-Feb-18 24-Feb-18 H

Membina tapak mark-up tank 25-Feb-18 27-Feb-18 MUHAMMAD RIDHUAN 25-Feb-18 27-Feb-18 H y y

Pasang mark_up tank 28-Feb-18 28-Feb-18 MUHAMMAD SOBRI 28-Feb-18 28-Feb-18 H y

Pasang condenser water pump 1-Mar-18 1-Mar-18 MUHAMMAD FATEH 1-Mar-18 1-Mar-18 H y

Pasang water cooled chiller 4-Mar-18 4-Mar-18 TECHNICIAN TEAM 4-Mar-18 4-Mar-18 H

Mengukur saiz paip 5-Mar-18 5-Mar-18 YAZATUL ANISSA 5-Mar-18 5-Mar-18 H y

Pasang paip 6-Mar-18 8-Mar-18 TECHNICIAN TEAM 6-Mar-18 8-Mar-18 H y y y

Memasang eksesori 6-Mar-18 8-Mar-18 MUHAMMAD FARHAN 6-Mar-18 8-Mar-18 H y y y

Elbow 6-Mar-18 8-Mar-18 MUHAMMAD SOBRI 6-Mar-18 8-Mar-18 H y y y

Pressure gauge 6-Mar-18 8-Mar-18 MUHAMMAD SOBRI 6-Mar-18 8-Mar-18 H y y y

Themometer gauge 6-Mar-18 8-Mar-18 MUHAMMAD AMAR MIKAIL 6-Mar-18 8-Mar-18 H y y y

Fleksible join 6-Mar-18 8-Mar-18 MUHAMMAD FATEH 6-Mar-18 8-Mar-18 H y y y

Strainer 6-Mar-18 8-Mar-18 NUR FATIAH 6-Mar-18 8-Mar-18 H y y y

Gate valve 6-Mar-18 8-Mar-18 KHOO YUAN SUAN 6-Mar-18 8-Mar-18 H y y y

Water pump 6-Mar-18 8-Mar-18 TECHNICIAN TEAM 6-Mar-18 8-Mar-18 H y y y

Balancing valve 6-Mar-18 8-Mar-18 MUHAMMAD RIDHUAN 6-Mar-18 8-Mar-18 H y y y

CHILLER WATER PUMP 7-Mar-18 7-Mar-18 TECHNICIAN TEAM 7-Mar-18 7-Mar-18 H y

Pemasangan chiller 8-Mar-18 8-Mar-18 TECHNICIAN TEAM 8-Mar-18 8-Mar-18 H y

Pemasangan compressor 10-Mar-18 10-Mar-18 TECHNICIAN TEAM 10-Mar-18 10-Mar-18 H

Pemasangan cooper pada chiller dan compressor 11-Mar-18 11-Mar-18 TECHNICIAN TEAM 11-Mar-18 11-Mar-18 H

PEMASANGAN DUCTING H

Mengukur ducting 12-Mar-18 12-Mar-18 TECHNICIAN TEAM 12-Mar-18 12-Mar-18 H y

Pemasangan ducting 13-Mar-18 15-Mar-18 KHOO YUAN SUAN 13-Mar-18 15-Mar-18 H y y y

Pemasangan supply ducting 13-Mar-18 15-Mar-18 TECHNICIAN TEAM 13-Mar-18 15-Mar-18 H y y y

Pemasangan return ducting 13-Mar-18 15-Mar-18 TECHNICIAN TEAM 13-Mar-18 15-Mar-18 H y y y

PEMASANGAN DIFFUSER H

Memasang jet diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM 17-Mar-18 19-Mar-18 H y

Memasang square diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM 17-Mar-18 19-Mar-18 H y

Memasang round didffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM 17-Mar-18 19-Mar-18 H y

Memasang linear diffuser 17-Mar-18 19-Mar-18 TECHNICIAN TEAM 17-Mar-18 19-Mar-18 H y

WIRING H

Memasang wiring AHU 20-Mar-18 22-Mar-18 QUALITY CHECK TEAM 20-Mar-18 22-Mar-18 H y y y

Memasang wiring chiller 20-Mar-18 22-Mar-18 TECHNICIAN TEAM 20-Mar-18 22-Mar-18 H y y y

Memasang control panel 20-Mar-18 22-Mar-18 YAZATUL ANISSA 20-Mar-18 22-Mar-18 H y y y

Pengujian dan Penilaian 23-Mar-18 23-Mar-18 QUALITY CHECK TEAM H x

Pembersihan tapak 23-Mar-18 23-Mar-18 TECHNICIAN TEAM H x

H
Issue Log Return to the Introduction

Date Issue Comments Resolution

22-Feb-18 piping problem piping leaking replace with new piping

7-Mar-18 Blower problem Blower Break replace with new blower

8-Mar-18 themometer gauge problem thermometer gauge break replace with new thermometer
Customized Progress Report Return to the Introduction

To create a customized progress report, insert the desired timeframe for analysis in the start and end date boxes below. For a progress report of the entire project, insert the project's start and end dates. Consider
running reports based on tasks for today, this week, or next week.

IMPORTANT NOTICE:
Task owner names must be selected from the drop down menus in Tabs 2 and 3 in order for this reporting page to work correctly. If errors occur on this page, return to the project planning stage and ensure that
task owner names were selected from the menus, rather than typed in manually.

Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Unassigned PEMASANGAN COOLING TOWER Task Not Yet Started Task is late and has not yet been started.

PEMASANGAN DUCTING Task Not Yet Started Task is late and has not yet been started.

PEMASANGAN DIFFUSER Task Not Yet Started Task is late and has not yet been started.

WIRING Task Not Yet Started Task is late and has not yet been started.

Page 7
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 8
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 9
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 10
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 11
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 12
 Enter Date to Start Progress Report Enter Date to End Progress Report

Analysis of On-Schedule Tasks to Date Analysis of Task Completion to Date Analysis of Project Time Management

6% Behind Schedule Tasks

Tasks - Started 15% Completed Project
Days
Passed
Behind Schedule Tasks In
Tasks - Not Yet Progress 0% 100%
Started

Project
Tasks Not Yet Days Left
Regularly
Scheduled Tasks Started
94% 85%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Scheduled Due
Task Owner Task to be Completed During Specified Period Task Status On Track Status
Date

Page 13