Equipment Usage
Capacity utilization by equipment type for the next 90 days.
Equipment Clashes
Asset reservations that cannot be allocated because of capacity or date overlap. Allocate the asset to one project and the other plan will move forward.
Equipment Scheduler
Asset-code bookings and available capacity.
Portfolio Timeline
Planned vs actual schedule across projects. Click a project row to drill into activities.
Plan Actual Forecast
Project Health
Projects by health. Click a segment to see the project list.
Top Bottlenecks
Open or delayed activity count by bottleneck category.
Critical Items
Blocked or delayed activities
Portfolio Mix
Projects by portfolio. Click a segment to drill down.
Project Summary
All projects — click a row to drill into detail.
| Project | Portfolio | Owner | Health | Progress | Delay | Bottlenecks | Priority | Planned Finish | Forecast |
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Portfolio Breakdown
Projects per portfolio group. Click to inspect projects.
Phase Delay Analysis
Total delay days by phase. Click a bar to inspect delayed activities.
Bottleneck Frequency
Delay sources across portfolio. Click a bar for affected activities.
Risk Distribution
Open activities by risk level. Click a segment for activity details.
Health Summary
Quick-glance project health indicators
Due Soon Activities (Next 30 Days)
Activities approaching planned finish
| Project | Activity | Phase | Planned Finish | Status | Owner |
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Activities
| Phase | Activity | Status | % | Planned | Actual | Delay | Equipment | Asset | Risk | Bottleneck |
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Phase Progress
Completion by phase group. Click a phase to filter the activity table.
Activity Summary
Activities by status. Click a segment for the matching activities.
Delay Breakdown
Delay days by phase. Click a bar for delayed activities.
Activity Gantt
Planned dates, actual progress, and forecast finish by activity.
Plan Actual Forecast
Activity Plan vs Actual
Detailed activity tracking with delay and bottleneck info.
| Phase | Activity | Owner | Status | % | Planned | Actual | Delay | Equipment | Asset | Bottleneck | Notes |
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CSV TemplateBlank template with headers
Excel TemplateFormatted .xlsx import file
Export Current DataAll activities as CSV
Data Template Reference
All columns used by the application. Required fields marked.
| Column | Required | Type | Notes |
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Quick Start
How to use the template
- Download the CSV Template or Excel Template above.
- Fill in your project data. Use
yyyy-mm-ddformat for dates. - Enter Project Award Date when you want a new project plan generated from the Timelines sheet.
- Enter Project Batch Size so equipment capacity can be checked.
- Enter Equipment Required and optional Allocated Asset Code for activities that reserve shared equipment or lab slots.
- Each row represents one activity. Multiple activities can share the same Project Code.
- Required fields: Project Code, Project Name, Project Owner, Activity Phase, Activity Name, Activity Status, Planned Start, Planned Finish.
- Save your file and use the Import CSV button in the Input view to upload.
- New projects are auto-created from the import. Existing projects (same code) receive new activities.
Equipment Clashes
Asset reservations that cannot be allocated because of capacity or date overlap. Allocate the asset to one project and the other plan will move forward.
Equipment Usage
Capacity utilization by equipment type for the next 90 days.
Equipment Scheduler
Asset-code bookings and available capacity for the next 90 days.
Equipment Allocation by Project
Projects with equipment allocated — grouped by project code. Shows which assets are booked for each project's activities.
| Project | Owner | Activity | Phase | Equipment | Asset Code | Dates | Batch | Priority |
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