I seek a skilled individual, freelancer, or consultant to design and build a custom, user-friendly project management and tracking spreadsheet. The goal is to have a centralized and visual tool to efficiently manage my projects, tasks, timelines, and budgets.
The desired output is a highly functional spreadsheet template in Microsoft Excel that provides a clear overview and detailed tracking capabilities. It is similar in concept to the project tracker dashboard found at the Etsy link provided (though not necessarily an exact replica, but with similar core functionality).
Background
I currently manage multiple projects and contracts. My current methods for tracking these projects make it challenging to get a quick overview of progress, deadlines, and budget status. I need a single, intuitive place to manage everything.
Project Overview & Deliverables
3.1. Project Goal:
I want to have a well-structured, easy-to-use, and visually clear project management spreadsheet that enhances my ability to oversee my projects.
3.2. Key Deliverables:
A fully functional and unlocked spreadsheet file (.xlsx for Excel) containing all agreed-upon features.
A brief, clear instruction guide or "how-to" section. (Can be included within the spreadsheet itself, explaining its use.)
A 30-60 minute virtual walkthrough/training session upon delivery.
Minor revisions/bug fixes for [up to 2 weeks] after initial delivery.
4. Required Spreadsheet Functionality (Core Features)
The spreadsheet must include, but is not limited to, the following key sections and functionalities:
1. Project Dashboard / Overview:
A summary tab displaying key metrics at a glance.
Visual representation of overall project status (e.g., number of projects active, completed, overdue).
Charts/graphs for progress or task distribution.
2. Project List / Master Tracker (Eisenhower Matrix-like option is acceptable):
Ability to list multiple projects.
Fields for each project: Project Name, Project ID (optional), Project Manager (if applicable), Start Date, End Date, Overall Status (e.g., Not Started, In Progress, On Hold, Completed, Canceled).
Automated calculation of overall project progress (e.g., based on task completion).
3. Task Management (for each project):
A dedicated section or tab for tasks, linked to specific projects.
Fields for each task: Start Date, Due Date, Status (e.g., To Do, In Progress, Done, Blocked), Priority (e.g., High, Medium, Low), Notes. A complete list of fields will be provided before work begins.
Ability to filter tasks by project, assignee, status, or due date.
Conditional formatting to highlight overdue tasks or high-priority items.
4. Timeline Visualization (Simplified Gantt-like):
A visual representation of project and/or task timelines directly within the spreadsheet (e.g., using conditional formatting bars, not necessarily a true Gantt chart software integration).
Clearly show start and end dates.
5. Calendar
Deadline calendar
6. Budget Tracking (Optional):
Section to input the planned budget for each project.
Section to track actual expenses against the planned budget.
Calculation of budget variance (remaining budget or over/under spend).
Categorization of expenses (e.g., labor, materials, marketing).
6. Progress Tracking:
Automated calculation of % complete for tasks and projects.
Visual indicators of progress (e.g., progress bars).
7. Data Entry & Usability:
Clear, intuitive layout and navigation.
Use data validation (e.g., dropdowns for status, priority, assignees) to minimize errors.
There are no complex macros (VBA) to ensure ease of modification and broad compatibility. Network scanners quarantine documents with macros, and I need to move from system to system.
A non-developer must easily modify the solution (e.g., adding new rows for projects/tasks, modifying dropdown lists).
5. Technical Requirements:
Platform: The spreadsheet must be built in Microsoft Excel (.xlsx format)
User-Friendly: The design should be clean, professional, and intuitive for someone with basic spreadsheet knowledge.
6. Project Timeline
I would like this spreadsheet completed within two (2) weeks. If more time is expected, please explain and indicate your estimated completion time frame in your quote.
7. Budget
Please provide a fixed-price quote for the entire project, covering all deliverables and features outlined above. Include any assumptions you are making.
8. Quote Submission Requirements
Quotes will be evaluated based on:
Your demonstrated experience and portfolio of similar work. ***All information provided in your quote will be kept confidential.
Your understanding of the requirements.
Your fixed-price quote and estimated timeline.
Your responsiveness and communication.
Preferences:
Dark background, with vibrant colored elements
Dedicated Dashboard