The upper tier version with the man-hours feature is found in the third video down. All versions are included for the one-time price of $45.
Style 1 - Excel Version with Revenue Allocation
$45.00 USD
Project management tools are essential for a smooth running operation. It is important to have a single place where all the data regarding various projects or tasks within a project reside. This is increasingly essential as your organization grows and has many things going on at once.
This template gives the user an easy way to visually see (in a color-coded Gantt schedule) what crews/teams are working on in terms of various jobs and when they are working on them. Based on what crews you have assigned to what jobs, everything auto populates. You simply need to enter the start and end dates.
The benefit of this is to keep things organized and avoid over-booking your work force.
The second feature of this set of templates is a sales pipeline tracker. It matches well with the Gantt style because you may have revenue that is earned over many months and it is important to see how this revenue looks when it is spread out over the number of months the job takes.
When you enter in the start/end dates for the crews and time frame they are working within, this doubles as the source for monthly estimated revenues by job. From there, you also get a summary of profit based on a margin percentage you put in as well as a labor/other cost entry.
Finally, you will get two visuals. The first shows average revenue and profit by month on a consolidated level across all jobs.
The second shows jobs won by month and average profit per job per month.
An instructions tab has been added as well as notes where necessary. The video should walk you through everything that you have questions on.
Style 2 - Google Sheet Gantt Chart - Included in Purchase Above
This is the Google Sheet version with just the crew scheduling aspect. Both a copy of the Google Sheet version and the Excel full version with pipeline are included in the one-time price of $45. The benefit of this version is that multiple people can view it at one time. The goal is to become more efficient with labor hours utilization.
Style 3 - Upper Tier (Man Hours/Job) - Included in Purchase Above
You will be taken to the download page after purchase, which will include all 3 styles made available to you. This is included in the HR Tools in Excel and Google Sheets template bundles.
The benefit of this is to keep things organized and avoid over-booking your work force.
The second feature of this set of templates is a sales pipeline tracker. It matches well with the Gantt style because you may have revenue that is earned over many months and it is important to see how this revenue looks when it is spread out over the number of months the job takes.
When you enter in the start/end dates for the crews and time frame they are working within, this doubles as the source for monthly estimated revenues by job. From there, you also get a summary of profit based on a margin percentage you put in as well as a labor/other cost entry.
Finally, you will get two visuals. The first shows average revenue and profit by month on a consolidated level across all jobs.
The second shows jobs won by month and average profit per job per month.
An instructions tab has been added as well as notes where necessary. The video should walk you through everything that you have questions on.
Style 2 - Google Sheet Gantt Chart - Included in Purchase Above
If you purchase through the purchase button above for $45, this G sheet version will also be included on the template download page.
This is the Google Sheet version with just the crew scheduling aspect. Both a copy of the Google Sheet version and the Excel full version with pipeline are included in the one-time price of $45. The benefit of this version is that multiple people can view it at one time. The goal is to become more efficient with labor hours utilization.
Style 3 - Upper Tier (Man Hours/Job) - Included in Purchase Above
This upper tier version is functional for scheduling the man hours you plan on using for each project and based on that allocation and the available man hours you input for each period, it will show you how much available hours / space you have each day/week/month.
There is no color-coding in this Gantt schedule because you are defining your view in the lens of man hours rather than crews working. It is a really nice visual for managers/owners to use to see where busy time periods are and what man hours have been allocated or are available.
The Google Sheets versions are included in the zip file that you download after purchase. Then, you will make your own copy and become the owner of your own version that is fully functional and editable as the original.
There is no color-coding in this Gantt schedule because you are defining your view in the lens of man hours rather than crews working. It is a really nice visual for managers/owners to use to see where busy time periods are and what man hours have been allocated or are available.
The Google Sheets versions are included in the zip file that you download after purchase. Then, you will make your own copy and become the owner of your own version that is fully functional and editable as the original.
More HR Management Spreadsheets:
- HR Tool - Hiring/Firing
- Employee Data Tracker for HR
- Employee Training Tracker
- Employee Time Sheets
- Sales Team Hiring Plan + R&D / Customer Service
- Employee Scheduling
- Project Management
- Layoff Financial Impact Analysis
- General Contractor KPI Dashboard
- KPI Dashboard with A Scoring System
- Payroll Calculator and Tracker - Budget vs. Actual
- Sales Person Commissions: Incentivization Structures
- To-Do List Tracker
- Consultant Tracker and Rankings
- Tracking Billable Hours
