Excel Masterplan

Add Notes, acronyms, plans, budgets, expenses, meetings, definitions, and schedules in one place

Add Notes, acronyms, plans, budgets, expenses, meetings, definitions, and schedules in one place

Add Notes, acronyms, plans, budgets, expenses, meetings, definitions, and schedules in one place

XL Spreadsheet showing records and a menu

Purpose: Like a mini CRM, this simple spreadsheet planner provides immediate access to crucial information, enhancing productivity.
Format: Built from XL spreadsheet (with a powerful engine), records are self-organized, based on dates and names. Finding anything is made simple with the powerful search logic.

7 Available Fields

Add Notes, acronyms, plans, budgets, expenses, meetings, definitions, and schedules in one place

Add Notes, acronyms, plans, budgets, expenses, meetings, definitions, and schedules in one place

XL spreadsheet with one record in beige.

Subject: Title of the entry.
Value: Numerical data.
Start/Entry Date: Mandatory field for the start date.
End Date: Optional field for the end date.
Detail: Holds information related to the subject, including links, logins, and passwords.
Status: Indicates task completion or categorization.
Order: Prioritizes tasks and captures Outlook calendar start times.

Gantt chart can be easily created with the given entries

Gantt chart can be easily created with the given entries

Gantt chart can be easily created with the given entries

XL spreadsheet with records and Gantt chart on right side

Based on Start and End Dates

Timeline: Runs two years, starting in the current year.
Color: Standard is blue. Seven optional colors are available at the record level.
Comments: Brings visualization to daily tasks or a project.

Outlook calendar information can be added with a click

Gantt chart can be easily created with the given entries

Gantt chart can be easily created with the given entries

XL spreadsheet with one record highlighted in beige

Each import tagged with "OLC" in the Subject field.

Subject is the same as the Outlook calendar subject
Start/Entry shows the meeting day,
End is the end date, if necessary.
Detail has meeting times (Attendees are in the comment section)
Order - shows military start time.