Excel Tracker & Project Tracker & Dashboard Development
Budget: $10 – $200 USD
Request for Excel-Based Project Tracker & Dashboard Development
Hi There,
I’m currently seeking an experienced Excel expert to develop a comprehensive, high-performance project tracker and dashboard workbook for a large-scale infrastructure project. This tool will be used on the client-side and serve as the central hub for tracking execution, monitoring progress, ensuring compliance, and facilitating structured reporting across all key systems and locations.
? Project Scope and Context & Current Stage
The project is currently in the planning and mobilization phase. We’re preparing for physical execution to begin shortly, but at this stage, there is no live or historical data yet.
I want you to proactively build this tool before execution so it's ready from day one. The sheet structure, task categories, and systems are already well-defined.
? Objective
To design and deliver a smart, user-friendly, and technically structured Excel solution that enables:
• High-level visibility for stakeholders
• Real-time tracking of execution and compliance
• System-based analysis (Energy, Water, Sewage)
• Location-specific reporting (CI, TB, SV)
• Centralized logging of documentation, RFIs, safety, and QA/QC
PLEASE SEE THE UPLOADED FILE
? Required Deliverables
The deliverable is a structured and dynamic Excel workbook (.xlsx) with the following tabs/sheets:
1. ? Dashboard (Automated & Visual)
• % Completion by system and location
• Weekly progress trends
• Critical issues and delayed tasks
• Pending RFIs / Submittals
• Interactive filters (by system, location, contractor)
• Milestone overview (color-coded)
• Quick navigation buttons to key sheets
2. ? Project Scope & Systems
System Description Capacity Key Equipment Vendor Location
PV
BESS
ICE
RO Plant
STP
TSE
3. ? Key Locations
Code Location Description
CI Central Infrastructure
TB Triple Bay
SV Staff Village
4. ? Master Task Register
Task ID Task System Location Linked Milestone Status Start End Notes
5. ? Lookahead Plan (2–4 Week Rolling)
Includes status-based color coding
Week Task Owner Dependencies Status Resources Remarks
6. ? Snag / NCR Tracker
ID Description Area System Date Raised Status Closed Owner Image Link
7. ? Interface Matrix
Work Package Interfaces With System Location Coordination Required Risk Level
8. ? Document Control Register
Doc ID Title Type Version Date Submitted Reviewed By Status Linked Location/System
9. ⚠️ Risk Register
Risk ID Description System Impact Likelihood Mitigation Owner Status
10. Material Tracking
Item Package Qty Needed Qty Delivered Date Needed Supplier Status Linked Task
11. ? Permits / PTW Log
Permit No Permit Type Work Scope / Activity Location Issued By Date Issued Expiry Date Status PMBSRR Zone (Y/N) Responsible Party Remarks
? Logs & Registers full set:
? 1. Daily Site Log
Date Location Weather Activities Performed Manpower Count Equipment Used Delays / Disruptions Safety Observations Key Notes
?♂️ 2. Manpower Log
Date Contractor Trade / Discipline Shift (AM/PM) Headcount Location Remarks
?️ 3. Equipment Log
| Date | Equipment Name | Type / Category | Assigned To (Contractor) | Location | Operational Status (Active/Idle) | Downtime (Hrs) | Condition | Remarks |
Date Equipment Name Type / Category Assigned To (Contractor) Location Operational Status (Active/Idle) Downtime (Hrs) Condition Remarks
❓ 4. RFI Register
| RFI # | Subject / Description | Raised By | Date Raised | Directed To | Discipline | Status (Open/Closed/Overdue) | Response Due | Response Date | Linked Drawing / Section | Remarks |
RFI # Subject / Description Raised By Date Raised Directed To Discipline Status (Open/Closed/Overdue) Response Due Response Date Linked Drawing / Section Remarks
? 5. Submittals Log
Submittal # Title Discipline Submitted By Submission Date Status Review Date Reviewer Linked Spec / Package Remarks
? 6. Procurement Log
Item / Material PO # Vendor System Qty Ordered Qty Delivered Delivery Date (Planned) Delivery Date (Actual) Status Linked Task / Location Remarks
? 7. Change Orders Log
CO # Description Category Requested By Date Submitted Status Approved By Cost Impact Time Impact Notes
? 8. Inspection Log
Inspection Type System Location Date Inspector Result (Pass/Fail) NCR Issued? Remarks
✅ 9. Action Tracker
Action Item Assigned To Date Assigned Due Date Status Category Notes
? 10. Meeting & Coordination Log
Meeting Date Type Participants Key Discussions Action Items Follow-up Required Owner
? 11. KPI Summary Table
Metric Target Current Variance Status
**Tracking key metrics across systems and showing on the dashboard.
? 12. Training & O&M Readiness Log
Topic Trainees Trainer Date Completion Status Linked System Notes
? 13. Access & Permissions Tracker
Sheet Name User Role Editable (Y/N) Protected Notes
Updating the workbook.
EX:
Tool Description Owner Access Level Protected Notes
Master Tracker Tracks all project tasks Planner Full Access Yes Only the planner can edit % Complete column
Dashboard Overview KPIs & filters Client View Only No Auto-updated using formulas
QA Log Tracks inspections & NCRs QA/QC Team Full Access Yes NCR section restricted
Lookahead Plan 2–4 Week work plan Contractor View Only No Editable version shared separately
? 14. Photo & Media Log
Date Location Description Linked Task or Log File Name/Link Notes
Ideal for linking to daily logs or inspections (photos, drone shots, etc.)
? 15. Lessons Learned / Issue Log
With Example
ID Issue Department Cause Action Taken Responsible Team Delay Duration Future Prevention Date Status
LL-012 Delayed inverter delivery due to customs Procurement Incomplete paperwork Coordinated expedited clearance with vendor Logistics Team 2-week delay Pre-check customs forms in future tenders 2025-04-01 Closed
⚙️ Commissioning Support Tracker
ID System / Equipment Test / Task Location Status Planned Date Completed Date OEM Involved Remarks / Dependencies
EX:
Project Code System Test Type Status Completion Date Start Date End Date Manufacturer Result
CMT-005 BESS (Sungrow) FAT (Factory Acceptance Test) Completed 2025-03-15 2025-03-15 2025-03-17 Sungrow Passed with minor config adjustment
? Safety & Compliance Log
ID Safety Task / Checkpoint Compliance Area Location Status Date Responsible Party Remarks / Notes
For Ex:
Code Title Standard Zone Status Due Date Responsible Team Notes
SAF-011 PPE Enforcement in HV Zones HCIS CI Completed 2025-03-25 HSE Team All workers in zone CI-02 verified
SAF-018 Firewater Tank Inspection NFPA SV Ongoing 2025-03-30 QA/QC Sprinkler valve test in progress
SAF-023 PMBSRR Permit Verification PMBSRR TB Delayed 2025-04-01 Site Manager Awaiting permit renewal for trench work
✅ Core Excel Features
• Pre-built dropdowns (system, location, contractor, status)
• Conditional formatting (delays, risks, compliance)
• Smart formulas (INDEX/MATCH, XLOOKUP, etc.)
• Protected editable zones
• Pivot- or slicer-ready summary tables
• Freeze headers and apply filters
• Executive-style formatting with branding (if provided)
• Color coding:
o ⚡ Energy (Yellow), ? Water (Blue), ? Sewage (Gray)
o ? CI, ? TB, ? SV
?️ Output Requirements
• Format: Excel .xlsx
• Sheets clearly named
• Insert mock/sample data to demonstrate functionality
• Optional: Add a user guide tab
• Apply project logo/branding (we can provide this)
Timeline
We are targeting [insert preferred delivery timeframe] for the initial version. We’re open to multiple iterations to refine the layout and flow as construction progresses.
End Users
Client-side engineers, planners, QA/QC, and reporting teams. The tool should be scalable, intuitive, and visually clear — it does not require mobile/tablet optimization.
Project Context & Current Stage
The project is currently in the planning and mobilization phase. We’re preparing for physical execution to begin shortly, but at this stage, there is no live or historical data yet.
We are proactively building this tool before execution so it's ready from day one. The sheet structure, task categories, and systems are already well-defined.
You can refer to the following key data for structure:
Systems Overview
System Description Capacity Equipment Vendor Location
PV Solar Modules 248 MWdc Jinko, Archtech Jinko CI
BESS Battery Storage 759 MWh Sungrow, EVA Sungrow CI
ICE Biofuel Engines 52 MW Wärtsilä, ABB Wärtsilä CI
RO Plant Desalination 36,800 m³/day RO Pumps Suez SV
STP Sewage Treatment – MBR + BWRO L&T SV
TSE Reuse Network – Reuse Piping L&T SV/TB
Locations
• CI – Central Infrastructure: Substations, ICE, SCADA/EMS
• TB – Triple Bay: Hotels and Marina
• SV – Staff Village: Housing for 20,000 workers
Planned Task Categories (Examples)
1. Planning & Mobilization
• Scope review, BOOT model, logistics
• Temporary RO and diesel systems
• Site layout for CI/TB/SV zones
2. Construction & Installation
• PV installation (Jinko), BESS setup (Sungrow), ICE plant (Wärtsilä)
• Water system: RO plant, offshore intakes, SV-TB piping
• Sewage: STP at SV, TB pre-treatment, TSE checks
3. QA/QC & Compliance
• IFC vs actual checks, FAT/SAT (ABB, Sungrow)
• NFPA, HCIS, PMBSRR compliance
4. Handover & O&M
• O&M documentation, training, SCADA integration
• Spare parts, long-term maintenance prep
5. Reporting & Tracking
• Progress logs, RFIs, dashboards, coordination meetings
(PLEASE SEE THE UPLOADED FILE ) And SAY **Mohammed I HAVE REVIEWED THE UPLODED FILE ABOUT your excel project**
^^
If you say this that mean you have really review it and then we can talk
Let me know if you're available to take this on, and feel free to suggest any improvements or needs from your side.
Looking forward to collaborating with you!
Hi There,
I’m currently seeking an experienced Excel expert to develop a comprehensive, high-performance project tracker and dashboard workbook for a large-scale infrastructure project. This tool will be used on the client-side and serve as the central hub for tracking execution, monitoring progress, ensuring compliance, and facilitating structured reporting across all key systems and locations.
? Project Scope and Context & Current Stage
The project is currently in the planning and mobilization phase. We’re preparing for physical execution to begin shortly, but at this stage, there is no live or historical data yet.
I want you to proactively build this tool before execution so it's ready from day one. The sheet structure, task categories, and systems are already well-defined.
? Objective
To design and deliver a smart, user-friendly, and technically structured Excel solution that enables:
• High-level visibility for stakeholders
• Real-time tracking of execution and compliance
• System-based analysis (Energy, Water, Sewage)
• Location-specific reporting (CI, TB, SV)
• Centralized logging of documentation, RFIs, safety, and QA/QC
PLEASE SEE THE UPLOADED FILE
? Required Deliverables
The deliverable is a structured and dynamic Excel workbook (.xlsx) with the following tabs/sheets:
1. ? Dashboard (Automated & Visual)
• % Completion by system and location
• Weekly progress trends
• Critical issues and delayed tasks
• Pending RFIs / Submittals
• Interactive filters (by system, location, contractor)
• Milestone overview (color-coded)
• Quick navigation buttons to key sheets
2. ? Project Scope & Systems
System Description Capacity Key Equipment Vendor Location
PV
BESS
ICE
RO Plant
STP
TSE
3. ? Key Locations
Code Location Description
CI Central Infrastructure
TB Triple Bay
SV Staff Village
4. ? Master Task Register
Task ID Task System Location Linked Milestone Status Start End Notes
5. ? Lookahead Plan (2–4 Week Rolling)
Includes status-based color coding
Week Task Owner Dependencies Status Resources Remarks
6. ? Snag / NCR Tracker
ID Description Area System Date Raised Status Closed Owner Image Link
7. ? Interface Matrix
Work Package Interfaces With System Location Coordination Required Risk Level
8. ? Document Control Register
Doc ID Title Type Version Date Submitted Reviewed By Status Linked Location/System
9. ⚠️ Risk Register
Risk ID Description System Impact Likelihood Mitigation Owner Status
10. Material Tracking
Item Package Qty Needed Qty Delivered Date Needed Supplier Status Linked Task
11. ? Permits / PTW Log
Permit No Permit Type Work Scope / Activity Location Issued By Date Issued Expiry Date Status PMBSRR Zone (Y/N) Responsible Party Remarks
? Logs & Registers full set:
? 1. Daily Site Log
Date Location Weather Activities Performed Manpower Count Equipment Used Delays / Disruptions Safety Observations Key Notes
?♂️ 2. Manpower Log
Date Contractor Trade / Discipline Shift (AM/PM) Headcount Location Remarks
?️ 3. Equipment Log
| Date | Equipment Name | Type / Category | Assigned To (Contractor) | Location | Operational Status (Active/Idle) | Downtime (Hrs) | Condition | Remarks |
Date Equipment Name Type / Category Assigned To (Contractor) Location Operational Status (Active/Idle) Downtime (Hrs) Condition Remarks
❓ 4. RFI Register
| RFI # | Subject / Description | Raised By | Date Raised | Directed To | Discipline | Status (Open/Closed/Overdue) | Response Due | Response Date | Linked Drawing / Section | Remarks |
RFI # Subject / Description Raised By Date Raised Directed To Discipline Status (Open/Closed/Overdue) Response Due Response Date Linked Drawing / Section Remarks
? 5. Submittals Log
Submittal # Title Discipline Submitted By Submission Date Status Review Date Reviewer Linked Spec / Package Remarks
? 6. Procurement Log
Item / Material PO # Vendor System Qty Ordered Qty Delivered Delivery Date (Planned) Delivery Date (Actual) Status Linked Task / Location Remarks
? 7. Change Orders Log
CO # Description Category Requested By Date Submitted Status Approved By Cost Impact Time Impact Notes
? 8. Inspection Log
Inspection Type System Location Date Inspector Result (Pass/Fail) NCR Issued? Remarks
✅ 9. Action Tracker
Action Item Assigned To Date Assigned Due Date Status Category Notes
? 10. Meeting & Coordination Log
Meeting Date Type Participants Key Discussions Action Items Follow-up Required Owner
? 11. KPI Summary Table
Metric Target Current Variance Status
**Tracking key metrics across systems and showing on the dashboard.
? 12. Training & O&M Readiness Log
Topic Trainees Trainer Date Completion Status Linked System Notes
? 13. Access & Permissions Tracker
Sheet Name User Role Editable (Y/N) Protected Notes
Updating the workbook.
EX:
Tool Description Owner Access Level Protected Notes
Master Tracker Tracks all project tasks Planner Full Access Yes Only the planner can edit % Complete column
Dashboard Overview KPIs & filters Client View Only No Auto-updated using formulas
QA Log Tracks inspections & NCRs QA/QC Team Full Access Yes NCR section restricted
Lookahead Plan 2–4 Week work plan Contractor View Only No Editable version shared separately
? 14. Photo & Media Log
Date Location Description Linked Task or Log File Name/Link Notes
Ideal for linking to daily logs or inspections (photos, drone shots, etc.)
? 15. Lessons Learned / Issue Log
With Example
ID Issue Department Cause Action Taken Responsible Team Delay Duration Future Prevention Date Status
LL-012 Delayed inverter delivery due to customs Procurement Incomplete paperwork Coordinated expedited clearance with vendor Logistics Team 2-week delay Pre-check customs forms in future tenders 2025-04-01 Closed
⚙️ Commissioning Support Tracker
ID System / Equipment Test / Task Location Status Planned Date Completed Date OEM Involved Remarks / Dependencies
EX:
Project Code System Test Type Status Completion Date Start Date End Date Manufacturer Result
CMT-005 BESS (Sungrow) FAT (Factory Acceptance Test) Completed 2025-03-15 2025-03-15 2025-03-17 Sungrow Passed with minor config adjustment
? Safety & Compliance Log
ID Safety Task / Checkpoint Compliance Area Location Status Date Responsible Party Remarks / Notes
For Ex:
Code Title Standard Zone Status Due Date Responsible Team Notes
SAF-011 PPE Enforcement in HV Zones HCIS CI Completed 2025-03-25 HSE Team All workers in zone CI-02 verified
SAF-018 Firewater Tank Inspection NFPA SV Ongoing 2025-03-30 QA/QC Sprinkler valve test in progress
SAF-023 PMBSRR Permit Verification PMBSRR TB Delayed 2025-04-01 Site Manager Awaiting permit renewal for trench work
✅ Core Excel Features
• Pre-built dropdowns (system, location, contractor, status)
• Conditional formatting (delays, risks, compliance)
• Smart formulas (INDEX/MATCH, XLOOKUP, etc.)
• Protected editable zones
• Pivot- or slicer-ready summary tables
• Freeze headers and apply filters
• Executive-style formatting with branding (if provided)
• Color coding:
o ⚡ Energy (Yellow), ? Water (Blue), ? Sewage (Gray)
o ? CI, ? TB, ? SV
?️ Output Requirements
• Format: Excel .xlsx
• Sheets clearly named
• Insert mock/sample data to demonstrate functionality
• Optional: Add a user guide tab
• Apply project logo/branding (we can provide this)
Timeline
We are targeting [insert preferred delivery timeframe] for the initial version. We’re open to multiple iterations to refine the layout and flow as construction progresses.
End Users
Client-side engineers, planners, QA/QC, and reporting teams. The tool should be scalable, intuitive, and visually clear — it does not require mobile/tablet optimization.
Project Context & Current Stage
The project is currently in the planning and mobilization phase. We’re preparing for physical execution to begin shortly, but at this stage, there is no live or historical data yet.
We are proactively building this tool before execution so it's ready from day one. The sheet structure, task categories, and systems are already well-defined.
You can refer to the following key data for structure:
Systems Overview
System Description Capacity Equipment Vendor Location
PV Solar Modules 248 MWdc Jinko, Archtech Jinko CI
BESS Battery Storage 759 MWh Sungrow, EVA Sungrow CI
ICE Biofuel Engines 52 MW Wärtsilä, ABB Wärtsilä CI
RO Plant Desalination 36,800 m³/day RO Pumps Suez SV
STP Sewage Treatment – MBR + BWRO L&T SV
TSE Reuse Network – Reuse Piping L&T SV/TB
Locations
• CI – Central Infrastructure: Substations, ICE, SCADA/EMS
• TB – Triple Bay: Hotels and Marina
• SV – Staff Village: Housing for 20,000 workers
Planned Task Categories (Examples)
1. Planning & Mobilization
• Scope review, BOOT model, logistics
• Temporary RO and diesel systems
• Site layout for CI/TB/SV zones
2. Construction & Installation
• PV installation (Jinko), BESS setup (Sungrow), ICE plant (Wärtsilä)
• Water system: RO plant, offshore intakes, SV-TB piping
• Sewage: STP at SV, TB pre-treatment, TSE checks
3. QA/QC & Compliance
• IFC vs actual checks, FAT/SAT (ABB, Sungrow)
• NFPA, HCIS, PMBSRR compliance
4. Handover & O&M
• O&M documentation, training, SCADA integration
• Spare parts, long-term maintenance prep
5. Reporting & Tracking
• Progress logs, RFIs, dashboards, coordination meetings
(PLEASE SEE THE UPLOADED FILE ) And SAY **Mohammed I HAVE REVIEWED THE UPLODED FILE ABOUT your excel project**
^^
If you say this that mean you have really review it and then we can talk
Let me know if you're available to take this on, and feel free to suggest any improvements or needs from your side.
Looking forward to collaborating with you!