Setting up the checklist for tracking progress in Google Sheets for Power Plant Installation company.
Every power plant installation process involves a series of steps starting with the Acquisition of Land. The checklist of items for a Land Acquisition process is tracked on paper and has to be manually updated into the system.
Many a time the manual updates are done post the completion of the process and not during the process itself. This makes it hard to track the progress of the project and the responsibility falls upon the field engineers to keep their higher ups informed.
The main objective that was to be solved for Kshema Power was a method to track the status of Land acquisition and to capture data at various steps.
For finalizing the solution, a number of the following points had to be kept in mind:
As we explored solutions for the system, we kept in mind user behavior and their familiarity to make use of tools such as Microsoft Excel. To account for role based multi-user access without data redundancy that comes with offline excel sheets, we considered a cloud based solution with Google Suite of tools, particularly Google Sheets.
We setup the following 3 sheets in Google sheets:
Format: The Format sheet was the main sheet that held the checklist for Land Acquisition. This sheet is the one that is to be duplicated for updating statuses of tasks across stages for each Land location.
It held the following data of for a location:
For the checklist, status and documents were collected across the following stages:
Each task of the checklist has a score assigned to it. The score added up to 100% to track progress of each stage. The progress was represented by a bar chart.
Table: The Table sheet held the master tables of the tasks and the scores associated for each task. Once the status for the tasks are updated for each Land sheet, the score will be automatically updated from the values set in this sheet.
Index: Finally, the Index sheet is a generated sheet that holds an overall summary dashboard of the progress across all land locations. It is generated using an App Script and lists the following information for each location.