Smart Planner template

Production Planning Template for Google Sheets and Excel

Download a production planning template and optimize it with Smart Planner inside Google Sheets.

Excel workbook (XLSX)CSV template (CSV) Install Google Sheets add-on

Template columns

Keep the inputs structured

Smart Planner works best when columns have stable names and each row represents a real planning entity.

Order

Planning input used by the production planning workflow.

Product

Planning input used by the production planning workflow.

Qty

Planning input used by the production planning workflow.

Workshop route

Planning input used by the production planning workflow.

Planned start

Planning input used by the production planning workflow.

Due date

Planning input used by the production planning workflow.

Sample rows

Use these rows as the starting structure

Order	Product	Qty	Workshop route	Planned start	Due date
001-W33	Power supply	200	SMT > Assembly > Packaging	2022-08-03	2022-08-11
002-W31	Power supply	500	SMT > Assembly > Packaging	2022-07-15	2022-07-25
003-W32	Speaker	1000	Assembly > Packaging	2022-07-20	2022-08-04

Setup steps

Step 1
Download the template and open it in Google Sheets or Excel.
Step 2
Replace the sample rows with your own planning data.
Step 3
Keep the column names stable so Smart Planner can interpret the table.
Step 4
Install Smart Planner from Google Workspace Marketplace, then open it from your Google Sheet.

Choose how to use Optivise

Use the same decision intelligence through an AI agent, a familiar work tool, or a shared enterprise workflow.

Agent Optimization Engine

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Smart Planner

Start from a familiar spreadsheet and the operational data you already maintain.

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Optivise Platform

Build persistent, shared, and governed decision workflows for your team.

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