Smart Planner template

Project Prioritization Template for Google Sheets and Excel

Download a project prioritization 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.

Project
Planning input used by the project prioritization workflow.
Impact
Planning input used by the project prioritization workflow.
Effort
Planning input used by the project prioritization workflow.
Budget
Planning input used by the project prioritization workflow.
Dependency
Planning input used by the project prioritization workflow.
Risk
Planning input used by the project prioritization workflow.

Sample rows

Use these rows as the starting structure

ProjectImpactEffortBudgetDependencyRisk
Demand dashboard9412000-Low
New onboarding flow7618000Data cleanupMedium
Capacity model8515000-Low

Setup steps

  1. Step 1

    Download the template and open it in Google Sheets or Excel.

  2. Step 2

    Replace the sample rows with your own planning data.

  3. Step 3

    Keep the column names stable so Smart Planner can interpret the table.

  4. 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

Use Optivise through the AI agent you already work with.

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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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Related industry contexts

Professional Services and SMBs Retail and Services Healthcare Manufacturing