PMxl

A comprehensive collection of Python scripts and VBA code for generating professional construction and project management Excel templates.

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Project Overview

PMxl provides ready-to-use Excel templates for construction and project management professionals. The repository includes Python scripts that generate sophisticated Excel files for various project management needs, as well as VBA modules that enhance Excel functionality for specific project management tasks.

Python Scripts

Automate the creation of complex Excel templates with our Python scripts

VBA Modules

Enhance Excel functionality with custom VBA modules for project management

Excel Templates

Ready-to-use professional Excel templates for construction management

Getting Started

Project Structure

PMxl/
├── py/                 # Python scripts for generating Excel templates
├── vba/                # VBA code modules for Excel functionality
├── xl/                 # Generated Excel files (output directory)
├── run_scripts.py      # Script to execute all Python generators
└── requirements.txt    # Python dependencies

Requirements

  • Python 3.8 or higher
  • Required Python packages: openpyxl, pandas

Installation Steps

1. Clone the repository
git clone [repository-url]
cd PMxl
2. Install required Python packages
pip install -r requirements.txt
3. Run the scripts to generate Excel files
python run_scripts.py

Python Scripts

All Python scripts are located in the /py folder. To run all scripts at once:

python run_scripts.py

This will execute all Python generators and save the resulting Excel files to the /xl folder.

To run an individual script:

python py/[script-name].py
subcontractor_payment_app_python.py

Creates a detailed subcontractor payment application form with calculation fields.

Key Features:
  • Comprehensive payment application form
  • Automated calculations for totals and retainage
  • Professional formatting for printing
python-submittal-excel.py

Generates a construction submittal tracking workbook with log and templates.

Key Features:
  • Submittal log with status tracking
  • Package templates for organization
  • Item form for detailed documentation
meeting_workbook_python.py

Produces a meeting management workbook with agenda, minutes, and log sheets.

Key Features:
  • Meeting log for tracking all project meetings
  • Agenda template with action items
  • Minutes template with attendance tracking
construction-schedule-python.py

Creates a Gantt chart-based construction schedule workbook.

Key Features:
  • Visual Gantt chart for timeline tracking
  • Task dependencies and critical path
  • Resource allocation tracking
construction-rfi-python.py

Generates an RFI (Request for Information) log and form.

Key Features:
  • Comprehensive RFI tracking system
  • Status monitoring and reporting
  • Response time analytics
construction-permit-python.py

Creates a permit tracking log with application forms.

Key Features:
  • Permit application tracking
  • Expiration date monitoring
  • Inspection scheduling
construction-budget-python.py

Produces a comprehensive budget tracking workbook with forecasting.

Key Features:
  • Budget planning and tracking
  • Cost forecasting and projections
  • Visual dashboards and reports
construction-bidding-excel-generator.py

Creates bidding documents including prequalification forms.

Key Features:
  • Prequalification forms
  • Bid comparison analysis
  • Vendor evaluation tools
construction_safety_program_python.py

Generates safety program documentation and checklists.

Key Features:
  • Safety inspection forms
  • Incident reporting templates
  • Compliance tracking
construction_daily_report_generator.py

Creates daily report templates with dashboard and analytics.

Key Features:
  • Daily progress tracking
  • Weather and condition logging
  • Labor and equipment reporting

VBA Modules

The VBA modules in the /vba folder enhance Excel functionality for specific project management tasks.

How to Use VBA Modules:

  1. Open the Excel file where you want to use the VBA code
  2. Press Alt+F11 to open the VBA editor
  3. Right-click on "VBAProject" in the Project Explorer
  4. Select "Import File..."
  5. Navigate to the /vba folder and select the desired module
Note: You may need to enable macros in Excel to use the VBA functionality.

VBA modules documentation would be listed here based on the actual modules in your project.

Generated Excel Files

All generated Excel files are saved to the /xl folder. Below is a gallery of the generated files and their descriptions.

Subcontractor Payment Application

Comprehensive payment application form with calculation fields for tracking subcontractor payments.

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Construction Submittal Workbook

Complete submittal tracking system with logs and templates for managing project submittals.

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Meeting Management Workbook

Meeting planning and documentation tool with agenda, minutes, and log sheets.

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Construction Project Schedule

Gantt chart-based project schedule tracker for visualizing project timelines.

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RFI Log and Form

Request for Information tracking system with analytics and response monitoring.

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Construction Permit Log

Permit application and tracking system for monitoring regulatory compliance.

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Construction Budget Workbook

Budget planning and tracking with forecasting for financial management.

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Construction Bidding Workbook

Complete bidding documentation package for vendor selection and evaluation.

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Construction Safety Program

Safety documentation and checklist system for maintaining site safety.

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Construction Daily Report

Daily report system with dashboard and analytics for progress tracking.

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