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Project Planner Instructions
Instructions for Planner Use
- Open Microsoft Excel and activate Macros
To activate Macros:
- If you have Microsoft Excel 2003, you can enable Macro by opening up Excel and going to Tools menu. Go down the menu and select Macro. A window will open up with two tabs. On the Security Level tab, select the Medium or Low setting and on the Trusted Sources tab, select Trust All. Click "OK" when done. You should be able to open the checklist and have it run properly.
- If you have Microsoft Excel 2007, open up Excel and make sure that you have the Developer tab at the top. If you do not have the Developer tab, you can add one by selecting the Office button at the top left corner, scrolling down and selecting the Excel Options button. In Excel Options, select Popular in the left-hand column and on the right under Top options for working with Excel, check the box that says "Show the Developer Tab in Ribbon". Click "OK". The Developer tab should now show up at the top of Excel. Select the Developer tab and in the Code box select Macro Security. In the Macro Settings, select "Enable all macros". Click "OK" when done. You should be able to open the checklist and have it run properly.
- If you have Microsoft Excel 2010, open up Excel, select the "File" tab and on the left hand side, click "Options". This will open up "Excel Options" window and on the left hand side, click "Trust Center". At the right side of the page, click "Trust Center Settings". This will open up "Trust Center" window and on the left hand side, click "Macro Settings". Under "Macro Settings", select "Enable all macros". Click "OK" on all open windows when done. You should be able to open the checklist and have it run properly.
- If you have a different version of Microsoft Excel, check the "Help" menu/tab/button and look for the instruction on activating Macros (see "Version" under the Disclaimer).
- Download the Project Planner
- Open the Project Planner. There will be 2 tabs at the bottom: "Phases" and "Project Planner". Make sure you are on the first page by selecting the "Phases" tab. If you are running Microsoft Excel 2007 and do not see 2 tabs at the bottom, then select the Office button at the top left corner, scroll down and select the Excel Options button. In Excel Options, select Advanced in the left-hand column and on the right, scroll down until you see the title "Display options for this work book". Make sure "Project Planner" is selected in the dropdown menu to the right of the title and check the box that says "Show sheet tabs". Click "OK". You should be able to see both tabs. Also, make sure the Excel window is maximized.
- The "Phases" page will show the three main phases of the Development Approval Process. The main tasks associated with each phase will be listed below them. Determine which tasks are applicable to your particular project and place a "Y" for yes and an "N" for no in the highlighted boxes to the left.
- Select the "Project Planner" tab. A more detailed task list will be generated from your selections in the "Phases" tab (this may take a few seconds).
- Assign an estimated start and end date in the "Start" and "End" columns for each task associated with the project based on your evaluation of the information provided in the "Help" column. Items in the "Predecessors" column are provided to assist in the determination of the start and end dates for individual phases. City staff is available to assist in determining appropriate sequence of tasks and in discussing alternatives for concurrent processes.
- It is recommended that your schedule be reviewed with City staff in a pre-application/design meeting to confirm appropriate schedule logic/sequence.