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Generate a colour-coded open issue matrix with live counters and a real Excel workbook export — ready to issue on a project.
Tatva Logix / Engineering Tools
Open Issue Matrix Generator
A project header in two columns, dropdown lists on priority and status, colour rules that follow the selection, live counters and a numbered set of blank rows. The Excel download is a real workbook with frozen headers, a filter row and validated columns.
Project header
Blank rows
Stations become a dropdown list on the station column and are split into equal blocks down the rows. Leave it empty to keep the column free text.
Sheet preview
Open Issues Matrix
Issue rows
In the workbook: row 10 is a filter row and stays frozen, priority and status are dropdowns validated against a hidden list sheet, the four counters are live COUNTIF formulas, and the priority and status cells re-colour themselves from a conditional format rule when the selection changes.
Guide: how the matrix is meant to be run
Priority list
Project Critical, Near Critical, Non-Critical, Lessons Learned
Project Critical stops a milestone now. Near Critical will stop one if it is not closed this week. Lessons Learned is carried forward to the next job rather than closed on this one.
Status list
Open, Closed, Info Only, Not Applicable
Written out in full so the sheet reads without a key. The counters and the colour rules match these words exactly, so use the dropdown rather than typing.
One issue per row
Issue, then action required
The issue column states what is unknown or blocking. The action column states what is needed, from whom. Anything needing two owners is two rows.
Dates
Date open, target close, date closed
Target close is set when the item is raised, not when it is chased. Leave date closed empty until the item is finished, then set the status to Closed.
Responsible
A person, not a company
Name the individual on each side. Items owned by an organisation are the ones that sit open for a month.
Review rhythm
Same file, every meeting
Update the revision and the last-updated date at each review and re-issue the same workbook. Filter on status to run the meeting from the open items only.
Generated from the fields above. Review the content and the distribution list before issuing to a customer.