Excel VBA Expert Needed: Property Management Workbook with Forms & Dashboard
$10-30 USD
Pagado a la entrega
I’m looking for an experienced Excel VBA developer to create an Excel-based tool to manage my properties, units, tenants, payments, and maintenance tasks. The solution should allow multiple users, each with their own access or passwords, so not everyone can edit the same data. I have limited technical knowledge, so this must be very user-friendly.
=== Project Requirements
1. Single Excel File (.xlsm)
• All data (properties, units, tenants, payments, maintenance) and the dashboard in one macro-enabled workbook.
2. Multi-User Access & Password Protection
• Ideally, have basic password protection or user-level access within Excel:
• For example, an initial login form that requests username/password.
• Different roles (e.g., admin vs. read-only) would be great if possible.
• If Excel’s native password features are insufficient for strong security, please propose an alternative approach.
3. Data Sheets
• Properties: Property ID, name, address, notes, etc.
• Units: Unit ID, link to property, rent amount, occupancy status.
• Tenants: Tenant ID, personal info, linked unit, lease dates.
• Payments: Payment ID, tenant info, date, amount, method.
• Maintenance: Request ID, property/unit, description, cost, status.
4. User Forms (VBA)
• Add Property: auto-generate ID, store in “Properties” sheet.
• Add Unit: link to property, track rent, status, unit ID.
• Add Tenant: link to a unit, track lease start/end, contact info.
• Add Payment: track date, amount, method, tenant ID.
• Add Maintenance: log request, property/unit, status, cost, etc.
• (Optional) Edit/Update forms if needed, or a simple approach to updating existing records.
5. Unique IDs & Basic Validation
• Each record type has a unique, automatically generated ID (e.g., “PROP1”, “TEN1”).
• Prevent blank fields or obvious duplicates.
6. Dashboard (Detailed)
• A summary sheet that shows total properties, total units (occupied vs. vacant), overdue payments, open maintenance requests, etc.
• Could use pivot tables, charts, or formulas—must auto-refresh and be easy to understand.
7. Ease of Use
• Minimal direct cell editing: the user should rely on buttons and forms to add or update data.
• Provide short instructions on enabling macros, using the forms, and handling multi-user login.
8. Offline Use, But Multi-User
• The workbook might be stored on a shared network drive so multiple people can access it.
• If direct simultaneous use is tricky in Excel, we can adopt a system where only one user at a time can edit, or you can suggest solutions for concurrency.
9. Delivery
• Final .xlsm workbook, fully functional with user forms and multi-user password/access mechanism.
• A short “how-to” guide for using and maintaining it.
=== Skills & Experience Desired
• Excel VBA expertise (creating forms, macros, validation).
• Knowledge of multi-user scenarios in Excel (passwords, protected sheets, or custom login forms).
• Ability to create a clean, intuitive interface for non-technical users.
• Good English communication skills.
=== Deliverables
1. One Excel Macro-Enabled Workbook (.xlsm) with:
• Sheets: Properties, Units, Tenants, Payments, Maintenance, Dashboard.
• User Forms: For adding/editing records.
• Multi-User Login (username/password or role-based access).
2. Documentation: Brief instructions on how to enable macros, use forms, manage user/passwords, and update the dashboard.
Nº del proyecto: #38986224
Sobre el proyecto
21 freelancers están ofertando un promedio de $32 por este trabajo
Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 900 + Projects. I have 6 + years of the experience in same kind of projects. If you are look Más
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Hi, I’m an experienced Excel VBA developer and would love to help with your project. I can create a user-friendly tool to manage properties, tenants, payments, and maintenance in one Excel file. It will include user fo Más
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Hi, I am pleased to offer my services to develop an Excel-based property management tool tailored to your needs. This solution will consist of a single macro-enabled Excel workbook (.xlsm) that will manage your propert Más
