Excel Resource and Capacity Planning Templates is a series of templates that have been created to help you plan your resources and capacity. These templates are available in the form of Excel spreadsheets which can be downloaded for free. The template includes checklists, graphs, charts, and more information to help you make better decisions about how you allocate your time and resources.
Plan your resources and bridge the gap between the capacity and demand for resources using our templates. Handle multiple projects while balancing the team efforts and time.
Format: MS Excel
- 26 customizable ready to use templates.
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- Advanced Resource Planning Dashboard
- Annual Leave Planner
- Capacity Planner Excel Template
- Employee Competency Matrix
- Employee Training Plan Template - Two versions
- Employees Skills Matrix - Template
- IT Skills Matrix Template
- Monthly Leave Planner Template
- Project Resource Matrix
- Project Resource Planning
- Project team structure template
- Resource Assignment Matrix
- Resource Management Plan Word Template
- Resource Request Form Word Template
- Resource Plan PPT Template
- Resource Utilization Template Excel
- Simple Resource Management Plan
- Simple Resource Matrix Excel Template
- Skills Matrix Example
- SMART Goals Template
- Sprint Capacity Planner Excel Template
- Team Capacity Plan PPT Template
- Team Capacity Planner Excel
- Team Leave Plan Calendar Template_v2
- Team Resource Plan PPT Template
- Weekly Timesheet Template- Google Docs
Capacity planning template helps you manage employee time, understand his capacity and stay on the assigned project budget. Capacity planning is on top of the basic resource management planning and is an essential task for portfolio management.
Tips on Capacity Planning:
- Capacity planning should be part of any project managers tasks whether it is waterfall or agile project management. Check out our Agile Sprint Based Capacity planner.
- One of the key points which a capacity planner should highlight is the assumptions that have been made when doing the capacity planning.
- One of the major drivers for capacity planning is to get an understanding of the financial budget required.
- Planning capacity ahead of time helps in getting the real picture of what is planned.
Before going on to steps to use template note here that there are two key sections of this template that are Capacity Planner and Resource Requirements.
Capacity Planner -
The Capacity Planner consists of two areas - Planner and Resource Pool. Resource Pool is the area where you configure all your resources and their availability.. The Planner area is the key as it displays the availability and deficit based on the Resource Requirements.
Resource Requirements -
The Resource Requirements tab is the area where the planned projects and resource are allocated.
Gathering Project Information
- Gather a list of projects which are to be planned for the specified duration.
- Collect high-level estimates for the projects. During the capacity planning phase, it is natural to not have detailed estimates and WBS.
- Generally, the projects are also resourced on past estimates or guesstimates.
Updating the Resource Pool or Resource Loading
- Update the Resource Pool Section with the resource types in your organization.
- This activity can be called as resource loading because a resource managers go ahead and allocate all the tasks even if it means overloading the resource.
- If you have too many resource types I would recommend keeping the resource type to as minimum as possible to avoid maintenance overhead.
- In the resource pool section update the total availability for the resource type. For example, if you have two project managers who are full time then the total availability will be 10 days, if you have DBA who is part-time then it 2.5.
- Also, update the holidays or vacation times. For example, if there one public holiday in a week starting 4th Jan then that week everyone should be available for 4 days.
- If an individual is going on leave then you can update the availability for that resource type. For example, if you have two project managers then the usual availability would be 10 days but if one of then is going on leave it would reduce to 5 days a week.
No changes are required in the planner section so do not update any data under the planner area.
Update the resource requirements
- For each project start entering the project name, project phase and select the resource type.
- Then enter the requirements for that resource in weeks.
- Review the planner section to see issues with the resource needs.
- The capacity planner auto highlights cells to indicate any issues with the allocations or utilization.
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I was creating my own spreadsheet to track project tasks and resource utilization, but then found these online. They were priced right. The download was easy, the spreadsheets work perfectly and I didn’t have to spend hours creating my own.
I absolutely love my Advanced Resource Planning Dashboard! It was so easy to modify to my specific needs and when I had questions, Techno-PM Support was there to help. This is what impressed me the most- their quick response to offer thorough answers to all of my questions! GREAT product with GREAT support!
I am very happy with the product and surprised how many templates were included. I especially found the Skills Matrix template fantastic and was able to create a professional training product for my team.
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