Resource Capacity Planner for Excel: Quickly allocate team members to projects [Demo]

In this video, I demonstrate my Excel solution for resource utilization planning. If you are a team leader, manager or resource coordinator and your team members are working on a range of projects, you need to do create a resource plan. The key metric to track is the resource utilization. It helps you ensure that your employees are actually able to provide the required support for ongoing projects and initiatives and to avoid over-utilization.

You can get the resource planner here:

System requirements:
- Windows or Mac computer
- Microsoft Excel desktop version

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[wisdomseeker]

Wonderful wonderful wonderful. ❤ thank you so much

[harrisonwoodard]

This is great! Question - how would I take into account PTO?

[ksivamohaneie]

This is great . how can we have this template using trends based on forecast and present Capacity loading on projects

[olibobbi]

Can I get a daily view as oppose to weekly using the template?

[MattHarlow]

Is it possible to use this planner to manage at the project level rather than at the staffer level? For instance look at everyone's allocation on project X and slide hrs around to stay on budget, meet goals etc. Then flip back to see the impact that has had on capacity?

[el_ferchomx]

Is it easy to change the holidays or remove them?

[thzpmwp]

Hello - how much do you charge for this template for a small business?

[mathewsimon]

Can you factor in probability of award for a future project? For example, if I allocate a resource for 20 hours, it must pre-multiply by the probability of award ( say 50% as an example) and give me 20*50%=10 hours. If the probability increases to 100%( project is awarded) in future, then the hours must appear as 20*100=20 hours automatically without manually re-entering data.

[sallyvandal]

Hi Adrian. Can we colour-code each project ?

[peterjurisin]

please do you have solution for collecting actual hours spent and comparing the planned values vs actual values? How would you compare and analyze? Eg. if you have 50 PMs who might have multiple projects assigned and theoretically (though highly unlikely) can work on 40 different project types and each project type can have different project t-shirt size and activities to execute. Any recommendation how to combine forecasting and data collection process to have everything in one single excel spreadsheet?

[ce]

So with this can you factor in team member's Annual leave if one of my testers are off for 3 days for the up-and-coming iteration can I factor this in my planning ?

[marywise]

For this great tool any plans to add in a list of projects to choose from? I don't want team members typing in project names (capacity planning is shared between multiple team leads). They are never consistent...in other words one may name a project one thing and another may abbreviate it. :( and typos would be eliminated as well with a defined list.

[realflame]

Can you please help understand the "Available FTE"

[MuhammadUsman-prbf]

Hi I need a planner for 4 weeks rotational rota for 200 employees. Will this support?