Resource Planning with Spreadsheets Using Excel spreadsheets to manage resources across the project and services workload is fine for small departments. However, for larger resource pools, spreadsheets can quickly multiply whilst project changes make them difficult to maintain. Mar 10, 2017 - With these 8 free downloadable Excel templates, you can track time. Scheduling features like task dependencies and resource allocation. Online Gantt chart tools integrate into project management & planning software,.

In this article, we will be taking up monthly capacity planning for a team. We will be using the Resource Capacity Planner Excel Template in this exercise.

(Link: ) SCENARIO: We are responsible for planning our team’s capacity every month. Dataset serialize outofmemoryexception. We need to have a realistic view of how much work can be done by our team next month, taking into account the availability of each of our team members during the month. This will allow us to commit to our leadership on deliverables’ scope and if needed ask for more resource or to reduce the deliverables.

Resource Capacity Planner Excel template is helpful in understanding the available resource capacity, comparing with demand and identifying surplus/deficit capacity by skill groups. The template takes the resource availability, holidays, weekends, overtime and vacation data to calculate capacity. Then, based on your input demand data, it can calculate the surplus/deficit capacity.

In addition, you can generate an employee availability report. It can be used in different environments. For example, a manager leading a team can use this to plan capacity of his team every month. A project manager who is working on a multi-month long project can plan the resource capacity for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity.

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