Resource Capacity Planner – Excel Template – Support

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This page will host supporting information for the Resource Capacity Planner Excel Template which can be used to plan resource capacity, compare versus demand and identify over-utilization and under-utilization.

To know the features of this template, please visit the product page.

The latest version (v2) was published in July 2018.

The following are the support articles to help you get started with using the template. If there are any questions not addressed here, please drop a comment and I will add article/video demo about that topic.

  • Please see this article on Important Tips before using the template
    1. Do not edit calculated cells
    2. Input Data is always visible & can be edited easily
    3. Backup by saving file regularly
    4. Refresh Calculations when Pivot Tables are used
  • This template uses Excel tables for data entry. If you are not very familiar with Excel tables, please see this article on How to enter data using Excel Tables?
    • What is a Table?
    • Why do we use Tables?
    • Components of a Table
    • 3 Basic Data Entry Operations
    • 5 Essential Tips to avoid mistakes
  • Step by Step User Guide
    • Step by step user guide to Resource Capacity Planner Excel template.
    • Learn how to enter input data on capacity and demand.
    • Find how to use the Capacity planning Dashboard and Calendar to identify over-utilization and under-utilization.
    • Learn how to address over-utilization and under-utilization to improve the plan

 

If you have any questions on the template, please post them in the comments section below. I will respond as soon as I can. If it will benefit others, I will also publish a blog post and video answering your question.

176 thoughts on “Resource Capacity Planner – Excel Template – Support

  1. I like your resource capacity planner very much. I got the question to change from daily to monthly planning. Do you have some tips for me to do that? Regards

    1. Thanks for your feedback. Glad you liked it. Please post your review on the product page. https://indzara.com/product/resource-capacity-planner-excel-template/

      For the calendar to show capacity vs demand (and surplus/deficit) in a certain time dimension level accurately, the demand should be entered in that time dimension level or more granular level.
      For example, if the demand is entered daily, then calendar can have any time dimension (eg. daily, weekly, monthly…). If the demand is entered only weekly, then the Calendar would be appropriate to use when time dimension is weekly, monthly or higher – but not daily.

      If the demand has been entered daily, then you can easily change the view in Calendar to be monthly and view Capacity, Demand or Surplus/Deficit by Month.

      Please let us know if any further questions.
      Thanks & Best wishes.

  2. Hi, bought the template a few days ago and still trying to get the hang of it.
    Do I understand correctly the relation between Capacity/Demand and Time Dimension to view the calendar in… in order to have one Time Dimension (i.e Daily), the Capacity and Demand needs to be defined in the same time frame (i.e weekly)?? And the Surplus/Deficit can not be calculated accordingly when calendar’s Time Dimension is changed???

    1. Thanks for purchasing.
      For the calendar to show capacity vs demand (and surplus/deficit) in a certain time dimension level accurately, the demand should be entered in that time dimension level or more granular level.
      For example, if the demand is entered daily, then calendar can have any time dimension (eg. daily, weekly, monthly…). If the demand is entered only weekly, then the Calendar would be appropriate to use when time dimension is weekly, monthly or higher – but not daily.
      Please let us know if any further questions.
      Please email us at support@indzara.com if you need to send sample data as well.
      Best wishes.

  3. Hi, I don’t believe that I received v3 (I did receive v2). May I have it forwarded to my email address?

    Gina LeMay
    gina_a_lemay@yahoo.com

    1. Thank you for purchasing our template.
      We have shared the old version of the template from support@indzara.com. Requesting to email support@indzara.com to check further on your concern.
      Best wishes.

  4. I have completed entering capacity data on the capacity tab and task data on the Demand tab. However, Only the top task in the Demand tab appears in the calendar or Dashboard data. That task as a “1” in the “Selected” column. No other tasks do.

    How do I get the other rows to be included in the calculations?

    1. To be clear, I realize that the “1” means that the entry is supposed to be selected as a slice in the Dashboard but I am expecting that, with no filters or slices selected, I would see the total capacity vs total demand.

      1. I also submitted a ticket to the support portal and it was closed with no reply? Really?

    2. To conclude this thread. My issue was the mismatch of project names between tabs. Matching Resource/Skill/Project across all tabs resolved the issue.

      1. Glad to hear that issue was resolved. Thanks for following up.
        Best wishes.

  5. Is there any trial version of the Resource Capacity Planning template?

    1. Thanks for your interest in our template.

      Resource capacity planner is a premium template, hence we do not have a trial version. You may review the features of the template in the product page. Also, in case you have any queries, you can write to us at support@indzara.com and we will be happy to clarify your queries.

      Best wishes

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