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.

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

  1. Hi,

    I purchased your sheet yesterday. However, the sheet is quite different from your Youtube tutorial. Your capacity worksheet in Excel is different to your Youtube videos. I don’t see an Employee worksheet like shown in your Youtube tutorials and the layout in the Dashboard is just different making it difficult to understand what is going on as the video tutorial is so different. Can you please update me on this or have someone get in touch?

    Thank you
    Yash

  2. I just bought the sheet (order number 132158) and need to increase the resource capacity to more than 100. Could you please provide instructions on how to do that?

    1. Thanks for purchasing our template.

      We have sent you the template that can handle 200 resources and 500 combinations of resource-skill-project.

      Best wishes

  3. I’m really loving the sheet. I just have a little variation that I really need to implement.

    We don’t assign resources to just one project. So on the Capacity sheet, I had hoped to be able to leave “PROJECT” blank against each resource, but assign “PROJECT” on the Demand sheet.

    However, in leaving one or the other blank, it means that “SELECTED” remains as 0 on Demand sheet.

    Would I need to add each resource on the Capacity sheet for every project they work on? As this will exceed 100 ☹

    Please help!

    Many thanks

    Sarah

    (also how do I receive my receipt/invoice for purchasing?)

    1. Thanks. I am glad that you find it useful.

      1. Yes, we have to enter each project the resource’s capacity is assigned to. This allows us to view project level comparison of capacity vs demand in the dashboard.
      2. The default file allows 100 resources and 300 combinations of resource-skill-project. If that is not sufficient, I have a version that supports 500 combinations as well. Please email support@indzara.com if you need that version of the template.

      Regarding invoice, I can email the PDF of invoice to your email address. Please email order number to support@indzara.com

      Best wishes.

  4. Hi, i just bought your template and i would like to adapt it. Unfortunately it’s mostly protected. Would it be possible to have the password in order to unprotect it?

    Thanks in advance,
    Thomas

    1. Thanks for choosing our template.

      Please use “indzara” as a password.

      Best wishes

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