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.

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

  1. I have a resource (John) that is schedule to work 3 hours a day (five days) on a given project (Project 1) for a specific length of time (start date and end date). When I enter the “Task” (Task 1) for John (associated to Project 1) it comes back as a deficit showing on the due date. Because there isn’t an actual “start date” to Task 1 it does not evenly distribute the workload when I view it on the “Calendar” sheet filtered for “Resource” and “Hourly”. It shows as a deficit of time on the “Date Due” not accounting for the time allowed to complete the task.

    How can this be resolved because it not projecting accurate deficit? Thanks

    1. Thanks for using our template.

      Please share the file along with the list of issues to contact@indzara.com

      Best wishes

  2. I’m working on the Vacation/OT page. My resources are all on many projects. I do not understand why I must repeat my entries for every project the person is on. A resource is going to be out. So all 10 assigned projects should understand the employee is unavailable those days. How can I do this with one entry per person per vacation? It’s just like the holidays! You don’t make us add a holiday for every project. The person simply isn’t available for scheduling.

    “Important:

    If you have assigned a resource to multiple skills and/or projects, you will have to enter vacation or overtime separately for each combination. This allows more flexibility in capacity planning as you can enter overtime only for a certain project instead of both projects (assuming resource assigned to 2 projects).

    1. Thanks for your feedback.
      In your scenario, when the employee is completely on Vacation, I understand that this would result in multiple entries. There are some other cases where an employee is only taking off from one project on a day but will work on other projects. Or the employee may do overtime on a specific project but not on others. There are different possible scenarios. As I tried to consolidate all such entries into one table for all vacation/overtime, partial and full, I had to make that compromise. Otherwise, I would have to have separate tables (Full Vacation, Project Specific Vacation, Overtime tracking) to do different scenarios that may become more complex with more sheets and so on. Holidays are considered like full time off for all employees in organization. That’s why they don’t have this restriction.
      I am fully agreeing with you that this results in more data entries in scenarios like yours. I hope that my explanation clarifies the need to balance different scenarios as well as complexity/simplicity. I will continue to explore better methods of solving this problem in future as the software and computing power advances.
      Please let me know your thoughts.
      Thanks & Best wishes.

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