Resource Capacity Planner – Excel Template – Support
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
- Do not edit calculated cells
- Input Data is always visible & can be edited easily
- Backup by saving file regularly
- 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.
175 Comments
Hi,
I watched a video on youtube (Date: Feb 10, 2016.) I purchased the template because I need to analyse my resource data like you have it in the summary report with the bars and scatter diagram at the bottom where I can filter by skill group. How can I get that summary page on the version I downloaded (V2.2)??
Thank you
Thanks for purchasing. We have emailed you a copy of the previous version v1 of the template.
Please let us know if there are any questions.
Best wishes.
okay. Please I seem to have fixed the issue with the 10 projects not showing up. But i need more than 100 resources since i have 15 member team and 10 projects so in essence a (15 x 10=150 resources) on the dahsboard. I understand you may have a seperate file for such cases. Can you please let me know how to access the same?
Thank you – Anand
Hello
We have emailed you the file which can handle 200 resources.
Best wishes
I entered 10 projects. I can confirm they show up in settings tab under Projects. But when i run the Dashboard, i can only see 7 projects each time. Resources and Demand tabs have been populated as needed. Please let me know what could be happening?
Thanks – Anand
I need to add more than 100 projects. How can I do this? Can the template be adjusted?
Thanks for your interest.
We have versions that support 200 or 300 resources but the projects are limited to 100.
Please let us know if that would be helpful and we will email you the file.
Best wishes.
Hmmmmm…I don’t know if that will work. I say in a different post that you could increase the amount of projects the template can handle for a fee. If not, maybe I can enter resources as projects and projects as resources? Thoughts? Thanks!
Thanks for emailing us more details. We have replied to your email.
Resources are the ones tied to capacity/demand and hence entering Projects as Resources will not work.
Best wishes.
In our company, resources have a vacation bank (e.g. 160 hours each year) they can make withdrawals ad hoc from throughout the year. The Resource Capacity Planner is great for when the resource has actually scheduled their vacation but is there a way to account for these banked/unscheduled vacations since they represent the potential for reduced capacity?
Ideally, it would pro-rate/spread remaining vacation hours over the project term and reduce that resource’s regular workday capacity by an equal amount, but I can see how that might get tricky if the remaining term was sprinkled with both scheduled vacations and yet unscheduled time off.
Thanks for purchasing.
The template does not automatically distribute remaining vacation hours. We have to choose the days when those vacation are expected to be taken.
Please let us know if there are any questions.
Best wishes.
I just purchased the Capacity Planning worksheet and cannot enter “projects” that are listed on the settings page, there is not drop down list that is connected to the settings page project list.
Thanks for your time.
Tara
Thanks for purchasing.
If the projects are entered inside the Projects table, then they should appear in the drop down list in the Resources table.
Please check if the data is inside both tables. More about data entry in Excel tables: https://indzara.com/faq/introduction-to-excel-tables-data-entry/
If there are further questions, please email the file to support@indzara.com
Thanks & Best wishes.
Hello,
I have followed the instructions on entering vacation time, however when I go to the employee tab, the vacation time for the month of July is not reflected. It highlights the vacation days in blue however, it does not summarize the total number of hours for the month (July)
Thank you for using the template.
Please ensure the dates are entered correctly. In case the issues persist, please mail your file to contact@indzara.com
Best wishes
Hi,
I have just Bought the Resource Capacity Planner Excel Template. Will it be possible to have it in spanish, or at least, let us make the actualization data?.
BR
Manuel.
Thanks for purchasing.
We are currently not taking customization projects. The template can be unprotected with indzara as password and translated.
Please let us know if there are any questions.
Best wishes,
Hi…when I input my data into the Capacity tab, it does not automatically populate the tab. How do I know it’s working? The dates are also wrong.
Hello
Please send the file along with the issues that you are facing to contact@indzara.com
Best wishes
Our employees have a standard work day of 8 hours per day. Of the total 2008 hours that are available to work in a given year we require 1600 to be billable, or available to assign to a project as a resource and the balance of the hours are for non billable projects that we do not require tracking of. Each month their billable availability is not the same as any other month. For example, they will be more billable in the first part of the year and then less in the later part due to nature of business. I am not sure how to make this work for this.
Thank you
Hello,
Thanks for using our template.
Can you try listing an employee as 2 separate resources? For example Employee A(Billable) and Employee A (Non Billable) By this way, you can enter capacity separately.
To handle varying capacity, you can enter standard hours in the Resources sheet and then add or reduce hours in the Vacation/Overtime sheet by day.
Please let us know if this addresses your question.
Thanks & Best wishes.