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 have a question. Is there any template available where ‘resource planning’, ‘gantt chart’ and ‘pipeline tracker’ are combined in 1 template so that I don’t have to enter the same data 3 times?
Thank you for your response.
Thanks for your interest.
Sorry, the pipeline tracker is not available in another template.
Project Planner template https://indzara.com/product/project-planner-advanced-excel-template/ has a Gantt chart view. This template uses a scheduling logic to schedule tasks while the Resource Capacity Planner allows to manually control the task schedule.
Adding all the features to one template makes the file slower and less user friendly. Hence, features are chosen to balance performance and functionality. Hope that makes sense.
Please let us know if any questions.
Best wishes.
Thanks for your message.
All three features are not available together. We have noted your suggestion and might come up with something similar in the future.
Best wishes
Hi, I would need a version of the file which can accommodate 1000 resources in the tab CAPACITY (v. 3).
Look forward to hearing from you soon. Appreciate your help and support,
Flaviano
Thanks.
The maximum resources supported is 300. Please email support@indzara.com your order number if you would like to receive that file. We will email you.
Thanks & Best wishes.
Do we have the flexibility to make changes to the sheet like adding additional dashboard or changing the colors of the charts to suite my organisation color?
Thanks for using our template.
You can customize the colors. Please use “indzara” to unlock the sheets.
We are not accepting any customized projects now, hence Additional dashboards cannot t added as per your requirements.
Best wishes
Hello. I’m finding your template very valuable, thank you. To make it even better for my specific needs, I’m looking to do 2 things and wondering if you may be able to help:
1) Since I’m assigning a Resource, Skill Group, and Project in the Capacity worksheet, it seems redundant to have to manually complete the Resource cell for every Demand Task. How could I get the Resource to auto-complete based on something like a VLOOKUP on the Capacity sheet using the Resource, Skill Group, and Project as keys?
2) All of my Projects follow the same set of Demand Tasks, including Hours duration (and thus relative Date), Detail (task name), and Skill Group. If I define a Demand Template in another worksheet, shouldn’t I be able to automatically add all the appropriate Tasks in the Demand worksheet as a Project is defined in the Settings worksheet and the Project Resources are defined in the Capacity worksheet?
These two items would drastically reduce the required data entry which would improve ease of use while also reducing the chances of data errors.
Thanks for purchasing. Glad to hear your feedback.
1. Please clarify how Resource can be automatically assigned in the Demand sheet. Once resource is entered, we can possibly lookup project and skill assuming there is one to one mapping.
2. Please email your standard demand entries sheet to support@indzara.com. I can review and get back to you.
Making demand entry less time consuming is on my list of things to do. I was planning to do that as a separate template that works well with this one, for those customers who need.
Best wishes.
Additionally the calendar dashboard is not reflecting the correct hours. It is showing a variance of 9 hours. Also the Vacation overtime tab i updated first time and it reflected in the calendar dashboard then I removed the overtime entry to check and it is not reflecting back the hours even after refresh all.
Hello, i faced same error also. It is not counting friday values. It should be 45 hours for me as 9 hours in every weekday. When i start to add new rows to capacity tab, it reverts back to 36. I have already contacted support mail address for this issue. It is a very useful template but i cant get over this problem.
Thanks for confirming that this does not happen for you in PC/Windows and it happens only in Mac. Thanks for also sending the video recording. I will review and get back to you.
Thanks & Best wishes.
Hey
I just brought the Resource Capacity Planner template. It just accommodates only 100 resources. I need a excel file which can accommodate 300 resources. Please help and send me an updated version as i need it at the earliest. Appreciate your help and support
Hello
Please refer to the following link.
https://indzara.com/2018/07/resource-capacity-planner-excel-template-step-by-step-user-guide/
You have to share your order number as well.
Thanks
Hey
I am really looking to buy this template. I have about 250 resources and about 100 of them have more than 2 skills. Can this be accommodated in the template.
Thanks for your interest.
This template can handle this scenario. Please contact once you have purchased the file and we will share the steps to increase the capacity.
Best wishes
Dear Sir /Madam
Is it possible to add more than one skill (potentially 3 or 4) to any one resource?
Yes, one resource can be allocated different skills in the capacity sheet. https://indzara.com/2018/07/resource-capacity-planner-excel-template-step-by-step-user-guide/
Best wishes.
Hello,
Settings tab; the weekend selection is set to SAT & SUN.
Capacity tab; it is set 8 hours Mon, Tue, Wed, Thu, Fri and is set to 0 hours for Sun, Sat for one resource.
Dashboard tab; Hours capacity shows 48 hours.
It should be 40 hours.
When I modify in the Setting tab the weekend selection to SUN & MON, the Hours capacity shows 40 hours.
Could you please look into this?
Thank you and regards,
Hello
Please send your file along with the list of issues to contact@indzara.com
Best wishes
Hello,
I recently purchased the capacity planner but will likely need 300-400 “resources” to be allocated, how can I revise the form to account for this?
Thank you
Also – How can I enter Demand/Tasks for a week instead of individual day?
Thank you
A new version was published on March 4th and it was emailed to all existing customers. If you didn’t receive it, please email support@indzara.com
It supports by default 100 resources. We have an additional file that supports 200 resources and 500 entries of Resource-Skill-Project.
I have replied to your email as well.
Thanks & Best wishes