The Resource Planning tool automatically pulls employee timesheet data into your grid to alert you to potential overservicing, overspending, and overwork before it becomes a problem. ClickTime helps thousands of businesses plan employee hours, track time, and manage budgets. Regardless of your industry, our capacity planning reports will empower your team with real-time answers and insights into staffing, hiring, and employee scheduling. Start your free, day trial to see how timesheet data and capacity planning can work together to help you work smarter.
Feature Tour. Award-Winning Support. Time Tracking by Industry. There are several resource capacity planning templates are available online. However, basic and free templates are somehow limited in integration with each other. Thus, the project manager still requires little effort to integrate the data from individual sheets to the dashboard. However, templates free download provides a complete resource capacity planning solution with maximum integration as free.
The concept of resource capacity planning template resolves around 4 — 5 spreadsheets integration. Parameters, resources, and requirement spreadsheets are the input sheets while the dashboard and calendar are the output sheets. Settings or configuration spreadsheet contains the basic information about the projects to use in a calculation like workings hours per day and types of resources.
Resource capacity planning template excel requires complete details of each resource to define the capacities. The capacity is the availability of the resource for allocation. Thus, the capacity or resource sheet defines the availability, vacation plan, maintenance plan, overtime costs, and allocation of resources to skill and project.
Moreover, it requires a different set of details to fully define the availability of a resource at a particular time for allocation. Like a human resource demands to discuss the name, designation, experience, department, working hours, start date, end date, project, cost per hour, vacations, and overtime.
The free resource planning template is set for configuration and capacity. Now the final step is to calculate the requirement of capacities for individual tasks and projects. Thus, there are just two aspects to focus on at this stage. The first is to define the demand as the number of hours or days and the second is to specify the resource, skill, or project.
So, the requirement in the description will sound like a web design project requires Alex a web developer for 10 days from 1-Nov to Nov. It defines the name, skill, project, duration, and timeframe. However, a project manager may choose to display the most relevant data only and skip the useless data out of the dashboard. Usually, the number of projects, skills groups, and capacities are available on display. Also, the summary of the planning period, total under-utilized resource, total over-utilized resources, and utilization rate.
Finally, the breakdown of total deficit and surplus of capacities for projects and skills is also important to display along with a graphical representation of resources vs. While there is more insight available in the calendar view. Thus, a calendar resource plan is an essential part of the resource capacity planner template. Moreover, it comes with different functions and details. A filter is available on top to choose the configuration as per the desired calendar output.
The configurations available for the dimension resource, project, or skill group , measure resource or requirement , unit cost or hours , and timeframe daily, weekly, monthly, or annually. Finally, whatever configuration you choose, the calendar shows the requirement and capacity in terms of a list of dimensions, total cost, and hours.
There are various applications and advantages of resource capacity planners. Especially, construction-related projects that involve several resources, and especially human resources much depend on resource plans. Further, it has several advantages in terms of streamlining all the capacities with maximum utilization rate. Also, it saves a lot of effort in making sheets from scratch or saves money for getting the license of costly resource management tools.
Moreover, the summary sheet gives a lot of information in just a birds-eye view. Determining how to onboard a new team member? Trying to set better boundaries? Make that purpose clear so that everybody is on the same page about your goal.
This context will empower everybody to be way more honest about their own hours and availability rather than feeling concerned that it could get them into trouble. All of their activities — from admin time to coffee runs — should be included. Take some time to talk about these numbers together. Are they what you were expecting? Do these percentages align with your team goals?
You can add more dimensions if required. Report in Resource Planner Excel and Heat Map in Project Resource Planning Template helps to understand the bandwidth used and available for each resource of your team. You can select month and year from the drop-down list and select the required items. This will automatically populate the sum of hours by person per each day of the month.
You can download and make any changes if required to suit you needs. We are trying our best to help you in your resource management by creating this free templates.
Please share your valuable feedback and thoughts with us about our Templates and other stuff in our blog and Forums. Now seamlessly manage your projects, tasks, meetings, presentations, teams, customers, stakeholders and time. This page describes all the amazing new features and options that come with our premium templates. Having found your sheet via google, I downloaded a copy. It does say that data can be edited or modified to suit.
It appears it cannot. Yes, you can edit formulas and all the sheets to suit your needs. Could you please describe the issue more elaborately. Recently I downloaded the Resource planning Excel Template.
Now I would like to make some changes in the template to suit my own requirements. I would like to add a new column in the data sheet.
However, I am unable to do this.
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