This Resource Capacity Planner template is designed to determine the available resource capacity, compare with demand and identify surplus/deficit in capacity. It also allows us to modify the resource availability or demand (to meet our objectives) and see impact of the changes instantly.
This workforce planning tool can be used in different contexts. For example, a HR manager or a team manager can use this to plan capacity of the team every month and hence determine how much work can be taken up and fulfilled. A project manager who is working on a multi-month-long project can plan the resource capacity of the project for the entire duration. This can also be used outside corporate environments wherever you want to compare demand vs capacity.
The template can also be used for non-human resources as well, for example, machines’ capacity in an industrial setup.
Microsoft Excel for Windows (2010 or later)
Microsoft Excel for Mac (2016 or later)
Works in Excel Online / OneDrive
Simplified data entry
Simple Excel spreadsheet with no macros
Interactive Dashboard & Customizable Calendar view
Multiple aggregation periods (Daily, Weekly, Monthly, Quarterly and Annual)
Planning Units (Hours and Cost)
Supports company Holidays & Weekends
Allocate same resource to multiple projects and/or skills