Resource Management using Excel : 9 Free Template Downlaods

Resource Planning is crucial for any organisation to be able to operate efficiently. This is also very challenging when there are multiple projects, teams and tasks. 

Resource Management using Excel
Excel Resource Management Plans

Here at techno-pm we have resource plans based on Excel which can help in resource planning including allocation, over utilization, under utilization. 

1. Simple Plan - Simple excel based plan for tracking day to day allocations for resources.Download Simple Excel Resource Plan.

2. Advanced Plan  - Includes tracking over allocation and under utilization. Use this plan to track over and under utilization.

3. Matrix - Simple excel resource matrix template for mapping resources, projects and gaps. Plan in matrix style with this excel template.

4. Project  - Resource planning for projects is an essential task. This template enables you to plan project resources with a effective planning process. Also, see a clear cut planing process for project allocations using excel template.

5. Team  - When you have a team it is important that you manage their allocation and time spent. This template allows planing resources for multiple projects for up to 60 days.

6. Monthly Team Calendar - This template is for planing monthly team capacity. This template is very useful as it plans resources in a calendar format.

7. Capacity - Planning capacity is part of resource planning. Use the traditional capacity planner and agile sprint based capacity planner both build in excel.

Whatever the tool used it is a very good practice to document a detailed resource management plan with allocations, skills, costs and checklists and get a sign off from your key stakeholders so that every one is on the same page.

Things to Note -
  1. Understand the basics of resource in IT with 11 tips for IT Resource Management.
  2. Though excel is the best option MS Project can also be used for resource planning.
  3. Consider other resource management with JIRA, MS Project etc.
  4. Resource Management for a PM.


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