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| Excel Resource Plan |
How to create a resource plan in excel
Step 1 : Create a list of resources and their skills set
The first step is to create a list of resource and their skills. Ensure that you have covered all the resources you need to plan for. Also, list the primary skill you will be planning for.
Step 2 : Understand resource availability
You need to know the availability for each of resources. It is important to understand if they are part time or full time. Typically, it is good to understand leave plans for the quarter.
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How to create a resource plan in excel
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Step 3: Create your excel template
After you have all the information it is time to create the template. The resource plan has 3 sections Resources, Skills and Timeline. Resources section will have the list of resources. Skills list is a primary skill for the resource. Timeline is where availability of each resource.
Timeline is a very key part of the resource plan. The timeline lists the availability of each week in terms of hours. So, typically you would expect each cell to have 40 hours. Anything else means the resource is not available full time. If more than 40 hours then it means the resource is over allocated. If they the value in the cell is zero then the resource is not available during that week.
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Resource Plan - Over and Under Allocation
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Step 4 : Enhance the plan with conditional formatting
After the excel template is ready the next step is to enhance the plan with conditional formatting. Considering a typical 40 hours a week we will design the controls to highlight the cells. If the cell us greater than 40 hours then highlight in red. If the value is less than 40 then display in yellow. If the cell is zero which is equivalent to a leave then the text should be highlighted in red. If the resource is full utilized then display in white. Implementing these controls will allow anyone using the plan to easily identify gaps or issues and take appropriate action.
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Excel Capacity Planning Template
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| Excel Capacity Plan |
Capacity planning is an activity that all the organisation undertake regardless of their size. Consider using our
Excel Resource Capacity Planner to calculate your capacity and match them against your organisational needs for change.
Excel Resource Matrix Template
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| Excel Resource Matrix |
Sometimes all that you need is a basic resource planning tool which can give you a view of how your resources are allocated. A
simple resource matrix can help you to plan your resources in a simple but effective manner.
Resource Management Plan Word Template
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| Resource Management Plan |
When working in a complex and large environment it may be necessary to have much more planned and structured approach to resource management. In such cases you can use a
Detailed Resource Management Plan Template which captures all the key aspects of resource management.
Agile Capacity Planner Excel Template
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| Agile Capacity Planner |
Agile Project Management can be challenging due to the fast paced deliveries. In an agile environment it is important that a project manager manage capacity of the team. Our Agile
Capacity Planner for Sprints is meant to give the clear view of the resources across projects.
Team Resource Plan Excel Template
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| Team Resource Plan |
When managing a team of resources it is important that the team leader knows who is allocated to which project. Team resource planning is different from project resource planning as it focuses more on the team rather than the projects. Our
Team Resource Plan template helps managers to effectively plan team allocations and avoid over allocations.
Advanced Excel Resource Plan Template
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| Advanced Resource Plan |
If you are looking for an advanced resource planner then we recommend using our Excel Resource Plan Advanced Version as it has built-in dashboard. This resource plan is capable of handling multiple projects.
Download Resource Plan Templates
