How to use the Team Capacity Planner Excel

Follow the below steps start using the Team Capacity Planner Excel Template:

This template is calendar-based allows resource planning for the team by using the matrix of resources, dates, and tasks.

This template has two tabs -Plan and config

Plan tab

  • Plan tab has a matrix for resources, tasks, and dates.
  • Resource availability is highlighted in Green, leave in red, weekend work in red, Holiday is red.
  • Availability, Leave, Holidays and tasks have been coded using the conditional formatting so changing any text for these types might affect the color display.

Config tab:

  • This tab has a resource list and projects.
  • The resource can be defined in the config tab.
  • You can define Projects as tasks or projects.
  • Some tasks are a default and should not be changed