We developed this capacity planning tool to show you how capacity planning works in the Fast Excel Development Method. This is how planners can get good visibility on capacity needed to meet demand. Compare it with capacity available from the current calendar, work centers and production resources.
When you need to know if resources are overbooked, you can use the Capacity Planning view, in the Resource Center, to compare how many hours a resource is able to put in versus how many hours they’re needed on projects.
This template is an example of how to calculate capacity. For each of the operators/ consultants, the number of minutes they are available should be entered, in the columns coloured yellow. This template calculates the backlog. In the yellow column enter the number waiting. In the green column enter the number of minutes to complete the task. Resource Capacity Planning Template And Resource Plan Template Excel Uploaded by Betty Spencer on Sunday, September 17th, 2017 in category Spreadsheet. See also Resource Capacity Planning Template And Resource Plan Template Excel 1 from Spreadsheet Topic. This template can help in several scenarios, not just in resource capacity/utilization. For instance, I can see several other uses in which you can use a step chart. For instance, any benchmark or planning scenario can also utilize a tool like this. Spreadsheets for resource capacity planning Spreadsheets are a commonly used tool for resource capacity planning and the appeal is obvious. Most people have Excel or Google Sheets and they are easy to use and you can quickly put together a basic capacity plan. Resource capacity planning template excel image high resolution xls download planningmplate tools fr. Resource capacity planner excel template v1 tour youtube maxresde. Storage capacity planning spreadsheet new template resource fresh in excel.
In the Resource Center, select the check box for each resource you want to review, and then click Resources > Capacity Planning.
Choose Availability > View > Capacity and Engagements Heatmap.
In this view:
- Green means things are good. The resource’s engaged time is roughly the same as the resource’s overall capacity.
- Blue shows where a resource is underused. The resource’s engaged time is significantly lower than the resource’s overall capacity, and should be given more work.
- Red shows where a resource is overextended. The resource’s engaged time is significantly higher than the resource’s overall capacity, and should have some work either reassigned to someone else, or moved to a less-busy timeframe.
In the following example, we see two resources: Justin and Leona. Justin is underused during the week of 11/2, because he’s only engaged for 8 hours of work, and Leona is overextended during the week of 11/9, because she’s engaged for a total of 80 hours of work across two projects.
Justin should be added to more work to get him closer to his 40-hour capacity, and Leona should have some of her work reassigned or pushed out so that she has a reasonable workload for her 40-hour capacity.
For more detail about what work each resource is doing, click Availability > Resource Assignments.
The Resource Assignments view shows task assignments, dates, actual work, and remaining work. With this level of detail, you have the right information to make suggestions on how the resources could be used more effectively.
Want to change the view?
There are several things you can change in this view.
