Resource Capacity Planner Lite – Excel Template

Description
This Lite version of our best-selling Resource Capacity Planner in Excel can be extensively used in scenarios where you have a pool of resources and projects and can assign the resources to demand on a need-to-assign basis. This gives you the flexibility to manage projects on real time. 
This template does not take costs incurred into account.

Our template is designed in such a way that you can extend the usage of this tool beyond just project management, that is, the same template can be used by a Human Resources manager or a team manager to work out the capacity-demand trade off for their team.

With this purchase, you’ll get two versions of the template – V1.1 with certain limitations on the default capacity and V2.0 with no limitations on default capacity, this is our fastest version yet! (please note this version requires an Excel 365 subscription)


FEATURES:
1. Simple and Easy:
  a. Simplified data entry: Effortlessly input data with a user-friendly Excel spreadsheet.
  b. No macros: Enjoy a clean and straightforward template without the need for any complicated macros.
2. Automated Relevant Output:
  a. Interactive Dashboard: Visualize data dynamically through an interactive dashboard which shows the assigned demand across projects and roles and the capacity utilization based on resources/roles for improved project planning strategies.
  b. Customisable Calendar View: Stay organized with a calendar view with filters to drill-down based on resource or role.
  c. Project/Resource View: Get demand allocation at a quick glance based on project or resource.
  d. Print or Export as PDF: Easily share your results by printing or exporting to PDF format.
3. Practical Functionality:
  a. Multiple Aggregation Periods: Analyze data at various levels – Daily, Weekly, Monthly, Quarterly, and Annual.
  b. Efficiently plan and allocate resources based on surplus/deficit.
  c. Support for Company Holidays: Incorporate company holidays into your schedules for accurate planning.
  d. Allocate Same Resource to Multiple Projects: Optimize resource allocation by assigning them to multiple projects.
  e. Resource Flexibility: Enjoy the freedom of setting resource start and end dates as needed.
4. Limitations

1. For V1.1 the default capacity: The template comes with predefined limits of 200 Resources, 25 Roles, 100 Projects& Project categories, 200 Holidays, and the template allows a maximum of 2 years planning period.
2. Customization Option: If you need a customized solution to suit your specific requirements, please reach out to us through the Eloquens private messaging service.
3. Version 2.0: This version uses advanced Excel formulas and requires Excel 365 subscription to work.