Scribd
Upload
206 views

ResourceCapacityPlanner v2 Brochure 2

The document describes a resource capacity planner tool that allows users to: - Plan resource capacity levels over time and compare to projected demand - Input data on resources, skills, projects, availability, vacations, and tasks - View automated dashboards and calendars showing capacity vs demand, under/overutilized resources, and other metrics - The tool is designed to be simple to use within Excel without macros or advanced features.

Uploaded by

Pravin Dixit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
206 views

ResourceCapacityPlanner v2 Brochure 2

The document describes a resource capacity planner tool that allows users to: - Plan resource capacity levels over time and compare to projected demand - Input data on resources, skills, projects, availability, vacations, and tasks - View automated dashboards and calendars showing capacity vs demand, under/overutilized resources, and other metrics - The tool is designed to be simple to use within Excel without macros or advanced features.

Uploaded by

Pravin Dixit
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 12

RESOURCE CAPACITY PLANNER v2

PURPOSE
Understand the available resource capacity, compare with demand and identify surplus/deficit capacity.

• Simple and easy to use


• Plan by 3 levels (Resource, Skill & Project)
• Automated Dashboard and Calendar
• Practical functionality
• All within Excel (No Macros)

REQUIREMENTS
• Microsoft Excel for Windows (2010 or Later)
• Microsoft Excel for Mac (2016 or Later)

MORE DETAILS
• Product Page: indzara.com/product/resource-capacity-planner-excel-template/
• Site: indzara.com

www.indzara.com Resource Capacity Planner Excel Template v2 1


CAPACITY PLANNING FRAMEWORK
ENTER INPUT EVALUATE PLAN

• Planning Period
• Weekends • View overall metrics
Settings • Holidays • Underutilized Resources
• Projects Dashboard • Overutilized Resources
• Skills • Filter to Project(s) and/or Skill
Group(s)

• Std Resource Availability


• By Resource / Skill / Project
• Vacation
• By Capacity / Demand /
Capacity • Overtime Calendar Surplus-Deficit
• Asssign Resource to Skill • By Hours / Cost
& Project
• By Day / Week / Month /
Quarter / Year

• Tasks (Hours)
• Assign to Resource
Demand

www.indzara.com Resource Capacity Planner Excel Template v2 2


SETTINGS
INPUT SETTINGS

www.indzara.com Resource Capacity Planner Excel Template v2 3


RESOURCE CAPACITY INPUTS
STANDARD AVAILABILITY

VACATION / OVERTIME

www.indzara.com Resource Capacity Planner Excel Template v2 4


DEMAND INPUT
Enter demand as tasks with Hours of work for a specific date.
Assign to a resource.

www.indzara.com Resource Capacity Planner Excel Template v2 5


DASHBOARD
Dashboard with filters/slicers

www.indzara.com Resource Capacity Planner Excel Template v2 6


DASHBOARD
CAPACITY VS DEMAND (HOURS)

www.indzara.com Resource Capacity Planner Excel Template v2 7


DASHBOARD
CAPACITY VS DEMAND (COST)

www.indzara.com Resource Capacity Planner Excel Template v2 8


CALENDAR
Flexible calendar with options and filters

www.indzara.com Resource Capacity Planner Excel Template v2 9


CALENDAR SETTINGS

Dimension Measure

4 Selections

Time Dimension Unit

www.indzara.com Resource Capacity Planner Excel Template v2 10


HIGHLIGHTS
✓ Simple and easy
o Simplified data entry
o Simple Excel spreadsheet with no macros
✓ Automated relevant output
o Interactive Dashboard
o Customizable Calendar view
o Cost calculation
o Print or export as PDF and share
✓ Practical Functionality
o Multiple aggregation periods (Daily, Weekly, Monthly, Quarterly and Annual)
o Planning Units (Hours and Cost)
o Supports company Holidays
o Supports customizable Weekends
o Resource can start and end any day
✓ Limitations
o Maximum 2 years of planning period
o Maximum 100 Resources, 100 Skill Groups and 100 Projects (can be extended)
o No task scheduling feature (see Project Planner template)

www.indzara.com Resource Capacity Planner Excel Template v2 11


MORE DETAILS

Product Page:
indzara.com/product/resource-capacity-planner-excel-template/

Site:
indzara.com

Email:
[email protected]

www.indzara.com Resource Capacity Planner Excel Template v2 12

You might also like