![]() Or, you can use a project and resource planning tool like Toggl Plan.That way, you’ll have fewer templates to update. Or, you can choose to follow only the relevant steps in the resource planning workflow.Either, you can choose to keep all the templates up to date with the necessary discipline.Combining templates will cause information overload, and inconsistencies and lead to chaos. Each template serves a different audience and purpose. And it’s tempting to combine these templates into one.īut, there’s a reason why these templates are separate. Some of these templates may look similar. And, if you miss updating any of these, your resource planning will be error-prone. If you haven’t realized it yet, updating all these templates is a lot of work. Updating templates needs discipline & effort Keeping track of different versions and keeping different spreadsheets in sync is quite a task.Not everyone needs to see everything in the spreadsheet, but you cannot prevent them from seeing it.It’s hard to keep track of who’s made what changes to a spreadsheet’s data.Spreadsheets generally lack communication and collaboration features essential for team scheduling.Templates also have their fair share of disadvantages which make them unusable in most real-world situations. Little onboarding, as almost everyone knows how to use spreadsheets.Low cost, as you probably already have access to Excel/Google Sheets.Instead of starting from scratch, you can get started quickly.Ready-to-use templates come with the following advantages: Pros and cons of using resource planning templates In addition, the spreadsheet also has two pivot tables that shows you average workload and utilization for each department and job title.WRKLD) and UTILIZATION for each employee. The sheet automatically calculates the average workload ( AVG.Enter their workload in actual (or estimated) hours for each month.Enter your agency’s EMPLOYEEs along with their DEPARTMENT, JOB TITLE, and monthly CAPACITY.How to use the Human Resource Capacity Planning Template? As a result, you can match your agency’s capacity with the demand and the workload. Like the Staff Resource Planning Template, this template helps you manage your employee/freelancer recruitment and onboarding. In addition, it also shows you the number of days available for a resource during a month. It also gives you a clear overview of who within your project is doing what and when. The Project Resource Planning Template helps you assign tasks within a project without creating scheduling conflicts or workload imbalances. Once people are assigned to a project, the next step is to track their workload within a project. Optionally, insert a note from the File → Insert menu to add the name of the project they’re allocated to.Once a team member is allocated to a project, mark the corresponding week with an ‘ X‘. ![]()
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