Skill Group and Skill are used interchangeably in the template. Skill Group is how we can group resources for planning. We will enter 2 projects, to keep it simple. The template allows managing capacity for multiple projects. If a resource works during a holiday, we can enter that as overtime in the VACATION_OVERTIME sheet. We will enter a couple of days in the Holidays table. Each holiday must be entered individually. We can enter our company holidays and the template will set the availability of resources to 0 by default on those days. Since most companies have holidays (other than weekends), it is important that we factor that in when we calculate capacity. Tip: Start entering data right below the Header of each Table If you are new to Excel Tables, please see our article on How to use Excel Tables for data entry? Entering the data correctly inside the Excel tables is critical to the functioning of the template. In the next set of inputs, we use Excel Tables. If a resource works during a weekend day, we can enter that as overtime in the VACATION_OVERTIME sheet. We will choose SAT & SUN as weekends for this tutorial.
Just click the cell and press the Delete key. If you don’t have any weekends, then leave this input blank. The template will set the availability of resources to 0 by default.
We can choose which weekdays are weekends from the list of options available. In most work places, we have days during a week where we don’t work (also called weekends). We will use a 3 month period from to June 30, 2019. The template allows a maximum of 2-year planning period. We will set the planning period by entering a Start Date and End Date. In the Settings sheet, we will enter the basic settings. View Calendar to ensure desired utilization at granular time periods.
Address any over-utilization and under-utilization.Enter Resource list with standard availability and allocate Capacity to Skills and Projects.Solution home Products Resource Capacity Planner (Excel) Resource Capacity Planner (Excel) - v3 - How to use?
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