Resource & Capacity Planner (Excel)
Who is allocated to what, over which weeks, and where that adds up to more than a person — shown as a heatmap rather than a number you have to work out.
Sold and delivered through Etsy; download available immediately after payment. Why Etsy shows a higher number: €27,00 is the price excluding VAT. Etsy is the merchant of record and adds your country’s VAT at checkout, so an EU buyer in the Netherlands pays €32,67 (€27,00 + 21%). Buyers outside the EU are charged their own local rate, or none.
An Excel planner showing who is allocated to what, over which weeks, and where those allocations add up to more than one person. Over-allocation appears as a heatmap rather than a number you have to work out. Editable, so the week range, role list and allocation basis match how your team is staffed.
Resource problems are almost never discovered in a resource plan; they are discovered when someone says they cannot start until March. A heatmap makes the same information visible three months earlier.
The planner works at the level real decisions are made — named people against named projects per period — rather than at role-and-FTE level, which reads well in a business case and helps nobody in June.
Who it is for
Delivery managers, PMO leads and programme managers allocating a shared team across projects.
What is included
- Home — how allocation and capacity fit together
- Capacity Board — the planning view
- People — the register: name, role, available capacity
- Allocations — person, project, period, percentage
- Dashboard — utilisation and workload heatmap showing over-allocation
When to use it
- Two projects have booked the same specialist for the same month
- You are asked whether a new project can start in Q4
- A PMO wants utilisation reporting without a resource management tool
Format and compatibility
- File format
- Microsoft Excel workbook (.xlsx)
- Editable
- Yes — nothing locked, protected or watermarked
- Delivery
- Instant download after purchase on Etsy
- Licence
- Single-user commercial use on your own projects. See licence and downloads.
- Price
- €27,00 excluding VAT · €32,67 including 21% Dutch VAT, which is what Etsy shows an EU buyer at checkout
Delivered as a standard .xlsx workbook. No macros — the .xlsx format cannot contain them, so it opens without security warnings and passes corporate download policies. Every cell is editable; nothing is locked or password protected.
Questions
Does it handle part-time and shared resources?
Yes — allocation is recorded as a percentage per period, so a person can sit across several projects.
Can it forecast cost?
Not directly. Cost belongs in the IT Project Budget & Vendor Tracker; this workbook is about time and availability.
Get the Resource & Capacity Planner (Excel)
€27,00 excl. VAT (€32,67 incl. 21% VAT on Etsy) — instant download, editable, no subscription and no account beyond Etsy.
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