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.

€27,00Excel · instant download

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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

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.