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Resource Planning Template Excel helps to plan resource capacity planning, utilization and allocation. You can Track and to monitor the bandwidth of the team and manage your resource more effectively. A Project Resource Template can be very helpful to simplify and schedule your Project Resource. Resource allocation template in Microsoft Excel is created for resource tracking. You can download and use this free resource planning spreadsheet template for capacity planning.

Resource Planning Template Excel

You can download the Excel Resource Planning Template and Enter the Data in the Data Sheet.Resource Allocation Template Excel Microsoft Spreadsheet is easy to use and manage your team resource. You can resource utilization template excel is one of the useful resource planning tools excel for resource planning in Excel. You can go to Reports Tab to see the Resource Bandwidth by each month.

  • Download the Project Resource Planning Template in Excel Format
  • Click on the Resource Report button in the Details sheet
  • Click on the ‘Data Entry’ button in the Report Sheet to Enter New Records
  • You can change the default format of the template using the built-in tool in Excel
  • This Template will work on Excel 2007, 2010,2013,2016.
  • This templates also compatible with Mac with Office 2011 or 2016.

Fields in Project Resource Planning Template Data sheet

We have captured minimum required fields in the Resource Data Sheet. You can add more dimensions if required.

Resource Planning Template Excel - Data Sheet

  • ID: Resource Activity Serial Number
  • Resource Name: Name of the Resource
  • Project Name: Name of the Project allocated
  • Activity: Activity Description assigned to the Resource
  • Start Date: Date to start working on the task
  • End Date: Due Date to complete the task
  • Hours/Day: Hours required per day to complete the activity.

Project Resource Planning Template Report

Report in Resource Planner Excel and Heat Map in Project Resource Planning Template helps to understand the bandwidth used and available for each resource of your team. You can select month and year from the drop-down list and select the required items. This will automatically populate the sum of hours by person per each day of the month.

Project Resource Excel Template Report

  • Resource Name in the Left side is the list of name of your team
  • Month and Year Data Bars: This bar chart represents the overall bandwidth utilization of your team members for the entire month
  • White Color represents No Hours allocated on the date, i.e; Resource is completely Free
  • Light Orange Pink Color represents fewer hours utilized
  • Dark Pink Color represents More hours utilized

Download Free Project Resource Planning Excel Template

Here is the Excel Template for Planning the Project Resource. You can download and make any changes if required to suit you needs.

Resource Planning Template Excel – Free Download

How to Create a Resource Plan in Excel

Follow the below steps to create a resource plan in Excel.

  • Download the Free Resource Plan Excel Template
  • Go to Data Sheet to enter the data
  • Select data for Resource Name, Activity Fields
  • Enter data for in Start Date, End Date Fields
  • Also Enter Man Hours in Hours/Day Fields
  • Now check the Report Tab to Plan your Resource

Please Check Our Premium Project Management Templates

Hope this topic ‘Resource Planning Template Excel – Free Download‘ helps you to understand and create your own Plans using Excel and VBA. We are trying our best to help you in your resource management by creating this free templates.

Feel free to download the Free Resource Scheduling Template and other Excel Templates available in our blog. Please share your valuable feedback and thoughts with us about our Templates and other stuff in our blog and Forums.

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Last Updated: August 10, 2023

31 Comments

  1. James Wood September 1, 2017 at 11:05 PM

    Thank you very much. It is very helpful and an amazing template.

  2. Martin Sargeant November 15, 2017 at 11:16 AM

    Good afternoon,

    Having found your sheet via google, I downloaded a copy. It does say that data can be edited or modified to suit. It appears it cannot.

    Please advise?

    Kind regards,

    Martin Sargeant

  3. PNRao November 15, 2017 at 11:20 AM

    Hello,

    Thanks for contacting us.

    Yes, you can edit formulas and all the sheets to suit your needs. Could you please describe the issue more elaborately.

    Thanks!

  4. Bernard January 22, 2018 at 9:47 PM

    This is a good start to a template. Biggest feedback would be ability to remove or not count the weekends. Unless there’s a way and I didn’t notice

  5. Prashanth May 24, 2018 at 7:32 PM

    Hi,
    I have downloaded the resource planning worksheet, but something seems not right. When values entered in the data sheet , hours are being spread for the weekends (Sat & Sun) . Rare case scenario and no organisation works 7 days a week.

    can you suggest?

    Regards,
    Prashanth

  6. David August 14, 2018 at 5:56 PM

    Hi,
    I have a work around for this, I have filtered out the weekends from the dates at the top of the report.
    In cell D3 paste:
    =IF(WEEKDAY(DATE(Report!$AA$1,Report!$T$1,1),2)<6,DATE(Report!$AA$1,Report!$T$1,1),IF(WEEKDAY(DATE(Report!$AA$1,Report!$T$1,1),2)=6,DATE(Report!$AA$1,Report!$T$1,1)+2,DATE(Report!$AA$1,Report!$T$1,1)+1))

    In cell E3 paste:
    =IFERROR(IF(MONTH(D3+1)=MONTH($D$3),IF(WEEKDAY(D3,2)=5,IF(MONTH(D3+3)=MONTH($D$3),D3+3,""),D3+1),""),"")

    Then drag the formula in E3 across to AH3. It will show only weekdays across the top and the hours below are shown only for weekdays.

    I haven't looked at public holidays yet, I think it will be too complicated.

    David.

  7. Srinivas March 8, 2019 at 5:16 PM

    Hi,

    Would like to make some changes in the Resource Planning Template. I am unable to insert a column in the data sheet. I would like to have an extra column

  8. Srinivas March 8, 2019 at 5:20 PM

    Hi PNRao,

    Recently I downloaded the Resource planning Excel Template. Now I would like to make some changes in the template to suit my own requirements. I would like to add a new column in the data sheet. However, I am unable to do this. Can you help me out in this.

    Regards
    Srinivas

  9. Karthik June 20, 2019 at 10:32 AM

    How do i add more resources to the Report sheet

  10. Diana Vargas July 4, 2019 at 2:32 AM

    I’m attempting to use the heatmap template, but I need weekends and holidays to be excluded. Can someone help me figure out how to do this? Please and thank you! :)

  11. PNRao July 4, 2019 at 3:05 PM

    You can simply drag down the last record to add more resource the template.

  12. PNRao July 4, 2019 at 5:51 PM

    You can use WeekDay Formula to avoid requred days. For example, the following formula will exclude Sunday and Saturday:
    =IF(OR(WEEKDAY(Report!D$3)=1,WEEKDAY(Report!D$3)=7),",SUMIFS(Table1[[Hours/Day]:[Hours/Day]],Table1[[Resource Name]:[Resource Name]],Report!$B4,Table1[[Start Date]:[Start Date]],"<="&Report!D$3,Table1[[End Date]:[End Date]],">="&Report!D$3))

  13. Llaura July 10, 2019 at 6:16 PM

    Hi All

    I have just downloaded the template but I am unable to change any details on the data sheet, can you advise how I can rectify this?

    Thanks Laura

  14. Jaramogi November 29, 2019 at 1:27 AM

    I cannot remove the weekdays based on the above tricks…can I getmore detailed help please?
    Thanks
    JM

  15. Girish December 19, 2019 at 11:33 PM

    how to edit the year in the template?
    I need only 2019,2020,2021&2022

  16. Ty January 15, 2020 at 1:08 AM

    Can you please provide the password as the sheets are locked.

  17. Drew May 16, 2020 at 2:23 AM

    In what cell?

  18. Bridget June 29, 2020 at 11:00 PM

    Is there a way to make the view months in the year rather than days in the month?

  19. Bridget June 30, 2020 at 12:17 AM

    How can I change the view from Days in the Month to Months in a Year?

  20. PNRao September 6, 2020 at 8:44 PM

    At Range D4

  21. George December 12, 2022 at 5:08 PM

    How can I change the heat map view from daily to monthly?

    • PNRao December 17, 2022 at 2:24 PM

      Hi,
      You can calculate the Monthly Values based on the Daily Values. Or, you can change the SUMIFS criteria to aggregate by Month.
      Thanks

  22. CT January 24, 2023 at 4:49 AM

    The year range in heat map is only until 2022. How do I change it to 2023?

  23. Alex February 10, 2023 at 10:40 AM

    Have loaded in all data but dashboard is blank, can you check it to see where I went wrong?

    • PNRao February 16, 2023 at 1:07 PM

      Please download the latest Resource Plan template.

  24. UB April 5, 2023 at 4:32 AM

    Hi, downloaded the latest version. But the sheets are protected with password to edit existing data. Can you please provide the password to unlock the sheets.
    Thxs,

    • PNRao April 5, 2023 at 9:40 AM

      Please check out premium Templates for UnLcoked Version of the Templates

  25. Simon May 30, 2023 at 5:28 PM

    Hi I’m interested in just using %FTE allocation to project phases.
    We have found that e.g. the Data Analyst will need to spend 20% of their time in the Design phase, 40% in the Build phase and 10% in the Test phase.
    I was proposing to swop the ‘activity’ for ‘project phase’ and then also swop ‘hours per day’ for ‘%’.
    That’s not really working so I’m trying to use 0.1 day for 10%, 0.5 days for 50%.

    I’ll check out your calcs to exclude weekends/BHs and to look at monthly stats but otherwise very useful thank you!

  26. Julia Williams July 11, 2023 at 7:59 AM

    are we able to insert more rows on the Resource Summary and Projects tabs please?

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