Project Resource Planning Template Excel – Get a Resource Plan Template for Excel or open in , the best way to manage your projects online.
Anything you need to complete your project is a resource. That means materials, tools, equipment and even your staff. That’s a lot to handle. To organize your resources so you have what you need when you need it, use our free resource plan template for Excel. It will help you gather all your project resources and map them on a spreadsheet so you don’t get delayed.
Project Resource Planning Template Excel
But, if you open the resource plan template instead, you can manage your resources on a dynamic Gantt chart that lets you track total effort, labor rates, planned vs. actual effort, dependent tasks and more. You can also manage your work in other views. In addition, you can track your resources in real time with dashboards and instant status reports. Get started for free and build a better resource plan.
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A resource plan is how you identify, list and organize the resources you will need to complete your project, as well as helping you determine how much each resource will need, how much what it will cost and when it will be needed in the project.
There are two broad types of resources: storable and non-storable. Storage resources are available if they are not used, and non-storable resources are those that need to be restocked from time to time or used only at certain times.
The resource plan must be integrated with your schedule and budget to keep you on track and not overspending during the implementation phase of the project.
Our resource plan template is the tool that controls all your resources and arranges them to fit your project schedule and budget. It’s easy to use and gets you up and running quickly.
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Using a template puts you ahead of the game. Creating a resource plan is not a one-time thing. It will be part of the planning process for every project you start. If you have a template you don’t need to create a new Excel sheet to hold your resources.
The resource plan template can be saved and used for future projects. If you are starting a project similar to the one you completed a year or more ago, you can go back to your files and use the old resource plan template as historical data to build your new resource plan to guide.
Using a resource plan template keeps everyone up to date, but by upgrading to project management software you can not only better connect with the team but also track their progress. it automatically compares your planned resources to your actual resources on our award-winning Gantt chart. This helps you stay on track when you implement the project. Need more resource management tools? Use our workload chart to make sure your team isn’t overworked. You can even balance their work to keep them more productive. See for yourself by trying the software for free today.
The project manager is usually responsible for creating a resource plan. Their job is to manage resources efficiently and effectively. In larger organizations, however, the resource plan may be built by others such as the assistant project manager, although it will almost always be overseen and approved by the project manager.
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Whoever is responsible for using the resource plan template will need to bring any parties involved in the provision and management of resources into the conversation. Then, when the plan is complete, it will be shared with staff and stakeholders. Transparency is important to ensure resources are always available to match the resource. Using our resource plan template makes it easy to share and keeps everyone on the same page.
Of course, you must use a resource plan template when planning your project. As previously mentioned, the resource plan must fit your schedule and budget. It’s the connective tissue that holds them together and ensures that teams get the materials they need to complete their tasks when they need them.
But the resource plan template has not only been relegated to the project planning phase. It is a document that must be referred to throughout the life of the project. Our resource plan template is essential for on-time acquisition and retention. Anyone who relies on resources, whether it’s the project team or suppliers and vendors, needs to have it on hand.
Managers can also use the resource plan template as a way to track the project and ensure it stays on schedule. All dates are set on the template and can be compared to when your team is scheduled to do their tasks. The template gives you a tool that collects important dates, which can be updated and shared.
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Use our free resource plan template to organize and schedule your resources throughout the month. Each tab is per month and the template can be adjusted to fit your production schedule. Weekends are blocked but that can be changed if you run a swing operation.
Add your logo to the brand of our template with your company name on top. There is also space to name the project, project manager, client and date, which helps when reviewing the schedule to ensure you are using the latest version.
Below the project information are columns for resources, which is where your team is listed. Below is the name of each team member in the column with a list of the tasks assigned to them. The next column shows which team they are on.
Our planning template designs a website to include marketing, sales, design and development teams. Of course, you can change these categories and add as many team members as you want.
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The next column to the right is for total effort. That is, the length of the task or the hours it is planned for. As you add that time to each task the top line adds them together automatically. The next column contains the rate of that member of staff and finally a column for the total cost, which is also added up automatically.
On the right is your calendar. Again, it’s only a month. You can add months to the tab or change it to a weekly plan or even a daily plan if you prefer. As you add up the planned hours for each day, they will automatically be added under the total effort column. If you allocate more than eight hours to anyone, that day’s cell will turn red to indicate that you have over-allocated.
A resource plan template is a great tool but it can only take you so far. If you want to see your resources in real time, redistribute with a click and keep everyone on the same page without having to redo your template every time there is a change, then you want to use it. Our cloud software automatically updates and tracks your resources and helps keep you on time and on budget.
Gather all your resources in one place, organize them and link them to each specific task on your project plan in our online Gantt chart. More than collecting resources, the Gantt has features that allow you to set costs for those resources. Then set your baseline, which saves your plan resources. Now, when you implement the project, there is a point of comparison. Get live data on actual costs and progress so you can reallocate resources to stay on track.
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Your team is your most valuable resource. If they are overworked, morale and productivity subsequently drop. To keep your team happy and productive, use our workload feature. See a color-coded chart that shows how many tasks or how many tasks each member of your team is assigned. If someone is assigned, you can reassign their work right from the workload page.
When you redistribute your staff, you need to know their availability. Maybe they have PTO or maybe it’s a vacation. Instead of pulling out the calendar and going through the dates, we keep it simple. When you join your team, set their availability, as well as hourly rate and other profile details. This data is reflected when you assign or reassign work, saving time and headaches.
Monitoring and tracking is essential to avoid costly delays in your project. Our software collects real-time data to help you make smarter decisions. Our dashboard keeps all ongoing project metrics alive and calculates project variances, time, cost and more.
The free resource plan template is just one of the many free resources on our website. There are hundreds of blog posts, instructional videos and guides that help you with all aspects of project management. If you like our free resource plan template, check out these other templates that can boost your resource management.
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Your resource plan needs to be thorough for it to work. That means listing all the tasks in the project. That can be a daunting job but our free breakdown structure gives you a tool to work backwards from your last achievement and capture each task on a tree diagram.
Your resources must match
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