This resource planning template helps project managers and team leads balance workload across their team and across multiple concurrent projects. Enter each team member's capacity (hours per week or day), allocate hours to projects, and the template automatically calculates utilization percentage, identifies over- and under-allocated resources, and shows remaining capacity by person and week.
What's Included
Team Roster
Team members with role, available hours per week, and cost rate
Project Allocation Matrix
Hours allocated per person per project for each week or sprint
Utilization Heatmap
Color-coded view showing over/under-allocated resources by week
Capacity Summary
Total available vs. allocated hours by person and by project
Project Demand Forecast
Projected resource needs by project phase over the planning horizon
Availability Calendar
Holiday and leave calendar factored into capacity calculations
When to Use This Template
- Resource allocation planning across a portfolio of projects
- Sprint capacity planning for agile development teams
- Staffing and headcount planning for the quarter
- Identifying resource bottlenecks before they impact delivery
- Reporting team utilization to operations or finance
Ready to get started? Download the free Resource Planning Template from Microsoft.
Get Free Template from MicrosoftOpens on Microsoft Create — free with any Microsoft account
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