#Task planner template excel software
#Task planner template excel series

Templates save time, which-at least in the very short term-saves companies money. Templates can act as training wheels as you learn your team’s unique patterns and needs.

While getting ready to transition to more advanced resource management software, you can use a template to understand the complexities of that tool. If you’ve never scheduled resources before, your attention should be on the task at hand: allocating your tasks, time slots, and resources correctly.

Templates are great for new project managers.

Here are a few things to think about: Top 3 benefits of using templates for resource scheduling and management

#Task planner template excel series

Between the ability to control strings of delimited data, VLOOKUP, and fancy pivot tables, spreadsheets can give project managers a host of flexibility to manage their people and their projects.Īlready use spreadsheets for project management? Our free scheduling template will likely be a welcome addition.īut what if you’re relying on a bunch of templates cobbled together in a series of spreadsheets? What are the benefits and drawbacks of using this system? Using a project resource planning spreadsheet template Add your logo, fonts, and company colors. If your project lasts longer than the allotted 31 days on the spreadsheet, simply copy and paste or highlight and select “insert” to extend to the right so that it appropriately fits your project and team.Īfter copying the spreadsheet over to your Drive account, feel free to customize the resource capacity planning template (or moved it to the correct personal folder). Invite them to put in vacation time should it apply to that particular month. Share the file with them to see when they’re expected to work and on which tasks. This resource scheduling template works best when it’s shared in the cloud with team members. Cells with bookings and cells set to “weekend” will change color, making it easy to see whether your resource is busy or if they still have availability remaining. Then all you need to do is add bookings into the team calendar’s date cells where necessary. Whether you’re a project manager at an agency, a resource manager at a consultancy, or an employee just looking to make sure your organization is scheduled more efficiently, you can use this Excel scheduling template to keep track of your projects, tasks, meetings, and leave for your team.īegin by deleting the sample data, then simply enter your resource’s names and job titles down on the left-hand side. Start by opening the resource scheduling template in Google Sheets, and then click File > Make a copy to put an editable copy of the template into your own Google Drive. Get your free resource planning template!Ī screenshot of our free resource scheduling template spreadsheet While this Excel resource planning template is unlikely to be perfect for your needs, it will hopefully serve as a good starting point from which you can customize your ideal scheduling spreadsheet that fits the way you like to manage your projects. We’ve cobbled together this free resource scheduling template in a spreadsheet format to help you manage your team more efficiently. We realize that not everyone is ready to start the path to scheduling enlightenment, so we wanted to provide you with an alternative while you contemplate your options. Scheduling resources with Excel can be tricky–after all, our daily struggle with managing complex resource scheduling spreadsheets was the main reason we designed Resource Guru! Get our free project resource planning template Here at Resource Guru, we made sure the free resource planning template below includes all of the above features in an accessible format-a spreadsheet-that you can get started with right away. You should be able to glance at your resource allocation template and determine who is available when and make changes to your resource plan easily.

Nice-to-haves might include automated color-coding, spaces for added tasks, and the ability to mark weekends, vacations, and sick days.

Resources: A set of fields where you can drop in the names of all parties working on the project.

Time periods within those dates: Granularity so that a resource can work on more than one project or task within a given day.Dates: Ideally customizable so that you can extend or contract the template for the duration of your project.The most helpful project resource planning templates feature three components:

#Task planner template excel software

Free resource scheduling templates don’t require special software to use-all you need is a spreadsheet tool like Google Sheets, Numbers, Microsoft Excel, or Gnumeric to make it work on your computer.