Resource Management Dashboard Template

Overview

Easy to use Resource Management Excel Dashboard Template is created for Managing Your Projects and Resources. You can quickly enter Project Details and Resource List. You can then create Tasks for each Project and assign to the Resource with suitable skills.

Template: Resource Management Dashboard
Application: Microsoft Excel
FileFormat:.xlsx (Standard Excel File Format)

Worksheets:

Resource Management Dashboard Excel Template Contains the Following Worksheets:

Dashboard : Very powerful dashboard helps you to visualize the different aspects of your Projects and Resource.
Skill Management: You can enter the List of Skills required for your projects and Resource.
Resource Management: You can enter the resource names and their details
Client Management: You can enter the list of Client names and their details

Projects Management: Enter list of Your Projects and the Related information
Task Management: Create list of tasks for each project and assign to suitable person.
Leave Tracker: You can list the leaves taken by the team
Settings: You can set Company Week ends, Holidays and Leave types

Usage

Resource Management Dashboard Templates come with sample data, check the example data once to get quick idea before clearing the information. Then clear the sample data and enter your information. Here are the simple instructions to populate your information in the template:

1. Change the Lists: Go to Settings Sheet and change the predefined lists to suite your needs.

2. Enter the Skills: Go to Skills Management Sheet, clear the existing information in the field Skill Set and enter the List of Skills like MS Office, .NET,SQL, Project Management, etc.

3. Enter Resource Details: Go to Resource Management Sheet, clear the existing information in the fields (except the fields with formula): EMP NAME,EMP TYPE,TEAM,START,TERMINATION,RATE PER HOUR,MAX HOURS PER DAY,Skill_1,Skill_2,Skill_3,…

Enter Employee Name, Choose Employee Type, Choose Team Name, Enter Start Date/Joining Date, Enter End Date/Exit Date, Enter Rate Per Hour, Enter Maximum available hours per day

Resource Management Dashboard – Resources

4. Enter Client Details: Go to Client Management Sheet, clear the existing information in the field NAME and List of Client Name. Other details like Company name, email are optional.

5. Create Projects: Go to Project Management Sheet, clear the existing information in the fields, except the fields with formula. Then enter your Project details:

PROJECT NAME: Enter Project Names

MANAGER: Choose Responsible Manager

CLIENT: Choose Project Client

BUDGET: Enter Project Budget

BILL TYPE: Choose Project Billing Type

FIXED RATE: Enter if Billing is Fixed

Resource Management Dashboard – Projects

6. Create Tasks and Assign: Go to Task Management Sheet, clear the existing information in the fields, except the fields with formula. Then enter your tasks and related details:

Project Name: Select Project Name

Activity Name: Enter Task Name

Activity Type: Select Task Type

Department: Select Department

Assigned To: Select Name of the Responsible Person

Start Date: Enter Task Start Date

End Date: Enter Task End Date

Hours Per Day: Enter Hours required to spend daily

Progress Enter: Task progress

Status: Select Task Status

Priority: Select Task Priority

Complexity: Select Task Complexity

7. Managing Leaves: Go to Leave Tracker Sheet, clear the existing information in the fields, except the fields with formula. Then enter Employee Name, Date and Leave type. You can change the Leave Types in the Settings Sheet.

Resource Management Standard – Leave Management

8. Holidays and Week Ends: Go to Settings Sheet to change the Company Weekends and Enter the List of Holidays to your team.

Resource Management Standard – Weekends and Holidays

9. Refresh the Dashboard: Go to Dashboard Sheet to refresh and view the information.

Refreshing Dashboard:

You can refresh the background data to view the updated information in the dashboard using a short cut key or using command:

Shortcut key: Press ‘Ctrl+Alt+F5’ Keys to Refresh the Dashboard

Command: Go to ‘Data’ Tab in the Excel Ribbon menu. And Press ‘Refresh All’ Command

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Resource Management Dashboard Template

Overview

Worksheets:

Usage

Refreshing Dashboard: