Resource Planning Template – Standard version is created to manage the resource and tasks of a Single Project.
Template: Resource Management Templates – Standard
Application: Microsoft Excel
FileFormat:.xlsx (Standard Excel File Format)
Resource Planning Template – Standard Excel Template Contains the Following Worksheets:
Dashboard : You can view the overall summary of your projects
Resource Management: You can enter the resource names and their details
Task Management: You can create Tasks and assign to the resources
Leaves Management: You can list the leaves taken by the team
Settings: You can set Company Week ends, Holidays and Leave types
Resource Management Templates come with sample data, check the example data once to get quick idea before clearing the Example 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 Project Details: Go to Dashboard Sheet and change the Company Name, Address, Project Details, Project Estimates and Document Control Dates.
2. Enter Resource Details: Go to Resource Management Sheet, clear the existing information in the fields: EMP Name, EMP NAME, START,TERMINATION,MAX HOURS PER DAY,RATE (Do not clear the fields with formula). Then enter the respective details of your project resource.
3. Assign the Tasks: Go to Task Management Sheet, clear the existing information in the fields, except the fields with formula. Then enter your tasks, planned timelines and assign the hours required to spend by each person to complete the task. You can enter the actual timelines and status of the each task.
4. Managing Leaves: Go to Leave Management Sheet, clear the existing information in the fields, except the fields with formula. Then enter Person Name, Date and Leave type. You can change the Leave Types in the Settings Sheet.
5. Holidays and Week Ends: Go to Settings Sheet to change the Company Weekends and Enter the List of Holidays to your team.
