Updating an excel tool for the whole enterprise can be time-consuming/challenging (near on impossible).Why? well despite Excel being a fantastic tool it does have some drawbacks when used for Enterprise planning eg. The examples below are usable (and effective) methods of using a simple Excel workbook to track resources & tasks in small/medium sized teams. Of course, there are a lot of funky pro tools out there you can use, e.g those you can use that link into your MS project plans or corporate MRP systems, your resource plan Excel template isn’t that. OK so let’s get to it – How to create a resource plan in Excel. While this sounds a little daunting, with a resource plan in place this can quickly and easily be highlighted and the business can then take the required action. If your business is like mine you’ll find competing projects/departments with over-optimistic views on their project schedules and demanding requirements that actually need more hours than the workforce can practically commit to. The hard bit is coaxing out of the business what the demand forecast looks like. The good news is that there are a huge variety of tools out there you can use to plan/track resources (we’ll cover how to create your own in Excel later in this article, it’s easy to do and can produce great results). This is where businesses require two things.Ģ) A review cycle with key owners/stakeholders. Without some foresight, resource planning can become extremely demanding. What’s your business like? sound familiar?Īs projects flex (often due to additional tasking being loaded or problems arising) businesses can find themselves trapped in a vicious circle of calculating resource plans time and again where tools are not used.
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