How to Build a Simple Resource Planner in Excel

Keep track of all your resources and all of their projects and workstreams with this Excel-based resource planner/resource tracker. It looks at the present and the pipeline of future work in your portfolio, providing a clear color-coded visual presentation highlighting resource capacity problems. CLICK HERE to sign up to my newsletter and receive a copy of the resource planner template: https://geni.us/ResourcePlanner Want me to coach/mentor/advise you in your project management career? Join the membership space here: https://www.patreon.com/influentialpmo 0:00 - A resource planner is for helping to manage your team and their assignments and to communicate with stakeholders and leaders 1:07 - Building a resource tracker in Excel 1:55 - Tracking resources as a percentage of time vs hours and days 3:10 - Adding filters to the Excel document showing selected resources only 3:52 - Adding a SUBTOTAL formula to the Excel tool to view filtered selections 5:37 - Creating an easy-to-understand dashboard and removing duplicates from a list in Excel 6:22 - Using the SUMIFS formula to the Excel tool to present aggregated totals we otherwise can't see 7:22 - Overcoming the challenge of copying a cell with a formula in Excel 8:44 - Using conditional formatting in Excel to make our resource tracker easier to visualise and understand #projectmanagement #excel #resourcemanagement