Resource Capacity Planning with an example

A step by step demo of capacity planning for a team with 6 resources, 2 skills and 2 projects for a 3 month period. We will enter the inputs in Excel and let the template do all the calculations for us. We will also cover how to modify the demand and capacity in order to achieve the utilization rates desired. Chapters: 00:00 Introduction and Objectives of Capacity Planning 02:07 Entering Holidays, Projects, Resources and Skills 03:53 Entering Capacity inputs 08:27 View automated Capacity calculation results in Dashboard and Calendar 12:53 Entering Demand data as tasks 18:20 View Dashboard for utilization rates 19:30 Identifying Over-utilized resources 22:50 Addressing over-utilization 26:35 Shifting demand from Project Planner 1 to Developer 2 32:12 Shifting demand from Project Planner 1 to Project Planner 2 35:20 Modifying capacity and distributing to multiple projects 37:20 All done. View the results of our work 38:15 More info about the Resource Capacity planner template Template link: https://indzara.com/product/resource-capacity-planner-excel-template/ User Guide: https://support.indzara.com/support/solutions/articles/62000218839-resource-capacity-planner-v4-user-guide Resource Capacity Planner template is designed to determine the available resource capacity, compare with demand, and identify surplus/deficit in capacity. It also allows us to modify the resource availability or demand (to meet our objectives) and see impact of the changes instantly. This workforce planning tool can be used in different contexts. For example, a HR manager or a team manager can use this to plan capacity of the team every month and hence determine how much work can be taken up and fulfilled. A project manager who is working on a multi-month-long project can plan the resource capacity of the project for the entire duration. Limitations Default: Maximum 200 Resources, 100 Skill Groups, 100 Projects and 200 Holidays.