This capacity planning manager is about to get built entirely from scratch in Excel.
Realizing your team is overloaded only after the work piles up is too late to actually plan around it. This training walks you through how to build a capacity planning system in Excel to match team or resource availability against upcoming workload. You'll see exactly how the workload compares to available capacity.
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🆕 UPDATED VERSION NOW AVAILABLE FOR ELITE MEMBERS:
⭐️Userform Date Picker
⭐️Resources By Shift
⭐️Monthly Capacity Trend Chart
⏱ TIMESTAMPS:
0:00 – Introduction
0:44 – Overview
8:48 – Worksheet Design
43:50 – Selection Change Event
53:02 – Add New Resource
56:57 – Cancel and Save Button
59:04 – Change Resource Type
1:02:32 – Add Picture Resource
1:07:58 – Save and Update Resource
1:14:37 – Edit Resource
1:20:09 – Edit Demand
1:24:17 – Save Demand Details
1:36:58 – Edit Capacity
1:42:33 – Update Resource List
1:46:50 – Save Capacity Details
1:56:36 – Refresh Capacity Schedule
2:29:45 – Creating Chart
About: I'm Randy Austin — Excel developer and business systems builder. I help business owners and entrepreneurs replace expensive software subscriptions with powerful, done-for-you Excel templates they can customize and own forever. New training every week.
#excel #exceltutorial #excelforfreelancers #capacityplanningmanager #exceltemplate
Thanks so much for your continued support,
Randy Austin