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.
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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