![]() That way, you’ll have fewer templates to update. Or, you can choose to follow only the relevant steps in the resource planning workflow.Either, you can choose to keep all the templates up to date with the necessary discipline.Combining templates will cause information overload, and inconsistencies and lead to chaos. Each template serves a different audience and purpose. And it’s tempting to combine these templates into one.īut, there’s a reason why these templates are separate. Some of these templates may look similar. And, if you miss updating any of these, your resource planning will be error-prone. If you haven’t realized it yet, updating all these templates is a lot of work. Updating templates needs discipline & effort Keeping track of different versions and keeping different spreadsheets in sync is quite a task.Not everyone needs to see everything in the spreadsheet, but you cannot prevent them from seeing it.It’s hard to keep track of who’s made what changes to a spreadsheet’s data.Spreadsheets generally lack communication and collaboration features essential for team scheduling.Templates also have their fair share of disadvantages which make them unusable in most real-world situations. Little onboarding, as almost everyone knows how to use spreadsheets.Low cost, as you probably already have access to Excel/Google Sheets.Instead of starting from scratch, you can get started quickly.Ready-to-use templates come with the following advantages: Pros and cons of using resource planning templates In addition, the spreadsheet also has two pivot tables that shows you average workload and utilization for each department and job title.WRKLD) and UTILIZATION for each employee. The sheet automatically calculates the average workload ( AVG.Enter their workload in actual (or estimated) hours for each month. ![]()
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