{"id":6091,"date":"2024-04-19T11:07:00","date_gmt":"2024-04-19T11:07:00","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=6091"},"modified":"2026-08-21T00:00:00","modified_gmt":"2026-08-21T00:00:00","slug":"resource-planning-templates","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/pt\/work-tools-and-templates\/resource-planning-templates\/","title":{"rendered":"8 Free Resource Planning Templates to Balance Your Team&#8217;s Workload (2026)"},"content":{"rendered":"\n<p class=\"translation-block wp-block-paragraph\">If you\u2019re in charge of planning <a href=\"https:\/\/plaky.com\/learn\/project-management\/project-resources\/\" target=\"_blank\" rel=\"noreferrer noopener\">project resources<\/a>, you can save time and effort by using templates \u2014 <strong>ready-made structures helping you figure out who\u2019s available, what\u2019s already booked, and where you have gaps.<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">We offer you <strong>8 free resource planning templates<\/strong> for different needs, including general planning, budgeting, skills, inventory, and more.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Plus, we\u2019ll cover what to do when simple spreadsheets stop being enough.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Let\u2019s dig in!<\/p>\n\n\n\n<h2 id=\"1-plakys-resource-planning-template\" class=\"wp-block-heading translation-block\">#1 Plaky\u2019s resource planning template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"1063\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template.webp\" alt=\"Plaky\u2019s resource planning template\" class=\"wp-image-14168\" style=\"aspect-ratio:1.6956521739130435;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template-300x177.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template-768x454.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template-1536x907.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Plakys-resource-planning-template-18x12.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"custom-btn translation-block wp-block-paragraph\"><a href=\"https:\/\/plaky.com\/templates\/resource-planning\" target=\"_blank\" rel=\"noreferrer noopener\">Try Plaky\u2019s free resource planning template<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Plaky offers you a centralized place to plan, assign, and monitor project resources.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">For clarity and accountability, each item in Plaky\u2019s resource planning template is described through these <a href=\"https:\/\/plaky.com\/features\/fields\" target=\"_blank\" rel=\"noreferrer noopener\">Fields<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Start date<\/strong> \u2014 enter the date when the resource allocation or activity begins.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>End date<\/strong> \u2014 add the date when the allocation ends.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Coordinator<\/strong> \u2014 assign the person responsible for organizing and overseeing the resource.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Status<\/strong> \u2014 track resource usage at a glance with customizable status options.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Team<\/strong> \u2014 add a tag to specify the team responsible for or using the resource.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Documents<\/strong> \u2014 link relevant files and reference materials (e.g., project briefs, contracts); alternatively, you can upload them as <a href=\"https:\/\/plaky.com\/features\/files\" target=\"_blank\" rel=\"noreferrer noopener\">Files<\/a> directly into Plaky.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Budget<\/strong> \u2014 enter the amount allocated to the resource or activity.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Bonus:<\/strong> The optional <a href=\"https:\/\/plaky.com\/features\/summary\" target=\"_blank\" rel=\"noreferrer noopener\">Summary row<\/a>, as its name suggests, shows a handy summary of field values at a glance (averages, percentages, summation, and more).<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">For full customization, you can rename, reorder, and delete the fields, plus use the custom color picker for colored elements.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">And, besides the default table-like format, Plaky has 3 other view options (<a href=\"https:\/\/plaky.com\/kanban-tool\" target=\"_blank\" rel=\"noreferrer noopener\">Kanban<\/a> and <a href=\"https:\/\/plaky.com\/features\/chart-view\" target=\"_blank\" rel=\"noreferrer noopener\">Chart view<\/a> on the free plan, plus <a href=\"https:\/\/plaky.com\/features\/gantt-chart\" target=\"_blank\" rel=\"noreferrer noopener\">Gantt view<\/a> on the paid tiers) to accommodate different users\u2019 needs and preferences.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Thanks to its flexibility, Plaky\u2019s resource planning template works for teams of all sizes across industries.<\/p>\n\n\n\n<p class=\"custom-btn translation-block wp-block-paragraph\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get Plaky by CAKE.com for free<\/a><\/p>\n\n\n\n<h2 id=\"2-team-resource-planning-template\" class=\"wp-block-heading translation-block\">#2 Team resource planning template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"849\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template.webp\" alt=\"Team resource planning template\" class=\"wp-image-14169\" style=\"aspect-ratio:2.1152542372881356;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template-300x142.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template-768x362.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template-1536x724.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Team-resource-planning-template-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1BZmjGLBxiFHqPhUn_qMLj31TxnMVIdL5A-r4SCMQLfc\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Team-resource-planning-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The team resource planning template is a simple monthly overview of everyone\u2019s availability, booked hours, and remaining capacity.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The template has the following columns:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Team member<\/strong> \u2014 enter the name of each person whose workload you\u2019re planning.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Role<\/strong> \u2014 select each person\u2019s role from the customizable dropdown menu to keep roles consistent and the sheet easier to filter.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Daily hours<\/strong> \u2014 enter the number of hours planned for each member across the 31 days of the month (feel free to delete some columns for shorter months).<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Total hours available<\/strong> \u2014 write the total number of hours each person has available for the given month.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Total hours booked<\/strong> \u2014 let the built-in formula automatically add up the daily hours.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Remaining hours<\/strong> \u2014 track the remaining capacity thanks to the formula subtracting booked hours from total available hours.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">What\u2019s also important is that fields in the Remaining hours column will turn red if the value is less than 0, signaling overbooking.<\/p>\n\n\n\n<h2 id=\"3-resource-vs-capacity-planning-template\" class=\"wp-block-heading translation-block\">#3 Resource vs. capacity planning template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"995\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template.webp\" alt=\"Resource vs. capacity planning template\" class=\"wp-image-14177\" style=\"aspect-ratio:1.808695652173913;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template-300x166.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template-768x425.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template-1536x849.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-vs.-capacity-planning-template-18x10.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1P3_5wgiA3pnyBR3_VExo5w-q7u1w6Rf7qt1gqgc4ahk\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Resource-vs.-capacity-planning-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">This template gives you a high-level monthly overview of resource planning against the overall capacity, plus an annual summary.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">There are separate tabs for people and equipment, as they involve different availability constraints and planning needs.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Moreover, the People tab can be used at either the individual or team level \u2014 but for team-level data, you\u2019ll need to calculate the total base capacity and absence separately before typing it into this document.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">In any case, the template includes 3 segments:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Capacity<\/strong> \u2014 base hours minus PTO, sick leave, admin, and training for human resources, or base hours minus scheduled maintenance, unplanned repairs, calibration, and setup for equipment.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Demand<\/strong> \u2014 the planned resource allocation for each month, specifying which project and resource the hours refer to \u2014 with a formula calculating the total.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Analysis<\/strong> \u2014 auto-calculated monthly variance (capacity minus demand) and utilization rate percentage (demand divided by capacity) to identify potential capacity gaps.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">At the top of the sheet, there\u2019s an automatic <strong>annual overview<\/strong> (yearly capacity, demand, variance, and utilization rate), offering quick visibility for decision-making.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block wp-block-paragraph\"><strong>\ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Resource and capacity planning are closely connected but not the same. Here\u2019s a useful guide and additional templates for capacity planning:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/capacity-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">Capacity Planning: From Uncertain Demand To Clear Work Plans<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/capacity-planning-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">7 Free Capacity Planning Templates To Avoid Overload &amp; Delays&nbsp;<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"4-resource-allocation-template\" class=\"wp-block-heading translation-block\">#4 Resource allocation template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"643\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template.webp\" alt=\"Resource allocation template\" class=\"wp-image-14178\" style=\"aspect-ratio:2.798206278026906;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template-300x107.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template-768x274.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template-1536x549.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-allocation-template-18x6.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Vd1XjZEl04U5cMl60VVTuR60ur6vM3FSge29XjlLcqs\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Resource-allocation-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The resource allocation template shows both material and non-material resources while keeping potential acquisition costs visible.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Here\u2019s how to use it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Define which <strong>project<\/strong> and <strong>department<\/strong> are using the resource.<\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>resource name, type, and unit<\/strong> (kilograms, pieces, hours, etc.).<\/li>\n\n\n\n<li class=\"translation-block\">Add the <strong>start and end date<\/strong>, i.e., the period when the resource will be needed.<\/li>\n\n\n\n<li class=\"translation-block\">Note down how much of the resource you currently have <strong>available<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Specify how much of the resource is <strong>required<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Let the formula calculate the <strong>difference<\/strong> between available and required resources to highlight any surplus or shortage.<\/li>\n\n\n\n<li class=\"translation-block\">Based on the difference, use the suggested <em>Available<\/em>, <em>Running<\/em> <em>out<\/em>, <em>At risk<\/em> dropdown options, or create a custom <strong>status dropdown<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">If there\u2019s a shortage, specify the additional quantity you need <strong>to acquire.<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>cost per unit<\/strong> (the financial expense of acquiring 1 unit).<\/li>\n\n\n\n<li class=\"translation-block\">See the total <strong>acquisition cost<\/strong> thanks to the ready-made formula.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Since a resource is often used in multiple projects (e.g., an agency allocating a designer across 2 client projects), this template has multiple rows per resource. You can unmerge the fields, though, and add\/remove rows as needed.<\/p>\n\n\n\n<h2 id=\"5-resource-planning-and-budgeting-template\" class=\"wp-block-heading translation-block\">#5 Resource planning and budgeting template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"840\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template.webp\" alt=\"Resource planning and budgeting template\" class=\"wp-image-14179\" style=\"aspect-ratio:2.1443298969072164;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template-300x140.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template-768x358.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template-1536x717.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-planning-and-budgeting-template-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1ub-sGEbZi0H4EePflVUb5xRTWfSYyT9K5QETKD0Jy4E\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Resource-planning-and-budgeting-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The resource planning and budgeting template helps you plan the resources and costs associated with each project while comparing your estimates with actual spending.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The template covers the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Projects and tasks<\/strong> \u2014 enter the project name and the exact task requiring the resource.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Resource name and category<\/strong> \u2013 define precisely what you need, and choose a category from the custom dropdown menu.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Estimated quantity, price, and cost<\/strong> \u2014 enter how much you expect to need and the expected price per unit to get an auto-calculated total estimated cost.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Actual quantity, price, and cost<\/strong> \u2014 record how much you actually used and the actual price to get an auto-calculated total actual cost.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Variance<\/strong> \u2014 compare estimated vs. actual costs to see where your spending is higher or lower than planned.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">In addition, there\u2019s a <strong>summary<\/strong> at the top of the sheet showing the total budget, contingency reserve, remaining budget, and percentage used. So, you can spot potential overspending and improve <a href=\"https:\/\/plaky.com\/blog\/project-management-budgeting-methods\/\" target=\"_blank\" rel=\"noreferrer noopener\">budgeting<\/a> without digging through every row.<\/p>\n\n\n\n<h2 id=\"6-gantt-chart-for-resource-management-template\" class=\"wp-block-heading translation-block\">#6 Gantt chart for resource management template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"707\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template.webp\" alt=\"Gantt chart for resource management template\" class=\"wp-image-14180\" style=\"aspect-ratio:2.546938775510204;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template-300x118.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template-768x302.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template-1536x603.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Gantt-chart-for-resource-management-template-18x7.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1pVrdbo39PN8DvIAy2HkYYKDK5Vm4ZdAqdduUqaJbkQc\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Gantt-chart-for-resource-management-template-_-Plaky.xlsx\" data-type=\"link\" data-id=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Gantt-chart-for-resource-management-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Using a <a href=\"https:\/\/plaky.com\/blog\/gantt-chart-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Gantt chart<\/a> for resource management gives you a visual way to track when resources are being used and how long they\u2019re allocated.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">To use this template, enter the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">The <strong>resource name, type, and unit<\/strong> for clear categorization<\/li>\n\n\n\n<li class=\"translation-block\">The <strong>project<\/strong> that requires the resource<\/li>\n\n\n\n<li class=\"translation-block\">The resource <strong>description<\/strong> for more useful details<\/li>\n\n\n\n<li class=\"translation-block\">The <strong>department<\/strong> responsible for or using the resource<\/li>\n\n\n\n<li class=\"translation-block\">The <strong>manager<\/strong> overseeing the resource allocation<\/li>\n\n\n\n<li class=\"translation-block\">How many units are <strong>in use<\/strong> and how many remain <strong>available<\/strong><\/li>\n\n\n\n<li class=\"translation-block\"><strong>Start and end date<\/strong>, i.e., the period when the resource will be in use<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The practical part is that when you enter the dates, the corresponding days in the 1\u201331 monthly timeline are automatically colored, creating a Gantt-style visual bar.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">What\u2019s tricky is that this isn\u2019t a true Gantt chart with drag-and-drop bars, progress indicators, or any other core features found in actual Gantt software. So, this template isn\u2019t ideal for complex projects or schedules that shift often.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">\n<div class=\"banner banner-dark plaky-gradient-features\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Easy-to-use Gantt tool<\/h2>\n        <p class=\"translation-block !text-sm\">Create and customize Gantt charts in just a few clicks. Try Plaky by CAKE.com today!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\/gantt-chart-software\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-middle \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/features@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/features.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"7-resource-skills-matrix-template\" class=\"wp-block-heading translation-block\">#7 Resource skills matrix template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"847\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template.webp\" alt=\"Resource skills matrix template\" class=\"wp-image-14181\" style=\"aspect-ratio:2.1296928327645053;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template-300x141.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template-768x361.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template-1536x723.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-skills-matrix-template-18x8.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1nmJbisCuhicuC29saQolSTCA5pspMjgoJAtc6qdsagc\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Resource-skills-matrix-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The resource skills matrix template helps you assess the skills you want to assess across your team.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">You can specify:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Resource<\/strong> <strong>and role<\/strong> \u2014 enter each team member and their role.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Skills<\/strong> \u2014 use the dropdown menu for each skill type column (technical, <a href=\"https:\/\/plaky.com\/blog\/communication-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">communication<\/a>, leadership, and others) to rate them (e.g., <em>Beginner, Intermediate, Advanced, Expert<\/em>).<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Notes<\/strong> \u2014 provide context by adding notes or links regarding certification, development needs, or other relevant information.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Feel free to input whatever <a href=\"https:\/\/plaky.com\/learn\/project-management\/project-management-skills\/\" target=\"_blank\" rel=\"noreferrer noopener\">project management skills<\/a> and other types of expertise you want to analyze, and customize the skill levels by editing the dropdown menu.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The goal is to identify strengths and spot skill gaps, then assign people to projects that match their capabilities or help them improve in certain areas.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">For instance, a person can be rated <em>Advanced<\/em> in problem solving and <em>Intermediate<\/em> in leadership \u2014 so, you see they\u2019re well-equipped to handle complex challenges but may benefit from more experience leading others.<\/p>\n\n\n\n<h2 id=\"8-resource-inventory-template\" class=\"wp-block-heading translation-block\">#8 Resource inventory template<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1800\" height=\"668\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template.webp\" alt=\"Resource inventory template\" class=\"wp-image-14182\" style=\"aspect-ratio:2.689655172413793;width:624px;height:auto\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template.webp 1800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template-300x111.webp 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template-768x285.webp 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template-1536x570.webp 1536w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2024\/04\/Resource-inventory-template-18x7.webp 18w\" sizes=\"auto, (max-width: 1800px) 100vw, 1800px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Download:<\/strong> <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1Ce9X-2YwjaNm-dJ0b0u4HkTsx-EVXbuFeFIwjMerB10\/copy?gid=471090153#gid=471090153\" target=\"_blank\" rel=\"noreferrer noopener\">Google Sheets<\/a> | <a href=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/08\/Resource-inventory-template-_-Plaky.xlsx\">Excel<\/a><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The resource inventory template helps you keep track of the physical and digital resources your company owns, leases, or uses.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Here\u2019s how to use this template:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Enter the <strong>resource<\/strong>, with its <strong>type, description, and location.<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Specify the <strong>department<\/strong> responsible for the resource.<\/li>\n\n\n\n<li class=\"translation-block\">Add the <strong>purchase or lease date<\/strong> and <strong>cost per unit t<\/strong>o monitor spending.<\/li>\n\n\n\n<li class=\"translation-block\">Record the <strong>total available quantity<\/strong> and how many units are <strong>currently in use<\/strong>.<\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>supplier<\/strong> for easier purchasing and renewal management.<\/li>\n\n\n\n<li class=\"translation-block\">Add <strong>renewal or expiry dates<\/strong> so that you can plan ahead of contracts, lease, or subscriptions.<\/li>\n\n\n\n<li class=\"translation-block\">Use the <strong>Notes<\/strong> column for maintenance details, special conditions, or other remarks.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">With a centralized inventory like this, you can avoid shortages and reduce unnecessary purchases.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Don\u2019t forget to keep the list updated to maintain a clear picture and make better allocation decisions.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block wp-block-paragraph\"><strong>\ud83d\udca1 Plaky Pro Tip:<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Learn more about effective inventory management, and get more inventory templates for various purposes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/types-of-inventory-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Inventory Management: Overview, Types, and Methods<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/inventory-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">12 Free Inventory Sheet Templates To Keep You Organized<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"resource-planning-101\" class=\"wp-block-heading translation-block\">Resource planning 101<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Resource planning is the process of determining the amount of money, time, equipment, and people needed to complete a project, then distributing them and scheduling work accordingly.&nbsp;<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The key elements of a resource plan include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Resource availability<\/strong> \u2014 what people, tools, budget, etc. you have<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Demand and capacity<\/strong> \u2014 how much work needs to be done compared with available resources<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/resource-allocation\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Resource allocation<\/strong><\/a> \u2014 assigning resources to the right projects and tasks<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Scheduling<\/strong> \u2014 determining when each resource is needed<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Budgeting<\/strong> \u2014 estimating and tracking resource-related costs<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">However, it\u2019s not enough to simply organize your resources at the beginning of a project. You must also monitor resources throughout your projects and adjust them according to shifting demands.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block wp-block-paragraph\"><strong>\ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Sometimes you need to obtain resources from an external source \u2014 which is known as procurement. Read more about it below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/project-procurement-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">What Is Project Procurement Management? + How to Optimize It<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"how-to-choose-the-right-resource-planning-template\" class=\"wp-block-heading translation-block\">How to choose the right resource planning template<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The main <a href=\"https:\/\/plaky.com\/blog\/boost-efficiency-with-project-management-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">benefits of using templates<\/a> are ensuring consistency and structure without starting from scratch each time.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Here\u2019s how to know which template from this article is for you depending on its main purpose, complexity, and suitability for different team sizes.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th class=\"has-text-align-left\" data-align=\"left\"><strong>Use case<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Format<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Team size<\/strong><\/th><th class=\"has-text-align-left\" data-align=\"left\"><strong>Complexity<\/strong><\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#1-plakys-resource-planning-template\" data-type=\"internal\" data-id=\"#1-plakys-resource-planning-template\">General resource planning<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Plaky built-in template<\/td><td class=\"has-text-align-left\" data-align=\"left\">Any size<\/td><td class=\"has-text-align-left\" data-align=\"left\">Simple-moderate<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#2-team-resource-planning-template\" data-type=\"internal\" data-id=\"#2-team-resource-planning-template\">Team resource planning<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Small-medium<\/td><td class=\"has-text-align-left\" data-align=\"left\">Simple<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#3-resource-vs-capacity-planning-template\" data-type=\"internal\" data-id=\"#3-resource-vs-capacity-planning-template\">Advanced resource vs. capacity planning<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Any size<\/td><td class=\"has-text-align-left\" data-align=\"left\">Moderate<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#4-resource-allocation-template\" data-type=\"internal\" data-id=\"#4-resource-allocation-template\">Resource allocation<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Small-medium<\/td><td class=\"has-text-align-left\" data-align=\"left\">Simple<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#5-resource-planning-and-budgeting-template\" data-type=\"internal\" data-id=\"#5-resource-planning-and-budgeting-template\">Resource planning and budgeting<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Small-medium<\/td><td class=\"has-text-align-left\" data-align=\"left\">Moderate<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#6-gantt-chart-for-resource-management-template\" data-type=\"internal\" data-id=\"#6-gantt-chart-for-resource-management-template\">Gantt chart for resource planning<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Small<\/td><td class=\"has-text-align-left\" data-align=\"left\">Moderate<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#7-resource-skills-matrix-template\" data-type=\"internal\" data-id=\"#7-resource-skills-matrix-template\">Resource skills matrix<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Any size<\/td><td class=\"has-text-align-left\" data-align=\"left\">Simple<\/td><\/tr><tr><td class=\"has-text-align-left\" data-align=\"left\"><a href=\"#8-resource-inventory-template\" data-type=\"internal\" data-id=\"#8-resource-inventory-template\">Resource inventory<\/a><\/td><td class=\"has-text-align-left\" data-align=\"left\">Google Sheets, Excel<\/td><td class=\"has-text-align-left\" data-align=\"left\">Small-medium<\/td><td class=\"has-text-align-left\" data-align=\"left\">Simple<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block wp-block-paragraph\"><strong>\ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Want more handy free templates? We\u2019ve got you covered:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/google-sheets-project-management-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">15 Google Sheets Project Management Templates (Free Download)<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/project-management-excel-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">17 Project Management Excel Templates (Free Download)<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/work-tools-and-templates\/project-timeline-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">11 Free Project Timeline Templates (Excel, Google Sheets, Word &amp; More)<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/learn\/work-tools-and-templates\/to-do-list-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">20 Free To-Do List Templates To Help You Stay Productive<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h2 id=\"when-spreadsheets-stop-working-for-resource-planning\" class=\"wp-block-heading translation-block\">When spreadsheets stop working for resource planning<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Spreadsheets can be a useful starting point for resource planning. However, they become difficult to manage as your team and project portfolio grow. Version control turns messy, and getting a clear cross-project view of resource availability often means manually combining information from multiple sheets.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">As a rule of thumb, spreadsheets and Excel templates may start to fall short at around 10 people or 3+ concurrent projects. This isn\u2019t a hard limit, but it\u2019s often where overlapping assignments and frequent updates fall through the cracks.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">That\u2019s where <a href=\"https:\/\/plaky.com\/project-management-software\" target=\"_blank\" rel=\"noreferrer noopener\">project management software<\/a> can make a difference \u2014 like Plaky by CAKE.com does. It centralizes resource and project information, lets you easily adjust assignments as priorities change, and keeps updates visible.<\/p>\n\n\n\n<p class=\"custom-btn translation-block wp-block-paragraph\"><a href=\"https:\/\/plaky.com\/help\/contact\/sales\/\" target=\"_blank\" rel=\"noreferrer noopener\">Book a Plaky demo<\/a><\/p>\n\n\n\n<h2 id=\"faq\" class=\"wp-block-heading translation-block\">FAQ<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Want to know more about resource planning? Let\u2019s answer some common questions.<\/p>\n\n\n\n<h3 id=\"what-is-the-first-step-in-resource-planning\" class=\"wp-block-heading translation-block\">What is the first step in resource planning?<\/h3>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The first step in resource planning is defining the project\u2019s requirements. You need to outline the <a href=\"https:\/\/plaky.com\/learn\/project-management\/scope-in-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">project scope<\/a>, key tasks, deliverables, and deadlines. This gives you a clear picture of what needs to be done and which resources you\u2019ll need to complete the work successfully.<\/p>\n\n\n\n<h3 id=\"what-are-the-techniques-of-resource-planning\" class=\"wp-block-heading translation-block\">What are the techniques of resource planning?<\/h3>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Here are some popular resource planning techniques:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Resource leveling<\/strong> \u2014 adjusting schedules to avoid overloading resources<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Resource smoothing<\/strong> \u2014 shifting resources within available time buffers to balance workloads<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/blog\/scenario-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Scenario planning<\/strong><\/a> \u2014 building multiple resource plan options to prepare for changes in scope, demand, or availability<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Workload forecasting<\/strong> \u2014 estimating future resource requirements based on upcoming projects and expected workloads<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Techniques like these often work best when combined, as they tackle different parts of the planning process.<\/p>\n\n\n\n<h3 id=\"what-is-an-example-of-resource-planning\" class=\"wp-block-heading translation-block\">What is an example of resource planning?<\/h3>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Here\u2019s an example of resource planning: a marketing agency preparing for a 6-week product launch campaign.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The team first identifies the tasks involved (e.g., strategy, copywriting, design, social media, reporting). Then, they determine which resources are needed for each task and estimate the required hours, e.g.:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/project-management\/what-project-managers-do\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Project manager<\/strong><\/a> \u2014 20 hours<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Copywriter<\/strong> \u2014 30 hours<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Designer<\/strong> \u2014 40 hours<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">The agency checks their availability and discovers that the designer only has 25 hours available. The solution is to reassign some work, hire a freelancer, or adjust the schedule to avoid overallocation while keeping the project on track.<\/p>\n\n\n\n<h3 id=\"what-metrics-are-used-in-resource-planning\" class=\"wp-block-heading translation-block\">What metrics are used in resource planning?<\/h3>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Common resource planning metrics include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Resource utilization<\/strong> \u2014 how much of a resource\u2019s available capacity is being used<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Capacity utilization<\/strong> \u2014 actual resource usage compared with total available capacity<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Demand-to-capacity ratio<\/strong> \u2014 resource demand compared with available capacity<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Cost variance<\/strong> \u2014 the difference between planned and actual resource costs<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Billable utilization<\/strong> \u2014 the percentage of working time spent on billable project work (where applicable)<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">These are just the most essential metrics \u2014 you can track additional ones depending on your planning needs and goals.<\/p>\n\n\n\n<h2 id=\"streamline-your-resource-planning-with-plaky-by-cake-com\" class=\"wp-block-heading translation-block\">Streamline your resource planning with Plaky by CAKE.com<\/h2>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">Ready to move on beyond spreadsheets without a complicated resource planning system? <a href=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a> is worth considering \u2014 here\u2019s why:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Scalability<\/strong> \u2014 thanks to unlimited users, projects, and tasks, you can keep using our platform as your team and workload grow.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Smooth collaboration<\/strong> \u2014 <a href=\"https:\/\/plaky.com\/features\/comments\" target=\"_blank\" rel=\"noreferrer noopener\">Comments<\/a> (with threads and mentions), <a href=\"https:\/\/plaky.com\/features\/notifications\" target=\"_blank\" rel=\"noreferrer noopener\">Notifications<\/a>, and the <a href=\"https:\/\/plaky.com\/features\/activity-log\">Activ<\/a><a href=\"https:\/\/plaky.com\/features\/activity-log\" target=\"_blank\" rel=\"noreferrer noopener\">ity log<\/a> eliminate confusion and back-and-forth emails.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Easy sorting and filtering<\/strong> \u2014 you can <a href=\"https:\/\/plaky.com\/features\/sort-filter\" target=\"_blank\" rel=\"noreferrer noopener\">sort and filter<\/a> your projects to find the resources and tasks you need without tedious digging.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block wp-block-paragraph\"><strong>Bonus:<\/strong> the <a href=\"https:\/\/plaky.com\/clockify-integration\" target=\"_blank\" rel=\"noreferrer noopener\">native Plaky-Clockify integration<\/a> makes it easy to track time spent on tasks and connect resource planning with actual work hours. Since both are built by <a href=\"https:\/\/cake.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com<\/a>, you get automatic access to both as soon as you sign up for either.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">And if you need more than the basics, <a href=\"https:\/\/plaky.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s paid plans<\/a> are still affordable \u2014 adding more advanced features like <a href=\"https:\/\/plaky.com\/features\/automations\" target=\"_blank\" rel=\"noreferrer noopener\">Board automations<\/a> or Bulk actions to reduce repetitive work, <a href=\"https:\/\/cake.com\/updates\/dashboards\" target=\"_blank\" rel=\"noreferrer noopener\">Dashboards<\/a> for insights and analytics, and more.<\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\"><em>Bring your team, projects, and workloads into one place \u2014 get Plaky by CAKE.com today!<\/em><\/p>\n\n\n\n<p class=\"translation-block wp-block-paragraph\">\n<div class=\"banner banner-dark plaky-gradient-bundle\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">3 professional tools \u2014 fully upgraded<\/h2>\n        <p class=\"translation-block !text-sm\">Get 3 CAKE.com apps at 50% off: Plaky for work management, Clockify for time tracking, and Pumble for team communication.<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/account.cake.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/cake.com\/bundle\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-bottom \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/bundle@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/bundle.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover 8 resource planning template options that you can use for free and customize, plus what to do when spreadsheets don\u2019t suffice.<\/p>","protected":false},"author":37,"featured_media":14158,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[32,31],"tags":[],"class_list":["post-6091","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","category-work-tools-and-templates"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/6091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/users\/37"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/comments?post=6091"}],"version-history":[{"count":37,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/6091\/revisions"}],"predecessor-version":[{"id":14187,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/posts\/6091\/revisions\/14187"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media\/14158"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/media?parent=6091"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/categories?post=6091"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/pt\/wp-json\/wp\/v2\/tags?post=6091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}