Team Leaders and Managers:

Finally, A Simple Solution for Keeping Track Of Your Team Members' Productivity (in Excel)

Do the following points sound familiar to you?

  • You manage a constantly changing and/or growing team.
  • Project managers come to you requesting access to your resources for their projects. You need to check your team members’ availability and coordinate efforts, taking you away from other tasks at hand.
  • Your team members are assigned to multiple projects simultaneously. Meanwhile, they also have their regular day-to-day business to focus on. And of course, like everyone else, they attend meetings, work on their professional development and have other KPI objectives.
  • You need a snapshot of how much time your team members spend on each project or task to properly gauge and potentially adjust the required number of hours each task requires.
  • In a nutshell: You want to monitor, track and assess what your team members are working on and how much their capacity is being used, ideally in Excel.

If this is you, you’ve come to the right place.

I have built a simple but powerful resource planner for team leads.

The Tactical Project Manager Resource Planner for Excel

Robust, flexible and SUPER easy to use
Screen of Resource Planner for Excel
The Resource Planner enables you to keep track of your team members' available hours - in the familiar screen of Excel

How the planner can help you

What you can do with the planner

A Sneak Peek At the Resource Planner

The main View

Resource Planner for Excel: You can add as many tasks or projects per team member as you like

Resource utilization report

The Resource Planner comes with a simple utilization report which shows the total capacity allocated to each team member. The report takes into consideration the employees’ maximum capacity. To give you an example: Diane is working 20 hours/week. If her actual workload is 22 hours in a given week, the report will show a 110 % utilization for Diane in that week.

Picture of the resource utilization report which is included in this team resource planner

New features

We are constantly improving the Resource Planner based on customer feedback. The latest improvements include:

  • Calculation of “Available FTE” based on the average FTE hours per month
  • Color-coding to indicate over- or underutilization of resources (you can see any deviations directly in the planner sheet)

Customer feedback

Hi Adrian, Thanks for your amazing tool, it is really helpful! I could plan my team resources for the next month with several mouse clicks, and team members could check the dates in the planner rather than opening a calendar. Thanks again for your fantastic effort
Simon L.
Team Leader
It's exactly what I was looking for
Katherine D.
Vice President

Answers to common questions

Are there any limitations to the number of team members you can add?

No, there are no limitations. You can add as many team members as you can handle.

Are there any limitations to the number of projects/tasks you can add to each team member?

No, there are no limitations. You can add any number of projects/tasks.

What Excel version do I need to use the planner?

You should have at least Excel 2013. And the Team Planner works for both PC and Mac.

I have a question. How can I reach you?

You can contact me at adrian@tacticalprojectmanager.com.

About me

Hi there, I’m Adrian Neumeyer, former IT project manager with 10 years of experience. Today I run Tactical Project Manager to give people like you the best knowledge and tools for managing even the toughest projects with success.

Zero risk for you: Our 30-day money back guarantee

If you buy the Resource Planner and then feel that it’s not what you were looking for, we are happy to give you back your investment within 30 days after your purchase.

Your One-Stop Resource Planner for Excel

Resource Planner large view

“Thanks for your help and your brilliant tools” 

-Simon

  • Fully automated – just use the buttons!
  • See the available hours of your team members with a quick glance
  • Add as many projects, tasks or team members as you like
  • 30-day money back guarantee
$37

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Contact: Adrian Neumeyer, Plankensteinstraße 4, Munich (Germany) |  Email | LinkedIn | Office hours: Monday – Friday 8am – 5 pm CET