excel templates for mac project management

The problem was that the process was extremely cumbersome: you constantly had to adjust formulas and re-style your spreadsheet whenever you added a resource or projects or made a change to the timeline. The ‘problem’ was not that you couldn’t do resource planning with Excel.

He immediately understood how to solve the problem in Excel. In a Zoom call I shared my idea with the developer. How the Resource Planning Template was built I went on LinkedIn to find an experienced Excel developer. Based on Excel, because everybody has Excel installed on their computer and people are already familiar with it.Ĭreate a resource planning template which allows one to quickly allocate resources across multiple projects and then provides an instant picture of our team members’ true workload. I realized there was a need for a resource management tool. And even if there were apps out there who could help him, my friend didn’t want to upload personal information to the net. “My company doesn’t want to invest in a resource planning app” And paying for an app out of his own pocket was not an option. Why do this manually when there are apps out there who can help you with resource planning? I wanted to know.įor my Team Leader friend, the answer was simple: It sounded like a messy process – querying his people about their availability, copying data from other sheets and apps, preparing a spreadsheet, tweaking Excel formulas, styling and formatting … a tedious process he performed all by himself and late after work while his team members were already at home, enjoying dinner with their families. “Well …” He paused, trying to pull up his complicated process from his memory. ‘How do you plan work so that you are not running into resource conflicts?’

Yet no good system for resource planning. 30 intense projects run simultaneously, ultra-tight deadlines, demanding clients. “I haven’t found a good solution yet” Wait …. I was curious because he oversaw a hefty portfolio of 30+ projects for big-name clients and headed a 25-people team, so careful resource management was the only way for him to stay sane and deliver projects on time!

Excel templates for mac project management