STEP by STEP Simple but Powerful Resource Allocation Planner for Tasks and Projects

In this video, I’ll show you how to build a system to allocate resource to specific projects in Excel. You’ll learn how to create an Excel spreadsheet that automatically calculates resource availability as you allocate resources to tasks and or projects.

The spreadsheet is easy to use and can save you a lot of time and effort. I’ll also show you how to customize the spreadsheet to suit your specific needs. The video is long but worth it, so make sure you watch it until the end!


✅𝙂𝙚𝙩 𝙩𝙝𝙚 𝙩𝙚𝙢𝙥𝙡𝙖𝙩𝙚 𝙝𝙚𝙧𝙚 - Now with 52 periods and 100 Tasks
We all need a break sometimes so if you want to take a shortcut get the template here
https://www.etsy.com/au/listing/17364...

Check out the 𝘼𝙙𝙫𝙖𝙣𝙘𝙚𝙙 𝙑𝙚𝙧𝙨𝙞𝙤𝙣 of the template here with automated Timeframes, Employee color coded overview & Project overview
Video v2:    • Resource Management and capacity Plan...  
Shop: v2: https://www.etsy.com/au/listing/17841...

✅ 𝙑𝙞𝙨𝙞𝙩 𝙈𝙮 𝙎𝙝𝙤𝙥: 𝙌𝙪𝙖𝙡𝙞𝙩𝙮 𝙏𝙚𝙢𝙥𝙡𝙖𝙩𝙚𝙨 𝙬𝙞𝙩𝙝𝙤𝙪𝙩 𝙩𝙝𝙚 𝙋𝙧𝙞𝙘𝙚 𝙏𝙖𝙜.

𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁
https://www.etsy.com/shop/YourLifeYou...

𝐓𝐚𝐬𝐤 𝐋𝐢𝐬𝐭𝐬 𝐚𝐧𝐝 𝐓𝐨-𝐃𝐨 𝐋𝐢𝐬𝐭𝐬
https://www.etsy.com/shop/YourLifeYou...

𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭
https://www.etsy.com/shop/YourLifeYou...

𝐌𝐨𝐧𝐞𝐲 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 / 𝐅𝐢𝐧𝐚𝐧𝐜𝐞𝐬
https://www.etsy.com/shop/YourLifeYou...

𝐇𝐚𝐛𝐢𝐭 𝐓𝐫𝐚𝐜𝐤𝐞𝐫𝐬 & 𝐆𝐨𝐚𝐥 𝐓𝐫𝐚𝐜𝐤𝐞𝐫𝐬
https://www.etsy.com/shop/YourLifeYou...

𝙈𝙮 𝙤𝙩𝙝𝙚𝙧 𝙔𝙤𝙪𝙏𝙪𝙗𝙚 𝘾𝙝𝙖𝙣𝙣𝙚𝙡𝙨
🎞️ Excel for Home
   / @excelruinedmylife  

🎞️ Self Development
   / @yourlifeyourproject  


In this comprehensive guide, you'll be able to:
✅ Learn plenty of EXCEL tricks
✅ Define Teams or Project Resources
✅ Allocate resources to projects
✅ Make data-driven decisions for maximum efficiency

𝙏𝙝𝙚 𝙍𝙚𝙨𝙤𝙪𝙧𝙘𝙚 𝙈𝙖𝙣𝙖𝙜𝙚𝙢𝙚𝙣𝙩 𝙀𝙭𝙘𝙚𝙡 𝙄 𝙧𝙚𝙛𝙚𝙧 𝙩𝙤 𝙞𝙣 𝙢𝙮 𝙫𝙞𝙙𝙚𝙤
   • Ultimate Resource Management in Excel...  

Some of my other Excel videos:
𝗛𝗶𝗴𝗵 𝗹𝗲𝘃𝗲𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗺𝗼𝘂𝘀𝗲 𝗼𝗻𝗹𝘆!
   • STEP by STEP Scheduling Gantt in EXCE...  
𝗞𝗮𝗻𝗯𝗮𝗻 𝗯𝗼𝗮𝗿𝗱 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • STEP by STEP Easy to do Task Board/Ka...  
𝗙𝘂𝗻 𝗧𝗶𝗺𝗲𝗹𝗶𝗻𝗲𝘀 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • Fun EXCEL Timelines | Task and Projec...  
𝗧𝗿𝗲𝗻𝗱𝘆 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗧𝗮𝘀𝗸 𝗹𝗶𝘀𝘁 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • 2024 Modern EXCEL Dashboard | Tasks, ...  
𝗕𝗲𝗮𝘂𝘁𝗶𝗳𝘂𝗹 𝗮𝗻𝗱 𝗦𝗶𝗺𝗽𝗹𝗲 𝗧𝗮𝘀𝗸 𝗹𝗶𝘀𝘁 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • EASY Task tracking Excel | STEP by ST...  
𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗧𝗮𝘀𝗸 𝗹𝗶𝘀𝘁 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • STEP by STEP Task, Project or Activit...  
𝗥𝗶𝘀𝗸 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
   • STEP by STEP Excel Smart Risk Registe...  
𝗣𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗚𝗮𝗻𝘁𝘁 𝗖𝗵𝗮𝗿𝘁 𝗠𝗦 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗹𝗶𝗸𝗲 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹    • STEP by STEP EXCEL to GANTT CHART | S...  


00:00 Intro and Functionality
01:48 Demo Starts: Building the Framework
7:30 Validating Resources
9:08 Duplicating the Tasks table
11:27 Duplicating the Resources table
13:55 Calculate & Populate Task Availability
19:00 Formatting the Task list
25:29 Highlighting a Specific Resource
30:30 Final Changes
32:08 Recap
34:04 One last thing: The Forgotten links!


This template is perfect for small businesses, startups, project managers, business owners, or any one with some tasks to track! It's easy to use and can be customized to fit your specific needs.

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