Templates
Resource capacity planning template

Resource capacity planning template

A resource capacity planning template provides a structured way to allocate resources across multiple projects. It helps you track resource availability, prioritize tasks, and avoid overcommitment. Use this tool to ensure your resources are used efficiently and effectively.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
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Learn more
or Download template as PDF
Resource capacity planning template

A resource capacity planning template provides a structured way to allocate resources across multiple projects. It helps you track resource availability, prioritize tasks, and avoid overcommitment. Use this tool to ensure your resources are used efficiently and effectively.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Our resource capacity planning template enables you to take control of your team’s workload by tracking total resources, usage rates, and bottlenecks in one centralized tool. You can identify when resources are overallocated or underutilized, allowing you to make data-driven decisions about project timelines and priorities.

Research from the Project Management Institute found that 37% of projects fail due to poorly defined objectives and milestones. This template gives you better visibility into resource constraints before they derail your projects. If your team suddenly needs to accommodate an urgent new project, this template allows you to determine if you have the bandwidth or need additional resources.

Related categories

Preview of the template
Entity
Resource Availability
Total number of resources
Resources currently in use
Resources available
Resource Utilization
Average utilization rate
Peak utilization rate
Underutilized resources
Resource Bottlenecks
Identify bottleneck resources
Utilization rate of bottleneck resources
Strategies to address bottlenecks

Frequently asked questions

What’s the difference between average and peak utilization rates in this template?

Average utilization shows the typical workload of your resources over time, while peak utilization captures the highest demand periods. This template tracks both metrics so you can identify when resources are consistently overloaded (high average) or experiencing intense but temporary pressure (high peaks), allowing for better capacity planning.

How can I use this template to justify additional hiring needs?

Document consistently high utilization rates across multiple resources and identify recurring bottlenecks that impact project delivery. The template provides concrete data showing where demand exceeds capacity. Present this evidence to stakeholders, demonstrating how resource constraints affect project timelines and deliverables. You can then make a data-driven case for additional staffing.

How do I prioritize which bottlenecks to address first using this template?

Focus on bottlenecks with the highest utilization rates and greatest impact on multiple projects. The template helps you document these critical constraints and their effects. Prioritize bottlenecks affecting your highest-value projects or those creating cascading delays across your project portfolio, then implement the documented strategies to resolve these constraints first.

Can I use this template for both human resources and equipment planning?

Yes, this template works for all resource types. For human resources, track individual team members or roles; for equipment, list specific machines or categories. The utilization rate calculations apply to both. In the bottleneck strategies section, you can then document approaches for addressing constraints in either category.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.