{"id":46663,"date":"2025-04-03T14:18:30","date_gmt":"2025-04-03T21:18:30","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=46663"},"modified":"2025-06-28T11:09:22","modified_gmt":"2025-06-28T18:09:22","slug":"resource-planning-templates","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/resource-planning-templates\/","title":{"rendered":"10 Free Resource Planning Templates in Excel &amp; ClickUp"},"content":{"rendered":"\n<p>Resource planning and project management are two sides of the same coin. \ud83e\ude99<\/p>\n\n\n\n<p>Here\u2019s the TL;DR: A resource plan maps out exactly what needs to be managed for a project.&nbsp;Simple, right?<\/p>\n\n\n\n<p>Well, not exactly. A resource can be many things like people, technology, raw materials, and equipment\u2014just to name a few. Plus, each resource comes with its own cost, set of <a href=\"\/blog?p=52692\">dependencies, processes, and constraints<\/a>.&nbsp;<\/p>\n\n\n\n<p>Considering <a href=\"\/blog?p=2273\">cross-functional teams<\/a>, higher-ups, and <a href=\"\/blog?p=16186\">project stakeholders<\/a> to keep in the loop, your actual <em>human<\/em> resources are likely spread across departments or levels. And what about the tech needed to complete your project? Maybe you already own it\u2014or maybe it needs to be built or bought.&nbsp;<\/p>\n\n\n\n<p>And just like that, resource planning gets complicated. \ud83d\ude33&nbsp;<\/p>\n\n\n\n<p>While every project is unique, there are common patterns among them that can <em>and should<\/em> be repeated. That\u2019s why resource planning templates are such game changers for project managers. Resource planning may never be easy, but it can certainly be a whole lot <em>easier.<\/em> And we\u2019ll show you how! \ud83d\ude4c\ud83c\udffc<\/p>\n\n\n\n<p>Consider this article to be your resource planning support system, breaking down exactly what a resource planning template is, what needs to go into it, and for the grand finale, 10 great examples to help you get started.&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-f9e25cd9-20f5-48f1-9ca7-093c26c627b0\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#0-what-is-a-resource-planning-template\" style=\"\">What is a Resource Planning Template?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#1-10-free-resource-planning-templates-in-excel-amp-clickup\" style=\"\">10 Free Resource Planning Templates in Excel &amp; ClickUp<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#2-1-clickup-resource-planning-template\" style=\"\">1. ClickUp Resource Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#3-2-clickup-resource-planning-workload-template\" style=\"\">2. ClickUp Resource Planning Workload Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#4-3-clickup-resource-planning-timeline-template\" style=\"\">3. ClickUp Resource Planning Timeline Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#5-4-clickup-project-coordinator-resource-planning-template\" style=\"\">4. ClickUp Project Coordinator Resource Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#6-5-clickup-employee-workload-template\" style=\"\">5. ClickUp Employee Workload Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#7-6-clickup-backward-resource-planning-template\" style=\"\">6. ClickUp Backward Resource Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#8-7-clickup-account-planning-template\" style=\"\">7. ClickUp Account Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#9-8-clickup-resource-allocation-template\" style=\"\">8. ClickUp Resource Allocation Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#10-9-excel-resource-planning-template\" style=\"\">9. Excel Resource Planning Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#11-10-google-sheets-resource-planning-template\" style=\"\">10. Google Sheets Resource Planning Template<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/resource-planning-templates\/#12-must-have-features-in-your-resource-list-template\" style=\"\">Must-Have Features in Your Resource List Template<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-a-resource-planning-template\">What is a Resource Planning Template?<\/h2>\n\n\n\n<p>A resource plan helps you manage and <a href=\"\/blog?p=8919\">allocate the resources<\/a> needed to complete a project. It can also ensure the most efficient and effective <a href=\"\/blog?p=8439\">resource management<\/a> practices throughout an entire organization! These resources include the actual premises, equipment, assets, and more.<\/p>\n\n\n\n<p>And if that weren\u2019t enough, here\u2019s the tricky part: your resource plan has to seamlessly align with your schedule and budget to prevent overspending during the execution phase.<\/p>\n\n\n\n<p>Generally speaking, there are two types of resources:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Storable<\/li>\n\n\n\n<li>Non-storable&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>Storable resources are simply available until they\u2019re used up, while non-storable resources must be restocked periodically or used only during specific times.&nbsp;<\/p>\n\n\n\n<p>That said, it\u2019s key to remember that <em>anything you need to execute your project is a resource<\/em>. This includes materials, tools, equipment, and even your team! That\u2019s a lot to stay on top of and why it\u2019s so important to organize your resources well in advance with the help of a designated <a href=\"\/blog?p=9881\">resource management tool<\/a>, <a href=\"\/blog?p=60346\">ERP<\/a>, or project resource planning template.&nbsp;<\/p>\n\n\n\n<p>A resource planning template is a blueprint for those burning questions every project manager asks themselves:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>How do I ensure the project gets finished without overworking my team?<\/em><\/li>\n\n\n\n<li><em>How can we deliver this on time and within budget?<\/em><\/li>\n<\/ul>\n\n\n\n<p>Depending on your team\u2019s <a href=\"\/blog?p=1964\">preferred project management software<\/a>, your resource planning template may include formulas, pre-built tables, <a href=\"https:\/\/clickup.com\/features\/views\">project views<\/a>, or dashboards to expedite the setup process and provide insights along the way.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-10-free-resource-planning-templates-in-excel-amp-clickup\">10 Free Resource Planning Templates in Excel &amp; ClickUp<\/h2>\n\n\n\n<p>It&#8217;s hard to pick just one resource planning template when there are so many to pick from, but these 10 will cover every feature you could ever need!<\/p>\n\n\n\n<p>Especially if your company has already invested in Microsoft or <a href=\"\/blog?p=52213\">Google products<\/a> to create your workflows, we&#8217;ve provided several options to help you find the right fit! But don&#8217;t feel bogged down by cost alone\u2014some of the most valuable templates on this list are as powerful as they are cost-effective! AKA, free. \ud83d\ude0e<\/p>\n\n\n\n<p>Access any of these 10 templates directly from this post to enhance your planning processes and watch as the resources start flowing! \ud83e\udd29<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-1-clickup-resource-planning-template\">1. ClickUp Resource Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Resource-Allocation-Template.png\" alt=\"ClickUp Resource Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Resource Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Proper <a href=\"\/blog?p=12212\">workload management<\/a> should ensure both the client and the project team are aware of their scope and responsibilities, as well as provide a clear timeline for when tasks need to be completed to meet deadlines!<\/p>\n\n\n\n<p>The universal <a href=\"https:\/\/clickup.com\/templates\/resource-planning-t-200533044\">ClickUp Resource Planning Template<\/a> is designed to help streamline resource allocation and task management by providing a standardized structure for all your work. ClickUp\u2019s Custom Fields feature organizes the most important details so everyone has access to the same information:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Allocated Budgets, Remaining Budgets, <\/strong>and <strong>Actual Costs<\/strong>: Choose your preferred currency&nbsp;<\/li>\n\n\n\n<li><strong>Teams<\/strong>: Keep responsibilities clear with assigned teams by brand, group, or department<\/li>\n\n\n\n<li><strong>Project Duration (Days)<\/strong>: Add the total amount of days given for the project<\/li>\n\n\n\n<li><strong>Resource Notes<\/strong>: Track important details about all your resources<\/li>\n\n\n\n<li><strong>Clients<\/strong>: Keep track of various clients&nbsp;<\/li>\n\n\n\n<li><strong>Project Coordinator<\/strong>: Assign the PC overseeing the project from start to finish*<\/li>\n<\/ul>\n\n\n\n<p>*If you have a team of project coordinators, we have a project view built just for you. Check out template #4!<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-3b78f71b-feaa-4a2b-8c9c-a5ffb66fd4d5\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-9a78f71e-820e-4aaa-9cc7-690283c5eab8\">\n<p id=\"ub-styled-box-notification-content-\">Looking to get rid of busy work? Automate repetitive tasks! Learn how. \ud83d\udc47\ud83c\udffc<\/p>\n\n\n<\/div>\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"AI Task Automation Made Simple: Build No-Code Automations Quickly\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hM4bfax7KN4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-2-clickup-resource-planning-workload-template\">2. ClickUp Resource Planning Workload Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Resource-Planning-Workload-Template-in-Gantt-view.png\" alt=\"ClickUp Resource Planning Workload Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Resource Planning Workload Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>If you\u2019re experiencing a season of unbalanced workloads within your team, there\u2019s a way to clear the fog. And all it takes is a one-time set-up. (But we\u2019ve done that for you.) \ud83d\ude09<\/p>\n\n\n\n<p>By taking into consideration each employee or team\u2019s capabilities and skills, project managers can create schedules that maximize efficiency while minimizing risk factors along the way. With this approach, teams will be better equipped to meet deadlines while still delivering high-quality results throughout the project lifecycle. <\/p>\n\n\n\n<p>The Gantt view in this ClickUp template lets you visualize different projects so you can see the impact one change could have on other schedules. This will not only help minimize disruptions but also make sure projects remain on track.<\/p>\n\n\n\n<p><strong>Pro tip<\/strong>: Take resource <a href=\"\/blog?p=12466\">capacity planning<\/a> to the next level using the <strong>Profiles<\/strong> and <strong>My Work<\/strong> features in ClickUp! Profiles give you a window into every person&#8217;s responsibilities so you can add reminders, make adjustments, or see what they&#8217;re working on next. <\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-6fc589a1-6225-431d-978b-1b53f081b642\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-3-clickup-resource-planning-timeline-template\">3. ClickUp Resource Planning Timeline Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Resource-Planning-Workload-Template-in-Timeline-view.png\" alt=\"ClickUp Resource Planning Timeline Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Resource Planning Timeline Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>To ensure the successful completion of a project, it\u2019s important for a team leader to consider potential risks when creating their resource plans. This includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assessing the availability of resources at different points in time<\/li>\n\n\n\n<li>Understanding and addressing resource constraints<\/li>\n\n\n\n<li>Anticipating any potential interruptions or delays<\/li>\n<\/ul>\n\n\n\n<p>Any edits made to projects and tasks directly from ClickUp&#8217;s Timeline view will send updates to everyone involved. Once work has been assigned, team members can easily monitor by the day or week to check resource availability.&nbsp;<\/p>\n\n\n\n<p>The Timeline view visualizes the amount of work each team member is assigned during a selected time period\u2014one week, two weeks, or one month. Additionally, this template will help you evaluate whether certain tasks would benefit from being split between multiple employees or if they should be assigned to a single individual. This is helpful for <a href=\"https:\/\/invisibleppc.com\/blog\/white-label\/outsource-increase-productivity\/\" target=\"_blank\" rel=\"noreferrer noopener\">agency outsourcing<\/a> decisions as well because it will give a better look at what you have available.<\/p>\n\n\n\n<p><strong><em>Learn the difference between <a href=\"\/blog?p=12592\">Gantt charts vs. timelines<\/a>!<\/em><\/strong><\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-78688fc1-390b-4e92-8348-a24a652d6acc\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"5-4-clickup-project-coordinator-resource-planning-template\">4. ClickUp Project Coordinator Resource Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Project-Coordinator-Resource-Planning-Template-in-Board-view.png\" alt=\"ClickUp Project Coordinator Resource Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Project Coordinator Resource Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Project coordinators have their own to-dos and tasks separate from projects. This template is a great resource planning tool for a team of project coordinators to align on each other&#8217;s work.&nbsp;<\/p>\n\n\n\n<p>For example, a project coordinator is organizing a resource plan for a high-priority product update that includes specific developers, system architects, marketing, and other team members for the entire month of July. <\/p>\n\n\n\n<p>With this information readily available, teams will be better equipped to quickly adjust their plans if needed without compromising their deadlines or adding extra meetings. <\/p>\n\n\n\n<p><strong><em>Check out our list of <\/em><\/strong><a href=\"\/blog?p=43132\"><strong><em>workload management tools<\/em><\/strong><\/a><strong><em> to boost team productivity!<\/em><\/strong><\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-deaffba6-ce49-4b1b-ba75-2bba6be3fc1b\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200533044&amp;_ga=2.256374350.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"6-5-clickup-employee-workload-template\">5. ClickUp Employee Workload Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Employee-Workload-Template-1.png\" alt=\"ClickUp Employee Workload Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-216058901&amp;_ga=2.144579440.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Employee Workload Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>When assigning work to project teams, managers must consider both the number of available resources as well as the needs of the project. It\u2019s important to make sure teams are not overburdened with work or assigned tasks beyond their capabilities.&nbsp;<\/p>\n\n\n\n<p>Enter the <a href=\"https:\/\/clickup.com\/templates\/employee-workload-template-t-216058901\">ClickUp Employee Workload Template<\/a>! Manage your team workload and plan future projects by setting the capacity of your team members on a weekly basis.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This template includes two Workload views\u2014<strong>Individual<\/strong> and <strong>Team<\/strong>\u2014along with Custom Fields to get you started with the essentials:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Assignee<\/strong>: Responsible team member for the task<\/li>\n\n\n\n<li><strong>Priority<\/strong>: <em>Urgent<\/em>, <em>High<\/em>, and <em>Normal<\/em> priority indicator<\/li>\n\n\n\n<li><strong>Time<\/strong> <strong>Estimate<\/strong>: Allocated time for each task or subtask<\/li>\n\n\n\n<li><strong>Team<\/strong>: Team where the task and assignee belong<\/li>\n\n\n\n<li><strong>Due Date<\/strong>: Date to finish<\/li>\n<\/ul>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-c57fb9e0-441c-4a6f-b7b3-5928e3b51779\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-216058901&amp;_ga=2.144579440.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Resource-Management-to-do-list-ClickUp-Brain.png\" alt=\"Resource Management to-do list by ClickUp Brain\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Brain\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Brain&quot;}\">Try ClickUp Brain<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Brain, ClickUp&#8217;s built-in AI assistant, can help you outline resource allocation plans, review existing plans for gaps and more<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-6-clickup-backward-resource-planning-template\">6. ClickUp Backward Resource Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Backward-Resource-Planning-Template.png\" alt=\"ClickUp Backward Resource Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200519692&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Backward Resource Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Backward resource planning is a project management approach that starts from the end goal and works backward to identify and allocate resources for each task needed to reach the desired outcome.&nbsp;<\/p>\n\n\n\n<p>This method is an effective way for teams to stay organized while ensuring they have everything they need when they need it. By working in reverse order, teams can quickly identify any potential risks. <\/p>\n\n\n\n<p>Layout your <a href=\"\/blog?p=46419\">project plan<\/a> efficiently and visualize the work in the <a href=\"https:\/\/clickup.com\/templates\/backward-planning-whiteboard-t-200519692\">ClickUp Backward Resource Planning Template<\/a>. If you\u2019re new to this approach, no worries! The template has a Getting Started guide with actionable steps and a walk-through of how to get it up and running. \u2692\ufe0f<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-950c7c59-4aca-4b41-ad5d-c18fe518d7d3\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200519692&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"8-7-clickup-account-planning-template\">7. ClickUp Account Planning Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Account-Planning-Template.png\" alt=\"ClickUp Account Planning Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-200543365&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Account Planning Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>Account planning is an essential project resource management strategy that ensures companies have the necessary resources to meet their specific goals and objectives. This type of resource planning involves:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Making decisions on how best to allocate or reallocate resources in order to maximize efficiency and optimize performance<\/li>\n\n\n\n<li>Examining a company&#8217;s current resource base&nbsp;<\/li>\n\n\n\n<li>Assessing strengths and weaknesses<\/li>\n<\/ul>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/account-planning-t-200543365\">ClickUp Account Planning Template<\/a> is <em>the<\/em> management template you want for stakeholder visibility and teams directly involved. It has pre-built views and Custom Fields to get the full picture of every account including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Custom Fields: <\/strong><em>Account Stage<\/em>, <em>Monthly<\/em> <em>Revenue<\/em>, <em>Account<\/em> <em>Health<\/em>, <em>Contact<\/em>, and <em>Team<\/em><\/li>\n\n\n\n<li><strong>Accounts Per Stage Board View:<\/strong> All accounts organized by each stage<\/li>\n\n\n\n<li><strong>Accounts List view<\/strong>: All accounts grouped by status<\/li>\n<\/ul>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-8e83e9d6-c933-4253-8156-af811db36285\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-200543365&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-8-clickup-resource-allocation-template\">8. ClickUp Resource Allocation Template<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/ClickUp-Resource-Allocation-Template.png\" alt=\"ClickUp Resource Allocation Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-176168678&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp Resource Allocation Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/resource-allocation-t-176168678\">ClickUp Resource Allocation Template<\/a> is a <a href=\"\/blog?p=52218\">strategic tool for marketing and creative teams<\/a> to allocate funds, assign team members, find materials or services needed for a project, and ensure budgets are met without sacrificing quality.&nbsp;\u2728<\/p>\n\n\n\n<p>It\u2019s packed with different views to look at resources from multiple angles without the extra administrative work:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Delivery Process Board view<\/strong>: projects grouped by <em>Project Stages<\/em><\/li>\n\n\n\n<li><strong>By Clients List view<\/strong>: projects grouped by <em>Client<\/em> name<\/li>\n\n\n\n<li><strong>By Projects List view<\/strong>: projects grouped by <em>Deliverable Type<\/em><\/li>\n\n\n\n<li><strong>Team Workload view<\/strong>: workload of each team for a time span on a given period&nbsp;<\/li>\n\n\n\n<li><strong>Team Lead Workload view<\/strong>: workload of each team lead in a given period<\/li>\n<\/ul>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-b849cfdd-eb76-4c0c-9a7d-07c050292941\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/app.clickup.com\/signup?template=t-176168678&amp;_ga=2.59052904.491833651.1670854241-1919001946.1651007798\" target=\"_self\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-e1d16091-f2c1-414a-8016-29155ccc5732\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight:<\/strong>  <a href=\"https:\/\/clickup.com\/blog\/team-communication-survey\/\">92% of workers<\/a> use inconsistent methods to track action items, which results in missed decisions and delayed execution. <\/p>\n\n\n\n<p>Whether you\u2019re sending follow-up notes or using spreadsheets, the process is often scattered and inefficient. ClickUp\u2019s Task Management Solution ensures seamless conversion of conversations into tasks\u2014so your team can act fast and stay aligned.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup?utm_source=organic&amp;utm_medium=owned&amp;utm_campaign=org_owned_ar_aau_aw_blog_all-devices_x_lp_x_all-departments_x_clickup_insights&amp;utm_term=2022-01-01&amp;utm_content=us_interest_x\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp For Free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"10-9-excel-resource-planning-template\">9. Excel Resource Planning Template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1273\" height=\"599\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Excel-Resource-Planning-Template.png\" alt=\"Excel Resource Planning Template\" class=\"wp-image-46752\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Excel-Resource-Planning-Template.png 1273w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Excel-Resource-Planning-Template-300x141.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Excel-Resource-Planning-Template-768x361.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Excel-Resource-Planning-Template-700x329.png 700w\" sizes=\"auto, (max-width: 1273px) 100vw, 1273px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.tacticalprojectmanager.com\/resource-planning-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tactical Project Manager<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p>This Microsoft <a href=\"https:\/\/clickup.com\/blog\/resource-allocation-templates-excel\/\">Excel template for resource allocation<\/a> offers a well-organized format to separate team resources. This standard template covers the necessary details needed to start accurately predicting required resources for upcoming tasks, thus allowing for better <a href=\"\/blog?p=60637\">time management<\/a> and cost savings in the long run.<\/p>\n\n\n\n<p>If you\u2019re looking for more than a standalone spreadsheet, try other free resource planning templates by ClickUp so you can collaborate with teams in one place!<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-e5e7c1a0-2f41-4517-a6a5-8ac193f3b6a2\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/www.tacticalprojectmanager.com\/resource-planning-template\/#buy\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"11-10-google-sheets-resource-planning-template\">10. Google Sheets Resource Planning Template<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"800\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Google-Sheets-Resource-Planning-Template.png\" alt=\"Google Sheets Resource Planning Template\" class=\"wp-image-46753\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Google-Sheets-Resource-Planning-Template.png 1280w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Google-Sheets-Resource-Planning-Template-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Google-Sheets-Resource-Planning-Template-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Google-Sheets-Resource-Planning-Template-700x438.png 700w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><figcaption class=\"wp-element-caption\">via Google Workspace Marketplace<\/figcaption><\/figure>\n<\/div>\n\n\n<p>Resource planning templates in Google Sheets are another great option for teams using Google Workspace. This template helps build a <a href=\"\/blog?p=53912\">multi-level work breakdown structure<\/a> to cover all parts of resource management. If you\u2019re familiar with Gantt charts, you\u2019ll appreciate the clean navigation and initial setup to get started right away.&nbsp;<\/p>\n\n\n\n<p><strong>Pro tip<\/strong>: <a href=\"https:\/\/clickup.com\/integrations\/cloud-storage-google-drive\">Integrate Google Drive with ClickUp<\/a> to browse your personal and team drives without leaving your ClickUp Workspace! You also have the option to embed Sheets into ClickUp tasks, comments, Docs, views, and Dashboard widgets! \ud83e\udd29<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"\/blog?p=59776\">Work breakdown structure software<\/a>!<\/em><\/strong><\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-46981e8f-bd16-4797-8a7d-b951ad394c83\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/workspace.google.com\/marketplace\/app\/projectsheet_planning\/1080532206233\" target=\"_blank\" rel=\"noopener noreferrer\" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">Download This Template<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"12-must-have-features-in-your-resource-list-template\">Must-Have Features in Your Resource List Template<\/h2>\n\n\n\n<p>TBH, there\u2019s a lot riding on the success of your resource planning template. \ud83d\udc40<\/p>\n\n\n\n<p>Your template lays the groundwork for accurate resource planning ahead of and during your project. The most useful templates are easily customizable and buildable so you can add on details for more complex projects or peel back a few layers for simpler requests.&nbsp;Plus, they\u2019ll be compatible with your project manager\u2019s favorite tools and <a href=\"\/blog?p=23345\">techniques including Gantt charts<\/a>, a calendar view, scheduling, <a href=\"\/blog?p=14880\">task dependencies<\/a>, <a href=\"\/blog?p=11793\">capacity planning<\/a>, <a href=\"\/blog?p=9560\">resource leveling<\/a>, and more. \ud83d\ude2e<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"502\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/image6-1.gif\" alt=\"Example of all the different ClickUp views\" class=\"wp-image-37930\"\/><figcaption class=\"wp-element-caption\">ClickUp&#8217;s 15+ views provide organizations with a wall-to-wall solution for every team <\/figcaption><\/figure>\n<\/div>\n\n\n<p>With the infinite number of templates flooding every Google search, it&#8217;s crucial to have an idea of what you&#8217;re looking for before beginning your research process. Instead of cross-checking feature lists with every other template, stick to these four must-have factors and you won&#8217;t be disappointed!<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Multiple views<\/strong>: Different projects require varying ways of <a href=\"\/blog?p=10848\">visualizing workflows and managing resources<\/a>. Multiple project views to structure your tasks as a list, <a href=\"\/blog?p=65012\">resource calendar<\/a>, flowchart, or Kanban board are invaluable assets\u2014especially for members of the team who structure their workloads in more specific ways<\/li>\n\n\n\n<li><strong>Reporting and insights<\/strong>: While it&#8217;s important to start resource planning before the project begins, detailed dashboards and reporting features will help you stay on top of it throughout the project&#8217;s completion! Look for keywords like <strong><em>instant<\/em><\/strong> and <em><strong>real-time<\/strong><\/em> to ensure your template will provide up-to-date and trustworthy data<\/li>\n\n\n\n<li><strong>Customization<\/strong>: A resource <a href=\"\/blog?p=45849\">capacity planning template<\/a> may provide the blueprint, but you need to be able to make it your own. No two teams are the same, and you shouldn&#8217;t be forced to follow a different process due to the style of template you chose. Plus, there are so many templates out there, you shouldn&#8217;t have to compromise on the processes you&#8217;ve already set in place\u2014it wastes precious time! <\/li>\n\n\n\n<li><strong>Integrations<\/strong>: Multiple integrations will help you adopt a resource planning template quicker and find more value in it long term. Integrations extend the functionality of any tool or software. Check to make sure the apps you already use will align with your new template<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"13-start-resource-planning-with-custom-templates\">Start Resource Planning with Custom Templates<\/h2>\n\n\n\n<p>Ah, don&#8217;t templates make the hard things feel just a little bit easier? \ud83e\udd70<\/p>\n\n\n\n<p>And a ClickUp template? Well, a lot easier, actually! <\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a> is the only productivity platform powerful enough to provide wall-to-wall solutions for <a href=\"https:\/\/clickup.com\/teams\">teams across industries<\/a>\u2014a dream come true for project managers tasked with planning resources, workflows, and deliverables for projects of any size!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"497\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2020\/11\/image2-4.gif\" alt=\"workload view clickup\" class=\"wp-image-12956\"\/><figcaption class=\"wp-element-caption\">Use ClickUp&#8217;s Workload View to see who is ahead or behind and easily drag-and-drop tasks to reallocate resources<\/figcaption><\/figure>\n<\/div>\n\n\n<p>Whether you&#8217;re overseeing workloads between the team or developing new projects on a collaborative <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboard<\/a>, <a href=\"https:\/\/clickup.com\/features\">ClickUp has every feature<\/a> needed to enhance your planning processes without breaking a sweat. <\/p>\n\n\n\n<p>Access tons of resource allocation planning features, a vast <a href=\"https:\/\/clickup.com\/templates\">Template Library<\/a>, <a href=\"https:\/\/clickup.com\/integrations\">over 1,000 integrations<\/a>, and unlimited tasks when you sign up for <a href=\"https:\/\/clickup.com\/pricing\">ClickUp&#8217;s Free Forever Plan<\/a>. <\/p>\n\n\n\n<p>And when you&#8217;re ready to explore even more functionality, unlock Workload view, custom reporting, and so much more with paid options for as little as $5! \ud83d\udcb8<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/download\">Sign up for ClickUp today<\/a> and start planning ahead. \u2705<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Resource planning and project management are two sides of the same coin. \ud83e\ude99 Here\u2019s the TL;DR: A resource plan maps out exactly what needs to be managed for a project.&nbsp;Simple, right? Well, not exactly. A resource can be many things like people, technology, raw materials, and equipment\u2014just to name a few. Plus, each resource comes [&hellip;]<\/p>\n","protected":false},"author":68,"featured_media":47067,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","footnotes":""},"categories":[990],"tags":[],"class_list":["post-46663","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/Resource-Planning-ClickUp-Blog-Feature-Image.png","author_info":{"display_name":"Alex York","author_link":"https:\/\/clickup.com\/blog\/author\/york\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 Free Resource Planning Templates in Excel, Sheets, &amp; 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