5 must-have resource planning templates

Let’s be real—resource planning can feel like a juggling act. One minute, you're trying to manage resources, and the next, you're struggling to balance budgets and timelines. Without the right tools, things can quickly spiral out of control, leaving you with overworked teams, missed deadlines, and plenty of stress. That’s when resource planning templates can save the day. 

What is a resource planning template? 

A resource planning template is a tool that helps teams allocate, track, and manage resources effectively across projects. With a resource planning template, managers can easily identify gaps or overlaps, and make sure no one is overworked. Plus, it keeps everyone on the same page, making it easier to collaborate in real-time. By using a resource planning template, you can boost productivity, keep energy high, and make sure projects run like they’re supposed to. 

In this blog post, we dig into why resource planning templates are important and how they help keep projects on track and within scope. Let’s jump in! 

The benefits of resource management templates

Are you managing a million things while trying to keep your projects on track and your clients happy? The right resource management template can help lighten your workload. Here’s how it can make your life a lot easier: 

• Better planning: No more last-minute deadlines—just smooth sailing from start to finish. Whether you’re managing a small team or collaborating across departments, the right resource planning template keeps everything organized. 

• Easy collaboration: Communication is key, and a resource planning template makes it easy for everyone to see who’s working on what. When team members can quickly get updates and give feedback, it helps everyone stay in sync.  

• Cost: Let’s face it, nobody likes overspending. A resource management template helps keep your expenses in check, so you don’t end up pouring money into unnecessary resources.  

• Organized workflow: Tired of chaos? Having everything organized in one place means less clutter and more clarity. Having all your projects in one spot is a lifesaver for anyone who wants to bring order to their projects. 

5 Best resource management plan templates in 2024 

Finding the right resource planning template can level up the quality of your projects, helping you allocate resources like a pro, keep everything organized, and save tons of time. But let’s be real, sifting through all the options can be a bit tedious. Luckily, you don’t have to look far. Teamwork.com has templates that meet everyone’s needs, whether you’re handling a large team or just trying to keep track of your own tasks.  

Here are the top resource management plan templates from Teamwork.com: 

1. Teamwork.com Resource Planning template 

Managing resources across multiple projects can be a real challenge, but Teamwork.com’s Resource Planning template removes the stress. It helps you keep track of your team’s availability, assign tasks, and ensure everyone’s workload is balanced. 

Say hello to: 

• Clear visibility: Easily track your team’s availability and see who’s working on what in real-time, ensuring no one is overworked. 

• Customizable dashboards: Get a complete overview of your team’s work by choosing the view that suits you best—whether it’s a Kanban board, table, or Gantt chart. 

• Improved efficiency: With automatic updates, you'll save time, avoid projects slipping through the cracks, and easily hit deadlines. 

Whether you’re running a small project or managing multiple teams across different projects, Teamwork.com keeps everything organized in one place. 

2. Teamwork.com Workload Planning template 

Keeping your team’s workload in check can feel overwhelming, but Teamwork.com’s Workload Planning template makes it easy. It gives you a clear view of what everyone’s working on and how busy they are, all laid out on a timeline. You’ll quickly spot who’s swamped and who’s got some room to take on more tasks—no more guesswork. 

Here are some of the standout features: 

• Friendly interface: Drag and drop tasks to reassign them as priorities change, keeping everything flexible and adaptable. 

• Real-time updates: Changes sync instantly, so everyone knows what’s happening without any confusion. 

• Forecasting: Easily spot potential resource gaps or bottlenecks to minimize unnecessary workload. 

If you want to keep your projects running smoothly while keeping your team happy, Teamwork.com’s Workload Planning template is a lifesaver. 

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3. Teamwork.com Timeline template 

Visualize your project’s timeline in a clear, organized way, making it easy to see all the moving parts at a glance. With Teamwork.com’s Timeline template, you can map out tasks, set deadlines, and track progress to ensure everything stays on track. 

Here are a few features you won’t want to miss: 

• Gantt chart view: The project timeline isn’t just a static calendar; it’s a dynamic Gantt chart showing how all of your project’s pieces fit together. You can easily adjust timelines by dragging and dropping tasks, helping you see the bigger picture. 

• Time management: Teamwork.com goes beyond just tracking tasks. It allows you to manage your resources effectively by showing who’s working on what and how much time is being spent, helping you improve productivity. 

• Collaborate with ease: Share the timeline with your team, improve communication, and get feedback in real time. No more back-and-forth messages and unending email loops. 

Streamline your project planning and keep everything moving smoothly from start to finish. 

4. Teamwork.com Workload Overview template 

Keeping track of your team’s workload just got easier with Teamwork.com’s Workload Overview template. This tool gives you a real-time view of who’s working on what and how busy each team member is.  

Here is how it can help you: 

• Real-time visibility: Gain instant insights into who’s working on what and how busy each team member is. This allows you to quickly assess workloads and make informed decisions to optimize workflows. 

• Drag-and-drop functionality: Adjust workloads with the intuitive drag-and-drop interface. You can easily reassign tasks or shift priorities with just a few clicks, making it simple to adapt. 

• Customizable views: Tailor your workload overview with customizable views. Whether you want to see individual tasks, project progress, or overall team capacity, you can adjust the settings to match what you’re looking for. This helps you manage resources and keep your projects on track. 

With a simple drag-and-drop interface, adjusting workloads is a breeze. Whether you're managing daily tasks or planning for future projects, the Workload Overview template helps you keep everything running smoothly and ensures your team stays productive without burning out. 

5. Teamwork.com Resource Utilization template

Teamwork.com’s Resource Utilization template gives you an in-depth view of how your team is resourced and where they're struggling.  

Here are a couple of its key features: 

• Improved tracking: Monitor both billable and non-billable hours to gain insights into how your team spends their time. This allows you to spot any over-resourcing issues within your team, so you can make necessary changes. 

• Detailed insights: Access data and reports to help you make informed decisions about resource allocation. This makes it easier to quickly adapt to any changes without compromising on quality. 

Why Teamwork.com is the perfect source for resource planning templates 

If you’re tired of wrestling with clunky Excel sheets or juggling multiple templates for resource planning, Teamwork.com is your solution. It pulls everything you need into one easy-to-use platform. With Teamwork.com, you can effortlessly manage your team’s workload, track availability, and allocate tasks without making a mess. 

Teamwork.com’s customizable templates fit different project types and needs, so you can tailor them to match your current workflow. Add in the time tracking and budgeting features, and you’ve got everything you need to keep projects running smoothly. Teamwork.com makes your resource planning as simple and effective as possible. 

Resource planning template FAQs 

Who uses a resource planning template? 

Resource planning templates are the go-to tools for professionals looking to keep their projects on point. Project managers in industries like IT, marketing, and construction turn to these templates to stay organized. Team leads love them for balancing workloads and quickly reallocating resources to tackle any challenges that pop up. Plus, businesses across the board benefit from having a clear snapshot of tasks and budgets, so everyone stays in the loop, no matter what role they play. 

How can I plan resources for multiple projects? 

Streamline your process for planning resources for multiple projects by using a dedicated resource management tool like Teamwork.com. Start by creating a central plan where you can see all your projects immediately. Look for tools that give you real-time updates and visual dashboards—these make it easy to see how resources are spread out so you can tweak things as you go, avoid overloading your team, and make sure everything stays on track. 

Am I better off using Excel or another software solution for resource planning? 

Excel might work fine for simple resource planning, but it can get tricky when you're dealing with large projects or multiple teams. Teamwork.com is designed for this—it offers features like real-time updates, customizable templates, and built-in time tracking and budgeting. These features make managing resources simple. Teamwork.com templates help you cut down on errors and make team collaboration smoother compared to regular spreadsheets. 

What is the best way to forecast my resourcing needs? 

The best way to forecast your resourcing needs is to use a resource management tool that includes forecasting features. With the right tool you can easily analyze data from past projects to understand trends and resource usage. Use this data to predict what you’ll need in the future, considering things like project size and how much your team can handle.