Risk and Issue Log
Combined risk and issue register with probability-impact scoring and heat map export.
Risk, budget, and resourcesProfessional plan and above
Resource Capacity Planner template
Weekly resource capacity and utilisation planning with a utilisation bar chart by week.
Starter tasks
7
Grouped into 3 groups
Dependencies
6
Pre-linked, so delays propagate from day one
Views
4
Installed and ready on first open
Custom columns
2
Beyond the built-in task fields
What this template gives you
Plan capacity per resource per week: role, team, week commencing, available hours, allocated hours, auto-calculated utilisation percentage, project assigned, and notes. Export the capacity plan with utilisation percentages to Excel or a resource utilisation bar chart by week to PNG.
Workstreams
- Weekly capacity
- Utilisation percentages
- Project assignment
Groups it creates
Tasks arrive already sorted into Engineering, Analysis, and Planning.
Exports
Anything in this template exports to Excel, PNG.
How it looks
The workload view, showing capacity against allocation with over-allocation flagged.
Custom columns installed
- SquadDropdown · 3 options
- Allocation %Numbers
Views installed
- Capacity planSpreadsheet-style task register with custom columns
- WorkloadWho is over- or under-allocated right now
- TimelineTimeline with dependencies and propagated delays
- DashboardCustomisable widget dashboard: KPIs, charts, risks, workload
Automations switched on
- When a task becomes overdue, notify the project owner
More risk, budget, and resources templates
Business Change Impact Assessment
Stakeholder-by-stakeholder change impact and readiness assessment with change action tracking.
Budget Tracker
Cost category budget register with variance calculations and planned vs actual charting.
Start with Resource Capacity Planner
Create a project, pick this template, and the tasks, columns, and views are already in place. Available on Professional and above.