Resource Capacity Planner template
Capacity baselines per team, allocation blocks with hours and resources assigned, and a Workload view that flags who is over-allocated.
Resource managers, PMOs and delivery leads staffing several projects from one pool.
- 5 views
- 10 fields
- 3 groups
- 12 sample tasks
- 1 milestone
- 13 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
- 6 named resources
Workload · Workload view · opens first
What's included
Six named resources with roles, teams, hours per day and rates, assigned to allocation blocks that carry estimated hours. The Workload view reads those assignments against each person’s capacity and flags over-allocation; the Resources view is the directory with rates. Capacity baselines feed the first allocation plan, the plan feeds the next, and a utilisation review sits between them, so levelling is a dated task with an owner rather than a hope.
Views
- Workload
- Capacity plan (Table)
- Timeline (Gantt)
- Resources
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Resources
- Squadcustom
- Allocation %custom
Groups
- Baselines
- Planning
- Allocations
Dashboard
- KPIs
- Workload
- Group progress
- Overdue tasks
- Upcoming milestones
Automation
- Notify when a task becomes overdue
Resources
- A. Osei, Platform Lead
- D. Kovacs, Data Architect
- M. Zhou, Integration Engineer
- T. Barratt, Test Manager
- S. Reyes, Business Analyst
- K. Mensah, Contractor, Backend
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
13 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Capacity baseline: engineeringBaselines
- Weeks 1-4 allocation planPlanning · feeds 5 tasks
- Platform hardening (weeks 1-4)Allocations
- Utilisation review and levellingPlanning
- Weeks 5-8 allocation planPlanning
- Holiday season coverage planPlanning
- Capacity review with leadershipPlanning
Delay Capacity baseline: engineering and Depentra shows the 10 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Resource Capacity Planner
Use the Resource Capacity Planner template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Professional and above.