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Resource Allocation Sheet Spreadsheet Template

Assigns team members and equipment to tasks, tracking availability and workload.

Resource Allocation Sheet
This spreadsheet is designed to allocate team members and equipment to project tasks, helping track availability, assigned workload, and resource utilization.

Project Name:	{projectName}
Project Manager:	{projectManager}
Start Date:	{startDate}
End Date:	{endDate}

Team Allocation
Task	Assigned To	Estimated Hours	Actual Hours	Availability (%)
{#teamAllocation.task}	{#teamAllocation.assignedTo}	{#teamAllocation.estimatedHours}	{#teamAllocation.actualHours}	{#teamAllocation.availabilityPercent}

Equipment Allocation
Task	Equipment Name	Quantity Required	Available Quantity	Utilization (%)
{#equipmentAllocation.task}	{#equipmentAllocation.equipmentName}	{#equipmentAllocation.quantityRequired}	{#equipmentAllocation.availableQuantity}	{#equipmentAllocation.utilizationPercent}

Summary
Total Estimated Hours	=SUM(teamAllocation[Estimated Hours])
Total Actual Hours	=SUM(teamAllocation[Actual Hours])
Total Equipment Used	=SUM(equipmentAllocation[Quantity Required])

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Resource Allocation Sheet template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload & Configure

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Resource Allocation Sheet Using Forms

collect team resource allocation data via shareable web form

generate task assignment spreadsheet from submitted project intake forms

track employee workload using submitted availability forms

create equipment usage schedule from department request forms

assign project roles based on responses from team planning form

Generate Resource Allocation Sheet Using APIs

trigger resource allocation sheet generation from project management app via API

create team workload spreadsheet from HR system API submission

auto-generate equipment tracking spreadsheet from IT requests via API

generate task scheduling workbook from CRM activity via API

build project staffing spreadsheet using time tracking system API data

Integrations / Automations

automatically create resource planning spreadsheet from Trello cards via Zapier

generate Excel task assignment sheet from JIRA issues through Make

build equipment allocation schedule from Google Sheets using Zapier

update workload tracker from Asana tasks using workflow automation

sync availability data from Airtable to Excel resource sheet via Integromat

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