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We could see how much work people are doing, which you didn't see in an Excel list. “We noticed that team members could learn a little bit more about their colleagues than when they just looked in the Excel list. When they started using Float, it became easier for them to understand their team members and interests using tags (something that Excel lacks), and they could find people to take on work when their team had too much on their plate. As we got more projects and more brands to take care of, we found out that we needed to work more efficiently,” says Comfort Agemo, Senior Capacity and Freelance Manager at Scholz and Friends.įloat is the centre piece of resource planning at Scholz and Friends Commerce GmbH “Excel is great, but it can only do as much. While they initially used Excel for planning, with an increasing number of projects and brands to manage, they realized the need for improved efficiency.
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This was something that our customers at Scholz and Friends discovered when their team grew. Under some conditions, spreadsheets can work as resource planners-for example, if you have a small team (give or take 20 people), you’ve tons of time to update the sheets manually, and you’ve taken a lot of courses on Excel and know how to bend it to your will.īut spreadsheets are complex to operate, inevitably get unwieldy as your team grows, and are unusable when you get past a certain headcount.Īfter speaking to customers who switched from using spreadsheets for resource planning to using Float, we can safely say that resource planning templates might be the best solution for you. ➡️ Download the template here A better way to plan your resources (that doesn’t require you to be an Excel pro) Who it is for: It is best for complex projects that involve several departments. It contains fields for information about individual projects, resource requirements, expenses, and extra staffing. What it is: This project resource plan template is super detailed and lets you plan your resources across project phases. Use Smartsheet's detailed template to plan multiple projects