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Resource Leveling Plan Template (Excel)

Resource Leveling Plan Template

Balance your project resources effectively to ensure a realistic and achievable schedule.

File Format

Excel (.xlsx)

What is Resource Leveling?

Resource Leveling is a technique used to adjust the project schedule to address resource over-allocations. It involves delaying or re-sequencing tasks to ensure that the demand for resources does not exceed the available supply.

Key Components of this Template


  • Resource Allocation and Demand Tracker

  • Identification of Over-Allocated Resources

  • Schedule Adjustments and Leveling Actions

  • Impact Analysis on Project Finish Date

How to Use the Template

Identify the resources that are over-allocated and the specific periods of over-allocation. Evaluate different leveling options, such as delaying non-critical tasks or reassigning work to available resources. Document the changes to the schedule and analyze the impact on the project’s critical path.

Professional Design

Clean, grid-based layout optimized for both digital use and printing. Designed by industry experts.

Ready to Use

Pre-formatted with essential columns and formulas. Just fill in your project data.

Fully Customizable

Unlock and edit any part of the template to fit your specific project needs.

Branded & Unique

Exclusively created for PM Study Guide with professional branding and structure.

This template was uniquely crafted and optimized for PM Study Guide.
Prepare by: Parag Pal

Frequently Asked Questions

What is a resource leveling plan template used for?

A resource leveling plan template gives project managers a ready-made, pre-formatted structure to capture and track the resource leveling plan without building a spreadsheet from scratch. It standardises the format across projects and saves setup time.

Is this resource leveling plan template free to download?

Yes. You can download this resource leveling plan template for free from PM Study Guide. It is provided in Excel format and is fully editable so you can adapt the columns and formulas to your own project.

Can I edit the resource leveling plan template in Excel or Google Sheets?

Yes. The template is supplied as an Excel (.xlsx) file, which opens directly in Microsoft Excel and can also be imported into Google Sheets. Every field, column, and formula can be customised.