Resources Planner
بواسطة JFDI Consulting
SharePoint demand and capacity planning for teams, roles and timelines.
Resources Planner is a modern SPFx-based SharePoint solution that provides a clear, visual way for teams and departments to manage forward demand and capacity across Microsoft 365. It introduces a structured planning board that helps users compare expected work against available team and role capacity, making it easier to see pressure, gaps, and available headroom over time.
Designed for Microsoft 365 and built natively for SharePoint Online, Resources Planner helps organisations replace fragmented spreadsheets, manual capacity trackers, and disconnected planning documents with a clean, intuitive interface that works on any modern SharePoint page. Users can capture demand, record capacity, review quarterly planning periods, and understand resource pressure while keeping planning data inside SharePoint.
Key Capabilities
- Forward demand and capacity planning based on SharePoint list data
- Quarterly planning board for comparing demand against available capacity
- Support for teams, roles, capacity slots, and demand items
- Colour-coded capacity indicators for quick visual identification of pressure and headroom
- Integrated demand and capacity detail panels for dates, effort, ownership, and related metadata
- Support for planning conversations across projects, teams, roles, and delivery periods
- Deploy as Full Page and Webpart, Teams Tab and Teams Personal Tab
- Fully SharePoint-native experience built using the SharePoint Framework (SPFx)
- Consistent with Microsoft 365 permissions, governance, and theming
Who Benefits
Resources Planner is ideal for teams and departments that need a shared, always-up-to-date view of demand, capacity, and forward planning, including:
- Project managers and PMOs
- Resource planning teams
- Operations and delivery teams
- Department heads and team leads
- Professional services teams
- Organisations balancing work demand against available capacity
Why Organisations Choose Resources Planner
- Clear visibility of future demand and available capacity
- Improved coordination across teams, roles, and planning periods
- Support for quarterly planning, resource conversations, and delivery forecasting
- Reduced reliance on spreadsheets and disconnected capacity trackers
- SharePoint remains the system of record for resource planning data
- Easy deployment through the SharePoint App Catalogue
Licensing and Trial Information
A 30-day trial will be automatically activated on deployment, giving you access to the entire feature set. After the trial period has ended, a free-tier licence with limited functionality will be applied. To permanently access the full functionality of Resources Planner, including all options available in the configuration and management panels, an active licence is required. New users can obtain a licence using the link below.
Click here to obtain a licence
Some advanced features and platform integrations, including usage outside SharePoint Online, are available with Standard or Enterprise licences.
Get Started
New users can get started with Resources Planner using the following resources:
Resources Planner integrates seamlessly into your SharePoint environment and delivers a modern, user-friendly resource planning experience that helps teams understand demand, manage capacity, and plan ahead with confidence.