How to calculate team capacity in excel. Aug 13, 2021 · Excel | Google Sheets. Case 2: Work is provided to internal clients only. ) 📌 Steps: Write the following formula in cell F5. Such short-term planning often results in companies offering employees overtime to handle high product demand. 19. For example is the business operates on weekdays for 50 weeks of the year, the number of production days is 5 x 50 = 250 days. You can enter multiple projects under the assignee’s name or keep it singular. So, for eight people, we can now calculate the total capacity: 8 people x 24 hours per week = Weekly team capacity of 192 hours = 384 hours per two-week sprint. So the approach ends up a little like this. 63K views 2 years ago. Now, we’re ready to figure out production capacity by using this formula: Production capacity = Machine-hour capacity / Cycle time for each unit. The workbooks are all set to calculate automatically. Enter the number of public holidays and vacation days. Enter the title of your resource capacity planning template at the top of the worksheet. Oct 16, 2023 · Here are the steps involved in creating an effective workload management template in Excel: 1. Refresh Calculations. ; D5 corresponds to the Total Elapsed Time (in hours). , product dimensions) and the upper and lower specification limits (USL and LSL). Including: 1. Determine the difference between demand and resources available. May 8, 2024 · The potential production is 60,000 stickers. by Klaus Riedel. Feb 29, 2024 · The capacity planner excel template will display up to 53 periods (53 days, 53 weeks, 24 months, 8 quarters, 2 years). This is the first example, this one is a simple plan and can be used to track capacity over time of an individual across a set of tasks. How To Do Capacity Planning (In Hours): The technique is very simple to calculate & plan your capacity. How to use the capacity planning template. Knowing this type of capacity allows you to May 2, 2024 · Explanation: C5 represents the Total Production Units. Easy to Calculate & Plan your scrum team capacity and Sprint in Excel. If it’s a value of 1, then it will add on to the previous value in the streak column, and thus, add on to it. A. Under will represent the time spent under the utilization target (6. Customize the SETTINGS sheet to suit your needs. Using a focus factor to calculate capacity helps ensure you calculate the team’s true capacity for focus without distractions. Resource utilization = (total billable hours) / (total available hours) * 100%. Enter the name of which ever project you and or your employees are working on in this row located under their name. This is an idealized and simple method. Kanban Capacity Planning Template by ClickUp. Microsoft Excel | Google Sheets | Smartsheet. Equipped with pre-built formulas, dynamic charts, graphs and dashboards, you'll have all the data you need to evaluate your production capacity. =C4/C5. This spreadsheet is easy enough to setup requiring the following inputs. The first step is to define the project goals. The template comes pre-filled with Agile team roles, such as project managers, software developers, QA engineers, product managers, and more. Assuming that the total value is in cell A2 and percent in B2, the above formula turns into a simple =A2*B2 and returns 104. These can either be the title of the project or the bits and pieces of a larger assignment. The production capacity calculator calculates the number of production hours available for the year, referred to as ‘Peak capacity (hours)’. Dev4 is a new team member and is attending orientations and trainings. Utilizing the Excel Template for Sprint Planning. Here are some of our best Resource Planning Templates. Standard Hours Per Week: This is the number of hours considered as full Key Features of the Capacity Calculator Excel Template. 2K subscribers. We’ll call them “Over” and “Under”. Once you have the machine hour capacity, you can calculate the production capacity for one product. Method 3: Capacity is precisely calculated (in Dec 10, 2015 · To calculate your company’s labor productivity, you would divide 80,000 by 1,500, which equals 53. To plan the capacity of your team, follow the steps below: Determine existing and incoming project work. This is the first step to finding productivity. Enter Resource list with standard availability and allocate Capacity to Skills and Projects. The formulas do not reference anything external. = B2 / C2. For example, if a soda producer has 5 canning machines available and employees work 8-hour shifts, the machine-hour capacity for the cannery is 5 x 8 = 40. Don’t worry, you can always add more team members or projects later on (directly in the planning sheet). Give your team some homework. 1. 2. Excel is great for developing forecasts, whether they are based on simple counts and ratios or more complex models. Simple Sheets. Set Up Your Spreadsheet: Open Microsoft Excel and create a new worksheet. I have similar formulas in cells M23 and Oct 21, 2023 · So, we have broadly catered for three different types of templates which are Project Resource Management Templates, Team Resource Management Templates, and General Resource Management. Improve this answer. This easy-to-use Agile capacity planning template can help Scrum masters and other Agile team members eliminate the guesswork from their capacity planning process. Determine your team's current workload and capacity. [Gross Income minus living expenses other loans etc] Mar 8, 2023 · Single item production capacity = machine-hour capacity / throughput time. The formula for maximum capacity is: [ Maximum Capacity = Utilization Rate x Available Production Time ] 4. To access the capacity calculator, download the file below: Capacity Calculator ( Download, 22 KB) Enter the required information in the orange boxes to see how many hours you and your team are able to spend on your main work tasks. Over will represent the amount of time spent over that target. You should now calculate the capacity loss you will have in the upcoming Sprint and then subtract it with the maximum capacity. Except new sales reps don’t make quota right off the bat. the integer number here is 7, so take 7 pallets of 10 and take 2 units of a pallet from 8 units. 1/ The person’s name your tracking. Our most popular video is the Ten Minute Material Planning tool. Definition The “Definition” sheet is the first sheet where you will configure the sprint for Capacity Planning This sheet have 6 sections to define 1 Team Define the Team Name and Focus Factor 2 Current Sprint Sprint Name and Cadence 3 Holiday List List of Holidays fall under the sprint duration 4 Ceremony Time Capture the time for each Jul 18, 2014 · sample Capacity Planning worksheet for Scrum teams (table) I’m going to walk through the rows in some detail here: Columns C – H represent six individual contributors on a Scrum team. Easy to enter data in excel file. 9 minutes respectively. Customize settings to meet your business needs. Automated Dashboard and Calculations. Before you manage your team's workload in Excel, it's important that you get a clear understanding of the amount of work each member of your team is currently completing. ft. In this example, you can see that the blue team is over capacity by 67 points in June. The following are the highlights of the template. Reallocate resources, tasks, and time with the Kanban Capacity Planning Template by ClickUp. Now, type the following formula in that cell. Mar 8, 2023 · =SUM() - To total the available hours or story points for the team. After all the deductions, you have a total of 299 hours of actual work capacity for the team during the Sprint. It takes 6 seconds to process one can of soda. . Apr 8, 2024 · Method 1: Capacity is not required to be estimated or calculated. Identifying key variables in the formula. Relevant equations. Sep 22, 2016 · Step Four: Create A Project Title Row. They're literally just the "SUM" formula. Drag the Fill Handle tool to get the other values. Note below how sprint 1 is planned in days, but sprints 2 and 3 are in points. Makes Hard Work of Planning. Mar 1, 2024 · The formula for machine hour capacity is as follows: Machine hour capacity = Number of usable machines x Hours employees can use machines. Short-term capacity planning addresses unanticipated increases and decreases in demand. May 21, 2023 · Member 3: 8 hours/day x 10 days x 75% = 60 hours. Factoring in Efficiency. By using the formula of capacity utilization, we get: –. Step 2: Generate your Resource Planning Sheet. This is an approximate but quick method for estimating the capacity of an agile team for a sprint. You will learn about how to find the bottleneck station, bottleneck time (cycle tim When I was a Scrum Master, I used to calculate all the factors in Excel initially with the team 1 or 2 days before Sprint Planning, and eventually, the team was mature enough to do that on their own with very minimal intervention. 6 - 0. Go to “Series” and remove all departments except for the R&D department and Total Capacity (those are the ones Agile team capacity is how much time the team has available within the sprint to complete high-quality work. Compare the work vs the capacity of the sprint. There’s more than one way to manage and plan team capacities, and the Kanban Capacity Planning Template by ClickUp gets that. Step 1. Decide how best to close the gap. This is important because cells with values or equations may cause errors Feb 9, 2022 · Assess team capacity . Surplus income. Capacity is about how much work Calculating the Scrum Velocity. New Member. The maximum capacity of the team should be calculated in man-hours. Calculate the production capacity for one product. This means that your company generates $53 per hour of work. Address any over-utilization and under-utilization. 10x + 8y = 72. We’ll use the following formula for the Over Jan 6, 2024 · It is influenced by factors such as cycle time, equipment efficiency, and production speed. 7) Dec 28, 2023 · Workload analysis starts by being able to monitor your team. The sheet explained in this video will help you to Jun 28, 2021 · Determine your scrum team's total working hours for the sprint, then subtract 1-2 hours per person to absorb the unknown (slack) and the remaining hours are your team's capacity (how many hours of work they can complete in a sprint). People love spreadsheets because you can manipulate them as needed. Use the information to start thinking about ideas for how you could increase time spent on your main work for Right now you have 5 sales reps, each with a quota of $100,000 per year. I have used the "PV" formula and while it gives an approximate amount I want something more exact. The problem statement, all variables and given/known data. Download This Templates Now! Excel Capacity Planner. Enter Demand (tasks) data. Other types of shrinkage call centres usually take into account will include screen breaks, training, coaching, 1-2-1’s and team meetings – This is called schedule by exception. 8 = 320 hours. Jun 20, 2023 · Multiply that by 80% (as mentioned above) = 4. Overview of steps: Enter Settings. You’ll also have an overview of capacity per individual resource. Before a sprint begins, outline and assign points to all the user stories in the product backlog. The final step in the formula involves dividing the total cumulative winning percentage by the total number of opponents to get the strength of schedule. Jul 16, 2019 · Enter the number of production days in a year. Wrike — Keep track of your project’s progress in real-time. Resource Availability: Capacity planning helps organizations identify the most cost Step-3: Calculate The Scrum Team Capacity: So, in this example of scrum team capacity and velocity calculation, for a Focus Factor of 0. youtube. No IT Year NO Annual Turnover Work Done in Months 12 Months Total Balance Work Bid Capacity; 1: 2022-23: Select A manufacturing plant need to produce 150 units per day and we need to do capacity analysis. Step 4: Press enter to calculate the games back for the team in question. An intro video for this solution is available here: https://youtu. 0. If full, move work into the next sprint or back to the backlog. Click the Generate Planning Sheet button. monday. 16667) = 50 / (0. Get dashboard-style insights into your project team’s resources and anticipate future business capacity requirements with this dynamic team capacity planning template. Nov 7, 2021 · A better way to identify real capacity is to use the focus factor. Now we are ready to generate the planning sheet. expansivity: Coefficient of linear expansion for a solid: 1/K (where L is the length) at 1 atm Aug 8, 2021 · Rough-cut capacity planning is a long-term capacity planning technique. Divide the Team capacity in hours by the Work Hours to get the Net Team Resources, which is the effective number of full-time people on the Team. Then, these separate models can be aggregated using native Excel functionality or VBA code, depending on the Mar 21, 2024 · So, it’s good to calculate capacity using various utilization rates (also called focus factors). = (100% – 66. Buy Now. TL;DR I am presenting a simple method to calculate a team’s sprint capacity and project the velocity for the next sprints provided the team's project backlog of work items exists and it’s estimated Step 3: Divide the total cumulative winning percentage by the total number of opponents. 72 = 10x => x= 7. B. For example, let’s consider a one-week period, with five working Jun 20, 2023 · Sales capacity planning refers to a company’s attempts to match the number of sales hires (i. You could also look at labor productivity in terms of individual employee contribution. Use the Following Production Capacity Formula. Cp= H2-H1/T2-T1. Step 2: Calculate the average and standard deviation of the process output values using the AVERAGE and STDEV functions in Excel. When you make the selections, the calendar display will update automatically to reflect the selections. 67%) = 33. It has downloaded over 35,000 times since we released version 2. A shrinkage of 30-40% (71-83 agents So if we imagine that Leslie works for a very small company with five billable employees, we can calculate their capacity utilization rate as: (75% + 80% + 60% +85% + 70%) / 5 =. Enter the amount for each book. Before you round your whole team up to discuss your capacity, give everybody some homework to do individually. This is where you need to set up two new fields. Project View. Standard times are calculated by a method called time study. Mar 22, 2016 · on the other hand when you want to open pallets randomly: example. Here’s an image of the total and secured marks for some students. C6) where you want to get the utilization percentage in respect of working hours. For a 2-week sprint (say it from 1st January), it is 10 days, taking Apr 18, 2018 · Step 2. The capacity report makes it easy to visualize the workload of each team by month. We select the monthly column to see which epics are scheduled for the team to work on. Models can be developed for individual projects, locations or business units. supply) with its revenue potential (i. Using Excel for project resource management can result in a number of common frustrations. 8. Total team capacity: 64 + 72 + 60 = 196 hours. The SUM function in Excel allows you to quickly add up a series of time estimates to get a total project completion time. Once you have this knowledge, you may be better able Jul 30, 2019 · Heat capacity of a solute in an infinitely dilute aqueous solution. You need to follow these steps to gain valuable insights into managing the team’s workload. Enter the Manufacturing Feb 26, 2024 · 1. My sample file is the Process Capacity workbook, and you can find it in the chapter one folder Step 1: Enter your data in an Excel worksheet, including the process output values (e. using the table of values supplied (a pdf document), construct an excel spreadsheet wherein a value can be input from 200-2250 and output will be air's specific heat capacity at that temperature. Enter all necessary data. J/(mol K) dielectricConstant: The ratio of the capacity of a condenser with a particular substance as dielectric to the capacity of the same condenser with a vacuum for dielectric. Label the columns with the resource categories and the rows with the time intervals you determined in step 2. That is, having the resources you need to meet demand over a certain timeframe. Sep 18, 2020 · What is Capacity Planning in Agile Scrum?, Benefits of Capacity Planning, How to do the capacity planning?, Excel template for doing the capacity planning al In this video, I am excited to introduce you to a powerful tool for Scrum capacity and sprint planning: a dynamic Excel template designed to make your 2-week Sep 20, 2023 · The formula to figure this out is: Machine-hour capacity = number of usable machines * number of working hours. In this example, the team’s Sprint Capacity is 147 hours, which is the total amount of work they can realistically commit to during the Sprint. 8333) = 60 agents required. 2. NANDA BID CAPACITY CALCULATOR; Sl. For example: " =SUM (M6:M10)" is in cell M11. May 5, 2022 · Calculate a team’s sprint capacity and project the velocity for the next sprint provided in SCRUM - spreadsheet template included at the end. If you are a team leader, manager or resource coordinator and your team members Aug 11, 2021 · Capacity Planning Excel Template Step-by-Step Video Tutorial by Simple Sheets - YouTube. For this example, we’ll say it’s 150,000 sq. That assumes an unhealthy 100% utilization rate. View Calendar to ensure desired utilization at granular Add up the individual capacities to get the Team capacity in person hours, and divide by eight to get the capacity in person-days. 3. Here is the step-by-step process of how to calculate velocity in scrum: 1. Create a dataset in B4:F14. I am trying to use an excel formula to calculate the maximum amount that a person can borrow. Resource utilization = (total productive hours) / (total available hours) * 100%. Capacity Utilization = Actual Output / Potential Output * 100. divide your amount through the highest amount per pallet and take divide the remainder from the smallest amount per pallet. Excel Resource Matrix. That result then is divided by 1 and the SUM function adds the remaining values. Good capacity planning enables you to deeply understand the work your support team is doing, what tools and processes they The details of each worksheet are mentioned below. 2/ The tasks they are working on. View Dashboard to evaluate plan. Calculate the percentage marks secured by each student. Mar 22, 2023 · The following formula will help: Total * Percentage = Amount. And also operation A and B use two machines X and Y respectively. Excel and Google Sheets Template. This will give you the adjusted capacity. demand) as close as possible to maximize the efficiency at which it operates. Project managers must also consider capacity. ”. But it’s more than just knowing what they’re doing, though that helps. Share. ” Here are the formulas for the calculation of resource utilization: Case 1: The team works for external clients. And suppose this products requires two operations A and B and its standard times are 5. Plan a sprint. T o determine the job size of a backlog item (story, feature, epic), we ask 8 (version 1) to 10 (version 2) questions that are answered by the team. Feb 3, 2023 · You can perform a basic professional productivity calculation in Excel by following these steps: 1. 33% May 30, 2013 · Then, click Calculated Field. Enter project names row-wise and the materials list column-wise. It’s crucial to have a clear understanding of how much work each team member is currently completing before managing your team’s workload in Excel. e. Capacity planning is often associated with manufacturing and operations management but has nowadays become a critical part of Apr 6, 2023 · The benefits of using an Excel capacity planning template. Sprint Capacity Planner. Read More: How to Do Interior Estimation in Excel. Mar 9, 2021 · Step 1: Forecasting Human Resource Needs. You might think – ” easy, I’ll just hire 5 more reps at the start of the year to meet my revenue target. How many To calculate staffing you divide your required headcount by useful time: 50 / (1-0. Explain the Formula for Calculating FTE in Excel. Jan 18, 2022 · This is to follow up from a question of our Advanced Skills Matrix Template. From the above, we can also find the slack of Funny Stickers Co. com/OperationsManagement101. 4. Note that capacity isn’t simply a measure of the number of team members x the number of hours in their working day x the number of days in the sprint. Remember, when you type a number followed by the percent sign (%) in Excel, the number is interpreted as a hundredth of its value. 4 hours) we set at the beginning. Capacity Utilization = 40,000 / 60,000 * 100 = 66. 8 hours by 5 working days = 24 hours per week per person. The formula is as follows: = IF (B2= 0, 0 ,B2+C3) Here is a simple step-by-step walkthrough of how to calculate warehouse capacity using square footage measured in feet: Step 1: Get the square feet measurements of your entire warehouse facility. Enter vacation and overtime. Identify potential scheduling issues. Jun 28, 2020 · This video is part of a lecture series available at https://www. Dec 24, 2023 · M = Best Guess ( This represents the typical amount of time the task would require if performed 100 times by the team member. Wait a few seconds for the macro to generate your planning sheet. Step 2: Calculate the total amount of space being used for non-storage purposes such as offices 5 days ago · Step 1- Entering Data. Subtracting this from our previous total, we get 344 hours - 45 hours = 299 hours. A graph will appear, right click on the graph and then “Select data”. This covers inventory, supply and demand. 8) Working days x number of full-time team members x 40 x utilization rate (0. =IF() - To create conditional statements, such as adjusting capacity for holidays. 67%. In this video, I demonstrate my Excel solution for resource utilization planning. With your template set up, you can begin using it for sprint planning. Link to the template https://agiledigest. 67, to now get the effective Team Capacity, it is the Focus Factor multiplied by the total number of hours the team is available for work. 157. Planning is more than organizing tasks to complete a project by its deadline. It involves assessing the actual output achieved in In this movie I will show you how to calculate process capacity and identify a processes' bottleneck. Identify Your Project Goals. Similar to the calendar, get a project level overview of the capacity/demand or the surplus-deficit. Mar 31, 2022 · To find the unique values in the cell range A2 through A5, use the following formula: =SUM(1/COUNTIF(A2:A5,A2:A5)) To break down this formula, the COUNTIF function counts the cells with numbers in our range and uses that same cell range as the criteria. Loan Interest Rate. Simple data entry process. be/wF7vU4lL61Q Jun 27, 2020 · In reply to Clark Cui MSFT's post on June 27, 2020. Allot two rows to define the Unit Profit and Number of Productions. Oct 1, 2017 · How to calculate the required manpower for a project in Microsoft ExcelUsing the following three variables the total manpower can be calculated: 1. To make it quick – as described above – there are only these 8 to 10 questions. Move items from your backlog into the upcoming sprint. Dec 9, 2018 · 1/ A simple Resource planning excel template. Jul 24, 2023 · To calculate the resource capacity using this spreadsheet, follow the steps below: Click here to copy or download the template as an Excel file. Buffer time: 196 x 25% = 49 hours. Our most popular free download is the Capacity Planning Tool. Knowing this, we can calculate the production capacity for the Jan 5, 2024 · How to calculate team capacity. Determine the current and future capacity of available resources. 7 minutes and 8. g. Below are the top four benefits of capacity planning: Cost Savings: Capacity planning helps identify the most cost-effective way to utilize resources. Multiply 4. It is specifically designed for teams following the Scrum Apr 25, 2024 · Check out our list of the 10 best capacity planning software for project managers to learn more about tools you can use to support your capacity planning efforts. The real capacity for the sprint will be 400 * 0. That’s 5 x $100k = $500k sales capacity. Allowing Excel to be used in just about every industry and department. 50. Aug 13, 2023 · Over 9 days, for 5 people, that’s 5 × 1 hour/day × 9 days = 45 hours in meetings. during the last month of 2017. 8 hours per day. Nov 30, 2021 · The number one benefit of capacity planning is that it enables teams to deliver on-time, on-budget projects. This approach can impact activities over a few days or up to six months. For example, if an IT services business has five employees and each works 40 hours per week, the company has 200 hours of weekly capacity. A blank cell means a cell that has no values or equations attached to it. Our Capacity Planning Analysis Excel Template helps you evaluate production capabilities at a plant or similar facility. Planning Analysis. – March 2023. In this example, the range for the focus factor is 0. You typically calculate velocity at the end of each sprint by totaling the story points or other units of measurement for all fully completed user stories. Enter the month (MONTH) you want to calculate the available capacity for. For instance, you have ten working days in a two-week Sprint where all the members of the team are available. Aug 1, 2017 · The Scrum Capacity Planning Spreadsheet Template is a valuable tool used by agile teams to effectively plan and manage their workloads. Determine your teams current workload and capacity. Step 3: In a new cell, input the games back formula using the cell references for the leader's and team's wins and losses. Label each row with the start and end dates of the time interval. ️ Steps: First of all, select a cell (i. Locate a blank cell and enter the output value. = (C5+D5+E5)/3. But if you want to plan all in days or points 4. In this case, instead of using hours as the input, you would use number of employees. The team’s Tech Lead attends more meetings and is interrupted more than other members. Feb 19, 2024 · How to do capacity planning in 5 steps. With this Excel template you can easily calculate Story Points with just a few clicks. Excel files used in this series are available at https:/ Aug 17, 2012 · 1. Fully automated capacity calculations. Get our dynamic Aug 2, 2021 · Download Team Capacity Planning Template. By following these steps and inputting the formula correctly Jul 12, 2021 · How to Calculate Production per Hour in Excel through a simple formulaIn this video you will learn about:How to calculate production per hour in Microsoft Excel Dec 24, 2023 · In order to demonstrate this method for calculating the utilization percentage of working hours, proceed with the following steps. The formula for calculating FTE in Excel is: FTE = Total Working Hours / Standard Hours Per Week. Number of team members X Number Step 2: Enter the team's wins and losses in separate cells next to the leader's data. Mar 9, 2020 · We would like to show you how we built our Capacity Planning Tool. Nov 22, 2021 · In this video you will get known about how to prepare Excel Template for Production capacity calculations. Ask everybody to jot down all of the things they do in a typical week, along with an estimate of how many hours per week they spend on each task. Efficiency plays a pivotal role in production capacity calculation. com — Best for customization. This spreadsheet template provides a structured framework for estimating the capacity of the team and allocating tasks based on their availability. Here’s how: Improve workload planning A template gives you a bird’s eye view of your team’s available capacity. 46K views 2 years ago Operations. Set the number of working hours per day. To use this function, simply select the cell where you want the total to appear, type =SUM (, then select the range of cells containing the time estimates, and close the parentheses. Oct 15, 2019 · In this video, I talk about identifying a bottleneck in a simple process. com/product/capacity-sprint-planning-template Feb 20, 2022 · 417. In the same cell, now write the percentage formula as below. For example, you could use between 60–80%: Working days x number of full-time team members x 40 x utilization rate (0. Customer support capacity forecasting, planning, and management is your answer to all of those questions. ; The ROUND function ensures the result is rounded to the nearest whole number. Measuring your support team’s capacity may not always feel like the simplest exercise, but it’s mission critical. Method 2: Capacity is estimated (in number of hours) using a small number of parameters. =AVERAGE() - To calculate the team's average velocity over past sprints. Subscribed. Mar 22, 2022 · This formula will look at the criteria column, and if it equals 0, then the streak is 0. From a process-related point of view, the former is almost a prerequisite for the latter. Total Working Hours: This refers to the total hours worked by an employee within a given period, such as a week or a month. Download Excel File. 370% / 5 = 74%. Final Sprint Capacity: 196 – 49 = 147 hours. ; E5 represents the Number of Factories. Use our free capacity planning template for Excel to make sure you can meet the demands of your customers. Manually hitting "Calculate Workbook" does not seem to work. You can discuss this for a long time, but arguably the most important KPIs, or maybe two of the most important top 5 KPIs in Scrum, are sprint accuracy and velocity. A capacity planning template can save you time and headaches by streamlining your processes. Calculating your team’s current capacity is essential for knowing what they can take on in terms of current and future resource allocation. (The first five percentages in this formula represent the five employees’ utilization rates) This means that the average utilization rate at Leslie Dec 15, 2022 · The steps for making an efficient Excel workload management template are as follows: 1. Activate a cell and format it as a percentage by going to Home > Number > Formats > Percentage. rq ad ns sw mw oe rg xr em cs