Smart Planner template

Resource Allocation Template for Google Sheets and Excel

Download a resource allocation template and optimize it with Smart Planner inside Google Sheets.

Excel workbook (XLSX)CSV template (CSV) Install Google Sheets add-on

Template columns

Keep the inputs structured

Smart Planner works best when columns have stable names and each row represents a real planning entity.

Request
Planning input used by the resource allocation workflow.
Resource
Planning input used by the resource allocation workflow.
Demand
Planning input used by the resource allocation workflow.
Value
Planning input used by the resource allocation workflow.
Priority
Planning input used by the resource allocation workflow.
Deadline
Planning input used by the resource allocation workflow.

Sample rows

Use these rows as the starting structure

RequestResourceDemandValuePriorityDeadline
Project AAnalyst hours40High1Friday
Project BAnalyst hours25Medium2Monday
Project CEquipment2High1Wednesday

Setup steps

  1. Step 1

    Download the template and open it in Google Sheets or Excel.

  2. Step 2

    Replace the sample rows with your own planning data.

  3. Step 3

    Keep the column names stable so Smart Planner can interpret the table.

  4. Step 4

    Install Smart Planner from Google Workspace Marketplace, then open it from your Google Sheet.

Choose how to use Optivise

Use the same decision intelligence through an AI agent, a familiar work tool, or a shared enterprise workflow.

Agent Optimization Engine

Use Optivise through the AI agent you already work with.

Explore Agent Engine

Smart Planner

Start from a familiar spreadsheet and the operational data you already maintain.

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Optivise Platform

Build persistent, shared, and governed decision workflows for your team.

Explore Optivise Platform

Related industry contexts

Manufacturing Logistics and Freight Healthcare Retail and Services Professional Services and SMBs