The completed list of resources feeds into your duration estimates, project schedule, risk register and procurement plans. In the PMBOK Guide - Sixth Edition, a resource requirement form is an output of process 9.2 Estimate Activity Resources.
The template is fully editable with Excel and can be converted or changed to suit your project. The contents of the template is shown below.
The contents of the Requirements gathering template
Field
Field Description and Tips to Complete
Document information
Enter the:
- Project name
- Project manager
- Project sponsor
- Project ID
- Date
Resource ID
Give each resource requirement a unique identifier or reference so that it can be easily traced.
Type of Resource
Enter the type of the resource. For example, a person, machine, hardware or software, equipment, material, supplies and locations.
Resource details/spec
Give the details of the resource required. Include product spec or skill set. Whatever is need to cost and source the resource.
Quantity
Give the number you will need to complete the project.
Location
Enter the location of the resource, that might be an address, or whether the resource will work on or offsite.
Source
Note where the resource will come from. For example, rental, contractor, member of staff.
Assumptions
Include any assumptions that you have made about the resource. For example that they/it will be available.
Comments
You can enter any extra notes about the resource here.
Download the template!
Excel 97 - 2003 download - Resource Requirements Template (.xls)
Excel download - Resource Requirements Template (.xlsx)
OpenDocument Spreadsheet download - Resource Requirements Template (.ods)
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