When you need it
Use during feasibility or expansion planning when forecast demand must be compared with available service capacity. Update after material changes in customer commitments, operating hours, demand profiles or reliability assumptions.
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Demand and Capacity Planning Worksheet
Blank worksheet for recording demand scenarios, capacity assumptions and gaps calculated in a separately reviewed model. Includes completion guidance; no formulas.
How to use this templateThis Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
Read product descriptions in your language. The Word and Excel template files are in English.
Only selected pages are shown. This is not the complete template. The full editable Word or Excel file is supplied with purchase.
Learning
How to use this template
What it helps you decide
The worksheet exposes the demand and capacity basis behind an expansion decision. It helps distinguish average utilization from peak constraints and supports staged responses without pretending forecasts are confirmed future demand.
How to complete it
- Classify observed, committed and forecast demand by Period / scenario. Record Demand source, Demand and unit and Peak profile using consistent geographic and service boundaries.
- Enter Available capacity and Method reference from a separately reviewed calculation. Verify units, operating hours and availability before recording the Capacity gap; this worksheet supplies no formulas.
- Compare scenarios and define an Expansion trigger tied to measurable evidence. Explain the difference between the demand date and the lead time for delivering additional capacity.
Who prepares and reviews it
A planning or process engineer prepares the assessment with operations and demand-data owners. A competent model reviewer checks calculations separately; the sponsor or asset owner decides on investigations and investment timing.
A mistake to avoid
Adding customer commitments to a forecast that already includes those customers double counts demand and can create a misleading case for premature expansion.
Illustrative example
Illustrative example: a water-service operator considers a new pump because summer peaks approach the existing system's evidenced capability. The worksheet separates peak observations from annual averages and records reviewed scenario outputs. The owner then decides whether monitoring, operational changes or staged expansion warrants the next study.
Document contents
- Document control and decision owner
- Evidence, scope and applicability
- Demand evidence
- Capacity translation
- Scenario comparison
- Trigger for expansion
- Open points, competent review and decision
Required inputs
- Project / asset identity, assessment date, scope and authorized decision owner
- Verified source documents with exact revision and record locators
- Historical demand and utilization records
- Customer commitments or demand study with date
- Capacity definitions and operational availability assumptions
- Scenario periods and peak-load profiles
Practical tools.
Professional judgment.
Confirm the adopted edition, local amendments, National Annex where relevant, and contract requirements.
Prepare project brief