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If you often use the same layout or data in a workbook, save it as a template so you can use the template to create more workbooks instead of starting from scratch.

You can use one of your own templates to create a new workbook, or you can use one of the many predefined templates that you can download from Microsoft Office Online.

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Save a workbook as a template

  1. If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:

    1. Click File > Options.

    2. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.

      This path is typically: C:Users[UserName]DocumentsCustom Office Templates.

    3. Click OK.

      Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).

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  2. Open the workbook you want to use as a template.

  3. Click File > Export.

  4. Under Export, click Change File Type.

  5. In the Workbook File Types box, double-click Template.

  6. In the File name box, type the name you want to use for the template.

  7. Click Save, and then close the template.

Create a workbook based on the template

With the template you created above, you can create a new workbook. This section tells you how to do that.

Note: Alternately, you can browse for various online templates in Excel and use them instead. For more information, see Download free, pre-built templates.

  1. Click File > New.

  2. Click Personal.

  3. Double-click the template you just created.

    Excel creates a new workbook that is based on your template.

Save a workbook as a template

  1. Open the workbook that you want to use as a template.

  2. Click File, and then click Save As.

  3. In the File name box, type the name that you want to use for the template.

  4. In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template.

  5. Click Save.

    The template is automatically placed in the Templates folder to ensure that it will be available when you want to use it to create a new workbook.

Tip: You can copy any Excel workbook into the Templates folder, then you can use the workbook as a template without saving it in the template file format (.xltx or .xltm). In Windows Vista, the Templates folder is usually C:Users<your name>AppDataRoamingMicrosoftTemplates. In Microsoft Windows XP, the Templates folder is usually C:Documents and Settings<your name>Application DataMicrosoftTemplates.

Use a template to create a new workbook

  1. Click File and then click New.

  2. Under Available Templates, do one of the following:

    • To base the workbook on a recently used template, click Recent Templates, and then double-click the template that you want to use.

    • To base the workbook on an installed template, click Sample templates and then double-click the template that you want to use.

    • To base the workbook on a template that you created, click My templates, and then on the Personal Templates tab, double-click the template that you want to use.

    • To base the workbook on another workbook, click New from Existing, and then double-click the workbook that you want to use.

Tip: When you are connected to the Internet, you can also access templates that are available from Office.com. Under Office.Com Templates, click a template category, and then under that category, double-click the template that you want to download. If the template that you want to download has been supplied by a member of the Microsoft Office.com Community, you must click I accept to accept the License Agreement for Community Templates Terms of Use before you can download that template.

Save a workbook as a template

  1. Open the workbook that you want to use as a template.

  2. Click the Microsoft Office Button , and then click Save As.

  3. In the File name box, type the name that you want to use for the template.

  4. In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template.

  5. Click Save.

    The template is automatically placed in the Templates folder to ensure that it will be available when you want to use it to create a new workbook.

Tip: You can copy any Excel workbook into the Templates folder, then you can use the workbook as a template without saving it in the template file format (.xltx or .xltm). In Windows Vista, the Templates folder is usually C:Users<your name>AppDataRoamingMicrosoftTemplates. In Microsoft Windows XP, the Templates folder is usually C:Documents and Settings<your name>Application DataMicrosoftTemplates.

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Use a template to create a new workbook

  1. Click the Microsoft Office Button , and then click New.

  2. Under Templates, do one of the following:

    • To base the workbook on a recently used template, click Blank and recent, and then under Recently Used Templates, double-click the template that you want to use.

    • To base the workbook on an installed template, click Installed Templates, and then under Installed Templates, double-click the template that you want to use.

    • To base the workbook on a template that you created, click My templates, and then on the My Templates tab, double-click the template that you want to use.

    • To base the workbook on another workbook, click New from Existing, and then double-click the workbook that you want to use.

Tip: When you are connected to the Internet, you can also access templates that are available from Office Online. Under Microsoft Office Online, click a template category, and then under that category, double-click the template that you want to download. If the template that you want to download has been supplied by a member of the Microsoft Office Online Community, you must click I accept to accept the License Agreement for Community Templates Terms of Use before you can download that template.

The production system design planning considers input requirements, conversion process and output. After considering the forecast and long-term planning organization should undertake capacity planning.

Capacity is defined as the ability to achieve, store or produce. For an organization, capacity would be the ability of a given system to produce output within the specific time period. In operations, management capacity is referred as an amount of the input resources available to produce relative output over period of time.

In general, terms capacity is referred as maximum production capacity, which can be attained within a normal working schedule.

Capacity planning is essential to be determining optimum utilization of resource and plays an important role decision-making process, for example, extension of existing operations, modification to product lines, starting new products, etc.

Strategic Capacity Planning

A technique used to identify and measure overall capacity of production is referred to as strategic capacity planning. Strategic capacity planning is utilized for capital intensive resource like plant, machinery, labor, etc.

Strategic capacity planning is essential as it helps the organization in meeting the future requirements of the organization. Planning ensures that operating cost are maintained at a minimum possible level without affecting the quality. It ensures the organization remain competitive and can achieve the long-term growth plan.

Capacity Planning Classification

Capacity planning based on the timeline is classified into three main categories long range, medium range and short range.

Long Term Capacity: Long range capacity of an organization is dependent on various other capacities like design capacity, production capacity, sustainable capacity and effective capacity. Design capacity is the maximum output possible as indicated by equipment manufacturer under ideal working condition.

Production capacity is the maximum output possible from equipment under normal working condition or day.

Sustainable capacity is the maximum production level achievable in realistic work condition and considering normal machine breakdown, maintenance, etc.

Effective capacity is the optimum production level under pre-defined job and work-schedules, normal machine breakdown, maintenance, etc.

Medium Term Capacity: The strategic capacity planning undertaken by organization for 2 to 3 years of a time frame is referred to as medium term capacity planning.

Short Term Capacity: The strategic planning undertaken by organization for a daily weekly or quarterly time frame is referred to as short term capacity planning.

Goal of Capacity Planning

The ultimate goal of capacity planning is to meet the current and future level of the requirement at a minimal wastage. The three types of capacity planning based on goal are lead capacity planning, lag strategy planning and match strategy planning.

Factors Affecting Capacity Planning

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Effective capacity planning is dependent upon factors like production facility (layout, design, and location), product line or matrix, production technology, human capital (job design, compensation), operational structure (scheduling, quality assurance) and external structure ( policy, safety regulations)

Forecasting v/s Capacity Planning

There would be a scenario where capacity planning done on a basis of forecasting may not exactly match. For example, there could be a scenario where demand is more than production capacity; in this situation, a company needs to fulfill its requirement by buying from outside. If demand is equal to production capacity; company is in a position to use its production capacity to the fullest. If the demand is less than the production capacity, company can choose to reduce the production or share it output with other manufacturers.

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