Know who works on which project, week by week

A staffing plan from project to role to person, availability that accounts for leave and part-time, staffing requests with a capacity check, and planned hours compared with the time people reported.

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How it works

Declare the roles
List the roles a project needs and for which weeks.
Assign people
Book people onto those roles and see capacity as you go.
Compare with actuals
Check the plan against the hours people reported.

Resourcing: who works on which project, and when

Staffing plan from project to role to personEach project opens into the roles it needs and the people booked on them, week by week. Say how many people a role needs, and an unfilled role shows as a gap from the week it opens. Filter to open roles for a ready hiring or reassignment list.Read the guide
Availability that accounts for leave and part-timeThe People view measures everyone against their own contracted week and work schedule. Approved leave comes out of capacity, so someone on holiday or on a part-time contract never looks free when they are not.Read the guide
Bench and draft bookingsThe bench lists who still has room in the period, most free first. Drag someone onto a role to sketch a draft booking. Drafts never count as coverage until a Resourcing Approver confirms them, so you can compare staffing options safely.Read the guide
Staffing requests with a capacity checkProject managers request a person for a role, with the share, period and a note. The approver sees whether approving would push anyone over capacity, then approves, approves at a suggested lower share, or declines.Read the guide
Actuals: planned versus reported hoursCompare each person’s planned hours with the time they reported, week by week, with billable utilisation and a breakdown of where the hours went. With resourcing financial permissions, the Money view adds revenue, cost and margin per person, drilled down by project.Read the guide
What you need before you planGive planners, approvers and finance the access each of them needs: one role plans, another confirms drafts and declares demand, and only the people you choose see revenue, cost and margin. Planning runs on a desktop; Actuals also works on a phone.
Demand, requests and approval, for the teams that use themTeams that plan through intake can declare a need on a role, and a project manager then requests a person at a share for a period. The approver sees Pending and Conflicts, and approves as requested, approves at a lower share, or declines with a reason. Allocations read Open, Draft or Confirmed, and Actuals compares planned against reported hours.