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.
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 utilization 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 planThe planner sits behind one role: Resourcing Manager opens it and all four of its views. Confirming a draft, and declaring or withdrawing demand, need Resourcing Approver. Revenue, cost and margin in Actuals need the resourcing financials permission. Planning needs a desktop; Actuals also works on a phone, and the small-screen message is a device limit, not a refused permission.
- 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.
Know who works on which project, week by week