Resource Planning
You staff projects from a spreadsheet and hear about a holiday after somebody is booked. With PTO & Leave installed, approved leave takes them out of the plan.
Plannable hours and skills sit on each person, so finding somebody who knows the client’s system stops being a question asked in chat. An allocation is proposed by one person and confirmed by another, and utilisation and free hours come from the plan itself. Planning somebody past their capacity gets flagged, and every Monday project managers see which projects start soon with nobody on them. Projects planned in Project Intake & Portfolio arrive here ready to staff.
What it does
- Plannable hours per person, and the skills they bring
- Proposed by one person, confirmed by another, never assumed
- Utilisation and free hours, worked out from the plan itself
- Where a project is short of people, before its start date
- What people can do, so staffing stops being a question asked in chat
What's included
Records
- Person
- Skill
- Project
- Demand
- Allocation
- Unavailable
- Skill
Workflows
Allocation: Proposed · Confirmed · Ended · Cancelled
Project: Planned · Staffing · Staffed · Running · On hold · Finished
Roles
- Resource manager
- Project manager
- Team member
6 pages · 5 views
How it connects
Every app here installs on its own and works on its own. Adding a companion is what makes both do more.
Works with
Uses your company core
What it does for you
- Take on a project the moment it is planned · Project Intake & Portfolio
- Approved leave takes somebody out of the plan · PTO & Leave
- An allocation is asked for by whoever proposed it
- An absence lands in the calendar of the person it is about
- Say something when somebody is planned past their capacity
- Monday list of projects starting soon with nobody on them
- Two weeks before somebody rolls off
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