Resources

PM creates resource requests for each Role needed, with required skills, dates, and allocation %. Requests go to the Resource Manager, who searches available Consultants matching Role + Skills + utilization target, proposes candidates, and on confirmation creates resource assignments (Status: Soft → Confirmed → Active). Assignments snapshot the effective bill rate. Where internal capacity is short, a subcontractor PO is issued (routed for approval per firm’s delegation-of-authority matrix) and the sub is added as a resource assignment with Subcontractor set.

PM populates project phases (seeded from project template), project tasks, and task dependencies. Milestone amounts are set on phases if billing model = Milestone. Initial risk register is established; baseline is locked. Project advances to Status: Active at kickoff. Kickoff project status report goes out via client portal.

A consultant can match the required role and skills while already having a confirmed assignment for the same period. Review resource assignments against approved availability, calendar and leave inputs before confirming new capacity. The Resource Manager must see the existing commitment and the applicable allocation percentage; a missing calendar feed is an exception, not evidence that the person is free.

Keep a proposed assignment distinct from a confirmed one. A soft reservation helps planning but must not be counted as accepted work or client billing. When confirmation succeeds, preserve the effective bill rate and dates used for the decision. Later changes require another capacity check rather than silently replacing the committed interval.

If external capacity is used, record the Subcontractor and its approved subcontractor PO. Do not also populate Consultant for that same assignment. The supplier’s access comes from the active purchase-order scope, including the permitted project and period. Internal utilization views must distinguish supplier capacity from the internal consultant population.

For example, two managers may request the same specialist for overlapping weeks. Evaluate both requests against the latest confirmed assignments before accepting either one. A second confirmation based on an earlier availability snapshot must refresh its capacity check and present the conflict for resolution. Preserve the first commitment until an authorized revision is accepted.

• Open Resource Requests — Match outstanding delivery demand with skills and approved availability.