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ERP.AI Resource Planning System

Resource Planning System

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Modules

People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile. Capacity planningCompare net available hours with existing commitments before promising another week of delivery. Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.
Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions. Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments. Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.

Resource Planning System

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Processes

Profile to eligible candidatePrepare verified profiles before comparing people against project requirements. Request to project assignmentReview current fit and capacity before creating one approved assignment.
Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment. Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.

Resource Planning System

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Industries

Consulting practicesBalance specialist demand across client engagements. Technology servicesFind verified technical skills for implementation and support projects.
Internal delivery teamsPlan scarce internal capacity across competing initiatives.

Resource Planning System

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Reference

Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights. Reports and analyticsUnderstand capacity, utilisation and forward demand Data modelRecords and relationships behind Resource Planning System.
IntegrationsConnect HR availability with delivery commitments ImplementationConfigure Resource Planning System around your team’s operating policy. Agent referenceUse Proto to configure Resource Planning System.

Resource Planning System

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile.Capacity planningCompare net available hours with existing commitments before promising another week of delivery.Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments.Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.
Processes
Profile to eligible candidatePrepare verified profiles before comparing people against project requirements.Request to project assignmentReview current fit and capacity before creating one approved assignment.Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment.Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.
Industries
Consulting practicesBalance specialist demand across client engagements.Technology servicesFind verified technical skills for implementation and support projects.Internal delivery teamsPlan scarce internal capacity across competing initiatives.
Reference
Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights.Reports and analyticsUnderstand capacity, utilisation and forward demandData modelRecords and relationships behind Resource Planning System.IntegrationsConnect HR availability with delivery commitmentsImplementationConfigure Resource Planning System around your team’s operating policy.Agent referenceUse Proto to configure Resource Planning System.
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Frequently asked questions

Practical answers about Resource Planning System.

The system

What makes a candidate eligible?

Mandatory skills and current required qualifications must pass. Preference scores compare eligible candidates without replacing the requirement checks.

Does confirmed staffing mean project access is ready?

The local assignment and external project membership have separate outcomes. Keep an unknown membership response visible until the original command is reconciled.

Processes and approvals

How do I get started?

Click Start now, then use Proto to configure Resource Planning System with your practices, project identities and approved capacity inputs.

Can we approve an overcommit?

Only where the practice explicitly permits it, with an independent decision that records the current affected weeks and reason. Otherwise revise the request before approval.

Will a rate change affect existing assignments?

Accepted assignment rates remain frozen. Approved new effective rates apply when resolving a new assignment or a reviewed change.

Can employees record time here?

Approved time is reconciled from the configured source system. The planning app retains the exact assignment-period and source revision rather than providing another timesheet entry point.

What does a bench flag mean?

It identifies lower forward booking relative to approved availability. It is a planning signal and does not make an employment decision.

Pricing and implementation

What happens when the leave feed is missing?

The affected capacity snapshot is incomplete and blocks new confirmation. It does not appear as free availability.

Groups
  • The system
  • Processes and approvals
  • Pricing and implementation
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