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- Resource Planning System
- Frequently asked questions
Questions, answered
Practical answers about Resource Planning System.
Resource Planning System
8 questions
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How do I get started?
Click Get started, then use Proto to configure Resource Planning System with your practices, project identities and approved capacity inputs.
What makes a candidate eligible?
Mandatory skills and current required qualifications must pass. Preference scores compare eligible candidates without replacing the requirement checks.
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.
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.
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.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.