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- Resource Planning System
- Implementation
How a Resource Planning System rollout works
Configure Resource Planning System around your team’s operating policy.
Map demand and identity
Agree project ownership, practices, principal bindings and required qualifications.
Reconcile availability
Import approved assignments, leave and holidays; inspect partial weeks and incomplete feeds.
Configure decision policy
Set independent request, substitution and rate review with documented exception policy.
Verify actuals and handoffs
Test corrected time, overlapping requests, protected-rate exports and an interrupted membership update.
What the customer provides
Bring practice ownership, project identifiers, verified staff and contractor principals, approved leave/calendars, qualifications, rate policies, active assignments and the source timesheet mappings.
Changing it afterwards
Preserve accepted assignment dates and frozen rates. Changes to demand, availability or qualification evidence require fresh affected decisions. Source actual corrections retain their earlier observation and revision; do not rewrite closed periods or duplicate membership commands.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.