Balance specialist demand across client engagements.
Balance specialist demand across client engagements.
A new engagement may need a senior consultant for half of each week while another project needs a short workshop. Describe the role, required experience and real date span for both requests. The shared weekly capacity view exposes the overlap before either client receives a commitment.
Rate cards describe the approved practice and regional pricing context. Preserve the rate accepted when the assignment starts, while protected cost information remains with Finance. Forward-booked value helps capacity planning without being described as client billing.
If the consultant leaves the project, request a dated substitution and review the replacement’s qualifications. Keep earlier actual hours on the original assignment, then reconcile the new project membership separately. A closed engagement in the source cannot receive new staffing simply because a previous request remains visible.
Keep commercial context controlled
Staff a discovery phase · Work through a replacement
Same records, same gates. The configuration changes how the process runs for this team.
| Resource | Assignment.Project | Week Start | Allocation Hours | Assignment.Bill Rate |
|---|---|---|---|---|
| RSR-7980 | ASS-522 | 22 Sep | 6 | AR-746 |
| RSR-4564 | ASS-471 | 17 Sep | 11 | AR-127 |
| RSR-4044 | ASS-699 | 16 Sep | 8 | AR-814 |
| RSR-9829 | ASS-618 | 22 Sep | 14 | AR-168 |
| RSR-6462 | ASS-832 | 27 Sep | 13 | AR-232 |
| RSR-8679 | ASS-172 | 27 Sep | 2 | AR-226 |
| Resource | Week Start | Base Hours | PTOHours | Available Hours |
|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 |
Owns the demand-supply marketplace for one or more Practices. Sole authority to approve ResourceRequests for own Practice, match a Resource, create the Assignment, intake Substitutions, and clear Bench rows.
Project owner — files ResourceRequests for own projects, sees Assignments staffed against own projects, requests Substitutions, and consumes the staffed team into the pm-projects workspace. No write on Resources or Skills catalog.
Owns revenue forecasting from forward-booked Assignments and the financial integrity of RateCards. Co-approver on RateCard activation alongside the Practice Lead.
Use reviewed effective rates to explain the value of forward staffing commitments.
Keep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.
Find relevant experience and verified qualifications without losing the person behind a staffing profile.
Compare planned capacity with verified actual work and identify where future availability needs attention.
Turn project demand into an explicit role, date range and set of requirements that a staffing team can review.
Compare net available hours with existing commitments before promising another week of delivery.
Sum of AllocationHours × BillRate per Project per Resource per Week, rolled up to Practice and org for the next 90 days. The Finance forecast feed; reconciles to the pm-billing app's revenue recognition.
Per Practice per forward week: AvailableHours (sum of WeeklyCapacity), AllocatedHours (sum of AssignmentPeriods.AllocationHours), PendingDemand (sum of pending ResourceRequests' implied hours). Bridges supply and demand for the next 13 weeks.
Active Bench rows with Resource, Practice, ForwardWindowWeeks, AverageUtilizationPct, ProjectedAvailableHours, BillRate, and the Practice Lead's Notes. The weekly leadership review report.
Click Start now, then use Proto to configure Resource Planning System with your practices, project identities and approved capacity inputs.
Related questionThe affected capacity snapshot is incomplete and blocks new confirmation. It does not appear as free availability.
Related questionOnly where the practice explicitly permits it, with an independent decision that records the current affected weeks and reason. Otherwise revise the request before approval.
Related questionAccepted assignment rates remain frozen. Approved new effective rates apply when resolving a new assignment or a reviewed change.
Related questionThe local assignment and external project membership have separate outcomes. Keep an unknown membership response visible until the original command is reconciled.
Related question