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- Resource Planning System
- Who it's for
- Consulting practices
Consulting practices
Balance specialist demand across client engagements.
How Resource Planning System is set up for you
Staff a discovery phase
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.
Keep commercial context controlled
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.
Work through a replacement
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.
Features to start with
Capacity planning
Compare net available hours with existing commitments before promising another week of delivery.
Rates and forecasts
Use reviewed effective rates to explain the value of forward staffing commitments.
Assignments and substitutions
Keep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.
Roles on the team
- Resource Manager
- Owns the demand-supply marketplace for one or more Practices. Sole authority to approve resource requests for own Practice, match a Resource, create the Assignment, intake Substitutions, and clear Bench rows.
- Project Manager
- Project owner — files resource requests 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.
- Finance
- Owns revenue forecasting from forward-booked Assignments and the financial integrity of rate cards. Co-approver on rate card activation alongside the Practice Lead.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.