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- Resource Planning System
- Who it's for
- Internal delivery teams
Internal delivery teams
Plan scarce internal capacity across competing initiatives.
How Resource Planning System is set up for you
Make demand comparable
Internal projects compete for the same people even when no customer invoice is involved. Capture the requested role, hours, interval and required capabilities so the resource manager can compare demand using the same basis. Keep internal or investment work explicitly nonbillable rather than omitting it from capacity.
Preserve the decision context
An urgent request may need an exception under approved practice policy. Record the affected weeks, current conflict and independent decision. Where exceptions are not permitted, revise dates or staffing before confirming work. A later leave approval raises a conflict on existing commitments without silently replacing the original plan.
Read the aggregate fairly
Leadership sees practice-level capacity and utilization with the required privacy limits. Missing source actuals and zero-capacity periods remain distinct from low demand. Bench signals identify future availability; they do not authorize a change in employment status.
Features to start with
Utilisation and bench
Compare planned capacity with verified actual work and identify where future availability needs attention.
People and skills
Find relevant experience and verified qualifications without losing the person behind a staffing profile.
Staffing requests
Turn project demand into an explicit role, date range and set of requirements that a staffing team can review.
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.
- Viewer
- Executive read-only on org-wide Utilization and Bench. Used by the CEO, COO, and PMO Lead for the quarterly headline (“utilization is 74% across delivery”). No personally identifying detail beyond Resource full name.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.