Plan scarce internal capacity across competing initiatives.
Plan scarce internal capacity across competing initiatives.
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.
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.
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.
Make demand comparable
Preserve the decision context
Read the aggregate fairly
Same records, same gates. The configuration changes how the process runs for this team.
| Resource | Practice | Flagged At | Forward Window Weeks | Average Utilization Pct |
|---|---|---|---|---|
| RSR-4142 | PRC-9269 | 12 Sep | 4 | 79 |
| RSR-3582 | PRC-4267 | 13 Sep | 4 | 100 |
| RSR-3048 | PRC-4843 | 15 Sep | 4 | 90 |
| RSR-9033 | PRC-6244 | 06 Sep | 4 | 77 |
| RSR-5427 | PRC-5178 | 05 Sep | 4 | 72 |
| RSR-8427 | PRC-8345 | 19 Sep | 4 | 73 |
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.
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 FullName.
Use reviewed effective rates to explain the value of forward staffing commitments.
Compare net available hours with existing commitments before promising another week of delivery.
Compare planned capacity with verified actual work and identify where future availability needs attention.
Find relevant experience and verified qualifications without losing the person behind a staffing profile.
Keep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.
Turn project demand into an explicit role, date range and set of requirements that a staffing team can review.
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.
UtilizationPct and BillableUtilizationPct per Resource per Period, rolled up to Role, Practice, and org. Trailing-12-weeks trendline with threshold bands (target, floor, ceiling). Drills from org → Practice → Resource → individual AssignmentPeriod. The Resource Manager's daily landing report.
The 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 questionApproved 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.
Related questionIt identifies lower forward booking relative to approved availability. It is a planning signal and does not make an employment decision.
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