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- Resource Planning System
- Who it's for
- Technology services
Technology services
Find verified technical skills for implementation and support projects.
How Resource Planning System is set up for you
Review the mandatory qualification
A cloud migration can require an active certification and experience with a specific platform. Use request skills to distinguish mandatory requirements from preferences. A high overall match score cannot compensate for an expired mandatory credential. The reviewer can inspect issuer evidence and the date it was last verified.
Coordinate shared engineers
The same engineer may support a migration and an internal upgrade. Approval checks both commitments against current availability rather than treating each project calendar independently. Record substitutions when project timing changes, keeping the effective boundary and prior actuals intact.
Reconcile delivery feedback
Accepted time comes from the configured delivery or timesheet system. Preserve each source entry revision and resolve the specific assignment period. If several assignments fit the person, project and week, keep the import unresolved until the source relationship is known.
Features to start with
Assignments and substitutions
Keep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.
People and skills
Find relevant experience and verified qualifications without losing the person behind a staffing profile.
Capacity planning
Compare net available hours with existing commitments before promising another week of delivery.
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.
- Resource
- The staffed person. Self-service on own Skills profile and read-only on own Assignments. Cannot see other Resources’ rates, costs, or assignments.
Set up Resource Planning System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.