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ERP.AI Resource Planning System

Resource Planning System

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Modules

People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile. Capacity planningCompare net available hours with existing commitments before promising another week of delivery. Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.
Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions. Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments. Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.

Resource Planning System

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Processes

Profile to eligible candidatePrepare verified profiles before comparing people against project requirements. Request to project assignmentReview current fit and capacity before creating one approved assignment.
Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment. Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.

Resource Planning System

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Industries

Consulting practicesBalance specialist demand across client engagements. Technology servicesFind verified technical skills for implementation and support projects.
Internal delivery teamsPlan scarce internal capacity across competing initiatives.

Resource Planning System

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Reference

Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights. Reports and analyticsUnderstand capacity, utilisation and forward demand Data modelRecords and relationships behind Resource Planning System.
IntegrationsConnect HR availability with delivery commitments ImplementationConfigure Resource Planning System around your team’s operating policy. Agent referenceUse Proto to configure Resource Planning System.

Resource Planning System

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All systems
Modules
People and skillsFind relevant experience and verified qualifications without losing the person behind a staffing profile.Capacity planningCompare net available hours with existing commitments before promising another week of delivery.Staffing requestsTurn project demand into an explicit role, date range and set of requirements that a staffing team can review.Assignments and substitutionsKeep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.Rates and forecastsUse reviewed effective rates to explain the value of forward staffing commitments.Utilisation and benchCompare planned capacity with verified actual work and identify where future availability needs attention.
Processes
Profile to eligible candidatePrepare verified profiles before comparing people against project requirements.Request to project assignmentReview current fit and capacity before creating one approved assignment.Capacity change to substitutionResolve capacity changes while retaining the history of the original commitment.Accepted time to planning insightReconcile approved source time before publishing utilization and bench signals.
Industries
Consulting practicesBalance specialist demand across client engagements.Technology servicesFind verified technical skills for implementation and support projects.Internal delivery teamsPlan scarce internal capacity across competing initiatives.
Reference
Roles and permissionsProject and practice scope is enforced on records, APIs and exports. Resource users see their own delivery context. Protected CostRate is Finance-owned; independent staffing and rate decisions cannot be supplied by Admin configuration rights.Reports and analyticsUnderstand capacity, utilisation and forward demandData modelRecords and relationships behind Resource Planning System.IntegrationsConnect HR availability with delivery commitmentsImplementationConfigure Resource Planning System around your team’s operating policy.Agent referenceUse Proto to configure Resource Planning System.
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Resource Planning System Industries
Technology services2 of 3
  • Consulting practices1 of 3
  • Technology services2 of 3
  • Internal delivery teams3 of 3

Technology services

Find verified technical skills for implementation and support projects.

Typical roles
  • Resource Manager
  • Project Manager
  • Resource
Also built for
  • Consulting practices
  • Technology services
  • Internal delivery teams

What changes for this team

configured at rollout

Find verified technical skills for implementation and support projects.

Review the mandatory qualification

A cloud migration can require an active certification and experience with a specific platform. Use RequestSkills 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.

Demand to assignment for this team

  1. 01

    Capture demand

  2. 02

    Match skills

    Review the mandatory qualification

  3. 03

    Approve assignment

    Approval required

  4. 04

    Staff the project

    Coordinate shared engineers · Reconcile delivery feedback

  5. 05

    Review utilisation

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Pending Substitution ApprovalsSubstitutions
ProposedYou
Substitution NumberOriginal AssignmentOutgoing ResourceIncoming ResourceEffective Date
SBS-37736ASS-35174RSR-9270RSR-772816 Sep
SBS-14319ASS-91266RSR-4536RSR-864925 Sep
SBS-75117ASS-62519RSR-1315RSR-646224 Sep
SBS-65283ASS-21980RSR-6408RSR-867424 Sep
SBS-99946ASS-60529RSR-9661RSR-615624 Sep
SBS-57708ASS-17766RSR-9980RSR-863022 Sep
Assignments and substitutions →
Certifications Expiring (next 90 days)SkillCertifications
ActiveExpiresAt BETWEEN todaytoday + 90
Resource SkillCertification NameIssuerIssued AtExpires At
RS-2526Certification 798ISS-54314 Sep22 Sep
RS-9197Certification 402ISS-83314 Sep16 Sep
RS-8183Certification 436ISS-39716 Sep22 Sep
RS-4229Certification 101ISS-42813 Sep22 Sep
RS-8302Certification 665ISS-18413 Sep22 Sep
RS-6116Certification 288ISS-32510 Sep19 Sep
People and skills →
My SkillsResourceSkills
You
SkillProficiencyYears Of ExperienceLast Used AtSource
SKL-889111030009 SepSelfReported
SKL-219865043027 SepManagerAttested
SKL-845428053027 SepCertificationDerived
SKL-185251014009 SepProjectDerived
SKL-720086083026 SepSelfReported
SKL-838650027006 SepManagerAttested
People and skills →

Typical roles

Roles and permissions
Resource Manager

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.

Permissions
  • CRUD on Resources (own Practice, including BillRate
  • CostRate remains Finance-owned), ResourceSkills and SkillCertifications for own Practice's Resources (verify), ResourceRequests (own Practice, approve / reject / match), Assignments (own Practice, create / extend / end / cancel), AssignmentPeriods, Substitutions (intake and approve), and Bench (annotate and clear)
  • Read on Skills, Practices, Roles, RateCards, RateCardRows, WeeklyCapacity, PTOImports, Utilization (all Practices for cross-Practice borrowing)
Pending Resource RequestsResourceRequests
PendingApprovalPractice IN (current user's managed Practices)
  • RR-80280 PRJ-72464 71 9 d
  • RR-48833 PRJ-79428 72 in 4 d
  • RR-17970 PRJ-40124 90 11 d
  • RR-20663 PRJ-84555 95 in 7 d
  • RR-86946 PRJ-49984 71 7 d
RR-80280
Project
PRJ-72464
RoleNeeded
RLS-7733
StartDate
08 Sep
EndDate
17 Sep
AllocationPct
71
Project Manager

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.

Permissions
  • CRUD on ResourceRequests where RequestedBy = self AND Status IN (Draft, Submitted)
  • Read on Resources (FullName, Practice, PrimaryRole, Location
  • BillRate and CostRate masked) for the staffing search
Open Requests for My ProjectsResourceRequests
YouStatusDraftSubmittedPendingApproval
Draft
RR-88153PRJ-89233100 allocation pct
RR-59115PRJ-8317863 allocation pct
Submitted
RR-62203PRJ-7668667 allocation pct
RR-49941PRJ-8280695 allocation pct
PendingApproval
RR-26404PRJ-2876786 allocation pct
RR-62781PRJ-2459184 allocation pct
Resource

The staffed person. Self-service on own Skills profile and read-only on own Assignments. Cannot see other Resources' rates, costs, or assignments.

Permissions
  • Read on own Resources row (BillRate, CostRate masked)
  • CRUD on own ResourceSkills (subject to Manager attestation before Source: SelfReported → ManagerAttested) and own SkillCertifications (subject to verification before Status: PendingVerify → Active)
  • Read on own Assignments, AssignmentPeriods, WeeklyCapacity, PTOImports, Utilization
My AssignmentsAssignments
YouStatusActiveDraft
Active
ASS-71974PRJ-4696771 allocation pct
ASS-28654PRJ-6265896 allocation pct
ASS-56496PRJ-5175290 allocation pct
Draft
ASS-59696PRJ-1598689 allocation pct
ASS-69941PRJ-7674690 allocation pct
ASS-42967PRJ-2128892 allocation pct

Modules

  • Skill SearchActive
    ResourceResource PracticeResource Primary RoleResource Location

    People and skills

    Find relevant experience and verified qualifications without losing the person behind a staffing profile.

  • Bench (Practice scoped)Active
    ResourcePracticeFlagged AtForward Window Weeks

    Utilisation and bench

    Compare planned capacity with verified actual work and identify where future availability needs attention.

  • Assignment CalendarActive
    Assignment NumberResourceProjectStart Date

    Assignments and substitutions

    Keep approved staffing, rate snapshots and mid-project replacements connected to their original decisions.

  • Active RateCardsActive
    Rate Card CodePracticeRegionEffective From
    Southeast

    Rates and forecasts

    Use reviewed effective rates to explain the value of forward staffing commitments.

  • Forward Capacity (next 8 weeks)
    ResourceWeek StartBase HoursPTOHours

    Capacity planning

    Compare net available hours with existing commitments before promising another week of delivery.

  • Pending Resource RequestsPendingApproval
    Request NumberProjectRole NeededStart Date

    Staffing requests

    Turn project demand into an explicit role, date range and set of requirements that a staffing team can review.

Relevant reports

Reports and analytics

Certifications Expiring

Active SkillCertifications expiring in the next 90 / 180 / 365 days with Resource, Issuer, ExpiresAt, EvidenceURL. The training-and-renewal pipeline.

Certifications Expiring (next 90 days)SkillCertifications
ActiveExpiresAt BETWEEN todaytoday + 90
Resource SkillCertification NameIssuerIssued AtExpires At
RS-2526Certification 798ISS-54314 Sep22 Sep
RS-9197Certification 402ISS-83314 Sep16 Sep
RS-8183Certification 436ISS-39716 Sep22 Sep
RS-4229Certification 101ISS-42813 Sep22 Sep
RS-8302Certification 665ISS-18413 Sep22 Sep
RS-6116Certification 288ISS-32510 Sep19 Sep

Capacity vs. Demand

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.

Forward Capacity (next 8 weeks)WeeklyCapacity
WeekStart BETWEEN todaytoday + 56Resource.Practice IN (visible Practices)
ResourceWeek StartBase HoursPTOHoursAvailable Hours
RSR-842613 Sep16112
RSR-523518 Sep1297
RSR-922915 Sep141316
RSR-674324 Sep12514
RSR-760713 Sep4146
RSR-279811 Sep81612

Over-Allocation Audit

Every Assignment flagged OverAllocated in a period with Resource, Project, AllocationPct breach amount, AssignedBy, and resolution status. The exception ledger for the Resource Manager.

Over-Allocated ResourcesAssignments
OverAllocated = trueActive
ResourceProjectRoleStart DateEnd Date
RSR-4114PRJ-79361RLS-197529 Sep03 Oct
RSR-6412PRJ-13323RLS-816210 Sep13 Sep
RSR-9988PRJ-20056RLS-735209 Sep15 Sep
RSR-6788PRJ-86156RLS-259717 Sep22 Sep
RSR-3223PRJ-66536RLS-812629 Sep07 Oct
RSR-8712PRJ-13397RLS-936308 Sep10 Sep

Common questions

All questions
What happens when the leave feed is missing?

The affected capacity snapshot is incomplete and blocks new confirmation. It does not appear as free availability.

Related question
Can we approve an overcommit?

Only 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 question
Will a rate change affect existing assignments?

Accepted assignment rates remain frozen. Approved new effective rates apply when resolving a new assignment or a reviewed change.

Related question
Can employees record time here?

Approved 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 question
Does confirmed staffing mean project access is ready?

The local assignment and external project membership have separate outcomes. Keep an unknown membership response visible until the original command is reconciled.

Related question

Other industries

  • Industry

    Consulting practices

    Balance specialist demand across client engagements.

  • This page

    Technology services

    Find verified technical skills for implementation and support projects.

  • Industry

    Internal delivery teams

    Plan scarce internal capacity across competing initiatives.

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Previous · industry 1 of 3Consulting practicesNext · industry 3 of 3Internal delivery teams

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