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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 References
Integrations4 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Integrations

Connect HR availability with delivery commitments

Resource Planning SystemShared data, controlled access HR and availabilityPeople and availability...in Project delivery andtimeDelivery and approved time...Assignments ↕ Financial planningDownstream financial...out Your agent
  • HR and availability
    • People and availability sourcesin
  • Project delivery and time
    • Delivery and approved time sourcesAssignments · in and out
  • Financial planning
    • Downstream financial consumersout
  • Agents
    • Your agentWorks within the permissions you assign

HR and availability

  • People and availability sources. Core HR supplies employee identity and lifecycle observations. Approved leave and calendar data provide net availability; missing feeds remain explicit.

Project delivery and time

  • Delivery and approved time sources. Project identifiers and managers come from the configured delivery system. Accepted assignments request project membership with a stable command key. Approved time enters through exact source entry and assignment-period mappings.

Financial planning

  • Downstream financial consumers. Export approved assignment rates and planned hours to permitted financial consumers. Other operating systems own invoices, payroll and revenue recognition.

How connections are governed

service accounts, audit, pausing

Pin source connector and composition revisions. Preserve source IDs and expected revisions on imports; authenticate events and deduplicate them. Missing calendar inputs block new staffing decisions. Unknown project membership outcomes retain the original operation key until reconciled.

The API is one more client of the same interface. Agent reference →

# Example work after configuration $ curl -s erp.ai/skill.md › Find eligible resources for this request and show the weekly capacity conflicts. › Reconcile this source timesheet correction to its exact assignment period.
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