Review current fit and capacity before creating one approved assignment.
3 stages · 1 approval
Follow the process from start to finish. Select a step to see who acts and what changes.
A Project Manager files a ResourceRequests row when the pm-projects workspace reveals a staffing gap: Project, RoleNeeded, StartDate, EndDate, AllocationPct, Priority, Justification, LocationPreference, MaxBillRate, plus one or more RequestSkills line items (Skill, MinProficiency, Importance: MustHave / NiceToHave). On submit (Status: Draft → Submitted), the resource-request-approval-routing workflow routes to the matching Practice's Resource Manager and stamps Status: Submitted → PendingApproval.
Submit scoped project requirementsOn request creation, the skill-match-suggester workflow runs the configured matching service to score every active Resource against the RequestSkills (skill match, proficiency delta, capacity in window from WeeklyCapacity, BillRate fit, Practice match, location preference) and writes the top 10 candidates as RequestSuggestions rows (one per candidate, each with MatchScore, SkillMatchPct, ProficiencyDelta, CapacityFitPct, BillRateFitPct, and Rank). The Resource Manager reviews the suggestions on the request detail view, picks the right Resource, sets MatchedResource, and approves (Status: PendingApproval → Approved) only after an atomic capacity recheck. Missing inputs block approval. Overcommit is rejected unless the practice explicitly permits it and an independent Resource Manager records the current conflict and reason. On reject, sets Status: Rejected with RejectionReason; the Project Manager can revise and resubmit.
Record an independent current-capacity decisionOn approval the assignment-on-approval workflow fires: a code node creates an Assignments row (Resource, Project, Role, RateCard resolved from Practice + StartDate, BillRate resolved from RateCardRows and frozen on the Assignment, CostRate snapshotted from Resources.CostRate, AllocationPct carried from the request) plus N AssignmentPeriods rows (one per week from StartDate to EndDate at the requested AllocationPct). The workflow then writes the Resource into the matched pm-projects project as a project member via the connected record service so the team appears in the project workspace. The Resource and Project Manager are emailed.
Reserve capacity and reconcile project membershipResourceRequests, RequestSuggestions, WeeklyCapacity
| Stage | Records | Effect |
|---|---|---|
| 1 Capture demand | ResourceRequestsRequestSkills | Submit scoped project requirements |
| 2 Approve match | ResourceRequestsRequestSuggestionsWeeklyCapacity | Record an independent current-capacity decision |
| 3 Staff project | AssignmentsAssignmentPeriods | Reserve capacity and reconcile project membership |
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.
| Resource | Week Start | Base Hours | PTOHours | Available Hours |
|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 |
Active Assignments by days from StartDate, days remaining to EndDate, and the percent of the span elapsed. Surfaces Assignments approaching EndDate that need extension or close-out before assignment-end-cleanup fires.
Sum of AllocationHours × BillRate per Project per Resource per Week, rolled up to Practice and org for the next 90 days. The Finance forecast feed; reconciles to the pm-billing app's revenue recognition.
| Resource | Assignment.Project | Week Start | Allocation Hours | Assignment.Bill Rate |
|---|---|---|---|---|
| RSR-7980 | ASS-522 | 22 Sep | 6 | AR-746 |
| RSR-4564 | ASS-471 | 17 Sep | 11 | AR-127 |
| RSR-4044 | ASS-699 | 16 Sep | 8 | AR-814 |
| RSR-9829 | ASS-618 | 22 Sep | 14 | AR-168 |
| RSR-6462 | ASS-832 | 27 Sep | 13 | AR-232 |
| RSR-8679 | ASS-172 | 27 Sep | 2 | AR-226 |
Every Assignment flagged OverAllocated in a period with Resource, Project, AllocationPct breach amount, AssignedBy, and resolution status. The exception ledger for the Resource Manager.
| Resource | Project | Role | Start Date | End Date |
|---|---|---|---|---|
| RSR-4114 | PRJ-79361 | RLS-1975 | 29 Sep | 03 Oct |
| RSR-6412 | PRJ-13323 | RLS-8162 | 10 Sep | 13 Sep |
| RSR-9988 | PRJ-20056 | RLS-7352 | 09 Sep | 15 Sep |
| RSR-6788 | PRJ-86156 | RLS-2597 | 17 Sep | 22 Sep |
| RSR-3223 | PRJ-66536 | RLS-8126 | 29 Sep | 07 Oct |
| RSR-8712 | PRJ-13397 | RLS-9363 | 08 Sep | 10 Sep |
Resource Planning owns staffing and capacity decisions. Core HR owns employment and leave, project delivery owns tasks, time systems own approved actuals, and accounting owns billing and revenue recognition. Proto can prepare comparisons but cannot attest credentials, invent availability or supply independent approval.
Prepare verified profiles before comparing people against project requirements.
3 stages · 1 approval
Resolve capacity changes while retaining the history of the original commitment.
3 stages · 1 approval
Reconcile approved source time before publishing utilization and bench signals.
3 stages · 0 approvals
Create your ERP.AI account and get started with Proto.
We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy
We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.
Learn more about how we use cookiesThese cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.
These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.
These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.