Understand capacity, utilisation and forward demand
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 31 | ||
| Active | 13 | 42% | |
| Completed | 6 | 46% | |
| Cancelled | 2 | 33% |
Sample totals per stage
Utilization pct and billable utilization pct 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 assignment period. The Resource Manager’s daily landing report.
Per Practice per forward week: Available hours (sum of weekly capacity), allocated hours (sum of assignment period allocation hours), pending demand (sum of pending resource requests’ implied hours). Bridges supply and demand for the next 13 weeks.
Count of Resources by Skill × Proficiency, rolled up to Practice and org. Pairs with average last used at to surface stale-skill bench depth (“we have 12 Snowflake people but 7 haven’t touched it in 18 months”). The basis for hiring and training plans.
Active Bench rows with Resource, Practice, forward window weeks, average utilization pct, projected available hours, bill rate, and the Practice Lead’s Notes. The weekly leadership review report.
Active Assignments by days from start date, days remaining to end date, and the percent of the span elapsed. Surfaces Assignments approaching end date that need extension or close-out before assignment-end-cleanup fires.
Sum of allocation hours × bill rate 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.
Every Assignment flagged OverAllocated in a period with Resource, Project, allocation pct breach amount, assigned by, and resolution status. The exception ledger for the Resource Manager.
Active skill certifications expiring in the next 90 / 180 / 365 days with Resource, Issuer, expires at, evidence URL. The training-and-renewal pipeline.
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