Understand capacity, utilisation and forward demand
UtilizationPct and BillableUtilizationPct 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 AssignmentPeriod. The Resource Manager's daily landing report.
Utilisation and bench · View preview
| Resource | Practice | Flagged At | Forward Window Weeks | Average Utilization Pct | Projected Available Hours |
|---|---|---|---|---|---|
| RSR-4142 | PRC-9269 | 12 Sep | 4 | 79 | 2 |
| RSR-3582 | PRC-4267 | 13 Sep | 4 | 100 | 13 |
| RSR-3048 | PRC-4843 | 15 Sep | 4 | 90 | 10 |
| RSR-9033 | PRC-6244 | 06 Sep | 4 | 77 | 12 |
| RSR-5427 | PRC-5178 | 05 Sep | 4 | 72 | 2 |
| RSR-8427 | PRC-8345 | 19 Sep | 4 | 73 | 8 |
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 | Allocated Hours |
|---|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 | 15,014.28 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 | 19,000.99 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 | 24,419.97 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 | 36,084.54 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 | 3,819.75 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 | 26,048.94 |
Count of Resources by Skill × Proficiency, rolled up to Practice and org. Pairs with average LastUsedAt 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.
People and skills · View preview
| Resource | Resource.Practice | Resource.Primary Role | Resource.Location | Proficiency | Last Used At |
|---|---|---|---|---|---|
| RSR-8097 | RSR-442 | RR-560 | X-10 | 950 | 23 Sep |
| RSR-5649 | RSR-891 | RR-315 | K-9 | 310 | 28 Sep |
| RSR-4841 | RSR-650 | RR-309 | T-20 | 680 | 10 Sep |
| RSR-9301 | RSR-546 | RR-656 | X-24 | 120 | 24 Sep |
| RSR-7066 | RSR-969 | RR-678 | J-5 | 770 | 24 Sep |
| RSR-8130 | RSR-502 | RR-301 | Z-21 | 580 | 17 Sep |
Active Bench rows with Resource, Practice, ForwardWindowWeeks, AverageUtilizationPct, ProjectedAvailableHours, BillRate, and the Practice Lead's Notes. The weekly leadership review report.
Utilisation and bench · View preview
| Resource | Practice | Flagged At | Forward Window Weeks | Average Utilization Pct | Projected Available Hours |
|---|---|---|---|---|---|
| RSR-4142 | PRC-9269 | 12 Sep | 4 | 79 | 2 |
| RSR-3582 | PRC-4267 | 13 Sep | 4 | 100 | 13 |
| RSR-3048 | PRC-4843 | 15 Sep | 4 | 90 | 10 |
| RSR-9033 | PRC-6244 | 06 Sep | 4 | 77 | 12 |
| RSR-5427 | PRC-5178 | 05 Sep | 4 | 72 | 2 |
| RSR-8427 | PRC-8345 | 19 Sep | 4 | 73 | 8 |
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.
Assignments and substitutions · View preview
| Assignment Number | Resource | Project | Start Date | End Date | Allocation Pct |
|---|---|---|---|---|---|
| ASS-10566 | RSR-1421 | PRJ-46246 | 20 Sep | 27 Sep | 77 |
| ASS-39706 | RSR-6543 | PRJ-45613 | 16 Sep | 25 Sep | 64 |
| ASS-48447 | RSR-8781 | PRJ-14111 | 25 Sep | 03 Oct | 100 |
| ASS-61160 | RSR-5306 | PRJ-29664 | 21 Sep | 26 Sep | 89 |
| ASS-73846 | RSR-9815 | PRJ-70002 | 26 Sep | 28 Sep | 82 |
| ASS-75429 | RSR-1720 | PRJ-90210 | 07 Sep | 09 Sep | 82 |
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.
Rates and forecasts · View preview
| Rate Card Code | Practice | Region | Effective From | Effective To | Approved By |
|---|---|---|---|---|---|
| RCC-328 | PRC-5304 | Northeast | 14 Sep | RSR-9806 | |
| RCC-657 | PRC-7944 | Southeast | 16 Sep | RSR-5502 | |
| RCC-688 | PRC-6851 | Midwest | 17 Sep | RSR-7467 | |
| RCC-757 | PRC-6887 | West | 10 Sep | RSR-7903 | |
| RCC-270 | PRC-3556 | South | 15 Sep | RSR-7125 | |
| RCC-644 | PRC-3775 | National | 05 Sep | RSR-5822 |
Every Assignment flagged OverAllocated in a period with Resource, Project, AllocationPct breach amount, AssignedBy, and resolution status. The exception ledger for the Resource Manager.
Capacity planning · View preview
| Resource | Week Start | Base Hours | PTOHours | Available Hours | Allocated Hours |
|---|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 | 15,014.28 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 | 19,000.99 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 | 24,419.97 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 | 36,084.54 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 | 3,819.75 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 | 26,048.94 |
Active SkillCertifications expiring in the next 90 / 180 / 365 days with Resource, Issuer, ExpiresAt, EvidenceURL. The training-and-renewal pipeline.
People and skills · View preview
| Resource | Resource.Practice | Resource.Primary Role | Resource.Location | Proficiency | Last Used At |
|---|---|---|---|---|---|
| RSR-8097 | RSR-442 | RR-560 | X-10 | 950 | 23 Sep |
| RSR-5649 | RSR-891 | RR-315 | K-9 | 310 | 28 Sep |
| RSR-4841 | RSR-650 | RR-309 | T-20 | 680 | 10 Sep |
| RSR-9301 | RSR-546 | RR-656 | X-24 | 120 | 24 Sep |
| RSR-7066 | RSR-969 | RR-678 | J-5 | 770 | 24 Sep |
| RSR-8130 | RSR-502 | RR-301 | Z-21 | 580 | 17 Sep |
No reports are assigned to this role. Select Everyone to see all reports.
Compare the weekly capacity denominator with planned and source-approved hours. Keep zero-capacity and stale-input exceptions separate from utilization percentages. Bench is forward availability, and booked revenue is a rate-based projection.
UtilizationPct and BillableUtilizationPct 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 AssignmentPeriod. The Resource Manager's daily landing report.
read by Viewer
| Resource | Practice | Flagged At | Forward Window Weeks | Average Utilization Pct | Projected Available Hours |
|---|---|---|---|---|---|
| RSR-4142 | PRC-9269 | 12 Sep | 4 | 79 | 2 |
| RSR-3582 | PRC-4267 | 13 Sep | 4 | 100 | 13 |
| RSR-3048 | PRC-4843 | 15 Sep | 4 | 90 | 10 |
| RSR-9033 | PRC-6244 | 06 Sep | 4 | 77 | 12 |
| RSR-5427 | PRC-5178 | 05 Sep | 4 | 72 | 2 |
| RSR-8427 | PRC-8345 | 19 Sep | 4 | 73 | 8 |
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 | Allocated Hours |
|---|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 | 15,014.28 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 | 19,000.99 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 | 24,419.97 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 | 36,084.54 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 | 3,819.75 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 | 26,048.94 |
Count of Resources by Skill × Proficiency, rolled up to Practice and org. Pairs with average LastUsedAt 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.
| Resource | Resource.Practice | Resource.Primary Role | Resource.Location | Proficiency | Last Used At |
|---|---|---|---|---|---|
| RSR-8097 | RSR-442 | RR-560 | X-10 | 950 | 23 Sep |
| RSR-5649 | RSR-891 | RR-315 | K-9 | 310 | 28 Sep |
| RSR-4841 | RSR-650 | RR-309 | T-20 | 680 | 10 Sep |
| RSR-9301 | RSR-546 | RR-656 | X-24 | 120 | 24 Sep |
| RSR-7066 | RSR-969 | RR-678 | J-5 | 770 | 24 Sep |
| RSR-8130 | RSR-502 | RR-301 | Z-21 | 580 | 17 Sep |
Active Bench rows with Resource, Practice, ForwardWindowWeeks, AverageUtilizationPct, ProjectedAvailableHours, BillRate, and the Practice Lead's Notes. The weekly leadership review report.
| Resource | Practice | Flagged At | Forward Window Weeks | Average Utilization Pct | Projected Available Hours |
|---|---|---|---|---|---|
| RSR-4142 | PRC-9269 | 12 Sep | 4 | 79 | 2 |
| RSR-3582 | PRC-4267 | 13 Sep | 4 | 100 | 13 |
| RSR-3048 | PRC-4843 | 15 Sep | 4 | 90 | 10 |
| RSR-9033 | PRC-6244 | 06 Sep | 4 | 77 | 12 |
| RSR-5427 | PRC-5178 | 05 Sep | 4 | 72 | 2 |
| RSR-8427 | PRC-8345 | 19 Sep | 4 | 73 | 8 |
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.
| Assignment Number | Resource | Project | Start Date | End Date | Allocation Pct |
|---|---|---|---|---|---|
| ASS-10566 | RSR-1421 | PRJ-46246 | 20 Sep | 27 Sep | 77 |
| ASS-39706 | RSR-6543 | PRJ-45613 | 16 Sep | 25 Sep | 64 |
| ASS-48447 | RSR-8781 | PRJ-14111 | 25 Sep | 03 Oct | 100 |
| ASS-61160 | RSR-5306 | PRJ-29664 | 21 Sep | 26 Sep | 89 |
| ASS-73846 | RSR-9815 | PRJ-70002 | 26 Sep | 28 Sep | 82 |
| ASS-75429 | RSR-1720 | PRJ-90210 | 07 Sep | 09 Sep | 82 |
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.
| Rate Card Code | Practice | Region | Effective From | Effective To | Approved By |
|---|---|---|---|---|---|
| RCC-328 | PRC-5304 | Northeast | 14 Sep | RSR-9806 | |
| RCC-657 | PRC-7944 | Southeast | 16 Sep | RSR-5502 | |
| RCC-688 | PRC-6851 | Midwest | 17 Sep | RSR-7467 | |
| RCC-757 | PRC-6887 | West | 10 Sep | RSR-7903 | |
| RCC-270 | PRC-3556 | South | 15 Sep | RSR-7125 | |
| RCC-644 | PRC-3775 | National | 05 Sep | RSR-5822 |
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 | Week Start | Base Hours | PTOHours | Available Hours | Allocated Hours |
|---|---|---|---|---|---|
| RSR-8426 | 13 Sep | 16 | 11 | 2 | 15,014.28 |
| RSR-5235 | 18 Sep | 12 | 9 | 7 | 19,000.99 |
| RSR-9229 | 15 Sep | 14 | 13 | 16 | 24,419.97 |
| RSR-6743 | 24 Sep | 12 | 5 | 14 | 36,084.54 |
| RSR-7607 | 13 Sep | 4 | 14 | 6 | 3,819.75 |
| RSR-2798 | 11 Sep | 8 | 16 | 12 | 26,048.94 |
Active SkillCertifications expiring in the next 90 / 180 / 365 days with Resource, Issuer, ExpiresAt, EvidenceURL. The training-and-renewal pipeline.
| Resource | Resource.Practice | Resource.Primary Role | Resource.Location | Proficiency | Last Used At |
|---|---|---|---|---|---|
| RSR-8097 | RSR-442 | RR-560 | X-10 | 950 | 23 Sep |
| RSR-5649 | RSR-891 | RR-315 | K-9 | 310 | 28 Sep |
| RSR-4841 | RSR-650 | RR-309 | T-20 | 680 | 10 Sep |
| RSR-9301 | RSR-546 | RR-656 | X-24 | 120 | 24 Sep |
| RSR-7066 | RSR-969 | RR-678 | J-5 | 770 | 24 Sep |
| RSR-8130 | RSR-502 | RR-301 | Z-21 | 580 | 17 Sep |
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