Phase 3 · Resource Planner

Who is on what, and who is free next week.

One view of every person across every project for the next twelve weeks: load, skills, leave and bench. Book people onto projects, test moves before you make them, and keep everyone under 100%.

Try free for 30 days Connect with sales
Resource Planner/Delivery/Next 5 weeks
2 on bench
PersonW45W46W47W48W49
Rohan M.Backend118%121%116%96%88%
Ishita K.Backend112%115%104%90%80%
Priya T.Flutter96%100%98%92%90%
Sahil G.React72%80%84%88%90%
Aman V.Node.js40%45%60%100%100%
Neha V.QA30%30%64%100%100%
Over 105%80-105%50-80%Bench
12 weeks ahead
Load by person, team and skill
Bench view
Who is free and from when
Tentative bookings
For deals still in the pipeline
What-if moves
See the effect before you commit
What you get

Everything in Resource Planner

Load heatmap

Every person, every week, coloured by load. Over 105% shows amber, the bench shows grey, so problems jump out.

Skill search

Find a free React Native developer with fintech experience for three weeks from the 18th, in one search.

Bench tracking

People with no billable work are listed with their skills and the date they became free, so bench time is short.

What-if moves

Drag a person between projects and see both projects’ forecast dates and margins change before you save.

Pipeline bookings

Hold people softly for deals likely to close. Tentative bookings are shown hatched and do not block others.

Leave and holidays

Approved leave and regional holidays reduce capacity automatically. No more plans that assume people never rest.

Skills and levels

Keep a simple skills matrix with levels. It is updated by managers and visible to the people it describes.

Role-based planning

Plan early projects by role, such as "2 backend, 1 QA", and name the people later.

Team and business unit views

Group by team, location or business unit to plan hiring and contractor needs.

How it runs

A week in Resource Planner

  1. 1Monday load check
    Resource managers open the heatmap. Amber cells show who is overloaded and which projects caused it.
  2. 2Find the right person
    Skill search lists people with matching skills and free hours, including those on the bench.
  3. 3Test the move
    A what-if move shows the effect on both projects: one go-live comes back on track, the other stays within its buffer.
  4. 4Book and tell
    The booking is saved and the person and both project leads are notified. Timesheets pick up the new project automatically.
AI Project Health/Logistics App/Week 6
At risk
Effort used54%
Work done38%
Budget burned51%
Backend team load118% · 3 weeks
Forecast

Go-live slips about 3 weeks if nothing changes.

Why

  • Effort is 16 points ahead of progress
  • 2 change requests built, not signed off
  • Backend APIs block the mobile app
See suggested moves
Driven by project health

Move people where the risk is.

AI Project Health shows which projects are slipping because of load. Resource Planner shows who can help. Together they turn a late-night escalation into a Monday decision.

  • Suggested people ranked by skills and free time
  • Projects that are ahead can safely lend people
  • Every move is recorded with its reason

Works hand in hand with

AI Project Health

Early warning on slip, load and scope

Timesheets

Daily hours by task, with approvals

Profit View

Margins, utilisation and forecast

Final milestone

Every plan starts
with a signature.

Sign off on your own kickoff. Import a live project, invite the team, and watch the first timesheets turn into an invoice before the month closes.

Project charterAwaiting sign-off
Project
Your next client project
Kickoff
Today
Workspace
30 days free · up to 25 people
Go-live
The date you promised the client
Delivery head
Sign off and start Connect with sales