A practical guide to resource planning
Build a repeatable way to connect project demand, people, availability, skills, and allocation decisions across a growing organization.
Read guideGuides
Practical guidance for project and resource planning.
Find practical advice on planning projects, sharing work, and tracking costs.
Choose a practical planning guide.
A practical guide to capacity planning
Calculate usable capacity, compare it with dated demand, and resolve future gaps before teams become overcommitted.
Read guideA practical guide to resource allocation
Translate approved demand into dated assignments without hiding overload, uncertainty, or competing priorities.
Read guideA practical guide to project profitability
Connect commercial terms, recognized or forecast revenue, delivery cost, expenses, and remaining effort to understand project margin.
Read guideA practical guide to planned versus actual project tracking
Compare estimates and recorded delivery evidence in a way that improves forecasts without turning variance into individual surveillance.
Read guideA practical guide to resource demand forecasting
Turn confirmed work and weighted opportunities into a dated view of the roles, skills, and capacity an organization may need.
Read guideA practical guide to agency utilization
Measure how available time is used while protecting sustainable delivery, necessary internal work, and the commercial context behind each number.
Read guideA practical guide to project risk management
Find material uncertainty early, assess it consistently, and turn each accepted risk into an owned response and review date.
Read guideA practical guide to AI for project delivery
Use AI to summarize and explain authorized project evidence while keeping important delivery, staffing, and financial decisions with people.
Read guideHow to calculate team capacity across multiple projects.
A practical method for turning schedules, leave, internal commitments, and project allocations into a capacity view managers can use.
Read guideResource planning vs project management: what is the difference?
Understand how work planning and people planning answer different questions, and why delivery improves when the two stay connected.
Read guideBuild a weekly capacity view your team can trust.
Start with the time people can actually work, then subtract leave, holidays, internal commitments, and existing project allocation. Review the result by person and across the team before accepting more work.
Set working schedules
Record the normal working pattern for each person instead of assuming every week is identical.
Apply known time away
Include approved leave and organization holidays in the period being planned.
Add internal commitments
Reserve recurring time for support, learning, management, and other non-project work.
Connect project allocation
Add the capacity already reserved across active and upcoming projects.
Review the gap
Compare remaining availability with open project demand and resolve conflicts before confirming commitments.
Define demand before choosing a person.
A useful resource request describes the role, skills, proficiency, dates, and capacity needed. That keeps project demand visible while a resource manager compares suitable people.
- ✓Separate project demand from the final assignment
- ✓Compare skills and role fit
- ✓Check availability across the whole period
- ✓Review current project commitments
- ✓Record why a candidate was selected or declined
Keep planned and actual work comparable.
Preserve the original estimate, current estimate, assigned work, recorded time, progress, and remaining effort. The differences show where understanding changed and where the next delivery decision needs attention.
Use explanations as decision support.
A useful AI explanation identifies the evidence behind a risk or recommendation. Review capacity gaps, blocked work, estimate changes, milestone movement, and budget movement before applying an important change.