Available List
The available list, allows managers to quickly see which consultants are available for new projects, making it easier to allocate resources with the right skills efficiently and reduce time to find a consultant without an assignment.
Book the consultant directly from this view or create an event by click on the name.
Go to the planner and Available tab to see the list.
Why the Available List is Needed
Availability: Provides a clear overview of which consultants are available for new assignments.
Planning: Helps plan internal projects and skill development during periods without client assignments.
Efficiency: Reduces financial losses and maintains high morale by keeping consultants engaged and productive.
How to work with the list
Use the filter options to make your search more relevant to what you are looking for.
Roles show if the consultant is booked on any roles. Hover over the dots to see more information.
Green - Definitely booked
Blue - Preliminary bookedLocation of consultant.
Available from - based on the date on the user's details.
The availability is shown for today and the period in the filter.
Available Filter:
Period - See availability during the chosen period.
Teams
Office location
Availability - use min and max to find a match
Absence
Skills
Export the list
Click on the button at the bottom of the page to export the list to Excel. Only the filtered result will be exported.
Use the drawer to book event or role
Click on the name to open the "drawer" - here you can see profile details, see booked roles/ book roles and create an event.
