The Available List provides a quick and clear overview of which consultants are currently available for new assignments. This helps managers allocate resources efficiently, match the right skills to the right projects, and reduce the time spent searching for unassigned consultants.
From this view, you can book a consultant directly or create an event by clicking on their name.
How to Access the Available List
Navigate to the Planner.
Click on the Available tab to see consultants who are currently unbooked or partially available.
Why the Available List is Important
Availability: Gain instant insight into which consultants are ready for new assignments.
Planning: Identify opportunities for internal projects or skill development during non-client periods.
Efficiency: Keep consultants engaged, reduce downtime, and minimise financial impact by ensuring continuous involvement.
Working with the Available List
Filters
Use the filters to narrow down your search and find the best match:
Period – View availability during a selected timeframe.
Teams – Filter by team membership.
Office Location – Filter by consultants’ office location.
Availability (%) – Set minimum and maximum availability levels.
Absence – Filter based on absence records.
Skills – Search based on specific skills.
Tags – Use tags to further refine your selection.
Overview Details
Roles: Indicates if the consultant is booked. Hover over the coloured dots for more information:
🟢 Green – Confirmed booking
🔵 Blue – Preliminary booking
Location: Shows the consultant's designated location.
Available From: Based on the availability date in the user profile.
Availability Today: Indicates current daily availability (e.g., John Lockne is 50% available today).
Period Availability: Displays average availability over the next three months (e.g., John Lockne is 66% available).
Customising the View
Click the settings icon in the bottom-right corner to customise the columns shown in your overview.
Exporting the List
Click the Export button at the bottom of the page to download the filtered list as an Excel file. Only the consultants matching your selected filters will be included in the export.
Consultant Drawer
Click on a consultant’s name to open the drawer, where you can:
View full profile details
See current and past role bookings
Book a role or create an event
Review skills
Start a discussion
