Note: Only users with Manager-level permissions within your company can access this information.
Planner Overview
The planner includes tools for managing allocation, availability, and capacity:
Forecast
Timeline
Delivery Rate
Available
When you click on an employee's name within the planner, a drawer will appear, displaying detailed information about the employee, such as employment details, CVs, and team membership. You can also filter by roles, events, and skills. Furthermore, the planner allows you to assign roles to employees, add new roles, or create events directly from the interface.
Forecast
Utilization Forecast
Gain a yearly overview of utilization for the company, business units, or teams. Data can be displayed in weekly or monthly views, including definitive bookings or a combination of definitive and preliminary bookings.
Availability Forecast
Visualize consultant availability to identify resource gaps before they occur. This helps allocate consultants to projects that match their skills and expertise, ensuring efficient resource management.
Capacity Forecast
Make data-driven decisions on resource allocation, workload balancing, project planning, hiring, and scaling. By understanding employee capacity, businesses can improve performance, enhance employee satisfaction, and create a strong foundation for growth.
Filter possibilities
In the utilization and availability employee views and the capacity view, you can use team, tag, location and skills as a filter. In the skills search you can choose OR/AND logic.
Filter Options
Filters are available in utilization, availability, and capacity views. You can filter by:
Team
Tag
Location
Skills
For Skills, use OR or AND logic to refine search results.
Timeline
The timeline offers multiple viewing options:
My Teams: Displays teams where you are responsible.
All Teams: Provides an organization-wide team view.
Employees/Subcontractors: Lists employees or subcontractors.
In Employee View, consultants are ranked by availability (most to least) to help prioritize resources for upcoming projects. Other views display booked roles by team and allow you to easily update role details, such as dates.
To expand a team's details, click the arrow next to the team name.
Delivery Rate
The Delivery Rate view enables efficient role management:
Book
Pin
Edit
Duplicate
Remove
You can also filter by customer or owner team. This view provides a clear visualization of customer projects and calculates assigned role coverage.
Example:
Go to Planner > Delivery Rate in the menu.
Filter by a customer (e.g., BankingCompany).
Expand a project (e.g., Website Implementation) by clicking the arrow next to it.
Details:
The project has one assigned role (100% utilization, displayed in green) and one unassigned role (displayed in red).
The delivery rate is calculated by dividing the extent of assigned roles by the total roles:
To modify a role, click the three dots next to it and choose the desired action.
Available
In the Available View, you can see all your available employees. Filters allow you to refine the view by:
Period
Teams
Office Location
Availability Percentage
Absence
Skills
Tags
In the example shown, the view is filtered for a six-month period. To the right, you can see that the employee is 100% available today as well as throughout the entire six-month period. Under Today, it also specifies Period for clarity.
Additionally, a blue circle indicates if the employee is preliminarily booked.
