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Available list - Planner
Available list - Planner

Available List provides an easy overview of who is available and who is not.

Ellen Rydberg avatar
Written by Ellen Rydberg
Updated over 6 months ago

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.
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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 booked

  • Location 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.

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