Team Planner
Ensure the right employees are assigned to the right work without being overbooked
- See resource availability and utilization to realistically allocate resources
- Identify and escalate resource over-allocations even before they occur
- Adjust allocations to resolve conflicts
Flexible Allocations
Allocate to the level you need when you need it
- Start with role-based allocations for rough effort estimations, then staff individuals by roles, skills and availability when ready
- Allocate by person days, full-time equivalent (FTE) or hourly based on what fits your needs
- Customizable allocation view options include on a weekly, monthly or quarterly basis using a grid or flexible mode


Role-Based Planning
Use roles as a placeholder for individual employees
- Estimate and adjust effort needed for new demands based on roles
- Allocate capacity to roles for planning purposes
- Reserve role capacity across departments for cross-functional projects
Staff Roles
Choose specific people who are right for each project role
- Choose individuals based on role, skills and availability
- Staff individuals to projects for pre-selected project teams
- Maximize resource utilization by matching the most qualified and available employees to the most important projects


Allocation Heat Map
Quickly identify allocation issues
- Configure your thresholds that define over and underallocations
- Use the heat map to spot overallocations
- Discover which resources have available capacity
Resource Scenario Planning
Test options to resolve resource bottlenecks
- Instantly see and test alternatives for employees who are overbooked or projects that need more capacity
- Simulate ways to maximize your resource utilization
- Create plan alternatives like finding available resources or adjusting project scheduling to avoid overbooking employees


Resource Pool
See and edit information on employees and roles
- Capture capabilities, departments, costs and working hours of internal and external resources
- Plan high level using role capacity instead of individual employees
- Import employees directly from your HR software
Calendars and Absences
Customize calendars for accurate capacity planning
- Choose the calendar for your region and customize holidays to fit your organization
- Define hours and full-time equivalent (FTE) value
- Enter individual absences such as vacation, sick time and leaves
