Overbooking shows up before the plan goes out.
The plan starts from the project budget and takes leave, holidays and other projects into account before it goes out. When two managers want the same person in the same week, the second sees the conflict before they can submit their plan.
One person, two promises
Today, in many firms
- You find out who has time by asking around on chat.
- Two managers promise the same person, each in good faith.
- Leave turns up after the deadline was promised.
- Overbooking is discovered in the timesheet, at month-end.
With FuseCRM
- The plan starts from the budget, by level and by week.
- Capacity accounts for leave, holidays and other projects.
- A plan over someone’s capacity can’t be submitted.
- The decision stays on record.
Promises your team can keep
See what needs covering before you look for people
The plan starts from the project budget. At any point you see what’s budgeted, what’s planned and what already has a person assigned, as well as what hasn’t been planned yet.
Know who actually has time
Each person’s availability accounts for leave, holidays and what other projects have already booked. You see the shortfall before you allocate anyone, not at month-end.
Even after submission, the conflict reaches whoever decides
If someone’s availability changes after submission (approved leave, a public holiday), the approver sees where and by how much, and decides before the deadline reaches the client. The decision stays on record.
A plan that asks more of someone than they can carry doesn’t go for approval.
The details, on your own team
Every firm splits its people differently, so we show planning on your own structure.
- How a conflict between two managers gets resolved
- How you borrow people from another service line
- What happens when you change an already-approved plan
- How the plan ties into timesheets and work in progress
Firms where people are the resource
Architecture / engineering
Teams on project phases, without one late phase wrecking the plan for the rest.
See the solutionConsulting / IT
Consultants on several projects at once. Know who has time before you promise a deadline.
See the solutionAgency
People split across clients and campaigns, without promising the same person twice.
See the solution