Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Resource managers, principals, studio managers
Dashboard Explained
Aggregated resource plan versus capacity by office and role for forward weeks and months. Resourcing Overview is the planning team's weekly check-in tool — it shows whether the firm's resource plan covers forward demand and where gaps or over-allocation exist before they become delivery problems.
How to use it
Review Resourcing Overview at the start of each week in the resourcing meeting. Identify roles or individuals with significant unallocated capacity in the next 2–4 weeks and confirm that project work is either being allocated or that a project is expected to commence. For over-allocated staff, review their specific allocations in Forward Loading to identify which projects can be re-sequenced or redistributed. Update the resource plan in Total Synergy to reflect any decisions made.
Understanding your data
Key Fields | How it's Calculated |
Planned Hours (Forward) | Hours allocated to staff on project stages in Total Synergy's resource plan for each forward week or month |
Available Hours (Forward) | Contracted hours for each staff member in forward periods, adjusted for known leave and public holidays |
Allocation % (Forward) | Planned hours divided by available hours for each period. Values over 100% indicate over-allocation; values under the target indicate unallocated capacity |
Unallocated Capacity (Hours) | Available hours minus planned hours for each forward period and staff grouping. Represents time not yet assigned to project work |
Over-Allocation (Hours) | Planned hours in excess of available hours for each forward period. Indicates staff who are scheduled for more work than their contracted hours allow |
Resource Plan Coverage % | Percentage of forward available hours that have been allocated to project work in the resource plan |
Filters
Period: Forward date range (typically 4–13 weeks)
Office: Filter to one or more offices
Role / Grade: Filter to a specific staff classification