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
Resourced hours by slice and by month, viewable as hours, FTE, % of capacity, or charge value. Resourcing Overview is the planning team's weekly check-in tool — it shows the volume of forward work already resourced and lets you switch basis depending on whether you're thinking in people, time, or dollars.
How to use it
Review Resourcing Overview at the start of each week. Switch to % Capacity to see at a glance which offices or teams are lightly loaded for the coming weeks versus fully committed. A slice with low % Capacity for the next 2–4 weeks either needs project work allocated or should be flagged as available for new work. Drill from Slice into individual Staff Name rows in the table to see who specifically is under- or over-loaded. For a project-by-project breakdown, use Forward Loading.
Understanding your data
Key Fields | How it's Calculated |
Resourced Hours by Slice | Total resourced hours (or FTE / % Capacity / Charge, per the toggle), broken out by the selected Slice By dimension |
Resourced Hours by Month | Same measure, trended monthly |
Slice × Month table | Same monthly figures in table form, drillable by Slice → Staff Name, with a Total row |
Visuals
Resourced Hours by Slice (bar)
Resourced Hours (trend, monthly)
Slice × Month table (Slice → Staff Name drill down)
Filters
Office: filter by office
Team: filter by team
Primary Rate: filter by primary rate category
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Chargeable: Yes includes only chargeable staff; No excludes chargeable staff, showing non-chargeable staff only
Hours / FTE / % Capacity / Charge: switches the basis of the whole page between raw hours, FTE equivalent, percentage of capacity, or dollar charge value