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, directors
Dashboard Explained
Forward capacity versus demand in FTE terms, trended monthly across four measures: Revenue Forecast, Resource Forecast, Chargeable FTE, and Chargeable FTE at Target Utilisation. Capacity Planning is the medium-term resourcing tool — it shows where capacity and demand are converging or diverging over the next several months.
How to use it
Use Capacity Planning monthly to look ahead at whether Resource Forecast in FTE is tracking above or below Chargeable FTE @ Target Utilisation. A sustained gap where demand exceeds capacity is the signal to begin a recruitment or redeployment conversation — lead times mean this needs addressing before the gap arrives, not after. There's no breakdown dimension (Slice By) on this page, so use Forward Loading to see which specific projects or offices are driving the demand.
Understanding your data
Key Fields | How it's Calculated |
Revenue Forecast in FTE | Forecast revenue converted to an FTE-equivalent measure, reflecting the Unweighted/Weighted toggle |
Resource Forecast in FTE | Forecast resourcing demand, in FTE terms |
Chargeable FTE | Available chargeable staff capacity, in FTE terms |
Chargeable FTE @ Target Utilisation | Chargeable FTE adjusted to reflect the firm's target utilisation rate |
Visuals
Capacity (line chart, four series, trended monthly)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Team: filter by team
Stage Status: filter by Stage Status
Primary Rate: filter by primary rate category
Project: filter to a specific project
Toggles
Unweighted / Weighted: toggles whether Revenue Forecast in FTE reflects the raw figure or is adjusted by probability