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 by role, office and week. Capacity Planning is the medium-term resourcing tool — it shows where capacity shortfalls or surpluses are expected in the next 1–3 months so that recruitment, redeployment, or workload decisions can be made before the gap arrives.
How to use it
Use Capacity Planning monthly to look ahead at where resourcing pressure is building. If a specific role shows a sustained negative gap over multiple weeks, that is the signal to begin a recruitment process — lead times typically mean you need to start 6–8 weeks before the gap arrives. If there is a surplus in a particular grade, consider whether those staff can be redeployed to projects in other offices or whether workload phasing can be adjusted. Pair with Forward Loading to confirm which specific projects are driving the demand peaks.
Understanding your data
Key Fields | How it's Calculated |
Available Capacity (Hours, Forward) | Total contracted hours for all active staff across forward periods, adjusted for confirmed leave. Represents the maximum available supply of hours |
Planned Demand (Hours, Forward) | Total hours allocated in the resource plan on all active project stages for forward periods. Represents known, planned workload |
Capacity Gap (Hours) | Available capacity minus planned demand. A positive gap means unallocated capacity; a negative gap means the resource plan exceeds available hours |
Capacity Gap by Role | Capacity gap broken down by staff role or grade. Used to identify whether shortfalls are concentrated in specific skill levels |
Target Utilisation Buffer | Available capacity multiplied by the target utilisation percentage. Planned demand should sit within this range — too far below means under-utilisation risk, too far above means capacity risk |
Weeks in Deficit | Count of forward weeks where planned demand exceeds available capacity. More than 2 consecutive deficit weeks typically triggers a recruitment or contractor conversation |
Filters
Period: Forward date range (typically 4–13 weeks)
Office: Filter to one or more offices
Role / Grade: Filter to a specific staff classification