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, project managers, principals
Dashboard Explained
Forward loading (residual relative to capacity) by office, with supporting project-residual and staff-capacity tables. Forward Loading is the operational view behind the firm-wide Forward Loading figure on Planning Overview — it shows which offices, projects, and staff are contributing to the loading position.
How to use it
Use Forward Loading to see which offices are driving the firm-wide loading figure on Planning Overview. Sort the office table by Loading vs Target % to find where residual is heaviest relative to capacity. Cross-reference the project table to see which specific projects hold the largest positive residual, and the staff table to check whether target or gross capacity is the binding constraint. This page doesn't show a week-by-week staff-to-project allocation grid — for that level of scheduling detail, check Total Synergy's resource plan directly.
Understanding your data
Key Fields | How it's Calculated |
Forward Loading by Slice | Loading value (residual relative to capacity), broken out by the selected Slice By dimension |
Office table | Net Residual, Target Capacity, Loading vs Target %, Gross Capacity, Loading vs Gross % — one row per office |
Project table | Project Number/Name and Net Residual (Positive Only) — one row per project |
Staff table | Staff Name, Target Capacity, Gross Capacity — one row per staff member |
Visuals
Forward Loading by Slice (bar)
Office table (Net Residual, Target Capacity, Loading vs Target %, Gross Capacity, Loading vs Gross %)
Project table (Net Residual, Positive Only)
Staff table (Target Capacity, Gross Capacity)
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
Slice By: choose the dimension for the aggregated graph visuals