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Resource planning: who has capacity

LiveFor: Manager, Partner

Capacity per person per week, over and under capacity.

Resource Planning (from Analytics, or Insights > Resource Planning) shows, week by week, how much budgeted work each person has against their capacity.

Resource Planning for four weeks: Capacity, Planned Budgeted Time, Unplanned Budgeted Time, Available Capacity, staff under and over capacity, and a Team Members table with each person's hours against 37h 30m per week, over-capacity weeks in red.
Resource Planning.
  • Set From and To (or This Week, Next 4 Weeks, Next 3 Months) and the Highlight threshold, then Apply.
  • The tiles: Capacity, Planned Budgeted Time, Unplanned Budgeted Time, Available Capacity and how many staff are under and over capacity.
  • Team Members shows each person, week by week: scheduled hours against capacity, and how much is available or over (in red).
  • Teams adds them up by team.

A job’s budgeted time falls in its planned week, or its due week. A job with neither cannot be placed, and the page says how many there are.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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