Resource Planning with Capacity, Allocation and Utilisation
See who has capacity, allocate the right people to the right work, and keep every team neither idle nor overloaded.
Overview
Resource Planning gives delivery leads a clear picture of who is available, what they are skilled in, and how much of their time is already committed. You allocate people to projects for set periods and percentages, and the platform tracks planned against actual hours.
Capacity plans balance available hours against demand so you can staff work with confidence instead of guesswork. Because timesheets, projects and the resource pool share one platform, utilisation and billing stay accurate without spreadsheets.
Explore Business Process Automation →- ✓ Capacity plans that balance available hours against demand
- ✓ Skill-based allocation to the right people and periods
- ✓ Utilisation tracking of planned versus actual hours
- ✓ See who is free, overloaded or on the bench
- ✓ Timesheets feed billing and utilisation automatically
- ✓ Allocation percentages across concurrent projects
Everything Resource Planning gives you
Resource pool
Maintain a master record of people with their skills, cost and weekly capacity.
Skill-based allocation
Assign the right person to the right project for the right period and percentage.
Capacity planning
Match team capacity to the pipeline of upcoming projects so you can commit to work before you staff it.
Utilisation tracking
Compare planned and actual hours to keep billable utilisation healthy.
Timesheets
Capture logged effort per person so billing and utilisation stay accurate.
Cost visibility
Carry each resource's cost rate so allocations show their impact on project margin.
How the agent works with Resource Planning
The Flow-Cognition Agent runs a real loop on your Resource Planning data — grounded in your records, governed and logged.
Sense
Reads capacity, allocations and logged hours for every person.
Decide
Flags overload and bench time, and suggests who fits an open role.
Act
Proposes reallocations for a manager to approve, with every step logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Build the pool
Record each resource with their skills, capacity and cost rate.
Plan capacity
Match available hours against upcoming project demand for the period.
Allocate people
Assign resources to projects by skill, percentage and date range.
Track utilisation
Log time against allocations and compare planned to actual hours.
Where teams put it to work
Staffing a new project
Check who has spare capacity and the right skills before a project kicks off, then allocate them for the exact period needed.
Spotting overload
See when someone is booked past their available hours across concurrent projects and rebalance before burnout or slippage.
Billable utilisation review
Compare billable versus non-billable hours per resource to find where utilisation can improve or where the bench is idle.
The payoff
Right people on right work
Skill-based allocation matches the people you have to the work that needs them.
No hidden overload
Capacity views show when someone is booked past their available hours.
Accurate utilisation
Timesheets flow into planned-versus-actual tracking without spreadsheets.
Profitable delivery
Resource cost rates make the margin impact of every allocation visible.
Questions, answered
Each resource carries a weekly capacity, and capacity plans compare that available time against current allocations, so you can see who is free, fully booked or overloaded.
Yes. Allocations are set as a percentage of a person's time over a date range, so you can split someone across concurrent projects and see the combined load.
Timesheets capture actual logged hours against allocations, and the platform compares those to planned hours to show utilisation and billable ratios per resource.
It shares one platform with projects and timesheets, so allocations, logged effort and billing stay in sync without exporting to spreadsheets.
Each resource has a cost rate, so allocations and logged hours roll into project budgets and show how staffing affects margin.
Related capabilities
Visual Workflow Automation Builder for Business Processes
Draw your process on a visual canvas, set the triggers, and let the platform run every step without a developer.
Approvals and SLA Management with Automated Escalations
Route every request to the right approver, hold each response to an SLA, and escalate automatically before a deadline slips.
Project and Delivery Management with Milestones and Tasks
Plan the work into milestones and tasks, track it on a timeline, and deliver from kickoff to sign-off without losing the thread.
See Resource Planning in your workflow
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