Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner
Resource Allocation Planner

Resource Allocation Planner

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  • Assign 25 Team Members Across 20 Projects
  • Leave-Aware Capacity & Auto Conflict Detection
  • Color-Coded Utilization Flags & Three Charts
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Overview
Staff Every Project With Realistic Capacity

The Resource Allocation Planner is your comprehensive solution for staffing projects, from assigning the work to balancing the workload.

With features like leave-aware capacity, utilization flags and automatic conflict detection, it shows who is stretched and who has room.

Dashboard Tab
See Whether Your Team Is Stretched

Five Filters: Team member, project name and role, plus a start and end date.

Eight Headline Figures: Members, projects, allocations, allocated hours, active allocations, conflicts, over-utilized members and average utilization.

Three Charts: Team capacity utilization, project resource demand, and a conflict timeline.

Allocation Entry Tab
Assign The Work, The Rest Fills In

Auto Allocation IDs: Each row is numbered as AL-0001 and on.

Auto-Filled Details: Pick the project and member; dates, role and hours appear for you.

Calculated Totals: Duration in days and weeks, plus total allocated hours.

Color-Coded Status: Active blue, Completed green, Upcoming plain; out-of-range dates red.

Availability Tab
Record Time Off, Keep Capacity Realistic

Auto Leave IDs: Each entry is numbered as LV-0001 and on.

Leave Details: Team member, leave type, dates and a reason.

Partial Days Count: Hours come from the leave type, so part-time removes only the hours lost.

Status Follows Today: Active green, Upcoming blue, Past plain; end dates before the start turn red.

Utilization Tab
Who Is Stretched, Who Has Room

Nothing To Fill In: The whole tab calculates itself.

Per Member: Role, weekly hours, allocated hours, leave hours, net available hours and utilization.

Three Flags: Over Utilized above one hundred percent in red, Optimized from seventy-five in green.

Under And Unavailable: Below seventy-five shows amber; no hours left reads Unavailable, On Leave.

Conflict Log Tab
The Tool Finds The Problems For You

Auto Conflict IDs: Every conflict is listed for you as CF-0001 and on.

Overlapping Assignments: The same person booked on matching start or end dates.

Over Utilized: An allocation belonging to someone above one hundred percent.

Resolution Notes: The only column you fill in — how each conflict is being handled.

Settings Tab
The Control Center For The Whole Tool

List up to 15 roles, then add up to 25 team members with their role and weekly hours.

Add up to 20 projects with start and end dates, plus up to 10 leave types.

Every dropdown and calculation elsewhere reads from here.