Capacity Planner

Capacity refers to the amount of work your team can execute at any given time. It is measured in days. Capacity is planned for each team member individually.

Availability

The total amount of days a team member can work in a given month. Someone working full time will have a capacity of ~20 days per month, considering that s/he will not take vacation days and that there are no holidays in that month.

Allocations

The fact of allocating a certain number of working days to a staff member to work on something.

Remaining

The number days that a staff member can still work based on his/her availability and allocations.

• Remaining > 0 - The staff member can still be allocated work.
• Remaining = 0 - The staff member is at capacity, i.e. you have allocated work to the level of his/her availability.
• Remaining < 0 - The staff member is over booked, i.e. you have allocated more days that s/he can actually work.

Sending a Resourcing Request is a way of booking a set of human resources for future work. It is a compilation of allocations for a period of time: someone working on something for a certain number of days over a period of time.

In Conduite, Resourcing Requests are sent in 2 instances:

• During the Business Development phase when the Sales Team wants to book resources ahead of the signing of contract. They do this directly from the Budget Builder using the Send Resourcing Request Addon feature.
• During the project execution phase when Project Managers send their Project Report Out to update the Capacity Manager on how much capacity they need to finish the project.