Resource planning
Plan who works on what and when — positions, allocations, capacity, and staffing.
- What are Positions and Allocations?Positions and Allocations are the two layers Operating uses to plan work on a project — a Position defines who holds a role, and Allocations define when and how much they're planned to work.
- What is allocation probability?Allocation probability lets you discount tentative work by how likely it is to happen — so capacity plans and revenue forecasts reflect the real shape of your pipeline, not just a best case.
- What is time off?Time off in Operating is how leave — holidays, vacation, sick days, and other absence — is planned for your people. It removes a person's availability so that capacity, cost, and revenue all reflect when someone isn't working.
- What is capacity and how is it calculated?Capacity shows how much of a Person's working time is booked versus available — built from their working hours, adjusted for time off, holidays, and employment dates.
- Capacity in action: reading time off and overbookingA worked example of how Operating reads capacity when time off and project work overlap — and how to fix an overbooked week.
- How to find available people for a projectNew work incoming – who can do it?
- How to staff a project from scratchStarting point: A brand new project appears. If you're using a CRM integration, the project may already exist as a tentative project synced from a deal.
- How to manage allocationsIn Operating, work on a Project is organized into two layers: Positions and Allocations. A Position is a role a Person holds on a Project. An Allocation is a block of planned time assigned to that Position for a specific date range. One Position can have many Allocations.
- How to move, reassign, or remove a positionHow to manage Positions after they've been created — changing who fills them, editing their requirements, and moving them between projects.
- How to add and manage allocations in the People TimelineThe Timeline is an overview of who’s working on what and when.
- Timeline layout and settingsResource planning in Operating happens in the timeline view.