Planner & Resources

Who works on what, when — at a glance

See capacity, skills and allocations of your whole team on one timeline, so staffing decisions stop being guesswork and overload is visible weeks ahead.

Sound familiar?

Staffing by gut feeling

Who is free next week? The answer comes from asking around, not from data.

Overload shows up as burnout

Some people are booked at 130% while others wait for work — and you notice only when it hurts.

The right skills, in the wrong place

The expert for a topic sits on another project because nobody could see who knows what.

How it works

  1. 01

    Capture your team

    Employees with workload, absences and skills — the basis for every plan.

  2. 02

    Allocate to projects

    Drag people onto projects and weeks on the planner timeline.

  3. 03

    Balance early

    Over- and under-utilization is highlighted, so you rebalance before deadlines slip.

Built for the way your firm works

Plan associates and paralegals across matters and see who has capacity for an urgent mandate — including absences and part-time workloads.

What you get

Team timeline

Capacity and allocations of everyone, week by week, on one screen.

Skills-based staffing

Find the right person by skills and experience.

Absences included

Holidays and absences reduce capacity automatically.

Utilization warnings

Spot over- and under-utilization weeks in advance.

Shareable views

Share a read-only planner link with clients or partners.

Resource profiles

Workload, skills and allocations per employee.

Works hand in hand with

Frequently asked questions

Are absences considered in planning?+

Yes. Absences from the HR module reduce available capacity on the planner.

Can I plan by skills?+

Yes. Employees carry skills and skill categories, so you can staff projects by expertise.

Can people outside the firm see the plan?+

You can share a read-only planner view via link, for example with a client or partner.

Does it handle part-time employees?+

Yes. Capacity follows each employee’s workload, so part-time staff are planned correctly.

How does planning relate to time tracking?+

The planner shows what is planned; time tracking shows what was done. Together they show whether projects run as planned.

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    Resource planning & capacity management for firms | Avidia Cockpit