← All releases
Foundation™ 2.6 · 1:18 film
Capacity Planner
Capacity Planner shows who has room before you accept the next job.
Proposals, signed projects and open roles share one calendar, so you can staff the next job before it is sold.
What it does
.01
Everyone's week at a glance
Each person's load is shaded against the hours they have, with every project and proposal they are booked on underneath.
.02
Open roles wait for a person
A role you add stays on the calendar as an open row until someone is booked, with one search across staff and contractors.
.03
Drag to change the plan
Drag a booking's ends to move its dates, or right-click to change the hours or mark it firm or tentative.
.04
Time and margin follow
Time cards fill in from the schedule, and each project shows hours sold, booked, used and invoiced.
Newer release: Deal check
Earlier release: Month-end in six steps