Know when you're full, and what to do about it.
Every client against the hours you have. See how full you are, when a slot opens, and what one more client or a contractor does to your week and your margin.
Know how full you are
Every client, stacked against the hours you have. See what's booked, what's free, and what it's worth at any date.
See who has room, and when
A lane per person, and every end date and renewal on one plan, so you know when a slot opens before it does.
Test the decision before you make it
Win the pitch, lose a client, bring someone on. Stack the moves on your plan and see booked hours, bench, and margin move before you decide.
See every client against the hours you have.
Every client is a ribbon, as thick as the hours it takes, stacked against your capacity. Hover any date to read what’s booked, what’s free, and what it’s worth. Retainers renew and projects end on their date, so you can see when a slot opens.
Pause, ease, or push a client, and the plan adjusts around it.
A client goes quiet, then wants a push. Pause, ease, or boost them for any stretch, and the rest of their plan rebalances while the whole-practice chart redraws with it. You see where it lands before you save, and every change is dated and noted.
How engagements pace themselvesCan you afford the hire? What if the big client leaves? See it before you decide.
The decisions you make every week: can we take this on, can we afford to bring someone in, what happens if our biggest client walks. Stack the moves on your real plan and watch booked hours, bench, top client, and margin move. Nothing is saved until you decide.
Margin needs cost rates and the See costs & profit permission. With See billing alone, you get a billable forecast instead.
See who’s overbooked and who has room.
A lane per person. Over the line is red, under it is time you can sell, and each one gets a verdict: on pace, overbooked, or free hours. Open anyone to see their engagements, and staff, adjust, or set a goal from there.
Put the free hours on the work that needs them.
Open an engagement and your team is listed by who has the most room. Tap someone and their hours fill the gap, up to what they have free. Contractors and freelancers go on the plan like anyone else, without ever seeing your rates, and anyone staffed without access is flagged.
How collaborators workSee planned hours against tracked hours, for the whole practice.
Every period shows what you planned and what the practice tracked. Over plan is red, under plan stays neutral, and Estimate drift adds it up, so a plan that’s slipping shows up midway, not at quarter end.
Plan your people. Keep the margin.
Capacity Planning is on from your first seat. You and your first project are free.
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