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People Planning RESOURCE PLANNING
AB
Alex Brown Resource Manager

Dashboard Overview

Global Filters:
Active Projects
— Technology portfolio roadmap
Active Resources
— Named personnel pool
Hiring Gaps
— Open unfilled vacancies
Total Forecast Cost £
— Forecast across timeline
Monthly Financial Forecast Rollup (GBP)
Monthly FTE Deployed (by type)
Top Forecasted Projects
Resource Health Overview

📅 Rows represent projects. Expand rows to drill down into week-by-week resources, placeholder allocations, and forecast day rate calculations.

👥 Rows represent individual personnel and unfilled hiring gaps. Cumulative capacity over-allocations (>100%) are highlighted automatically in Glowing Red.

Projects Master

Create and manage all projects here. Budgets are set per financial year — use the Budget FY selector above.

Code Name Business Unit Project Manager Status Start Date End Date Budget Actions
Master Rate Card

Day rates can change over time — each rate has an effective-from date, and costs use the rate that applies to each week. Use the rate-history action to add a rate change.

Name Role Current Day Rate Target % Status Start Date End Date Location History
🔌 Google Spreadsheet Connection

Setup Guide: How to connect your Google Sheet

For this client-side app to access your sheet without OAuth tokens, publish it as a web link:

  • Open your Google Sheet and click File > Share > Publish to Web.
  • Select the respective sheet tab (e.g. Projects) and format as Comma-separated values (.csv).
  • Copy the generated CSV link and paste it into the matching form field below.
  • Ensure the sheet's header columns match the expected names exactly (case-sensitive!).
📤 Admin Direct CSV Upload

Import Named Resources directly into the active browser memory session via CSV files. Perfect for fast testing without configuring Google Sheets.

Expected CSV format headers:

Name,JobTitle,Type,Role,Status,Notes