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RESOURCE SCHEDULING

Smarter resource allocation and workload tracking

Keep everybody busy on billable work - but not overloaded - and projects delivered on time and in budget.

Schedule resources based on budgets

Simple drag-and-drop scheduling makes booking time into your team's schedule easy.

  • Control who can make, edit and view bookings. Use work requests or book draft, tentative or confirmed bookings straight into the calendar

  • See the estimated vs remaining time and start and due dates to help you keep jobs on track

  • Book flexible hours spread across several days, a specific time slot or all day, or as recurring bookings

  • Allocate resources against charge codes to make sure time is accurately recorded and billed

  • Colour code or filter views to show specific resources, clients, jobs, etc.

  • Quickly confirm, move or delete all client/job bookings if a job changes

  • Add holidays, absences, training and special events so you can see who's where

  • Manage freelancers by adding to the schedule and consolidating their time across multiple jobs to a purchase order

Work is booked with more intelligence, based on priority, and time is booked based on accurate estimates. 

Image of Susy Combie
Susy Combie Production Manager, ArmstrongB2B

Give your team everything all in one place

No more waiting around to get started... team members can see all the job info they need

  • 'My calendar' view gives each team member their job schedule and any tasks/activities for the day/week/month

  • They can see a job's duration, start and due dates, notes, briefs, documents, and comments, keeping all the details in one place

  • Quickly share a status update using the 'Feedback' tool. For example, 'In progress' shows a smiley face emoji against the booking, 'Complete' shows a tick, 'More time required' sends an email to alert the scheduler and 'Stalled' sends an email to the scheduler and job handler

  • One-click timesheets make it easy for your team to record what's been done against the correct job, using their browser or mobile app

See these features in action

Balance workloads and avoid burnout

Quickly spot where you might have resourcing issues or availability so you can take action.

  • Get an instant view of capacity over the coming days, weeks and months by team, skill or location. The capacity dashboard shows how much time is available, booked and sold, so you know where you have hours to sell or fill and can make data-driven recruitment and freelancer-hiring decisions

  • See how much time each person is booked/available each day or each week, with instant visibility of whether they have availability or are overbooked

  • Track how much time is booked on chargeable and non-chargeable work and holidays vs capacity in a period to make sure you’re on target

  • See how winning new work would impact your resources so you can proactively plan resources. See more on agency capacity management

Agency guides

Agency capacity planning: right people, right place, right time

Easily monitor utilisation and recovery

Synergist gives you an instant view of how well you're utilising and recovering your team's time.

  • View the performance dashboard to see utilisation on chargeable and non-chargeable work by team, resource type or individual. See their chargeable hours and value vs targets

  • Missing timesheet reports let you quickly see when time hasn't been tracked or posted

  • Drill down into where people are spending time and the cost impact. Powerful reporting and analytics let you slice and dice the data you need

  • Track which projects and clients are the most time consuming

  • Instantly see where you're under or overservicing your clients