1
Planned allocation is set
Staffing assignments carry expected hours or percentages.
Included in core plan
The Monday-morning report without building it yourself
- ✓Who is booked where, for what percentage, over what date range in one export.
- ✓Compare planned allocation against logged actuals per project.
- ✓Auto-generated weekly staffing view for managers and leadership.
- ✓Exportable for staffing reviews, client updates, and planning cycles.
Resource Allocation
Week 33ProjectPlannedActual
Meridian · Rebrand40h38h
Nova Fintech · Sprint32h41h
Arctis · Retainer20h19h
Vanta · Brand System28h27h
How It Works
From planned bookings and logged time to one report
2
Actual time is logged
Logged work feeds the same reporting record.
3
Planned vs actual is compared
Variance is surfaced automatically for each project.
What You Get
What Resource Allocation Reports actually show
01
Planned vs actual per project
Identify where staffing execution diverged from plan.
02
Filters by team and date
Slice reports by team, person, and period for focused reviews.
03
Exportable output
Export CSV for leadership packs and client-facing reviews.
04
No manual reporting
Replace weekly spreadsheet reconciliation with one generated report.
Included in the core CrmLeaf plan - This feature does not require the Resource Utilization add-on.
Common Questions.
Get the Monday report without building it yourself.
Start your free trial and compare planned versus actual allocation automatically.
Start Free TrialRelated modules
Resource Availability
Check real-time people availability before confirming assignments.
Explore module ->Workload Management
Balance utilization across teams and prevent hidden overload.
Explore module ->Asset Availability
Include equipment and vehicle schedules in project planning.
Explore module ->