📊 Resource Planning & Asset Management

See who is available before
you need to scramble

Real-time employee availability across all projects and shifts. Asset deployment status. Bench visibility. Capacity gaps that trigger hiring before deadlines slip. All connected to your project assignments in the Work module.

Resource availability viewAsset availability trackingUtilisation reportingBench visibilityCapacity gap alertsHire-trigger from gaps

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CrmLeaf HRMS - Resource Planning

78%

Team utilisation

22%

Available capacity

Assets deployed

Resource availability - December

ENG

Engineering - 42 engineers

38 allocated · 4 available

90% utilised

SAL

Sales - 18 reps

14 on active accounts · 4 bench

78% utilised

OPS

Operations - 24 staff

20 on projects · 4 available

83% utilised

Available laptops6 of 48

Capacity alertEngineering team fully allocated by Jan 15 · 3 open roles created in Recruitment

How it works

Step by step - from setup to outcome

Project assignments in Work module feed resource availability automatically

When a project manager assigns an employee to a project in the Work module (with start date, end date, and allocation percentage), that allocation appears immediately in the Resource Availability view. No manual resource register to maintain. The availability data is always current because it comes directly from active project assignments.

Resource AvailabilityWork module feedReal-time sync

View team utilisation - by department, skill, and date range

The Resource Availability view shows every employee's current and upcoming allocation. Filter by department, skill set, location, or date range. See who is 100% allocated until March vs who has 40% capacity available next month. Sort by availability percentage to find the right person for an incoming project before you over-hire or over-promise on delivery timelines.

Why this matters: Most project delivery delays trace back to over-allocation - people assigned to new projects without visibility into their existing commitments. CrmLeaf makes every allocation visible before the assignment is made.

Utilisation viewDepartment filterSkill filterDate range

Asset availability - track what is deployed and what is available

The Asset Availability view shows every company asset assigned to an employee vs assets in the pool. Laptops, phones, access cards, vehicles, specialised equipment - all visible with assignment date and expected return date. Before onboarding a new employee or project, check asset availability without an asset manager spreadsheet or a request email to IT.

Asset AvailabilityAsset pool viewReturn date tracking

Capacity gaps trigger hiring - directly from Resource Planning

When the Resource Availability view shows a team approaching 100% utilisation over the next 60–90 days, managers can raise a headcount request directly from the interface. This creates a job opening in the Recruitment module - pre-filled with department, required skills, and target start date. The hiring-to-delivery gap is eliminated because planning and hiring are in the same platform.

Capacity alertsHeadcount request → Recruitment60-day visibility

Key capabilities

Everything in the Resource Planning module

👥

Employee resource availability

Real-time view of every employee's current and future allocation - by department, team, skill, and date range. See who has capacity before you commit to a new project or deadline.

💻

Asset availability tracking

Deployed vs available assets visible in one view - laptops, phones, vehicles, access cards, and any other tracked equipment. Check availability before ordering new assets or onboarding new hires.

📊

Utilisation reporting

Department and individual utilisation rates - current, trended, and forecast. Identify chronically over-allocated teams before burnout follows. Identify under-utilised capacity before it becomes a cost question.

🔍

Skill-based resource search

Search available employees by skill set - React, Python, Arabic-speaking, GCC-based, PMP certified. Skills recorded in the Employee and Recruitment modules power this search.

⚠️

Capacity gap alerts

Configurable alerts when a team's utilisation forecast crosses 85% or 90% over the next 30, 60, or 90 days - giving HR and management lead time to hire before the gap becomes a delivery problem.

🎯

Hiring trigger from capacity view

Raise a headcount request directly from the Resource Availability view. The request pre-fills department, skills, and target start date - creating a job opening in the Recruitment module with one click.

Platform integration

Resource Planning bridges Work (project assignments) and Recruitment (hiring decisions)

Employee Records provides skills and availability. Work module provides project assignments and allocation percentages. Resource Planning makes the combined view visible. When capacity runs low, it triggers Recruitment - completing the loop.

From

Employee Records

→

From

Work Module

→

This module

Resource Planning

→

Recruitment

→

Reports

60d

Lead time visibility for capacity gaps - so hiring starts before delivery timelines are at risk

Zero

Separate spreadsheets to maintain for resource tracking - live data from project assignments

1-click

From capacity gap identified to job opening created in Recruitment - direct trigger

100%

Asset assignment history maintained - who had what, when, and in what condition from day one

Tutorial: Set up your first resource availability view

Connect project assignments, view team utilisation, and create your first capacity-triggered headcount request.

Read tutorial →

Questions

Resource Planning - FAQ

Resource availability is calculated from active project assignments in the Work module. When a project manager assigns an employee at 80% allocation from January to March, that employee shows as 80% allocated and 20% available in the Resource Availability view for that period. Availability is updated in real time when assignments are created, extended, or closed.

Yes. The resource search allows filtering by skill, department, location, and date range. Skills are recorded in Employee Records and the Recruit module - so a search for "React developer available in February with 50%+ capacity" returns matching employees instantly. This replaces the common practice of asking around on Slack to find who is free.

Yes. The Asset Availability view shows every tracked company asset - assigned to an employee or available in the pool. Filter by asset type (laptops, phones, vehicles), location, or department. Assets approaching return dates are flagged automatically. New asset orders can be triggered from the same view when pool inventory runs low.

When the utilisation forecast for a team or department crosses the configured threshold (e.g. 85% utilisation over the next 60 days), managers can raise a headcount request directly from the Resource Planning view. This creates a draft job opening in the Recruitment module - pre-filled with department, required skills from the resource gap, and the target start date needed to cover the capacity shortfall.

Related modules