The steps
- Likely work and roles from open opportunities
- Skills, certifications and availability for every person
- Tentative bookings while the deal is still open
- Firm bookings when the contract is signed
- Clashes and overallocation flagged before they happen
- Time recorded against the bookings
- Utilization by person, team and practice
- Gaps that tell you when to hire or bring in contractors
Where it usually breaks
The resourcing spreadsheet. Sales knows what is coming but not who is free. Delivery knows who is free but not what is coming. The spreadsheet that tries to join them is out of date by Tuesday, and the first sign of trouble is an overbooked consultant or an idle bench.
How Perspectiv connects it
The pipeline, the people and the projects share one record. Open opportunities create expected demand by role. People carry their skills, certifications and availability from People. Bookings move from tentative to firm as deals close, and recorded time shows how the plan turned out.
See the resource planning guide and how to measure utilization for the thinking behind it.
The modules it uses
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- CRMBeta Q2 2027
Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- WorkforceComing soon
Employee, contractor and subcontractor records, jobs, positions, an org chart and issued equipment.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- Reporting & analyticsPlanned
Operational and financial reports, dashboards and KPIs across every area, with drill-down to the records.
Questions
Can we include contractors and subcontractors?
Yes. Employees, contractors and subcontractors are all in Workforce, so they can be booked the same way.
Does it plan from the pipeline, or only from signed work?
Both. Open opportunities create tentative demand, which becomes firm when the contract is signed.
When can we use this?
The private beta opens in Q2 2027 with Knowledge hub and CRM, with the framework underneath. The other modules in this process join as they are ready, and each one plugs into the same record.