From demand to a confirmed plan.
Turn opportunities into a realistic plan with the right people, at the right time.
- Understand demandSee project and opportunity demand, with resource needs.
- Find the right fitUse skills, availability and location to find suitable people.
- Check conflictsIdentify unstaffed demand and overallocations before confirming.
- Confirm the bookingCreate firm or tentative bookings and link them to projects.
Plan people, skills and demand with confidence.
Get the visibility you need to make informed staffing decisions.
- Availability and firm or tentative bookingsSee who is available, plan ahead and create firm or tentative bookings on the projects themselves.
- Staffing requests and assignmentsCreate staffing requests, find suitable people and assign them to projects.
- Skills, qualifications and candidate comparisonMatch people by skills and qualifications, and compare candidates for each role.
- Capacity planning and opportunity-driven demandLook ahead across projects and opportunities to plan capacity and spot gaps early.
- Conflict checks before confirmingSpot unstaffed demand and overallocation before it becomes a problem.
- Staffing across legal entities with pay details hidden from plannersStaff projects across legal entities, with pay details hidden from planners.
Staffing scenarios compared side by side Later
Everything in Resource management
See who’s available and put the right people on the work, from the first opportunity to the last task. Items marked Later come in a later phase.
Availability and scheduling
- Resource availability
- Resource scheduling
- Firm and tentative bookings
- An interactive team planner
Staffing
- Staffing requests and assignments
- Project staffing and allocation
- Skills and qualifications
- Substitutions when plans change
Capacity and demand
- Resource capacity planning
- Resource utilization
- Resource demand forecasting
- Pipeline-driven demand from open opportunities
Finding the right people
- Skill proficiency, experience and interest
- Matching by skills, cost, rate and location
- Compare candidates side by side
- Conflict checks before confirming
- Resource requests approved with comments
Planning ahead
- Capacity by person, role, skill, team and location
- Resource cost and billing rates
- Utilization targets and forecast against actual
- Staffing across legal entities
- Skill-gap reports
- Pay details hidden from planners
- Staffing scenarios compared side by side Later
Works seamlessly with other areas.
Resource management is part of a connected platform for service businesses.
At a glance
- Skills, availability and capacity
- Working calendars and certifications
- An interactive team planner
- Firm and tentative bookings
- Substitutions when plans change
- Staffing forecast
- Utilization by person, team and project
- Unstaffed demand and overallocation alerts
- Capacity by role, skill, team and location
- Planning periods from weeks to quarters
Why spreadsheets stop working
A staffing spreadsheet works for a small team. As the firm grows, it is always slightly out of date, it cannot see skills or certifications, and nobody knows which bookings are firm. Perspectiv keeps bookings on the projects themselves, using the skills and calendars from each person’s record.
Plan capacity, not just this week
See available, tentative, committed and remaining hours by person, role, skill, team and location, over the planning periods you choose. Unstaffed demand and overallocation show up as alerts. For a practical approach, read our resource planning guide.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- WorkforceComing soon
Employee, contractor and subcontractor records, jobs, positions, an org chart and issued equipment.
- 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 book people tentatively?
Yes. Bookings can be firm or tentative, and capacity shows both.
Does it use skills and certifications?
Yes. Skills and certifications come from each person’s record in People, so staffing can match the right qualifications.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.