Plan and allocate work. Find the right team for each project. Monitor planned capacity and utilization. Forecast ahead to know when to hire and what to sell.
Connect your CRM and organize all work in one place
Off-the-shelf integrations with
List & filter upcoming work in one, organized place
From CRM or manually, also internal projects
Set these even before you know exactly when the work would start
Share plans with your whole team so that they know what’s up next
How many open needs do you have right now? How many available people?
Use the Horizon to run your sales team’s regular meetings
Solve the resource allocation puzzle: see both projects and people on a timeline
Start from who’s most available now
Assign workloads in the unit that makes sense for your business
Distinguish between confirmed and tentative allocations
Find the perfect match based on availability and skill profile
Filter by name, skill, role, location, etc
Paint allocations on a timeline and drag them around
Because sometimes clients take their time before the work begins
See and manage time off, calculate impact on project workdays
Make sure consultants are not overworked or underutilized and minimize revenue leak.
Two-way integration with
Effortless data import from
+ any software that supports “export all time entries”
Import and create clients, projects and people in Harvest to follow how plans play out
Not using Harvest? Worry not, your time tracking tool probably generates an export you can use
Adjust allocations whenever plans change – keep everyone informed on what’s expected
All of the allocations and tracked time, summed up for your filtering pleasure.
Use CRM deal probabilities to account for uncertainty
Identify which roles or skills are in high demand and when – know when to hire
See which offering areas your sales team should emphasise
Can the people showcase their skills, interests and bio?
Can anyone look up for what kind of projects they might be staffed in soon?
Can I set part-time working hours for a consultant?
Do you support different user permission levels?
-> Yes, highly configurable
Can I replicate our company structure, teams, offices, etc.?
Can I manage externals, subcontractors, freelancers?
Do you support SSO?
-> Yes. Okta, Azure, Google...
Can I add people to the talent pool before they’ve started work?
Can I import people from our system XYZ?
-> Yes, using a .csv
Can I visualize everyone’s time tracking data?
-> Yes, connect your time tracking system
Can I track utilization % and number of billable hours per person?
Can I add internal projects and roles?
Can I let people manage their own schedule?
Can I let people manage their own weekly working hours and time off?
Can you show a breakdown of everything, internal work, time off, etc.?
Can I do account planning for a client account inside Operating?
-> Yes, and link to all your
other planning tools
Can I link to our files on Google Drive, Linkedin CVs, etc.?
Can I use the professional profile and skills in development discussions?