Match consultants with the right projects and allocate work for your team. Forecast revenue & project budgets, and monitor planned and actual spent.
Connect your CRM and match the right consultants to the right projects automatically.
See upcoming projects, open positions, and available consultants
Match consultants to projects based on role, skills, and availability
Set these even before you know exactly when the work would begin
Share plans with your whole team so they know what’s coming up
How many open needs do you have right now? How many available people?
Use the Horizon to run your sales & resourcing team’s regular meetings
Solve the resource allocation puzzle: see people, projects, and budgets on a timeline
Focus on the people who are the most available
Allocate work with hourly rates to run projects according to agreed budgets
Distinguish between confirmed and tentative allocations
Filter by team, name, skill, role, location, project type etc.
Paint allocations on a timeline and drag them around
Assign workloads in the unit that makes sense for your business
Add public holidays automatically based on teams' locations
See and manage time off, calculate impact on project workdays
Make sure consultants are not overworked or underutilized and minimize revenue leak.
Import and create clients, projects and people from Harvest and other time tracking systems 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
Get an accurate capacity and revenue forecast to make the right moves in sales & hiring
Forecast your revenue bottom-up with allocations & hourly rates
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
Drill down to competencies, teams, and individuals.
See how time is divided between billable work and other activities
Can I get suggestions on which consultants would fit a specific role in a project?
-> Yes
Can I add hourly rates, and forecast my company's revenue?
-> Yes
Can the people showcase their skills, interests and bio?
-> Yes
Can anyone look up for what kind of projects they might be staffed in soon?
-> Yes
Can I set part-time working hours for a consultant?
-> Yes
Do you support different user permission levels?
-> Yes, highly configurable
Can I replicate our company structure, teams, offices, etc.?
-> Yes
Can I manage externals, subcontractors, freelancers?
-> Yes
Do you support SSO?
-> Yes. Okta, Azure, Google...
Can I add people to the talent pool before they’ve started work?
-> Yes
Can I import people from our system XYZ?
-> Yes, using our native time tracking integrations, HiBoB integration, REST API or a .csv
Can I visualize everyone’s time tracking data?
-> Yes, connect your time tracking system
Can I integrate our HR tool?
-> Yes, we have a native integration to HiBob, and more on the way
Can I track utilization % and number of billable hours per person?
-> Yes
Can I add internal projects and roles?
-> Yes
Can I let people manage their own schedule?
-> Yes
Can I let people manage their own weekly working hours and time off?
-> Yes
Can you show a breakdown of everything, internal work, time off, etc.?
-> Yes
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.?
-> Yes
Can I use the professional profile and skills in development discussions?
-> Yes