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Resource Planning (Operational Scheduling)

Pain Point We Solve

Manual resource planning using spreadsheets or whiteboards that leads to double-booking, underutilized resources, missed deadlines, and inability to respond quickly to changes—causing operational chaos and customer dissatisfaction.

What It Is

A lightweight operational scheduling tool for allocating workforce, machines, and equipment across internal and field work orders—without complex mathematical optimization like APS systems. It's visual, flexible drag-and-drop planning.

Why We Developed It

To provide a simple yet powerful way to plan and allocate resources in real-time, ensuring the right people and equipment are assigned to the right jobs at the right time, with full visibility into capacity and availability.

Client Benefit

Optimize resource utilization by 35%, eliminate double-booking, and respond instantly to changes with visual drag-and-drop scheduling that shows real-time capacity and availability across all resources.

Key Features

  • Resource Calendar / Schedule Board with drag-and-drop planning interface
  • Assignment of resources by type (employees, machines, tools, vehicles)
  • Automatic synchronization with Work Orders from FSM, Maintenance, or Manufacturing modules
  • Capacity overview showing resource load by day/week (planned vs. available time)
  • Integration with Time & Attendance to see real-time workforce availability
  • Resource groups and skills management (e.g., electricians, mechanics, certified operators)
  • Multi-resource assignment for complex jobs requiring teams and equipment
  • Conflict detection and alerts for over-allocated resources
  • Reports & KPIs: planned vs. executed, resource utilization rates, delays analysis
  • Mobile notifications for field workers when jobs are assigned or rescheduled