Engagements, assignments, the master schedule, bench and capacity, forecasting and timesheets. Each area below is in the product today; the pictures are close-ups of the screens and of the components they are built from.
The engagement, and the money attached to it.
Each engagement is its own order type with a financials tab, so value, billed, cost and margin are on the record rather than in a spreadsheet. Related records, activities, email and tasks sit on it, with full history.
| Role | Cost | Charge |
|---|---|---|
| Principal engineer | $118 | $245 |
| Senior engineer | $92 | $195 |
| Engineer | $71 | $155 |
| Drafter | $58 | $120 |
People placed on engagements, with the rates that follow them.
Consultants are assigned to an engagement with their dates and pay and charge rates, and utilisation is tracked against the work.
One view of who is doing what, and when.
Every engagement on one schedule, with assignments laid out over time so gaps and overlaps are obvious before they cost money.
| Consultant | Rolls off | Free from |
|---|---|---|
| Helen Tran | PS-2026-011 | 3 Nov |
| Ricki Day | PS-2026-009 | 17 Nov |
| Gus Bayley | — | Now |
| Priya Rao | PS-2026-014 | 8 Dec |
Who is free, and how soon you need to worry.
The bench shows who rolls off when, against committed work and leave, so you know your capacity before you sell the next job.
| Consultant | Rolls off | Free from |
|---|---|---|
| Helen Tran | PS-2026-011 | 3 Nov |
| Ricki Day | PS-2026-009 | 17 Nov |
| Gus Bayley | — | Now |
| Priya Rao | PS-2026-014 | 8 Dec |
What the pipeline does to the bench if it lands.
Forecasts run across engagements, and scenarios model unwon work so you can see the effect of a win on utilisation before it happens.
| Consultant | Rolls off | Free from |
|---|---|---|
| Helen Tran | PS-2026-011 | 3 Nov |
| Ricki Day | PS-2026-009 | 17 Nov |
| Gus Bayley | — | Now |
| Priya Rao | PS-2026-014 | 8 Dec |
Time in, approved, and priced correctly.
Time is booked against the engagement and approved in its own queue, then invoiced from approved time at the rate on the rate card.
| Day | Times | Hours | Amount |
|---|---|---|---|
| Mon 5 Oct | 06:00 – 18:00 | 11.5 | $598.00 |
| Tue 6 Oct | 06:00 – 18:00 | 11.5 | $598.00 |
| Wed 7 Oct | 06:00 – 18:00 | 11.5 | $598.00 |
| Thu 8 Oct | 06:00 – 16:30 | 10.0 | $520.00 |
| Role | Cost | Charge |
|---|---|---|
| Principal engineer | $118 | $245 |
| Senior engineer | $92 | $195 |
| Engineer | $71 | $155 |
| Drafter | $58 | $120 |
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