RESOURCE PLANNING
Overview
A forward-looking view of project demand and project manager capacity.
Forecasting preview available — not an approved forecast
UI FOUNDATION
Admin-only explicit-input preview is available below. Imported source evidence is not automatically approved for planning.
Planning evidence and explicit-input forecast preview
Admin-only. Imported evidence is not automatically approved capacity or confirmed demand. Forecasts and scenarios are unapproved and scoped only to supplied rows.
Loading evidence...
Baseline input (JSON rows)
Explicit inputs only. Capacity requires capacity_rule_id; confirmed commitment requires commitment_evidence_id. Leave unknown fields null. Never use a guessed zero.
No preview calculated. Unknown capacity and gaps remain unknown.
Forecast timeline (supplied resources only)
PM capacity and evidence references
Loading source records…
Planning snapshot
Summary cards will populate after validated source data is connected.
Forecast timeline
Monthly by default; weekly view covers the next 12 weeks.
Your forecast will appear here
Import and validate source data before interpreting demand or capacity.
Data readiness
Inputs needed to calculate a reliable forecast.
- 1Active ProjectsLoading latest import status…Loading
- 2Pipeline / PresalesLoading latest import status…Loading
- 3IDP allocationsLoading latest import status…Loading
- 4Pulse actualsCSV numerical reconciliation pending; approval and mapping unverifiedReview required
- 5PM profilesFit factors and capacity rules are not yet validatedNot ready
Weekly PM Resource Forecast
Source-backed allocation evidence, not approved capacity.
Select Generate report to load weekly allocation evidence.
PM Weekly Allocation Summary
Percentages are summed source allocations, not approved utilization or available capacity. Partial weeks are not prorated.
Active Project Weekly Detail
Unassigned Pipeline Demand
Tentative opportunities remain separate. Probability categories are preserved and are not used to weight demand.
Loading source records…
Pipeline & demand
Review opportunities, source dates, allocation units, and explainable PM-fit recommendations.
Source intake
Upload original source evidence for controlled review.
No file selected
Uploads preserve source evidence and validation results. Forecasts are not changed.
Maximum 10 MiB per file. Identical content is not imported twice.
Uploading stores original evidence and raw parsed rows only; it does not
normalize business records or change forecasts.
Import history
Recent uploads and their schema/readiness status.
| ID | Source | File | Status | Rows | Uploaded by | Uploaded at | Evidence |
|---|---|---|---|---|---|---|---|
| Sign in as an admin to load import history. | |||||||
Demand rules
Interpretation principles for the forecast.
- Show raw demand and pipeline probability separately.
- Do not apply probability weighting until the business rule is approved.
- Flag tentative dates and keep tentative availability separate from confirmed capacity.
- Compare demand and capacity only when their units are compatible.
- Missing values must remain unknown, not be silently treated as zero.
Project demand register
Validated pipeline records will appear here.
| Project | Region | Probability | Start | End | Demand unit | Date status |
|---|---|---|---|---|---|---|
| No validated records available. | ||||||
PM fit
Recommendations will include rationale, constraints, and excluded candidates.
Fit recommendations are not available yet
A missing or unrecorded skill will not be interpreted as low fit.
Loading source records…
PM capacity
Review confirmed allocations, tentative availability, and monthly capacity without mixing unlike units.
Capacity by PM and period
IDP represents month-end financial allocation submission, not actual hours. Pulse actuals remain separate.
No preview calculated. Use the explicit-input preview on Overview. Unknown capacity is not zero.
Baseline versus scenario — explicit JSON rows
Use the baseline rows on Overview. Scenario rows are independent and are never persisted or assigned to PMs.
No comparison calculated.
Scenarios
Explore possible PM swaps and new-project allocation without changing the live plan.
Preview-only workspace
Scenario execution and persistence are not enabled in this UI foundation.
Scenario builder
Scenario controls will be enabled after demand and capacity rules are validated.
No scenario created
No allocation or assignment will be applied from this screen.
Read-only immutable forecast snapshot history
Displays 20 newest records, hash integrity, supplied evidence references and unapproved status. This page never writes snapshots.
Loading history...
Configuration
Manage approved source mappings and forecasting policy in a later implementation step.
Source mappings
Connect each source to its intended meaning.
- Pipeline file and column mapping
- IDP allocation ingestion
- Pulse actuals ingestion
- PM profile source and maintenance
Forecast policy
Configuration must reflect approved business rules.
- PM-fit factor priority and missing-data rules
- Demand and capacity unit compatibility
- Tentative date and availability policy
- Probability weighting, only if approved
This screen is informational. It does not save settings or alter existing PAUMS configuration.
Automatic draft — evidence and exceptions
Read-only source reconciliation. No approvals or live plan changes.
No automatic draft generated.
Evidence coverage
Actionable exceptions
Potential active / pipeline overlaps
Planning operations — Sprint C
Source-backed exception triage and policy readiness.
Loading planning evidence...
Exception resolution worklist
Owner, status, and action edits are temporary in this browser tab. Export CSV to retain them. They are not approved corrections.
Forecast calculation policy readiness
Persistent planning operations — Sprint D
Source-backed project evidence and audited review actions.
Project-level planning register
Persistent exception reviews
Review actions are saved separately from imported evidence.