Resource Manager

You match consultants to projects and resource requests, keep the staffing pipeline moving, and answer the question "who is available and qualified for this?" across your portfolio.

Typical scenarios

• Respond to an RfP or fill a resource request: find candidates, attach them to the request, generate CVs.
• Plan resources across a team: see who's booked, who's available, and where capacity is thin.
• Generate a CV for a project: produce a tailored CV for a candidate.

Features you'll use most

• Candidate search: find consultants by skill, role, availability.
• Connecting Resource Requests to Projects: link demand from sales to delivery.
• Generating CVs for Resource Requests: batch CV generation tailored to the request.
• Resource Plan: the staffing view across consultants and projects.
• Projects: project records, staffing slots, status.
• Resource Requests: the request-related features in one place.
• Team Timeline: reporting view across a team's bookings.
• Internal Marketplace: share open demand internally.
• Working Time Patterns, Absences & Availability: the inputs behind "available."
• Skill Matrix: cross-team view of who has which skills.
• Search: full-text and skill search across the tenant.

See also

• Glossary: Resource Request, Booking, Soft Booking, Resource Group.
• Team Manager: overlap if you also manage a team.