Time & Allocation Management

“Utilisation isn’t about keeping people busy, it’s about putting the right skills on the right work at the right time.”

Why allocation matters for consulting teams

• Billable realism: If Alice is already at 95 % capacity, that “quick” bug-fix could blow the budget.
• Personal clarity: Each consultant sees their own allocation bar beside the time-tracking grid, so they always know how close they are to target hours.
• Burnout prevention: Balanced workloads keep morale high and turnover low, especially for specialised roles.
• Forecast you can trust: Clear allocations turn gut-feel schedules into data-driven revenue forecasts.

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How Trackifi’s Allocation Management works

1 Set an allocation when you add a user to a project

While creating or editing a project, enter a percentage, for example 25 % of Bobs’s capacity from 1 May to 30 June. Trackifi converts that into target hours automatically.

2 Live utilisation dashboard

View total capacity, booked hours, and free hours for every person. Colours shift from green → amber → red when someone is under- or over-booked, so you can rebalance workloads quickly.

3 Date-bounded roles

Need a designer for only two sprints? Add start and end dates, the allocation expires automatically, so no forgotten commitments hang around.

4 Allocation feedback inside the time-tracking grid

Consultants see a small coloured progress bar next to each project line; it fills toward 100 % as they log time, keeping them on track without extra dashboards. Different colours indicate on track / under allocation / over allocation.

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Best-practice tips

• Set realistic percentages, leave room for internal meetings and slack time.
• Review upcoming gaps during sprint planning, shuffling a few % today is easier than last-minute fire-fighting.

Want the step-by-step setup? See our Resource Allocation Walk-through in the docs.

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Ready to balance workloads and protect billable hours?

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Smart resource planning = happier teams + healthier margins. Let’s get you there.