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.
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.
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.
Ready to balance workloads and protect billable hours?
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Smart resource planning = happier teams + healthier margins. Let’s get you there.
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