Timeline: Optimising Workforce Utilisation & Planning

Why an Accurate Timeline is Essential

A well-structured and accurate timeline is a key tool for management and operations, ensuring full visibility of workforce utilisation. With Flextribe’s Timeline feature, you can:

✅ Monitor active projects in real-time.
✅ Identify consultants whose projects are ending soon, ensuring they are prioritised for new assignments.
✅ Manage potential extensions, allowing proactive discussions with clients to maintain high utilisation.
✅ Optimise consultant allocation, ensuring every resource is being used efficiently.

📌 By using the Timeline, your company can take a proactive approach to resource management, reducing the time consultants spend on the bench.

How the Flextribe Timeline Works

In Flextribe, we categorise consultant statuses using a colour-coded system, making it easy to get an overview at a glance:

🟢 Green – Active Project (Consultant is currently engaged in a project)
⚪ Grey – Potential Extension (Existing project may be extended)
🔵 Blue – Potential Booking (Consultant is being considered for a new project)
🔴 Red – On Bench (Consultant is currently without an assignment)

📌 With these colour indicators, management can instantly see where consultants stand and take action accordingly.

Managing Consultant Availability

Beyond project status, you can also mark consultants as unavailable due to reasons such as:

• Vacation

• Maternity leave

• Sick leave

• Other absences

How to Mark a Consultant as Unavailable:
Simply click on the consultant in the timeline, select "Out of Office (OoO)", and enter the absence period. The consultant will now be marked as unavailable during this time. (See illustration below.)

📌 This ensures project planning remains accurate and avoids scheduling conflicts.

Powerful Filtering & Search Capabilities

To provide the best possible overview, Flextribe’s Timeline feature includes powerful filtering and search options, allowing you to drill down to specific consultants based on key factors:

🔹 Customer – Filter projects by client name.
🔹 Status – See only active, potential, or on-bench consultants.
🔹 User Type – Distinguish between internal and external consultants.
🔹 Skills – Find consultants with the right expertise for upcoming projects.
🔹 Departments – View consultant allocations within specific teams.

🔍 Smart Search Function

Need to find a specific consultant quickly? Use the search function to locate any individual in seconds by name, case number, or role.

Key Benefits of Using the Timeline

✅ Full visibility of workforce utilisation across all projects.
✅ Reduced bench time by prioritising consultants with ending assignments.
✅ Seamless planning of extensions and new bookings.
✅ Improved decision-making with real-time data and insights.

📌 With the Timeline feature, Flextribe ensures that consultants are always utilised to their full potential, reducing downtime and improving efficiency.