Resourcing Tool

Overview

The Resourcing tool provides a visual timeline for managing how team members are allocated across work items (projects, deals, recruitment). It shows current allocations, approved leave, public holidays, and company events in a single scrollable view with per-person capacity indicators.

Features

• Timeline view — Horizontal date grid with coloured allocation blocks per person
• Zoom levels — Day (14-day), Week (8-week), and Month (6-month) views
• Squad grouping — Person rows grouped by squad with collapsible headers
• Capacity bars — Per-person utilisation bars showing green/amber/red based on allocation percentage
• Filter controls — Filter by squad, role, person, or project independently or combined
• Date navigation — Prev/next navigation and “Today” shortcut at all zoom levels
• Leave overlay — Approved leave requests shown as red read-only blocks
• Holiday dimming — Public holidays dim the background of affected day cells (Day view)
• Events overlay — Company events shown as dashed gray read-only blocks

Zoom Levels

Level	Columns	Navigation step
Day	14 individual days (2 weeks)	±14 days
Week	8 Mon–Sun week ranges	±8 weeks
Month	6 calendar months	±6 months

The default zoom level is Week. The anchor date is stored in the URL as ?from=YYYY-MM-DD.

Filters

All filters are applied client-side and can be combined:

Filter	Description
Squad	Show only people in the selected squad
Role	Show only people with the selected role template
Person	Show only a specific person
Project	Show only people with at least one allocation on the selected project

Dropdown options are populated from the data returned for the current date range. Selecting “All …” from any dropdown clears that filter.

Colour Coding

Block type	Colour	Notes
Project allocation	Blue (--chart-1)	Solid fill + left border
Deal allocation	Yellow (--chart-4)	Solid fill + left border
Recruitment allocation	Purple (--chart-2)	Solid fill + left border
Leave	Red (--chart-6)	Read-only; sourced from approved leave requests
Company event	Gray (--chart-7)	Dashed border, low opacity; read-only
Public holiday	Muted background	Dims the day column (Day view only)

Capacity Bar

The capacity bar in the left person panel shows utilisation for the visible date range:

Fill colour	Utilisation	Meaning
Green	< 80%	Under-allocated
Amber	80–99%	Near capacity
Red	≥ 100%	At or over capacity
Red hatching	> 100%	Over-allocated (diagonal stripe pattern)

Utilisation is calculated as: allocated hours / target hours × 100%

Target hours accounts for working days (Mon–Fri minus public holidays and approved leave) multiplied by daily capacity (weekly capacity ÷ 5).

URL State

Param	Type	Description
zoom	day | week | month	Active zoom level (default: week)
from	YYYY-MM-DD	Anchor date for the view start
squad_id	string	Filter by squad ID
user_id	string	Filter by user ID
template_id	string	Filter by role template ID
project_id	string	Filter by project ID

Components

Component	Location	Purpose
ResourcingPage	components/resourcing/resourcing-page.tsx	Page shell: URL state, data fetching, header filters
ResourcingTimeline	components/resourcing/resourcing-timeline.tsx	Timeline grid with squad groups and allocation blocks
CapacityBar	components/resourcing/capacity-bar.tsx	Reusable utilisation bar with green/amber/red states

Data Model

Table	Purpose
allocations	Per-person work allocations with booking type, reference, date range, hours/day
leave_requests	Approved leave shown as read-only blocks
public_holidays	Dates that dim the timeline background
events	Company events shown as dashed overlay blocks

Permissions

Level	View	Update (create/edit allocations)	Manage (delete)
Executive	All	Yes	Yes
Head	All	Yes	No
Manager	Own + squad	Yes	No
Lead / Employee	Own	No	No