Workforce & RACI
Named people, real capacity.
Seven resource rows ship seeded — five waiting for names, two filled in as examples. Each person carries a job role, an hourly rate, a weekly capacity and an allocation to this project.
| Field | What it means | Default |
|---|---|---|
| Role | Must match the role on WBS tasks exactly — that match is how demand finds a person | — |
| Hourly Rate | Their cost, used by the budget | — |
| Weekly Capacity | Hours available in a normal week. Seeded rows carry realistic part-time figures rather than a blanket 40 | varies |
| Allocation | Share of them on this project, as a decimal. 0.5 is half their time | 0.25 |
| Planned Hrs | Pulled automatically from WBS tasks whose role matches theirs, split by allocation where a role is shared | auto |
| Utilisation | Planned hours ÷ (weekly capacity × allocation × the real length of your plan) | auto |
Four numbers at the top
The workforce view opens with demand, capacity, utilisation and unstaffed hours. Those four together answer the only staffing question that matters at kickoff: can the people we have actually do the thing we sold?
RACI
Exactly one accountable person per workstream.
Responsible, accountable, consulted, informed — per person, per workstream. The tab validates the two rules that make a RACI worth having rather than a grid of letters.
Exactly one A
One accountable person per workstream. Not two, which means nobody, and not zero, which also means nobody. The tab flags a workstream that breaks this rather than letting it ship into a steering pack.
At least one R
Somebody has to be doing the work. A workstream with an accountable owner and no responsible party is an area that will be discussed weekly and progressed never.
Utilisation
Measured against your plan, not a fixed window.
Utilisation is planned hours divided by capacity across the real length of your project, summed from your own phase durations. A twelve-week engagement is measured over twelve weeks, so it does not report half its true load the way a hardcoded window would.
Someone at 118% across the plan is not busy. They are the reason the date is going to move, and you can see it in week one.
Find the unstaffed hours in week one.
Load your plan and your people and let the role match tell you what nobody owns.