Professional Services Allocation Tracker

Track project allocation by person, and make sure everyone has enough bandwidth to deliver on the projects you're working on.

About this doc

Every agency, consulting firm, or other advisory firm has two major objectives - make their client happy with amazing work, and keep the team happy that’s delivering the work. Unfortunately, it can sometimes be difficult to accurately account for all the work you’re putting on the team - and worse, sometimes resources can go under-utilized and you don’t have the billings you need.

This template lets you see how much each team member is being utilized based on the projects they’re staffed to. It’s built with a product, engineering, and design lens, but you can customize it to include other types of roles.


Key features


About the Maker

Joe DiMento

Go-to-market at Coda. Outside of work: political enthusiast, occasional off-key singer, on-key father to an opinionated toddler.

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