The resource manager and project manager use different numbers. How do we reconcile them?
Competing capacity recordsAgree definitions, time periods, and one reconciliation process. Allocation, assignment, and actual effort are different measures and should not be forced into the same number.
What to do now
- Define each measure and its source
- Align calendars and reporting periods
- Reconcile material differences
- Assign ownership for future updates
When to escalate
Escalate when
Inconsistent numbers drive incompatible staffing commitments.
Who decides
The resource owner and project manager
Example
The team distinguishes planned availability from assigned task demand and recorded effort.
Mistake to avoid
Calling a monthly allocation an actual timesheet total.
Prevent a repeat
Review overload and bottlenecks at the person or skill level before adding more commitments.
Suggested ApprovedFlow setup
- Resources
- Tasks
- Timesheets
Compare available capacity, assigned task work and actual recorded effort using the enabled resource and timesheet views. See the platform
Related cases
- We cannot tell who is overloaded because people do not update timesheets. What can we use?Incomplete capacity evidence
- How can we use actual effort to improve future resource plans?Unclosed planning feedback
- The team has different standards for done. How do we align them?Inconsistent completion expectations
- Our team has a different definition of ready for every item. Is that a problem?Inconsistent work preparation