A shared specialist is needed by two projects on the same day. Who decides?

Contested scarce capacity

Escalate the choice to the authority responsible for cross-project priorities, using the consequences of each option. Do not leave the specialist to make a hidden portfolio decision.

What to do now

  1. Confirm each project's actual need
  2. Identify possible resequencing
  3. Compare consequences of the conflict
  4. Obtain an explicit allocation decision
Recommended action flow for contested scarce capacity: Confirm each project's actual need then Identify possible resequencing then Compare consequences of the conflict then Obtain an explicit allocation decision. Escalate when neither project can resolve the conflict within delegated authority.

When to escalate

Escalate when

Neither project can resolve the conflict within delegated authority.

Who decides

The resource owner and project manager

Example

The portfolio owner assigns the specialist to the higher-consequence milestone and revises the other plan.

Mistake to avoid

Booking the specialist first and treating that as strategic priority.

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

Practice references