Back to case studies
Project ManagementProfessional services

Project management & resource planning

Resource planning, task tracking, milestone control and budget oversight for project-based teams running several engagements in parallel.

FileMaker ProDashboards

The starting point

Several engagements ran in parallel with resource conflicts discovered at the morning stand-up, budgets held in a separate spreadsheet and status rebuilt by hand for every steering meeting.

What we built

  • Engagement setup with phases, tasks and dependencies
  • Resource planning across concurrent projects with over-allocation flags
  • Budget, commitment and actual with variance per engagement
  • Risk register and status reporting prepared for steering meetings

What it delivers

  • Resource allocation across concurrent projects
  • Milestone and budget tracking with variance flags
  • Risk and status reporting for steering meetings

The outcome

Resourcing conflicts surface before they cost money, budgets are tracked against actuals rather than guesses, and status reporting is generated instead of assembled.

Typical modules

EngagementsTasks & milestonesResource planningBudgetsRisk & status

FAQs

Questions about projects like this

Your system next

Bring us the process that looks like this one.

A 30-minute discovery call is usually enough to see how closely your operation matches this pattern — and what it would take to adapt it.