Resource Management for Professional Service Firms

Visual Allocation Grids That Make Workload Obvious

See capacity across people, projects, and roles

The Allocation Grid is the heart of OpteraOS resourcing — a powerful, visual way to plan and adjust staffing.

Available views:

• By Resource — see each person's workload over time
• By Project — understand how teams are staffed per engagement
• By Role — identify capacity and demand by skill type

Each view shows scheduled hours, actuals, and capacity — color-coded to surface issues instantly.

Plan Across Time — Past, Present, and Future

Adjust granularity without losing context

OpteraOS lets you plan at the right level for the task at hand.

Time views:

• Day
• Week
• Month
• Quarter

Quick navigation makes it easy to jump forward, look back, or focus on critical periods — all with shareable, filter-aware views.

Inline Editing Where Planning Happens

Make changes directly in the grid

No modals. No extra screens. OpteraOS allows you to edit allocations directly inside the grid.

• Click to edit hours
• Tab across cells
• Batch save changes
• See unsaved edits instantly

Adjustments are saved accurately down to the day — without breaking flow.

PTO and Holidays Built Into Capacity

Availability that reflects reality

Time off isn't an afterthought — it's built into OpteraOS resourcing.

• PTO requests with approval workflows
• PTO visibility directly in allocation grids
• Organization-wide holidays (including recurring holidays)
• Partial-week PTO handling
• Automatic capacity reduction

You always know when someone can't work — before over-allocating them.

Resource Profiles With Real Context

Know your team beyond availability

Each resource has a detailed profile that brings together capacity, utilization, and skills.

• Weekly capacity and target utilization
• Default bill and cost rates
• Current and upcoming assignments
• Utilization this week and over time
• Upcoming PTO and holidays
• Skill sets with proficiency levels

Staffing decisions become informed — not reactive.

Skills and Roles That Support Smarter Staffing

Match work to the right people

OpteraOS tracks skills directly on resource profiles.

• Custom skill definitions
• Proficiency levels (Beginner → Expert)
• Role-based views of capacity and demand

Forward-Looking Capacity Planning

See what's coming — not just what's happened

OpteraOS projects utilization into the future based on scheduled assignments.

• Weekly forward utilization projections
• Capacity vs. demand comparisons
• Visibility into upcoming gaps or overloads

Export When You Need It

Share plans without rebuilding them

OpteraOS allows you to export allocation data easily.

• Excel and CSV exports
• Respect current filters and time ranges
• Includes color coding for clarity
• Perfect for client reviews or leadership planning