Capacity planning that respects the calendar, and reports that read from the live work
Planning a season only works if the calendar is honest, so capacity now knows that onshore and offshore teams keep different holidays, that PTO takes real hours out of a week, that a firm's workweek is its own, and that month-end rarely falls on a Friday. On top of that, the reports a partner runs are native to the platform and read from the same live work everything else does, so a margin or realization number is never a stale export. Every report drills down, from a firm-wide figure to the client behind it, and stays partner-only and aggregate by design.
Capacity that matches the real calendar
Utilization planning accounts for holidays, leave, and a workweek that is yours.
- →Onshore and offshore holiday calendars are separate, so a team's available capacity reflects the days it actually works.
- →PTO and leave draw down available hours, so capacity is what remains after time off, not a theoretical full week.
- →The workweek is configurable, and a month-end that lands mid-week is handled as it really falls, so a plan does not assume a tidy Friday close.
Reports native to the platform
The report suite reads from the live work, so the numbers are current by construction.
- →Margin, realization, and utilization reports read from the same live data the work produces, so a partner is never looking at a number that went stale in an export.
- →A period selector puts any window a click away, so this month, last quarter, and the full year are the same report seen through a different lens.
Drill down from the firm to the client
Every top-line number opens into the detail behind it.
- →Click a firm-wide figure and drill straight into the client behind it, so a number is always one step from its explanation.
- →The date window you choose carries through the drill-down, so the detail you open matches the total you clicked.
Partner-only and aggregate by design
Firm economics stay with the partners, and individual cost is never on display.
- →The report suite is partner-only, so firm margin and realization stay with the people who own them.
- →Reporting is aggregate by design: individual cost is never exposed, so a firm can see how it is doing without turning a report into a scoreboard.
Fixes & improvements
- •Reports honor the date window you select and keep it as you move between views, so a period never silently resets underneath you.