Resource AvailabilityCore module

See who's actually free before you make the commitment

A real-time view of who is available, booked or on leave, so staffing decisions are checked against real availability, not memory. Project member lists reflect who is genuinely free to take work, and the view is on web and mobile for field-ready staffing decisions.

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statuses: available, booked, on leave
3
statuses: available, booked, on leave
view across all active projects
1
view across all active projects
places to check it: web and mobile
2
places to check it: web and mobile
second planning sheet to maintain
0
second planning sheet to maintain

How it works

From assignment to availability, automatically

Availability is derived from what is already in CrmLeaf, so nobody keeps it up to date by hand.

  1. Step 01

    Assign the team

    Every project member list feeds the availability view

  2. Step 02

    Status updates live

    As people are booked or on leave, status updates automatically

  3. Step 03

    Check before committing

    Teams verify who is truly available before staffing

What's inside

What Resource Availability actually shows

01

Live Status per Person

Available, booked or on leave, with automatic status updates.

See how it works
02

Cross-Project Visibility

Availability across all active projects, not one board at a time.

See how it works
03

Mobile Access

Check who is free from field operations and client meetings.

See how it works
04

Foundation for Utilization

This availability data powers workload and capacity views.

See how it works

In detail

How each capability works

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01 / 04

Live Status per Person

Each person shows as available, booked or on leave, and the status updates automatically as they are assigned to projects or take approved leave.

Approved leave suppresses that person from available lists for the leave period, so nobody is staffed onto work while they are away.

Built in

  • Real-time status for every team member
  • Status changes as bookings and leave change
  • Approved leave removes people from available lists
  • Available / booked / on leave
  • Automatic updates
  • Leave-aware
02 / 04

Cross-Project Visibility

See availability across all active projects in one view, instead of checking one project board at a time.

Availability is derived directly from project assignments and approved leave, so teams do not need to maintain a separate shared calendar or planning sheet.

Built in

  • One view across every active project
  • Built from project assignments and approved leave
  • No second planning sheet to keep in sync
  • All active projects
  • Derived from assignments
  • Replaces a shared calendar
03 / 04

Mobile Access

The availability view is on web and mobile, so you can check who is free from field operations or a client meeting and make the staffing call on the spot.

Built in

  • Available on web and mobile
  • Staffing decisions away from the desk
  • Web and mobile
  • Field-ready
04 / 04

Foundation for Utilization

The same availability data powers CrmLeaf's workload and capacity views, so the picture of who is free and the picture of who is overloaded come from one source.

Built in

  • Availability feeds Workload Management
  • One source for staffing and utilization
  • Feeds workload
  • Feeds capacity planning

Connected across CrmLeaf

Availability that comes from the work itself

Project assignments and approved leave already live in CrmLeaf, so availability is always current, and it feeds the workload, asset and allocation views that sit on top of it.

See Resource Management
  • Project assignmentsMember lists set who is booked
  • LeaveApproved leave marks people unavailable
  • Workload ManagementAvailability powers allocation views
  • Allocation reportsPlanned vs actual staffing by project

FAQ

Common questions about resource availability in CrmLeaf

  • Yes. Availability is derived directly from project assignments and approved leave, so teams do not need to maintain a second planning sheet.

Related

Explore further

Workload ManagementAllocation vs capacity per personAsset AvailabilitySchedule equipment and vehiclesSkill ManagementFind the right skills for the workResource Allocation ReportsPlanned vs actual allocation

See real availability, not a guess

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