See who is booked where, for what percentage and over what date range in one report. Compare planned allocation against logged actuals per project, get an auto-generated weekly staffing view for managers and leadership, and export it for staffing reviews, client updates and planning cycles.
How it works
The plan and the actuals already live in CrmLeaf; the report puts them side by side.
Staffing assignments carry expected hours or percentages
Logged work feeds the same reporting record
Variance is surfaced automatically for each project
What's inside
Identify where staffing execution diverged from plan.
See how it worksSlice reports by team, person and period for focused reviews.
See how it worksExport CSV for leadership packs and client-facing reviews.
See how it worksReplace weekly spreadsheet reconciliation with one generated report.
See how it worksIn detail
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Each project shows its planned allocation next to the time actually logged, so you can see where staffing execution diverged from plan.
Planned allocation comes from the staffing commitments set when people are assigned to projects over a defined period.
Built in
Slice the report by team, person and period, so each review covers exactly the people and dates it needs.
Built in
Export the report as CSV for leadership packs, staffing reviews, client updates and planning cycles.
Built in
The weekly staffing view is generated for you, replacing the spreadsheet reconciliation someone used to do every Monday for managers and leadership.
Built in
Connected across CrmLeaf
Staffing commitments set the plan and logged time supplies the actuals, both already in CrmLeaf, so the report is ready whenever you open it.
See all reportsFAQ
Yes. Reports are exportable in CSV format.
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