Consulting and research
Resource planning for consulting firms
Staff partners and consultants on engagements, protect utilization targets, and plan around time off and travel in one view.
- Engagement staffing
- Utilization targets
- Margin in reports
Team week
Bookings & open capacity
SarahSarah J.
Sr consultant
MikeMike C.
Manager
EmilyEmily R.
Partner
DavidDavid K.
Analyst
LisaLisa W.
Research lead
Staffing
By grade
Seniority as a filter
Pipeline
Tentative
Unsigned work on the plan
Margin
In reports
Profit formulas included
Where planning breaks
The problems we hear most, and how Teamdeck handles them
- The problem
Staffing calls run on memory: who is free, at what grade, and who is about to roll off.
With TeamdeckAdd grade and practice as custom fields and filter the calendar by them. Roll-off dates are visible because every engagement is booked on the same timeline.
- The problem
Proposals that are likely to close never show up in the capacity plan.
With TeamdeckBook likely engagements as tentative. They count in the plan, stay clearly marked as unconfirmed, and convert to confirmed in one click.
- The problem
Utilization targets are set per grade, but reported once a quarter from a spreadsheet.
With TeamdeckReport utilization from logged hours by person, team, or custom field, every week, with the same numbers partners see.
- The problem
Engagement margin is only known after the invoice goes out.
With TeamdeckUse profit and margin formulas in reports to compare logged cost against what the engagement is worth while it is still running.
01 / 04
Staff the engagement by grade and availability
Filter consultants by seniority, practice, or skills, and see who rolls off which engagement next.
- Grade and practice filters
- Roll-off dates in view
- Leave next to engagements
Filtered view
3 consultants- 12h freeSarah J.8:00 · Practice development4:00
- 9h freeMike C.5:00 · Market entry study4:00
- 6h freeEmily R.5:00 · Market entry study
02 / 04
Plan the pipeline without overpromising
Tentative bookings keep likely work in the plan while it is still unsigned, so you can see where capacity runs out.
Free capacity
Overbooked by 1h- Emily
- Lisa
- Mike
- Sarah
- David
- Free
- Partly free
- No free time
- Overbooked
03 / 04
Protect utilization targets week by week
Weekly utilization charts come from the hours consultants already log, not a quarterly reconciliation.
Consultant utilization
Against a 75% target
0%
Reports
Weekly trend
Team utilization · Northline Advisory · Strategy · 12 consultants
04 / 04
See margin while the engagement runs
Budget, profit, and revenue forecast templates turn logged time into engagement margin you can act on.
Budgets
Over budgetTeams like yours
What customers say
Before: It was difficult to track resource availability in our BU, mainly resorting to using excel spreadsheets.
By using Teamdeck we now not only know resource availability we can track team utilization and billable vs non-billable hours.
Before: Managing employee vacation and project allocations was always a problem.
Teamdeck allowed us to properly track everyone's vacations and allocations.
Is it a fit?
Who Teamdeck suits, and who it doesn't
A strong fit if you
- Staff consultants or researchers across client engagements
- Track utilization against targets by grade or practice
- Want time off and engagements on the same calendar
Not built for
- Syncing CRM deals into the plan automatically
- Shift rotas with swaps and labour-law rules
CRM deals do not sync into Teamdeck today. Most firms book likely engagements as tentative and confirm them when the deal closes.
FAQ
Questions teams ask before switching
Can we plan work that is not signed yet?
Yes. Book it as tentative. It shows on the calendar and in reports as unconfirmed until you confirm it.
Can we report utilization by grade?
Add grade as a custom field, then group and filter utilization reports by it.
Can we track engagement margin?
Reports include budget and profit formulas plus a revenue forecast template, so you can compare cost and value per engagement.
Does it connect to our CRM?
Not natively today. Teamdeck has an open API, webhooks, and Zapier for teams that want to automate the hand-off.
Staff engagements on real availability
Bookings, hours, and leave in one place. Get a 14-day FREE trial.
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- 2 min setup
