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On-Demand Resourcing → Plans

Plan future work with confidence and control

Retain Plans provide a structured way to prepare for upcoming work by organising resource allocations, extending existing schedules and reviewing future capacity requirements. By giving teams a clear view of planned work alongside current allocations, organisations can make more informed decisions about how resources will be deployed across future projects and engagements.

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Plans

Why planning future projects becomes complex

Planning future work is often done manually across spreadsheets or disconnected tools, making it difficult to maintain consistency and visibility across teams.

Future schedules recreated manually

Limited visibility into upcoming capacity

Difficult to align current plans with future demand

Changes to plans not easily tracked

Challanges

How Retain supports scenario-based planning

Retain provides planning tools that allow organisations to extend existing schedules, organise future allocations and review how work is distributed across time periods.

Extend existing bookings into future periods

Maintain visibility into planned allocations

Align current and future resource plans

Support more structured workforce planning

Solution
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Extend recurring work with mass roll forward

Many organisations manage recurring projects, engagements or seasonal work. Retain allows teams to extend existing bookings into future periods using mass roll forward, reducing manual effort and ensuring consistency across planning cycles.

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Review future allocations alongside current schedules

Planning tools allow organisations to view future allocations alongside current bookings, helping teams understand how upcoming work aligns with existing capacity and commitments.

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Plans

Organise and adjust future resource plans

As priorities change, organisations need to adjust future allocations quickly. Retain allows teams to review and update planned work, ensuring resource plans remain aligned with project demand.

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Reporting analytics

Support planning decisions with operational visibility

By connecting planning with reporting, organisations can review how future allocations may impact utilisation and workload distribution across teams.

Business Impact

Structured planning tools enable organisations to prepare for future work while maintaining visibility into resource allocation and capacity.

Organisations can:

Reduce manual effort when planning future work

Maintain consistency across recurring schedules

Improve visibility into future capacity

Support more informed planning decisions

Challenge

Book Your Demo Today

See how Retain helps you improve utilisation, plan projects with confidence, and deliver work more efficiently.

How can organisations get a complete view of each employee across projects and teams?

Organisations achieve this by using resource management software that centralises employee data into a single profile. Retain combines experience, availability, behavioural insight and project history, giving organisations a complete and accurate view of each individual across the business.


 

FAQs

Plans are workspaces used to analyse resource allocations and project demand.

Mass roll forward allows planners to extend existing project allocations into future time periods.

Yes. Scenario planning allows organisations to evaluate different staffing strategies.

Yes. Planning workspaces provide visibility into future workforce capacity.

Yes. They help organisations evaluate delivery feasibility before committing resources.