Resource Planning
Schedule people and capacity across projects and jobs, spot over/under-allocation, and plan utilization.
Updated January 26, 2026
Resource Planning makes sure the right people are on the right work — a single view of who’s allocated where, with capacity and utilization at a glance.
Plan capacity
- Go to XO Operations → Planning → Board.
- See each person’s capacity vs allocated hours across projects and field jobs.
- Assign or reassign work; XO flags over-allocation and idle capacity.
📷 Screenshot: the planning board with allocation bars per person.
Utilization
Track billable vs total hours to see utilization by person and team, and forecast availability for new work.
Best practices
- Plan a week or two ahead and adjust as jobs land.
- Watch over-allocation flags — they predict missed deadlines.
- Use utilization trends to inform hiring (links to Workforce Planning).
Troubleshooting
- Allocation looks wrong. Confirm tasks/jobs have estimated hours and assignees.
- Capacity off. Check working calendars and leave (links to Leave Management).