Project Staffing template
A delivery plan staffed with named people and hours, so the Workload view shows who is stretched in which phase and the Budget view what they cost.
Engagement managers and delivery leads who have to staff a plan, not just schedule it.
- 6 views
- 11 fields
- 6 groups
- 13 sample tasks
- 2 milestones
- 15 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
- 5 named resources
Workload · Workload view · opens first
What's included
The same phased plan a delivery manager already runs, with the missing half filled in: every task carries the resources doing it and the hours it needs, and every resource carries a role, a daily capacity and a rate. Workload reads the assignments week by week and flags the phase where the lead architect is on three things at once; Budget turns hours and rates into planned cost. Move a task in the simulator and the over-allocation moves with it.
Views
- Workload
- Plan (Gantt)
- Tasks (Table)
- Resources
- Budget
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- Resources
- Lead rolecustom
Groups
- Mobilise
- Discover
- Design
- Build
- Test
- Close
Dashboard
- KPIs
- Workload
- Budget & effort
- Upcoming milestones
- Overdue tasks
Automation
- Notify when a task becomes overdue
Resources
- J. Adeyemi, Engagement Manager
- L. Novak, Lead Architect
- R. Iyer, Senior Engineer
- C. Dubois, Business Analyst
- H. Sato, Test Lead
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
15 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Engagement kickoff and planMobilise · feeds 3 tasks
- Requirements workshopsDiscover
- Functional design and backlogDesign
- Design sign-offDesign · feeds 2 tasks
- Build sprint 2Build · feeds 2 tasks
- System and acceptance testingTest
- AcceptanceTest
- Handover and closureClose
1 more linked step between these. Delay Engagement kickoff and plan and Depentra shows the 12 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Project Staffing
Use the Project Staffing template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 6 views are ready. Available on Professional and above.