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.
Planning future work is often done manually across spreadsheets or disconnected tools, making it difficult to maintain consistency and visibility across teams.
Retain provides planning tools that allow organisations to extend existing schedules, organise future allocations and review how work is distributed across time periods.
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.
Planning tools allow organisations to view future allocations alongside current bookings, helping teams understand how upcoming work aligns with existing capacity and commitments.
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.
By connecting planning with reporting, organisations can review how future allocations may impact utilisation and workload distribution across 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.
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.
