RESOURCE PLANNING
Resource Planning brings together the operational views currently available in ScaleBespoke: active projects, weekly capacity, time off, company holidays and project assignments. The dashboard gives staff a shared view without implying automated scheduling or promise-date decisions.
No upcoming time off.
People, projects and time
Active projects, weekly capacity, time off, company holidays and dated assignments share one planning view, giving the team a grounded picture of current workload.
Inside Resource Planning
See active projects with their allocated hours and team size alongside the current capacity overview.
Create dated assignments for a person and project, with optional task selection and planned hours per day.
Maintain weekly hours per team member and record time off and company holidays for the planner.
Track a project's budget and billable hours against what was planned and what was actually logged, so overruns are visible during the project rather than at invoicing.
Projects and tasks can require specific skills; the planner highlights and filters the people who genuinely hold them, using the skills recorded in HR.
The rest of the platform
Resource Planning isn't a silo — it shares clients, jobs and order numbers with the rest of ScaleBespoke.
From won deal to shipped and installed — one order, followed the whole way.
Explore Orders → CRMEvery deal, every conversation, every client — in one native pipeline.
Explore CRM → ACCOUNTINGFinance that talks to production, not just to your accountant.
Explore Accounting → INVENTORYKnow what you have, where it is, and what it's reserved for.
Explore Inventory & Warehouse → RESOURCE PLANNINGSee active projects, team capacity and dated assignments in one planning workspace.
Explore Resource Planning → TIME & ATTENDANCEClock-ins tied to real jobs, not just a timesheet.
Explore Time & Attendance → COMPLIANCE & HMSHealth, safety and compliance documentation that lives with the work, not in a binder.
Explore Compliance & HMS → QUALITY MANAGEMENTEvery non-conformance recorded, every certificate traceable — quality that holds up to an audit.
Explore Quality Management (QMS) → BUSINESS INTELLIGENCEThe numbers that actually run the business, in one place — not an export away.
Explore Business Intelligence → ASSET MAINTENANCEKnow your equipment's condition before it stops production, not after.
Explore Asset Maintenance → FIELD SERVICESWhat happens after installation, tracked with the same care as the order itself.
Explore Field Services → CUSTOMER PORTALEvery client message, drawing, invoice and document — kept with the right order.
Explore Customer Portal → SCALE CADConfigure the opening, see the drawing update, and save it back to the order.
Explore Scale CAD → DOCUMENT MANAGEMENTEvery file organized by the job it belongs to, not by whoever last saved it somewhere.
Explore Document Management → HELP DESKSupport after the sale, tracked as tickets — not lost in the sales pipeline.
Explore Help Desk → AUTOMATIONWhen this happens, do that — across the whole platform, with no code.
Explore Automation → APP BUILDERDesign the form your business needs and get a working records screen for it — without a developer.
Explore App Builder → HR & PAYROLLEmployee records, org chart and skills — built on the accounts your team already logs in with.
Explore HR & Payroll → SOCIALInstagram, Facebook, LinkedIn and TikTok enquiries into the CRM — and your workshop photos back out as posts.
Explore Social Inbox & Publisher → SCALE FIELDBOOKAnnotate site surveys on an iPad — ink, shapes, measurements and photos on real pages, exported as a PDF.
Explore Scale Fieldbook →