Create advanced Works with: Any AI

Monday.com Resource Planning Board for Teams

Table output Has example

• 📅 Monday.com

Plan who works on what each week without overload.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Plan resources in monday.com. People, roles and weekly capacity in hours: [PEOPLE_AND_CAPACITY]. Projects with estimated hours and dates: [PROJECTS]. Planning horizon: [WEEKS] weeks.

Create an allocation table with people as rows and weeks as columns that fits a screen, showing hours assigned and utilisation (assigned divided by capacity) with arithmetic for each figure: Ana with capacity 30 and assigned 36 is 120 percent; Ben with 30 and 15 is 50 percent. Flag over 100 percent and under 60 percent. State assumptions about holidays, meetings and part-time staff. Propose changes that smooth the load, such as moving a start date by a week or splitting work, and offer two alternative plans for the busiest week with the trade-off of each. Before moving work between people, ask whether the person has the skills and agrees. Describe how to arrange the data on boards, including an allocated-hours column and roll-up totals [VERIFY available features].

Present it as a proposal for the team to adjust, with supportive questions for each overloaded person, a short version for a message to team leads, and no use of utilisation to judge performance.

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Invented week: Ana capacity 30 hours, assigned 36, utilisation 36 / 30 = 120 percent. Ben capacity 30, assigned 15 = 50 percent. Chen capacity 24, assigned 22 = 91.7 percent.
Proposal: move an 8-hour task from Ana to Ben; Ana 28 / 30 = 93.3 percent; Ben 23 / 30 = 76.7 percent. Reading: Ana is over capacity by 6 hours and Ben has 15 hours free, so the move of an 8-hour task fixes the overload without adding capacity. Check on skills: Ben must be able to do the task; if not, the alternative is to delay a 6-hour task by a week. Question for Ana: which of your tasks could someone else do with a short handover?

• monday