Resource Planning for Professional Services

Coordinate workloads, allocate capacities, and ensure the right people are working on the right tasks at the right time across all your projects.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
Troi resources forecast dashboard showing team and individual availability by day with color coded workload percentages, overall utilisation rings, and a workload forecast panel comparing digital, development, and operations teams.

Why Resource Planning Matters in Project-Based Work

Project work depends critically on how time and capacity are distributed. If workloads are unbalanced, tasks take longer, teams become overloaded, and delivery quality suffers.

Troi provides a clear view of team availability, planned work, and project demand. Work can be assigned realistically, responsibilities stay transparent, and schedules remain achievable. With reliable resource planning, teams work with clarity and coordination instead of stress and guesswork.

Troi workload forecast dashboard showing team utilization across multiple days. The view highlights Team Digital and Development with color coded capacity bars and an overall forecast of 78 percent.

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

Two business professionals sitting in a modern office lounge having a relaxed project discussion

Clear Capacity Alignment Across Projects

Troi makes resource planning a natural part of project coordination. You see who is available, who is currently assigned, and where capacity is becoming limited.

Schedules, workloads, and responsibilities stay aligned as projects evolve. This ensures that work is distributed fairly, deadlines remain realistic, and teams maintain sustainable performance over time.

Weekly working time chart in Troi showing daily logged hours from Monday to Saturday with a total of 31 out of 40 hours. The bar chart highlights individual workdays with values such as 3.5, 8, 7.5 and 5 hours, giving a quick overview of weekly productivity and workload distribution.
Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

Stay Ahead with Troi Updates

Be the first to hear about new features, product improvements and upcoming webinars. Our newsletter keeps you informed about everything that helps you work smarter with your PSA platform.

Plan, Control and Optimize in One System

Resource planning is fully integrated with budgeting, time tracking, tasks, and controlling—so planning and execution stay perfectly connected.

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Shared Capacity View

See availability and workload across all teams and locations in one centralized view. This eliminates planning silos.

UI card showing two team members with profile photos, roles and workload bars displaying current booked hours versus available capacity for project planning and resource management in Troi.

Real-Time Workload Transparency

Understand current and upcoming workload to prevent overload and bottlenecks. This ensures sustainable team utilization.

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Aligned Scheduling and Delivery

Plan work based on real capacity to keep project timelines realistic and stable. This promotes delivery confidence.

Workflow diagram showing connected modules for documents, user profiles, team management, and performance analytics, linked by a blue process line with supporting icons for calculations, approvals, and data flow.

Continuous Improvement

Use past workload patterns to refine planning and improve delivery rhythm over time. This supports organizational learning.

Key Benefits at a Glance

With Troi, resource planning moves beyond simple scheduling; it becomes a strategic steering tool for the entire organization. This integrated approach ensures that workload and capacity are balanced, directly supporting both team productivity and well-being.

The system supports collaboration, delivery quality, and project balance across the entire PSA system, turning resource management into a foundation for sustainable profitability.

  • Fair Workload Distribution: Ensure balanced assignments through transparent capacity and demand views.
  • Clear Real-Time Insight: Instantly gain an overview of team capacity and availability across all projects.
  • Realistic Planning: Base the scheduling of tasks and timelines on accurately validated capacity data.
  • Stable Project Delivery: Guarantee reliable outcomes by preventing stress and team overload.
  • Optimized Coordination: Achieve seamless alignment across teams, roles, and global locations.
Time recording dashboard in Troi showing a circular check in and check out timer for January 6 with net working time of 7.5 hours and project time of 6.5 hours. The interface also displays team utilisation for calendar weeks 12 to 14 and a team overview with logged hours for Team Digital.

Resource Planning – FAQs

Troi displays the workload and availability across all projects in a centralized view. This lets you clearly see who is free, busy, or currently at capacity.
Yes. Planning in Troi is dynamic. Assignments can be updated at any time, and the impact on capacity is visible immediately across the system.
Yes. Planned time and recorded time stay aligned. This integration ensures that schedules and project budgets remain accurate and realistic throughout execution.

Yes. Troi is designed to support distributed teams and multi-location planning in a single, centralized system, providing a shared view of all resources.

Balanced workloads help teams maintain focus, reduce stress and burnout, and consistently deliver higher quality work within realistic timelines.

More Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Time Tracking

Time tracking widget showing working time on April 6 with 5.50 hours logged and 2.50 hours assigned to project work

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Integration & API

Workflow diagram with connected modules for files, teams, analytics, and performance, plus integrations with Asana, Bexio, HubSpot, and Power BI feeding into a central dashboard.

Trusted by Leading Consultancies, Agencies and Creative Businesses

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“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski
Portrait of Ralf Vockel, Troi customer

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios
Portrait of Rainer Chabrie, Troi customer

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO