Resource & capacity planning template
Plan project staffing with a weekly capacity grid, skill-specific requests, tentative bookings, leave and allocation changes.
What is this resource planning template?
Roster connects project demand to a shared people directory. Create a project, request a skill for a particular week and assign a person with matching skills and enough available hours. Confirmed and tentative bookings both reserve capacity; recorded leave reduces the available total. Change or release allocations with a rationale, and close a project after its requests and bookings are released. The opening view shows the next four weeks for the first six people, while the directories and registers expose the bounded dataset.
- Screens
- 4 connected pages
- Data source
- ToolJet Database
- Language
- English
- Appearance
- Light + dark
Built for Resource managers, delivery leads and operations teams in agencies, consultancies and IT services.
Make room for the next delivery.
Plan project staffing with a weekly capacity grid, skill-specific requests, tentative bookings, leave and allocation changes.
- Capacity outlook
Understand the current work
Review weekly staffing pressure and unfilled demand.
- Staffing projects
Create and find records
Create or open a project with an accountable delivery lead.
- Project staffing
Work through the decisions
Request skills, assign available people, then change or release weekly bookings.
- People & availability
Maintain the shared context
Add people and record weekly leave before allocating their time.
What does the template cover?
Weekly capacity and skill matching
Compare booked and available hours by person and week. The grid includes tentative bookings and subtracts recorded leave, so overlapping project commitments stay visible.
Project staffing requests
Create an owned project, then request a work package, required skill, week and number of hours. Unfilled requests remain separate from reserved capacity.
Allocation changes and release
Assign only when the selected skill matches and weekly capacity permits it. Change a booking or release it with a rationale; release all work before closing a project.
People directory and recorded leave
Maintain people, comma-separated skills and baseline weekly capacity. Record one leave entry per person per week and use the grid to identify allocations affected by reduced availability.
ToolJet Database with sample data
The pilot uses 2 tables with fictional records. No external database is needed to explore the source app.
| Table | Sample data | What it stores |
|---|---|---|
| People & availability | 6 sample directory entries | Fictional person records providing ownership and planning context. |
| Staffing projects | 4 sample records | Fictional project records with linked work items, decisions and activity history. |
English desktop pilot. The outlook shows the next four weeks and first six people; registers read up to 1,000 rows per table. Capacity checks use loaded project records and are not a transactional lock across simultaneous planners. Skills use exact comma-separated labels. Leave entries are additive with one entry per person/week; editing or cancelling leave and recurring holidays are not implemented. No timesheets, payroll, calendar integration or notifications.
Make it yours with AI.
This design is a starting point. Describe the look you want, add your logo and brand colors, or ask for new features in a prompt. Use the starter prompt to build your own version in the ToolJet AI builder, or use a suggested prompt to modify an app you already have. Review and test the result.
Suggested prompts describe changes you can request. Additional features and translations still need to be built and tested.
How to use this template.
Add it to your workspace
Choose ToolJet Cloud, or download the application package to import into your self-hosted instance once the template is released.
Start with the included database
Explore the sample records in ToolJet Database, then add your records and configure the workflow for your team.
Make it work your way
Describe your preferred design, branding, and new features in the AI builder. Test your workflow, then share your app with the people who need it.
Template FAQs
How does Roster prevent overbooking?
It compares the requested weekly hours with the person’s baseline capacity minus leave and existing tentative or confirmed bookings. The check uses loaded records; it does not provide transactional locking across simultaneous planners.
Can I reserve someone tentatively?
Yes. Tentative bookings reserve capacity just like confirmed bookings. Change or release the allocation when the staffing decision changes.
How are skills matched?
A staffing request specifies a skill, which must match one of the comma-separated skills in the selected person’s record.
Does this include timesheets or payroll?
No. This template covers staffing requests, planned weekly allocations and recorded leave. Timesheets, payroll and calendar synchronization need additional implementation.
Can I change the design, branding or features with AI?
Yes. Use the starter prompt as a starting point, or describe changes to an app in the ToolJet AI builder. Ask for your branding, a different layout or extra workflow features, then review and test the generated changes.
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