Resource Planning That Checks Itself Against Reality

The best resource planning tool for agencies compares the plan to what actually happened. Planning tools like Float and Resource Guru know what was scheduled; time trackers know what was logged. Rize does both: you schedule assignments per member and week, and Rize's automatic tracking shows tracked hours next to planned hours per client and project, so overbooking surfaces while there is still time to move work.

Team utilization is tracked hours divided by available capacity. The hard part is getting honest tracked hours when people fill timesheets late or copy last week forward. Rize tracks time automatically and calculates capacity from your working days, holidays, and PTO, so utilization per member, client, and project is measured against real availability.

Yes. Rize covers the same job — scheduling assignments per member and week, allocation per client and project, capacity warnings — and adds the part Float cannot do: checking the plan against automatically tracked hours every day. You can import an existing plan from CSV instead of rebuilding it by hand.

Schedule the plan first: assignments per member with hours per day and a date range. Rize then tracks work automatically and shows planned versus tracked per client, project, and member in the Tracked + Planned report and on the Resourcing page. Differences per member are visible for the period you choose.

Yes. If you plan in ClickUp, time estimates come in on their own so you can see who is overbooked before the week starts. Any other plan can come in by CSV upload or through the public API's create_planned_time_allocations mutation.

Planning settings define the working week, public holidays, and company days off, and PTO can be assigned to a member like any other assignment. Capacity is calculated from the days people are actually available, so a holiday week does not read as under-utilized.

Yes. Resourcing reports roll up to the member, team, client, and project level — hours and allocation, not activity feeds. Rize takes no screenshots and logs no keystrokes, which is why teams that rejected monitoring tools still run it.

The Resourcing page shows a warning when a plan exceeds the budget, and tracked hours keep accumulating against the assignment so you can see the overrun forming. Ops leads use it to move work before someone is over capacity, or to re-scope the client while the month is still recoverable.

Yes. Allocations are available through the Rize public API and the Rize MCP, including the create_planned_time_allocations mutation for bulk plan import. The Rize agent can also answer questions about capacity and allocation directly in chat.

Each team has a Resourcing page, and the organization view aggregates every team's plan with the same client, project, and task filters. Resourcing grants in Teams and Permissions control who can edit the plan versus view it.