Resource bookings

Bookings are the plan: who will work on what project, at what allocation, for what dates. Time entries are the reality. Sageon Business tracks both and compares them.

Create a booking

Two paths:

A — From the project: project → Resources → + Add resource. Pick a person, set role, dates, allocation %.

B — From the resource view: Tally → Resources → person → + Add booking.

Booking captures:

  • Person
  • Project
  • Role on project
  • Allocation % (0-100%)
  • Start date + end date

Conflict detection

If a person's bookings exceed 100% in any week, Sageon flags it as a conflict — visible:

  • On the Resource view (red highlight)
  • On the project's Resource page
  • On the person's HR profile

Capacity vs booked

Sageon Business calculates each person's capacity (FTE × working days × hours/day) and compares to booked %. Over-bookings get flagged in advance, before they slip.

Reporting

  • Utilisation % — booked time / capacity
  • Bench % — unbooked capacity
  • Conflict count — over-bookings in next 4 weeks

Tips

  • Don't over-book. Allow 20% bench / admin time. 100% booked teams burn out.
  • Re-book when projects slip. Slips don't remove the booking — they extend it. Free up the next bookings as you go.
  • Watch for "key person" risk. If one person is booked across 5 projects, that's a SPOF.