Employees

These earlier phase estimates divide each project's remaining budget among its open phases, through 23 Apr 2026. Open Resources to plan dated bookings and compare actual time.

Open resource planning
View
ListBoard
Group by
NoneDepartmentTeamLoad
Sort
NameFree hoursHours heldDepartment
Window
Next 1 weekNext 2 weeksNext 4 weeksNext 8 weeksNext 12 weeks
Department
All departmentsTaxAuditCAS
Team
All teamsAdministrationAssuranceClient advisoryTax compliance
Role
All rolesPartner · AuditTech review · AuditSenior manager · AuditSenior · AuditStaff · AuditPrimary partner · TaxQuality review · TaxSenior manager · TaxManager/Supervisor · TaxBill manager · TaxPreparer · TaxPartner · CASAdvisory · CASSupervisor · CASSenior accountant · CASAccountant · CASAdministration
Load
Any loadOverloadedHas free hours

1 employee · 0 overloaded · Next 2 weeks

FiltersWindow: Next 2 weeksRole: Partner · Audit
EmployeeDepartmentRateHours heldHours availableFree
Assurance1 item
Avery MorganAuditAssurance$240/h0.0 h0 phases · 2 open tasks36.0 h18.0 h a week36.0 h