Analysis / Professional services and client delivery
Compare multi-client delivery capacity
Compare client delivery commitments and team capacity in Proforma. Inspect skill bottlenecks, effort scenarios and scheduling options before changing dates.
Resource manager
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Your starting prompt.
Compare [client commitments] with [team availability] across [planning horizon]. Build low, base and high effort scenarios by skill and week, retaining leave and existing assignments. Identify overloaded periods, unassigned critical skills and commitments dependent on uncertain estimates. Present options for resequencing or additional capacity with their assumptions. Do not silently move deadlines or convert an effort estimate into an agreed client promise.
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Method and review
Keep the assumptions visible.
Use the engagement scope, supplied evidence and delivery dates. Separate client facts from assumptions, retain source references and identify decisions that need client approval.
For this task, check
Delivery owners must validate effort estimates and approve any client-facing date changes.
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Before you begin
- Permitted commitment and availability data
- Documented effort ranges
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
Copy the prompt above, create or open your Workspace, and paste it into Chat. Add the inputs you have permission to use and adapt the assumptions with your agent.
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