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Resource loading: spot the overloaded team before it happens

A schedule says when work happens. It does not say whether anyone can do it. Resource loading adds the people.

Guide 15 of 21 · Part of the integrated planning series · 5 minute read
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These are the eight planning threads the Krong course is built around. The highlighted ones are covered here. What are the planning threads?

In one lineA plan with an overloaded team is a plan that will slip, however neat the schedule.

The hidden failure

Three tasks start in the same week. On paper that is fine, because they have no link between them. But they all need the same team of two. In week nine that team has six people's worth of work. Nobody planned it. Everybody feels it.

How Sen builds the picture

Sen reads your RACI. Every team marked R on a task works on it for its whole duration, at the effort you set (one person by default). Sen adds this up for each team and each week.

ColourMeaning
GreyWork is planned, within capacity
AmberAbove 80 per cent of capacity
RedOver capacity

On Caldera Freight

The Data Engineering Team has two people. In weeks 9 to 12 three tasks overlap and the team needs three. Sen flags it in red and names the tasks. You can move a task that has float, add a person, or accept the delay.

Cost from rates

Enter a day or week rate per team. Sen multiplies it by the effort and shows labour cost beside each task's budget. If the two disagree, you find out before the money is spent.

What it does not do

Sen shows overload. It does not move work for you. Levelling is a decision with trade-offs, so it stays with the planner.

Questions people ask

Where does the demand come from?

From the RACI. A team marked R on a task works on it for its whole duration.

Can I set part-time people?

Yes. Set a capacity per team and the people needed per task.

Does it handle individuals?

Sen plans by team or role. Add a team per person if you need that detail.

See it in a real plan

Open Sen and explore the Caldera Freight example. Every figure on this page comes from it. Copy it, change a task, and watch the plan move together.

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Keep reading

GUIDE 13
Dependencies and lags
Finish-to-start is only one of four links. Learn start-to-start, finish-to-finish, start-to-finish and lag, and how Sen schedules them.
GUIDE 16
Cash flow and S-curve
Turn task budgets into a monthly cost profile and the S-curve that funders and finance teams ask for.
GUIDE 04
RACI matrix
Assign Responsible, Accountable, Consulted and Informed to every task so nothing is left to chance.