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Get Notified About Resource Issues

Preview

This use case is in preview, the conversation shows how the AI Assistant is expected to handle it, and what it answers or does today may differ from this example.

Overview​

The AI Assistant tells you about resource issues on your team without you having to ask: people who recorded more hours on a job than were planned, time recorded on jobs where the person was never planned, and people planned above their capacity in the coming weeks. Each issue comes with the person, the job and the hours involved. You can then ask the assistant to narrow the list to one client, find who has free capacity, and open the workspace where you change the planning.

The agency, clients, people, jobs and hours in this example are illustrative. The issues you see depend on your access and on the data your agency makes available to the assistant.

An example conversation between a resource manager and the AI Assistant.

AI Assistant Chat
Skilio

Good morning. Five resource issues on your team need attention:

IssuePersonJobHours
OverrunAnna SmithCampaign Website46h recorded · 30h planned
OverrunMark EvansSpring Savings – Key Visual22h recorded · 16h planned
Unplanned timeJulia GreenHoliday Packaging12h recorded · not planned
Over capacityDavid Brown3 jobs, week of 9 November48h planned · 40h capacity
Over capacitySarah Lee2 jobs, week of 16 November36h planned · 24h capacity

Sarah Lee has two days of leave in the week of 16 November.

You

Show me only the overruns on Northwind Coffee, and since when.

Skilio

One overrun is on Northwind Coffee:

PersonJobPlannedRecordedOver plan since
Anna SmithCampaign Website30h46h21 October

The job is due on 20 November and Anna is still planned on it next week.

How I read your question

  • Included: jobs of the Northwind Coffee client where a person recorded more hours than were planned for them.
  • Assumed: “since when” means the first day the recorded hours went above the planned hours.
You

Who could take some of David’s work in the week of 9 November?

Skilio

Two people in David’s department have free capacity that week:

PersonCapacityPlannedFree
Julia Green40h24h16h
Mark Evans40h32h8h

Open Capacity × Workload to move the work.

Capacity × Workload
Workspace · Menu

Compare workload with capacity to find over- and under-allocation, and where planned work exceeds available capacity.

Open workspace

AI capability

From scattered signals to one list

The assistant gathers overruns, unplanned time and over-capacity planning into one message, so you can act before the month closes.

What happens in Skills Workflow

  • Read the issues the assistant sends you.
  • Ask for one client or one team to narrow the list.
  • Check How I read your question to see what was counted as an overrun.
  • Ask who has free capacity to take over work.
  • Open Capacity × Workload to change the planning.

Other ways to ask

“Which jobs have more hours recorded than planned this month?”

“Who recorded time on jobs they were not planned on?”

“Who on my team is planned above capacity next week?”

Good to know

  • An overrun compares the hours a person recorded on a job with the hours planned for them on it.
  • Time recorded on a job where the person was not planned shows as unplanned time.
  • Leaves and holidays lower a person’s capacity in the weeks they fall in.
  • You only see people and jobs you can access in Skills Workflow.