REMY 2.0 — Resource Management · Current + As-of

Week of Jul 12–Jul 18, 2026 · generated 2026-07-20 · source: Salesforce Certinia PSA (production)

1,602h

Week Billable Hours

org-wide 1,721h

2,108h

Capacity

workdays − holidays/PTO

76%

Utilization

billable / capacity

Resources Ramped

0 ramping · 0 not started

Non-Submitters

week ending Jul 18

—

MTD Billable Hours

not computed yet — see PARITY-REVIEW A2

$8.10M

YTD Revenue

of $20.00M goal

40%

YTD % of Goal

linear pace 50%

Bench

1 coming off · 7 already engaged

Hiring Signals

roles ≥90% sustained / peak ≥95% (12-wk)

Live · snapshot 2026-07-20 · data week Jul 12–Jul 18, 2026 — same-day numbers.

This Week's Notes & Actions

Population: util basis (58 of 149 active resources)

Not yet built

The published dashboard leads with a hand-written weekly narrative (PTO context, PM push-back, per-project notes, forecast caveats). The P6 signals → narrative-skill → review-step pipeline exists (src/engine/insights.ts, remy-weekly-notes skill) but nothing drafts or renders it yet — see docs/PARITY-REVIEW.md item B1. Rendering a fabricated narrative here would violate the anti-hallucination invariant, so this tab intentionally shows only real, already-curated content below.

Open narrative threads

Hand-maintained context from data/notes-threads.md — carried forward until resolved, not generated by an engine.

[opened 2026-07-17] Piotr Ogrodowicz billable work logged as non-billable until APCO signs; next sprint fully billable (MMS roadmapping + TAC) — awaiting APCO signature.
[opened 2026-07-17] PMs under-utilized; Jen rejecting time and pushing to bill tasks to clients; Clare working the push-back — ongoing.
[opened 2026-07-17] MS to bring Brian and Javier fully billable via more ticket assignment — in progress.
[opened 2026-07-17] Forecast likely wrong for Todd, Prathap, Danilo, Mateusz, GBen — projects taken over from Frank not re-forecasted until roadmapping (PMs: next sprint).
[opened 2026-07-17] Aug/Sep forecast off pending PM allocation updates for Discovery projects; dev + consultant roles likely over capacity once updated; job openings already posted for both.

Capacity Forecast — 12-Week Role Outlook

Snapshot dumped 2026-07-20 (range 2026-04-26 → 2026-10-11) · data week Jul 12–Jul 18, 2026 · forward window Jul 19 – Oct 10, 2026 (12 weeks) · population: util basis (58 of 149 active resources)

🎯 Role Capacity Outlook

Role × delivery segment over the 12-week window. Committed = EVA scheduled + held-RR hours (booked-if-signed); Pipeline (wtd) = unstaffed RRs on open opportunities, SOW hours day-prorated, × stage weight. Badges: Hiring Signal ≥ 90% sustained · Tight (peak) ≥ 95% any single week · Excess < 50%.

Role	Resources	12-wk Avail	Committed	Pipeline (wtd)	Util	Peak Wk	Status
SF Software EngineerImplementation	4	1,848	1,635	821	88%	101%	Tight (peak)
SF Business AnalystImplementation	19	8,448	7,331	1,370	87%	103%	Tight (peak)
SF Software EngineerManaged Services	1	400	276	0	69%	88%	Healthy
SF Project ManagerImplementation	7	2,736	1,832	693	67%	81%	Healthy
SF Technical ArchitectImplementation	4	1,792	1,163	103	65%	93%	Healthy
SF Business AnalystManaged Services	14	6,032	3,783	0	63%	90%	Healthy
Integrations EngineerImplementation	2	920	521	329	57%	75%	Healthy
SF Data AnalystImplementation	2	920	440	82	48%	80%	Excess
SF Technical ArchitectManaged Services	1	464	219	0	47%	94%	Excess
SF Project ManagerManaged Services	3	1,320	494	0	37%	65%	Excess
SF Solution ArchitectImplementation	1	472	113	67	24%	88%	Excess

Hiring Signals × 0Tight (peak) × 2Excess × 4Healthy × 5

Excess capacity — available to match against pipeline or cross-department work: SF Data Analyst — Implementation (48% util, 480h open over 12 wks) · SF Technical Architect — Managed Services (47% util, 245h open over 12 wks) · SF Project Manager — Managed Services (37% util, 827h open over 12 wks) · SF Solution Architect — Implementation (24% util, 359h open over 12 wks).

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Pipeline weighting formula: v3.39's exact pipeline math is not recoverable — the contributing RRs were created/edited on publish day and their ranges edited since. Engine uses the documented formula: SOW hours day-prorated from max(RR start, opportunity close date), stage weights 100% committed stages / 75% Finalist / 0 otherwise. Badge thresholds (≥90% sustained / ≥95% peak / <50% excess) reproduce published statuses; the Excess threshold is inferred.

🌊 Pipeline Conversion Impact — can we absorb the pipeline?

Committed Util excludes pipeline; +Pipeline Util adds the stage-weighted pipeline demand.

Role	Committed Util	+Pipeline Util	+If pipeline lands	First wk over capacity
SF Software EngineerImplementation	88%	133%	+2	wk Aug 8
SF Business AnalystImplementation	87%	103%	+1	wk Aug 8
SF Project ManagerImplementation	67%	92%	0	wk Aug 8
SF Technical ArchitectImplementation	65%	71%	0	wk Sep 5
Integrations EngineerImplementation	57%	92%	0	wk Aug 8
SF Data AnalystImplementation	48%	57%	0	—
SF Solution ArchitectImplementation	24%	38%	0	—

🔥 Likely Over-Utilized (next 4 weeks) — 6

4-week EVA horizon (src/engine/projection.ts), not the 12-week role outlook above. "Top engagement" (which project is driving the overage) isn't computed yet — Committed h / Avg per Wk stand in.

Name	4-wk Committed	Avg/Wk	Over by	Util
Ruben LopezSF Project Manager · Project Management Office-Implementation	160	40	+24	118%
Andrew BeckenSF Business Analyst · Managed Services-MS Projects	160	40	+16	111%
Sauda FurkhanaSF Business Analyst · Consulting-Implementation	165	41	+13	109%
Jordan HarropSF Software Engineer · Engineering-Implementation	160	40	+8	105%
Michael BasztoSF Business Analyst · Consulting-MS Projects	83	21	+3	104%
Jonathan OrtizSF Software Engineer · Engineering-Implementation	156	39	+4	103%

🛋️ Likely Under-Utilized (next 4 weeks) — 24

Personal utilization target vs 4-week forecast utilization; Miss = target minus forecast, in percentage points.

Name	UT Tgt	Fcst Util	Miss	4-wk Avail
Shilpa KumarSF Business Analyst · Managed Services-MS Projects	80%	0%	80pp	152
Jarek WierzchowskiSF Business Analyst · Managed Services-MS Projects	80%	0%	80pp	160
Yaacov AdlerSF Software Engineer · Engineering-Implementation	80%	3%	77pp	160
Katy ParkerSF Project Manager · Project Management Office-Implementation	74%	0%	74pp	160
Rebecca PowerSF Business Analyst · Consulting-Implementation	90%	17%	73pp	80
Danilo BuchnerIntegrations Engineer · Engineering-Implementation	80%	15%	65pp	152
Flavio ContiniIntegrations Engineer · Engineering-Implementation	80%	32%	48pp	152
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	80%	32%	48pp	160
Mateusz AntoniewskiSF Technical Architect · Engineering-Implementation	90%	44%	46pp	160
Veena AllamSF Project Manager · Project Management Office-Implementation	74%	29%	45pp	136
Temi ShofolahanSF Business Analyst · Consulting-Implementation	80%	38%	42pp	144
Rodrigo MejiaSF Business Analyst · Managed Services-MS Projects	80%	38%	42pp	136
Umeed DurraniSF Project Manager · Project Management Office-Implementation	74%	33%	41pp	152
Abigail OmisoreSF Business Analyst · Consulting-Managed Services	80%	42%	38pp	152
Alesya PolikSF Software Engineer · Engineering-Managed Services	90%	57%	33pp	80
Dhruvesh KhiaraSF Data Analyst · Engineering-Implementation	80%	47%	33pp	152
Varghese PuliyelilSF Project Manager · Project Management Office-Implementation	74%	42%	32pp	152
Denisa SeranllariSF Business Analyst · Consulting-Implementation	80%	53%	27pp	160
Dumebi OkelekeSF Business Analyst · Managed Services-MS Projects	74%	49%	25pp	152
Milan GokhaleSF Business Analyst · Managed Services-MS Projects	80%	56%	24pp	144
Ariel TorgrimsonSF Project Manager · Managed Services-MS Projects	74%	53%	21pp	152
Eva MunarSF Project Manager · Project Management Office-Implementation	74%	54%	20pp	160
Jade KeenanSF Business Analyst · Consulting-Implementation	80%	63%	17pp	160
Haoyue ZhangSF Data Analyst · Engineering-Implementation	80%	64%	16pp	144

🔄 Roster Changes / Attrition Watch — 1

Offline overlay (data/roster-changes.json, confirmed through 2026-07-10 — not in Salesforce). Departed/resigned resources are removed from window availability after their last day; PIP resources stay in capacity but are flagged here.

Name	Status	Last Day	12-wk Avail	Fwd Committed	Note
Katy ParkerSF Project Manager · Implementation	Resigned	2026-07-06	0	0	Resigned; last day Jul 6.

Resource Optimization

Population: util basis (58 of 149 active resources)

🚧 Blocked — Jira work-readiness feed decision

Published tab shows Work-Ready (groomed, assignable tickets + under-utilized in-role candidates) and Near-Ready (missing acceptance criteria) from a Jira export that doesn't exist in Salesforce. docs/GAP-REVIEW.md flags this as needing a build-vs-manual-export decision before any engine work — deliberately not built pending that call (owner: Liam). The candidate-matching half (under-utilized resources, in-role) is buildable now from the bench engine once the ticket feed lands.

Discovery Conversion Forecast

Snapshot dumped 2026-07-20 (range 2026-04-26 → 2026-10-11) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

🔁 Discovery Conversion Forecast — 9

Active Discovery-stage projects (MANO and NMMA excluded); Disc. Ends marks when each should convert to implementation. Orig. Planned h comes from the backlog implementation project → hand-curated offline baseline → open implementation opportunity (no hours), in that priority. Est. Hours is the account's latest implementation estimate by created date. Δ within ±10% of planned tints neutral; estimate under plan tints green, over tints red.

Account	Discovery Project	Disc. Ends	Implementation Source	Orig. Planned h	Est. Hours	Approved h	Δ Est vs Planned
APCO International	APCO - Discovery: Fonteva Implementation - (T&M)	2026-07-29	Backlog implementation projectAPCO - Fonteva Implementation (T&M)	3,884	295APCO Marketing Engagement (Formerly Pardot) Implementation · 2026-06-04	0	−3,589h
American Board of Pediatrics	ABP - Fonteva Implementation - Discovery (T&M)	2026-07-31	Offline original estimateNo backlog project yet — offline baseline	4,455	1,358v2 - ABP - Bridge - Fonteva Implementation · 2026-06-23	882	−3,097h
National Association of Corporate Directors	NACD - Discovery: Mulesoft Integration (T&M)	2026-07-31	Backlog implementation projectNACD - Phase 2: Implementation: Mulesoft Integration	459	230Implementation - Mulesoft Integration · 2026-03-11	186	−229h
International Information System Security Certification Consortium	ISC2 - Salesforce Implementation Discovery (T&M)	2026-10-01	Open implementation opportunityISC2 - Salesforce Implementation	—	5,319v1 - ISC2 Salesforce Implementation fusionCore · 2026-04-08	4,733	—
LeadingAge Minnesota	LAMN - Discovery: Fonteva Implementation (T&M)	2026-10-01	Backlog implementation projectLAMN - Fonteva Implementation	1,671	none	—	—
National Payroll Institute	NPI - Fonteva Discovery	2026-10-23	—	—	3,366v2 - NPI Fonteva Implementation · 2026-03-12	2,600	—
Association for Materials Protection and Performance	AMPP - MS Support Apr '26 - Apr '27 (T&M) PO-00007827	2027-04-14	Offline original estimateNo backlog project yet — offline baseline	304	304v1 - AMPP - Marketing Cloud Implementation · 2026-05-06	267	0h
Trout Unlimited Inc	TU - Discovery: fusionCore Implementation (T&M)	2027-05-26	Backlog implementation projectTU - fusionCore Implementation	1,879	3,941v3 - Trout Unlimited - fusionCore Implementation · 2026-05-20	2,091	+2,062h
Internet Society	ISOC - Fonteva 16 Upgrade (T&M)	2027-05-31	—	—	none	—	—

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Source priority: the old dashboard's caption documents backlog → opportunity only; the hand-curated offline baseline (data/discovery-baselines.json) was a later overlay that fixture rows show outranking the opportunity fallback. Baselines confirmed through 2026-07-17.

Revenue Goal Tracker — YTD vs $20.00M Goal

Snapshot dumped 2026-07-20 (range 2026-04-26 → 2026-10-11) · data week Jul 12–Jul 18, 2026 · revenue is org-wide (full snapshot), billed actuals from PSA billing events · population: util basis (58 of 149 active resources)

💰 YTD Revenue vs $20.00M Goal

Billed actuals (pse__Billing_Event__c amounts by event date), 2026. YTD runs through the last complete calendar month. Back-tested: monthly sums and the billing-type split match the published reports to the dollar.

$8.10M

YTD Billed

through Jun · 6 complete months

$11.90M

Remaining to Goal

of $20.00M annual goal

$1.35M

Monthly Run-Rate

need $1.98M/mo for the remaining 6

40%

% of Goal

linear pace 50%

Actual (billed) Forecast

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Monthly-need formula: v3.39's Jul-17 report showed remaining ÷ 7 while its own run-rate used 6 complete months (its KPI subtext still said "through May" while summing Jan–Jun); the self-consistent Jun-19 report matches this engine's formula exactly. Engine keeps monthly need = remaining ÷ (12 − complete months). Blended rate ($200/h) and the $20M goal also await owner confirmation.

Revenue by Billing Type (YTD)

Through Jun. FP = Fixed Price, T&M = Time and Materials; Other = Hybrid + unknown types (verified: equals the Hybrid sum exactly).

Type	Billed	% of YTD
FP	$4,254,835	53%
Other (Hybrid)	$2,192,711	27%
T&M	$1,649,888	20%

Forward Revenue Forecast

Scheduled (billable EVA hours; current month blends 4,053h logged MTD + remaining scheduled) + held resource-request hours, × $200/h blended rate. October is partial: the snapshot's EVA weeks end 2026-10-11.

Month	Scheduled	Held	Total Hours	Forecast $
Jul (incl. 4,053h logged MTD)	6,812	476	7,289	$1,457,768
Aug	5,244	2,743	7,987	$1,597,366
Sep	3,690	3,547	7,237	$1,447,438
Oct	1,760	2,279	4,039	$807,803
Nov	no data — EVA weekly buckets end 2026-10-11
Dec	no data — EVA weekly buckets end 2026-10-11
Total	17,507	9,045	26,552	$5,310,376

Resource Matching — Bench & Pipeline Staffing

Snapshot dumped 2026-07-20 (range 2026-04-26 → 2026-10-11) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

🪑 Bench Watch — 9 resources

Bench = utilization more than 15pp below the personal target for 2+ consecutive weeks (client non-billable hours count toward the qualifying utilization; capacity is holiday/PTO-adjusted). Days on Bench runs from the Monday of the first qualifying week; 8-week streaks display as 8+ wks. Sorted by 4-week average utilization.

Name	UT Tgt	Cap	Billable	Util	Non-Bill Client	4-Wk Avg	Days on Bench	Next Engagement	Fwd Commit h
Rebecca PowerSF Business Analyst · Implementation	90%	20	0	0%	0	3%	8+ wks coming off	MMS - Fonteva Implementation (Phase 2, Freeze, Phase 3) PO-16203 (2026-08-21, Assignment)	16
Shilpa KumarSF Business Analyst · Managed Services	80%	40	0	0%	0	3%	40d already engaged	NTCIC - MS Support: Nov '25 - Nov '26 (FP) (2026-12-04, Assignment)	138
Jarek WierzchowskiSF Business Analyst · Managed Services	80%	8	0	0%	0	15%	8+ wks	TEDCO - MS Support: Jun '26 - Dec '26 (T&M) (2026-10-02, Assignment)	28
Dan FitzgeraldSF Technical Architect · Implementation	37%	40	9	21%	0	22%	19d already engaged	ABP - Fonteva Implementation Bridge (2026-07-24, Assignment)	213
Piotr OgrodowiczSF Technical Architect · Implementation	80%	40	21	53%	0	22%	47d already engaged	ABP - Fonteva Implementation Bridge (2026-07-24, Assignment)	34
Varghese PuliyelilSF Project Manager · Implementation	74%	40	19	48%	0	30%	8+ wks already engaged	ABP - Fonteva Implementation Bridge (2026-08-21, Assignment)	113
Veena AllamSF Project Manager · Implementation	74%	40	7	18%	0	38%	12d already engaged	FF - Phase 2: Salesforce Nonprofit Cloud Implementation (2026-12-31, Assignment)	139
Flavio ContiniIntegrations Engineer · Implementation	80%	40	10	24%	3	43%	19d already engaged	NACD - Phase 2: Implementation: Mulesoft Integration (2026-10-31, Assignment)	142
Denisa SeranllariSF Business Analyst · Implementation	80%	40	26	64%	0	68%	19d already engaged	ABP - Fonteva Implementation Bridge (2026-07-24, Assignment)	171

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Fwd Commit h definition: v3.39 also attributed unstaffed held RRs it expected to land on the resource (e.g. a resource-less RR's full SOW); this engine sums only engagements that name the resource (assignments + held RRs).

📉 Recently dropped below target — 6

Watchlist: qualified for the bench this week only, was at/above the line last week — early warning before a bench streak forms.

Name	UT Tgt	Prior Wk Util	This Wk Util
Ryan RamSF Business Analyst · Implementation	80%	65%	49%
Dumebi OkelekeSF Business Analyst · Managed Services	74%	79%	44%
Arvindan RameshSF Business Analyst · Implementation	80%	100%	39%
Danilo BuchnerIntegrations Engineer · Implementation	80%	73%	53%
Devon ShawSF Business Analyst · Implementation	80%	—	57%
Deepti GudichuttuSF Business Analyst · Managed Services	80%	105%	26%

🎯 Unstaffed Resource Requests on Pipeline — 27

Unstaffed (resource-less) RRs attached to weighted-stage open opportunities, with the top matching candidates: same role, any delivery segment, not held elsewhere; score = forward 4-week availability % minus a group-misalignment penalty.

RR-0002391 Verbal Commit SF Business Analyst SEMA - Sales Cloud Implementation Apr 5 → May 30 · 96h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002444 Contract Redlines SF Project Manager ABP - Fonteva Implementation - Completion Jul 6 → Dec 4 · 2,000h SOW

Candidate	Avail	Score
Umeed Durrani	67%	67
Veena Allam	62%	62
Varghese Puliyelil	58%	58
Ariel Torgrimson	47%	47
Rachel Sigler	44%	44

RR-0002445 Contract Redlines SF Business Analyst ABP - Fonteva Implementation - Completion Jul 1 → Dec 4 · 800h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002446 Contract Redlines SF Business Analyst ABP - Fonteva Implementation - Completion Jul 1 → Dec 4 · 1,500h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002447 Contract Redlines SF Software Engineer ABP - Fonteva Implementation - Completion Aug 2 → Dec 4 · 900h SOW

Candidate	Avail	Score
Yaacov Adler	43%	43
Jiawei Zhou	0%	0
Alesya Polik	0%	0
Jordan Harrop	0%	0
Jonathan Ortiz	0%	0

RR-0002448 Contract Redlines SF Data Analyst ABP - Fonteva Implementation - Completion Sep 6 → Dec 4 · 362h SOW

Candidate	Avail	Score
Dhruvesh Khiara	53%	53
Haoyue Zhang	36%	36

RR-0002658 Contract Redlines Integrations Engineer ABP - Fonteva Implementation - Completion Aug 2 → Dec 4 · 1,800h SOW

Candidate	Avail	Score
Flavio Contini	68%	68
Danilo Buchner	42%	42

RR-0002659 Contract Redlines SF Technical Architect ABP - Fonteva Implementation - Completion Jul 1 → Dec 4 · 550h SOW

Candidate	Avail	Score
Piotr Ogrodowicz	49%	49
Dan Fitzgerald	47%	47
Mateusz Antoniewski	46%	46
Tomasz Sadowski	24%	24
Brian Dogan	22%	22

RR-0002660 Contract Redlines SF Solution Architect ABP - Fonteva Implementation - Completion May 17 → Jan 30 · 100h SOW

Candidate	Avail	Score
Prathap Pendam	55%	55

RR-0002705 Contract Redlines Integrations Engineer ABP - Mulesoft Setup & Integrations Aug 2 → Dec 4 · 500h SOW

Candidate	Avail	Score
Flavio Contini	68%	68
Danilo Buchner	42%	42

RR-0002706 Pending Contract SF Business Analyst ABP - Marketing Cloud Setup Jul 19 → Dec 12 · 675h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002707 Contract Redlines SF Business Analyst APCO - CO Marketing Cloud Aug 2 → Jan 30 · 180h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002708 Contract Redlines SF Project Manager Intealth - Agentforce Project Jun 21 → Nov 28 · 313h SOW

Candidate	Avail	Score
Umeed Durrani	67%	67
Veena Allam	62%	62
Varghese Puliyelil	58%	58
Ariel Torgrimson	47%	47
Rachel Sigler	44%	44

RR-0002709 Contract Redlines SF Business Analyst Intealth - Agentforce Project Jun 21 → Nov 28 · 272h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002710 Contract Redlines SF Software Engineer Intealth - Agentforce Project Jun 21 → Nov 28 · 360h SOW

Candidate	Avail	Score
Yaacov Adler	43%	43
Jiawei Zhou	0%	0
Alesya Polik	0%	0
Jordan Harrop	0%	0
Jonathan Ortiz	0%	0

RR-0002745 Contract Redlines SF Software Engineer ABP - Fonteva Implementation - Completion Aug 2 → Dec 4 · 2,100h SOW

Candidate	Avail	Score
Yaacov Adler	43%	43
Jiawei Zhou	0%	0
Alesya Polik	0%	0
Jordan Harrop	0%	0
Jonathan Ortiz	0%	0

RR-0002747 Contract Redlines SF Project Manager ICBA - Fonteva Implementation Aug 2 → Oct 30 · 1,000h SOW

Candidate	Avail	Score
Umeed Durrani	67%	67
Veena Allam	62%	62
Varghese Puliyelil	58%	58
Ariel Torgrimson	47%	47
Rachel Sigler	44%	44

RR-0002748 Contract Redlines SF Business Analyst ICBA - Fonteva Implementation Aug 2 → Oct 30 · 1,900h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002749 Contract Redlines SF Solution Architect ICBA - Fonteva Implementation Aug 2 → Oct 30 · 180h SOW

Candidate	Avail	Score
Prathap Pendam	55%	55

RR-0002750 Contract Redlines SF Technical Architect ICBA - Fonteva Implementation Aug 2 → Oct 30 · 146h SOW

Candidate	Avail	Score
Piotr Ogrodowicz	49%	49
Dan Fitzgerald	47%	47
Mateusz Antoniewski	46%	46
Tomasz Sadowski	24%	24
Brian Dogan	22%	22

RR-0002751 Contract Redlines SF Software Engineer ICBA - Fonteva Implementation Aug 2 → Oct 30 · 601h SOW

Candidate	Avail	Score
Yaacov Adler	43%	43
Jiawei Zhou	0%	0
Alesya Polik	0%	0
Jordan Harrop	0%	0
Jonathan Ortiz	0%	0

RR-0002752 Contract Redlines SF Data Analyst ICBA - Fonteva Implementation Sep 6 → Oct 30 · 331h SOW

Candidate	Avail	Score
Dhruvesh Khiara	53%	53
Haoyue Zhang	36%	36

RR-0002809 Contract Redlines SF Project Manager MSTA - fusionCore Implementation Aug 2 → Apr 3 · 210h SOW

Candidate	Avail	Score
Umeed Durrani	67%	67
Veena Allam	62%	62
Varghese Puliyelil	58%	58
Ariel Torgrimson	47%	47
Rachel Sigler	44%	44

RR-0002810 Contract Redlines SF Business Analyst MSTA - fusionCore Implementation Aug 2 → Apr 3 · 250h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002811 Contract Redlines SF Business Analyst MSTA - fusionCore Implementation Aug 2 → Apr 3 · 275h SOW

Candidate	Avail	Score
Denisa Seranllari	47%	47
Gilford Fred	32%	32
Pragnan Boggarapu	31%	31
Brian Moorman	29%	29
Devon Shaw	25%	25

Excluded (held to other opps): Sumedha Tare, Deepti Gudichuttu, Shilpa Kumar, Jarek Wierzchowski

RR-0002812 Contract Redlines SF Software Engineer MSTA - fusionCore Implementation Aug 2 → Apr 3 · 300h SOW

Candidate	Avail	Score
Yaacov Adler	43%	43
Jiawei Zhou	0%	0
Alesya Polik	0%	0
Jordan Harrop	0%	0
Jonathan Ortiz	0%	0

RR-0002813 Contract Redlines SF Data Analyst MSTA - fusionCore Implementation Sep 6 → Apr 3 · 160h SOW

Candidate	Avail	Score
Dhruvesh Khiara	53%	53
Haoyue Zhang	36%	36

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Unstaffed-RR filter: v3.39 showed 1 RR; 27 qualify under our documented filter (all unstaffed RRs on weighted-stage opportunities) — the old filter is not recoverable. The candidate Score formula is ours; v3.39's is undocumented.

🧩 Pipeline opportunities missing Resource Requests

RM hygiene: weighted-stage opportunities with no RRs at all — their demand is invisible to the capacity outlook until requests exist. Committed stages (weight 100%) first, then Finalist (75%).

Opportunity — committed stages (10)	Account	Stage	Amount	Close
CO: Freedom Forum Reports Change Order	Freedom Forum	Verbal Commit	$0	2026-07-17
MMS - CO Phase 2 - State and District / UI	Massachusetts Medical Society	Contract Redlines	$27,510	2026-07-31
ABP - Fonteva Implementation - Bridge	American Board of Pediatrics	Pending Contract	$115,680	2026-07-31
MMS - CO Phase 2 - Benevolent Society Dismantling	Massachusetts Medical Society	Contract Redlines	$2,100	2026-07-31
APCO - CO Fonteva Implementation	APCO International	Contract Redlines	$4,300	2026-07-31
MSTA - fusionCore Licenses	Missouri State Teachers Association	Contract Redlines	$23,000	2026-07-31
MSCI - Staff Augmentation SOW #3 - (FP)	Metals Service Center Institute	Verbal Commit	$55,250	2026-07-31
ABP - CO #2 - Additional Discovery Hours	American Board of Pediatrics	Pending Contract	$10,028	2026-07-31
MMS - CO Phase 2 - Automated Renewal Order Generator	Massachusetts Medical Society	Contract Redlines	$32,760	2026-07-31
MMS - CO Phase 2 - Salesforce Identity Provider	Massachusetts Medical Society	Contract Redlines	$78,970	2026-08-31

Opportunity — Finalist (11)	Account	Stage	Amount	Close
ACA - Committees fusionCore	American Coatings Association	Finalist	$48,110	2026-07-31
AHA - "Reverse the Flow" Discovery	American Hospital Association	Finalist	$56,070	2026-08-31
APS - (Physiological) - Fonteva Implementation	American Physiological Society	Finalist	$500,000	2026-08-31
AANA - Staff Augmentation	American Association of Nurse Anesthetists	Finalist	$134,000	2026-08-31
ATLA - fusionConnect License	American Theological Library Association	Finalist	$21,000	2026-08-31
ATLA - MS Support Nimble AMS Salesforce	American Theological Library Association	Finalist	$90,000	2026-08-31
ISC2 - Salesforce Implementation	International Information System Security Certification Consortium	Finalist	$897,960	2026-09-30
AMPP - Accreditation Project	Association for Materials Protection and Performance	Finalist	$141,120	2026-11-27
JBNC -AFNP Implementation	John H Boner Community Center	Finalist	$500,010	2026-11-27
CDA- Staff Augmentation - Developer	California Dental Association	Finalist	$120,000	2026-11-30
AHA - "Reverse the Flow" Salesforce Implementation	American Hospital Association	Finalist	$464,920	2026-12-31

Resource Actuals — Sprint Utilization & Outliers

Snapshot dumped 2026-07-20 (range 2026-04-26 → 2026-10-11) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

📊 Sprint Utilization by Department

Per delivery segment, ramped resources only. Cap = holiday/PTO-adjusted availability · Scheduled = EVA weekly buckets · Util = billable / cap · Spare = cap − scheduled · Unrealized = billable − scheduled (negative = assigned work that did not bill).

Department	Ramped	Cap	Scheduled	Billable	Util	Spare h	Unrealized
Implementation	35	1,300	1,232	1,016	78%	68	-216
Managed Services	16	548	357	373	68%	191	+16

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Ramped-headcount population: published counts sit between our util-basis roster and the full org — v3.39 used the planner-included pse__Utilization_Detail__c roster with role-based ramp windows; this engine uses util-basis + the Post_Onboarding_Date__c ramp field. Same open item as the P7.1 ramp-policy question.

🔺 Over-Utilized Resources — 8

Billable hours above "possible hours" for the data week. Possible = workdays × standard day − MAX(holiday, PTO) hours — v3.39's definition (config-switchable to subtract-both; PENDING-SIGN-OFF).

Name	Possible h	Billable	Over by	Util (vs possible)
Dhruvesh KhiaraSF Data Analyst · Implementation	40	57	+17	143%
Pragnan BoggarapuSF Business Analyst · Implementation	40	56	+16	139%
Temi ShofolahanSF Business Analyst · Implementation	40	52	+12	130%
Jade KeenanSF Business Analyst · Implementation	40	50	+10	124%
Sauda FurkhanaSF Business Analyst · Implementation	32	40	+8	126%
Tomasz SadowskiSF Technical Architect · Implementation	40	46	+6	114%
Ashwini WakodeSF Business Analyst · Implementation	40	42	+2	105%
Dhurim GjureciSF Business Analyst · Implementation	40	41	+1	101%

🔻 Under-Utilized / Bench (<30%) — 8

Resources with capacity and a nonzero target whose data-week utilization fell under 30% — sorted lowest first. Multi-week bench streaks live on the Resource Matching tab.

Name	UT Tgt	Cap	Scheduled	Billable	Util	Unrealized
Shilpa KumarSF Business Analyst · Managed Services	80%	40	0	0	0%	0
Katy ParkerSF Project Manager · Implementation	74%	40	0	0	0%	0
Rebecca PowerSF Business Analyst · Implementation	90%	20	0	0	0%	0
Jarek WierzchowskiSF Business Analyst · Managed Services	80%	8	0	0	0%	0
Veena AllamSF Project Manager · Implementation	74%	40	10	7	18%	-3
Dan FitzgeraldSF Technical Architect · Implementation	37%	40	12	9	21%	-3
Flavio ContiniIntegrations Engineer · Implementation	80%	40	97	10	24%	-87
Deepti GudichuttuSF Business Analyst · Managed Services	80%	40	35	11	26%	-24

📋 All billable resources — utilization high → low (54)

Name	Status	Capacity	Billable	Util	Target
Dhruvesh KhiaraSF Data Analyst · Engineering-Implementation	Exceeded	40	57	143%	80%
Pragnan BoggarapuSF Business Analyst · Consulting-Implementation	Exceeded	40	56	139%	63%
Temi ShofolahanSF Business Analyst · Consulting-Implementation	Exceeded	40	52	130%	80%
Sauda FurkhanaSF Business Analyst · Consulting-Implementation	Exceeded	32	40	126%	74%
Jade KeenanSF Business Analyst · Consulting-Implementation	Exceeded	40	50	124%	80%
Tomasz SadowskiSF Technical Architect · Engineering-Implementation	Exceeded	40	46	114%	80%
Ashwini WakodeSF Business Analyst · Consulting-Implementation	Exceeded	40	42	105%	80%
Dhurim GjureciSF Business Analyst · Consulting-Implementation	Exceeded	40	41	101%	80%
Jiawei ZhouSF Software Engineer · Engineering-Implementation	Met	40	40	100%	74%
Anuja MoreSF Business Analyst · Consulting-Implementation	Met	40	40	100%	80%
Ruben LopezSF Project Manager · Project Management Office-Implementation	Met	40	40	100%	74%
Phil FleischerSF Business Analyst · Consulting-Implementation	Met	40	40	100%	80%
Jordan HarropSF Software Engineer · Engineering-Implementation	Met	40	40	100%	80%
Edward DaltonSF Business Analyst · Managed Services-MS Support	Met	40	40	100%	80%
Andrew BeckenSF Business Analyst · Managed Services-MS Projects	Met	40	40	100%	80%
Prathap PendamSF Solution Architect · Consulting-Implementation	Met	40	40	100%	50%
Alesya PolikSF Software Engineer · Engineering-Managed Services	Met	40	39	97%	90%
Gilford FredSF Business Analyst · Consulting-Implementation	Met	40	39	96%	80%
Haoyue ZhangSF Data Analyst · Engineering-Implementation	Met	24	22	92%	80%
Abigail OmisoreSF Business Analyst · Consulting-Managed Services	Met	40	37	92%	80%
Jonathan OrtizSF Software Engineer · Engineering-Implementation	Met	40	36	89%	80%
Mateusz AntoniewskiSF Technical Architect · Engineering-Implementation	Met	32	29	89%	90%
Eva MunarSF Project Manager · Project Management Office-Implementation	Met	40	35	88%	74%
Andrea SandovalSF Business Analyst · Consulting-Implementation	Met	40	35	88%	80%
Adi BuzovSF Business Analyst · Consulting-Implementation	Met	40	34	85%	80%
Rodrigo MejiaSF Business Analyst · Managed Services-MS Projects	Met	40	34	84%	80%
Brian DoganSF Technical Architect · Engineering-MS Projects	Met	40	33	83%	74%
Sumedha TareSF Business Analyst · Consulting-Implementation	Missed	40	32	79%	80%
Danny MallawaarachchiSF Project Manager · Project Management Office-Implementation	Missed	40	31	78%	74%
Maira ValenciaSF Business Analyst · Managed Services-MS Support	Missed	24	19	77%	63%
Ricardo GarciaSF Business Analyst · Managed Services-MS Projects	Missed	40	31	77%	80%
Adam HinkelSF Project Manager · Project Management Office-Managed Services	Missed	36	27	76%	74%
Michael BasztoSF Business Analyst · Consulting-MS Projects	Missed	20	15	76%	90%
Todd KruegerSF Business Analyst · Consulting-Implementation	Missed	32	24	75%	80%
Brian MoormanSF Business Analyst · Managed Services-MS Projects	Missed	40	29	71%	70%
Umeed DurraniSF Project Manager · Project Management Office-Implementation	Missed	40	28	69%	74%
Yaacov AdlerSF Software Engineer · Engineering-Implementation	Missed	40	27	67%	80%
Denisa SeranllariSF Business Analyst · Consulting-Implementation	Missed	40	26	64%	80%
Ariel TorgrimsonSF Project Manager · Managed Services-MS Projects	Missed	40	24	59%	74%
Rachel SiglerSF Project Manager · Managed Services-MS Projects	Missed	40	23	57%	69%
Javier CastilloSF Business Analyst · Consulting-MS Projects	Missed	40	23	57%	80%
Devon ShawSF Business Analyst · Consulting-Implementation	Missed	40	23	57%	80%
Danilo BuchnerIntegrations Engineer · Engineering-Implementation	Missed	40	21	53%	80%
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	Missed	40	21	53%	80%
Ryan RamSF Business Analyst · Consulting-Implementation	Missed	40	20	49%	80%
Varghese PuliyelilSF Project Manager · Project Management Office-Implementation	Missed	40	19	48%	74%
Dumebi OkelekeSF Business Analyst · Managed Services-MS Projects	Missed	40	18	44%	74%
Arvindan RameshSF Business Analyst · Consulting-Implementation	Missed	40	16	39%	80%
Deepti GudichuttuSF Business Analyst · Managed Services-MS Projects	Missed	40	11	26%	80%
Flavio ContiniIntegrations Engineer · Engineering-Implementation	Missed	40	10	24%	80%
Dan FitzgeraldSF Technical Architect · Engineering-Implementation	Missed	40	9	21%	37%
Veena AllamSF Project Manager · Project Management Office-Implementation	Missed	40	7	18%	74%
Rebecca PowerSF Business Analyst · Consulting-Implementation	Missed	20	0	0%	90%
Jarek WierzchowskiSF Business Analyst · Managed Services-MS Projects	Missed	8	0	0%	80%

Ramping Resources — 0

As of 2026-07-18 · population: util basis (58 of 149 active resources)

Cohorts: 51 ramped · 7 recently onboarded (ramp end → 90 days) · 0 onboarding · 0 not started. Ramp-end source: Post_Onboarding_Date__c (hire + 30d — role-based policy pending sign-off; excluded from capacity/util until ramped).

No idle new hires: every onboarding/recently-onboarded resource has forward work booked.

Resource	Cohort	Hired	End of ramp
Javier CastilloSF Business Analyst · Consulting-MS Projects	Recently onboarded	2026-05-18	2026-06-15
Andrea SandovalSF Business Analyst · Consulting-Implementation	Recently onboarded	2026-05-11	2026-06-08
Jade KeenanSF Business Analyst · Consulting-Implementation	Recently onboarded	2026-05-11	2026-06-08
Brian MoormanSF Business Analyst · Managed Services-MS Projects	Recently onboarded	2026-05-18	2026-06-15
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	Recently onboarded	2026-06-01	2026-06-15
Michael BasztoSF Business Analyst · Consulting-MS Projects	Recently onboarded	2026-05-25	2026-06-22
Prathap PendamSF Solution Architect · Consulting-Implementation	Recently onboarded	2026-06-15	2026-06-29

1,524h

Week Billable Hours

org-wide 1,643h

2,108h

Capacity

workdays − holidays/PTO

72%

Utilization

billable / capacity

Resources Ramped

0 ramping · 0 not started

Non-Submitters

week ending Jul 18

—

MTD Billable Hours

not computed yet — see PARITY-REVIEW A2

$0.00M

YTD Revenue

of $20.00M goal

YTD % of Goal

linear pace 50%

Bench

0 coming off · 0 already engaged

Hiring Signals

roles ≥90% sustained / peak ≥95% (12-wk)

Interim — no capture ≥2 weeks old exists yet, so this shows the oldest retained snapshot, labeled with its true date (not fabricated two-week-old data). Frozen as of snapshot 2026-07-19 · data week Jul 12–Jul 18, 2026 — roster, PTO, planned hours & projections as captured then, not re-sliced from today.

Why some figures read zero: this snapshot was captured before billing events, opportunities/projects/estimates and resource requests were added to the dump, so it holds none. That is why Revenue Goal Tracker (YTD reads $0), Discovery Conversion and Resource Matching & the Capacity pipeline columns read zero here — a missing-data artifact of this capture, not a real value. They populate once a complete snapshot of this age is retained.

This Week's Notes & Actions

Population: util basis (58 of 149 active resources)

Not yet built

Open narrative threads

Hand-maintained context from data/notes-threads.md — carried forward until resolved, not generated by an engine.

[opened 2026-07-17] Piotr Ogrodowicz billable work logged as non-billable until APCO signs; next sprint fully billable (MMS roadmapping + TAC) — awaiting APCO signature.
[opened 2026-07-17] PMs under-utilized; Jen rejecting time and pushing to bill tasks to clients; Clare working the push-back — ongoing.
[opened 2026-07-17] MS to bring Brian and Javier fully billable via more ticket assignment — in progress.
[opened 2026-07-17] Forecast likely wrong for Todd, Prathap, Danilo, Mateusz, GBen — projects taken over from Frank not re-forecasted until roadmapping (PMs: next sprint).
[opened 2026-07-17] Aug/Sep forecast off pending PM allocation updates for Discovery projects; dev + consultant roles likely over capacity once updated; job openings already posted for both.

Capacity Forecast — 12-Week Role Outlook

Snapshot dumped 2026-07-19 (range 2026-04-26 → 2026-08-31) · data week Jul 12–Jul 18, 2026 · forward window Jul 19 – Oct 10, 2026 (12 weeks) · population: util basis (58 of 149 active resources)

🎯 Role Capacity Outlook

Role	Resources	12-wk Avail	Committed	Util	Peak Wk	Status
SF Software EngineerImplementation	4	1,848	969	52%	98%	Tight (peak)
SF Business AnalystImplementation	19	8,512	4,408	52%	103%	Tight (peak)
SF Software EngineerManaged Services	1	400	191	48%	88%	Excess
SF Business AnalystManaged Services	14	6,144	2,555	42%	90%	Excess
SF Technical ArchitectImplementation	4	1,840	705	38%	100%	Tight (peak)
SF Project ManagerImplementation	7	2,736	1,004	37%	78%	Excess
SF Technical ArchitectManaged Services	1	464	166	36%	94%	Excess
Integrations EngineerImplementation	2	920	281	31%	60%	Excess
SF Project ManagerManaged Services	3	1,368	391	29%	65%	Excess
SF Data AnalystImplementation	2	920	229	25%	80%	Excess
SF Solution ArchitectImplementation	1	472	92	19%	88%	Excess

Hiring Signals × 0Tight (peak) × 3Excess × 8Healthy × 0

Excess capacity — available to match against pipeline or cross-department work: SF Software Engineer — Managed Services (48% util, 209h open over 12 wks) · SF Business Analyst — Managed Services (42% util, 3,589h open over 12 wks) · SF Project Manager — Implementation (37% util, 1,732h open over 12 wks) · SF Technical Architect — Managed Services (36% util, 298h open over 12 wks) · Integrations Engineer — Implementation (31% util, 639h open over 12 wks) · SF Project Manager — Managed Services (29% util, 977h open over 12 wks) · SF Data Analyst — Implementation (25% util, 691h open over 12 wks) · SF Solution Architect — Implementation (19% util, 381h open over 12 wks).

📌 Notes from Remy — methodology & sign-off

🌊 Pipeline Conversion Impact — can we absorb the pipeline?

Committed Util excludes pipeline; +Pipeline Util adds the stage-weighted pipeline demand.

Role	Committed Util	+Pipeline Util	Hire now	+If pipeline lands	First wk over capacity
SF Business AnalystImplementation	52%	52%	0	0	wk Aug 8

🔥 Likely Over-Utilized (next 4 weeks) — 6

4-week EVA horizon (src/engine/projection.ts), not the 12-week role outlook above. "Top engagement" (which project is driving the overage) isn't computed yet — Committed h / Avg per Wk stand in.

Name	4-wk Committed	Avg/Wk	Over by	Util
Ruben LopezSF Project Manager · Project Management Office-Implementation	160	40	+24	118%
Andrew BeckenSF Business Analyst · Managed Services-MS Projects	160	40	+16	111%
Sauda FurkhanaSF Business Analyst · Consulting-Implementation	165	41	+13	109%
Jordan HarropSF Software Engineer · Engineering-Implementation	160	40	+8	105%
Michael BasztoSF Business Analyst · Consulting-MS Projects	83	21	+3	104%
Jonathan OrtizSF Software Engineer · Engineering-Implementation	156	39	+4	103%

🛋️ Likely Under-Utilized (next 4 weeks) — 24

Personal utilization target vs 4-week forecast utilization; Miss = target minus forecast, in percentage points.

Name	UT Tgt	Fcst Util	Miss	4-wk Avail
Shilpa KumarSF Business Analyst · Managed Services-MS Projects	80%	0%	80pp	152
Jarek WierzchowskiSF Business Analyst · Managed Services-MS Projects	80%	0%	80pp	160
Yaacov AdlerSF Software Engineer · Engineering-Implementation	80%	3%	77pp	160
Katy ParkerSF Project Manager · Project Management Office-Implementation	74%	0%	74pp	160
Rebecca PowerSF Business Analyst · Consulting-Implementation	90%	17%	73pp	80
Danilo BuchnerIntegrations Engineer · Engineering-Implementation	80%	15%	65pp	152
Flavio ContiniIntegrations Engineer · Engineering-Implementation	80%	32%	48pp	152
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	80%	32%	48pp	160
Mateusz AntoniewskiSF Technical Architect · Engineering-Implementation	90%	44%	46pp	160
Veena AllamSF Project Manager · Project Management Office-Implementation	74%	29%	45pp	136
Temi ShofolahanSF Business Analyst · Consulting-Implementation	80%	38%	42pp	144
Rodrigo MejiaSF Business Analyst · Managed Services-MS Projects	80%	38%	42pp	136
Umeed DurraniSF Project Manager · Project Management Office-Implementation	74%	33%	41pp	152
Abigail OmisoreSF Business Analyst · Consulting-Managed Services	80%	42%	38pp	152
Alesya PolikSF Software Engineer · Engineering-Managed Services	90%	57%	33pp	80
Dhruvesh KhiaraSF Data Analyst · Engineering-Implementation	80%	47%	33pp	152
Varghese PuliyelilSF Project Manager · Project Management Office-Implementation	74%	42%	32pp	152
Denisa SeranllariSF Business Analyst · Consulting-Implementation	80%	53%	27pp	160
Dumebi OkelekeSF Business Analyst · Managed Services-MS Projects	74%	49%	25pp	152
Milan GokhaleSF Business Analyst · Managed Services-MS Projects	80%	56%	24pp	144
Ariel TorgrimsonSF Project Manager · Managed Services-MS Projects	74%	53%	21pp	152
Eva MunarSF Project Manager · Project Management Office-Implementation	74%	54%	20pp	160
Jade KeenanSF Business Analyst · Consulting-Implementation	80%	63%	17pp	160
Haoyue ZhangSF Data Analyst · Engineering-Implementation	80%	64%	16pp	144

🔄 Roster Changes / Attrition Watch — 1

Name	Status	Last Day	12-wk Avail	Fwd Committed	Note
Katy ParkerSF Project Manager · Implementation	Resigned	2026-07-06	0	0	Resigned; last day Jul 6.

Resource Optimization

Population: util basis (58 of 149 active resources)

🚧 Blocked — Jira work-readiness feed decision

Discovery Conversion Forecast

Snapshot dumped 2026-07-19 (range 2026-04-26 → 2026-08-31) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

🔁 Discovery Conversion Forecast — 0

Account	Discovery Project	Disc. Ends	Implementation Source	Orig. Planned h	Est. Hours	Approved h	Δ Est vs Planned

📌 Notes from Remy — methodology & sign-off

Revenue Goal Tracker — YTD vs $20.00M Goal

Snapshot dumped 2026-07-19 (range 2026-04-26 → 2026-08-31) · data week Jul 12–Jul 18, 2026 · revenue is org-wide (full snapshot), billed actuals from PSA billing events · population: util basis (58 of 149 active resources)

💰 YTD Revenue vs $20.00M Goal

$0.00M

YTD Billed

through Jun · 6 complete months

$20.00M

Remaining to Goal

of $20.00M annual goal

$0.00M

Monthly Run-Rate

need $3.33M/mo for the remaining 6

% of Goal

linear pace 50%

Actual (billed) Forecast

📌 Notes from Remy — methodology & sign-off

Revenue by Billing Type (YTD)

Through Jun. FP = Fixed Price, T&M = Time and Materials; Other = Hybrid + unknown types (verified: equals the Hybrid sum exactly).

Type	Billed	% of YTD

Forward Revenue Forecast

Scheduled (billable EVA hours; current month blends 3,974h logged MTD + remaining scheduled) + held resource-request hours, × $200/h blended rate. October is partial: the snapshot's EVA weeks end 2026-08-31.

Month	Scheduled	Held	Total Hours	Forecast $
Jul (incl. 3,974h logged MTD)	7,579	476	8,055	$1,610,991
Aug	7,210	2,795	10,005	$2,000,915
Sep	no data — EVA weekly buckets end 2026-08-31
Oct	no data — EVA weekly buckets end 2026-08-31
Nov	no data — EVA weekly buckets end 2026-08-31
Dec	no data — EVA weekly buckets end 2026-08-31
Total	15,813	3,816	19,628	$3,925,690

Resource Matching — Bench & Pipeline Staffing

Snapshot dumped 2026-07-19 (range 2026-04-26 → 2026-08-31) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

🪑 Bench Watch — 10 resources

Name	UT Tgt	Cap	Billable	Util	4-Wk Avg	Days on Bench	Next Engagement
Rebecca PowerSF Business Analyst · Implementation	90%	20	0	0%	3%	8+ wks	—
Shilpa KumarSF Business Analyst · Managed Services	80%	40	0	0%	3%	8+ wks	—
Jarek WierzchowskiSF Business Analyst · Managed Services	80%	8	0	0%	15%	8+ wks	—
Dan FitzgeraldSF Technical Architect · Implementation	37%	40	9	21%	22%	19d	—
Piotr OgrodowiczSF Technical Architect · Implementation	80%	40	21	53%	22%	47d	—
Varghese PuliyelilSF Project Manager · Implementation	74%	40	19	48%	30%	8+ wks	—
Veena AllamSF Project Manager · Implementation	74%	40	7	18%	38%	12d	—
Javier CastilloSF Business Analyst · Managed Services	80%	40	19	48%	39%	8+ wks	—
Flavio ContiniIntegrations Engineer · Implementation	80%	40	10	24%	43%	26d	—
Denisa SeranllariSF Business Analyst · Implementation	80%	40	26	64%	68%	19d	—

📌 Notes from Remy — methodology & sign-off

📉 Recently dropped below target — 8

Watchlist: qualified for the bench this week only, was at/above the line last week — early warning before a bench streak forms.

Name	UT Tgt	Prior Wk Util	This Wk Util
Sumedha TareSF Business Analyst · Implementation	80%	102%	53%
Ryan RamSF Business Analyst · Implementation	80%	65%	40%
Dumebi OkelekeSF Business Analyst · Managed Services	74%	79%	44%
Arvindan RameshSF Business Analyst · Implementation	80%	100%	38%
Danilo BuchnerIntegrations Engineer · Implementation	80%	73%	22%
Devon ShawSF Business Analyst · Implementation	80%	—	42%
Deepti GudichuttuSF Business Analyst · Managed Services	80%	105%	26%
Ariel TorgrimsonSF Project Manager · Managed Services	74%	61%	59%

🎯 Unstaffed Resource Requests on Pipeline — 0

None.

📌 Notes from Remy — methodology & sign-off

PENDING-SIGN-OFF Unstaffed-RR filter: v3.39 showed 1 RR; 0 qualify under our documented filter (all unstaffed RRs on weighted-stage opportunities) — the old filter is not recoverable. The candidate Score formula is ours; v3.39's is undocumented.

🧩 Pipeline opportunities missing Resource Requests

RM hygiene: weighted-stage opportunities with no RRs at all — their demand is invisible to the capacity outlook until requests exist. Committed stages (weight 100%) first, then Finalist (75%).

Opportunity — committed stages (0)	Account	Stage	Amount	Close
None.

Opportunity — Finalist (0)	Account	Stage	Amount	Close
None.

Resource Actuals — Sprint Utilization & Outliers

Snapshot dumped 2026-07-19 (range 2026-04-26 → 2026-08-31) · data week Jul 12–Jul 18, 2026 · population: util basis (58 of 149 active resources)

📊 Sprint Utilization by Department

Department	Ramped	Cap	Scheduled	Billable	Util	Spare h	Unrealized
Implementation	35	1,300	1,232	953	73%	68	-279
Managed Services	16	548	357	369	67%	191	+12

📌 Notes from Remy — methodology & sign-off

🔺 Over-Utilized Resources — 7

Billable hours above "possible hours" for the data week. Possible = workdays × standard day − MAX(holiday, PTO) hours — v3.39's definition (config-switchable to subtract-both; PENDING-SIGN-OFF).

Name	Possible h	Billable	Over by	Util (vs possible)
Dhruvesh KhiaraSF Data Analyst · Implementation	40	57	+17	143%
Temi ShofolahanSF Business Analyst · Implementation	40	52	+12	130%
Jade KeenanSF Business Analyst · Implementation	40	50	+10	124%
Sauda FurkhanaSF Business Analyst · Implementation	32	40	+8	126%
Tomasz SadowskiSF Technical Architect · Implementation	40	46	+6	114%
Ashwini WakodeSF Business Analyst · Implementation	40	42	+2	105%
Dhurim GjureciSF Business Analyst · Implementation	40	41	+1	101%

🔻 Under-Utilized / Bench (<30%) — 9

Resources with capacity and a nonzero target whose data-week utilization fell under 30% — sorted lowest first. Multi-week bench streaks live on the Resource Matching tab.

Name	UT Tgt	Cap	Scheduled	Billable	Util	Unrealized
Shilpa KumarSF Business Analyst · Managed Services	80%	40	0	0	0%	0
Jarek WierzchowskiSF Business Analyst · Managed Services	80%	8	0	0	0%	0
Katy ParkerSF Project Manager · Implementation	74%	40	0	0	0%	0
Rebecca PowerSF Business Analyst · Implementation	90%	20	0	0	0%	0
Veena AllamSF Project Manager · Implementation	74%	40	10	7	18%	-3
Dan FitzgeraldSF Technical Architect · Implementation	37%	40	12	9	21%	-3
Danilo BuchnerIntegrations Engineer · Implementation	80%	40	31	9	22%	-22
Flavio ContiniIntegrations Engineer · Implementation	80%	40	97	10	24%	-87
Deepti GudichuttuSF Business Analyst · Managed Services	80%	40	35	11	26%	-24

📋 All billable resources — utilization high → low (53)

Name	Status	Capacity	Billable	Util	Target
Dhruvesh KhiaraSF Data Analyst · Engineering-Implementation	Exceeded	40	57	143%	80%
Temi ShofolahanSF Business Analyst · Consulting-Implementation	Exceeded	40	52	130%	80%
Sauda FurkhanaSF Business Analyst · Consulting-Implementation	Exceeded	32	40	126%	74%
Jade KeenanSF Business Analyst · Consulting-Implementation	Exceeded	40	50	124%	80%
Tomasz SadowskiSF Technical Architect · Engineering-Implementation	Exceeded	40	46	114%	80%
Ashwini WakodeSF Business Analyst · Consulting-Implementation	Exceeded	40	42	105%	80%
Dhurim GjureciSF Business Analyst · Consulting-Implementation	Exceeded	40	41	101%	80%
Anuja MoreSF Business Analyst · Consulting-Implementation	Met	40	40	100%	80%
Ruben LopezSF Project Manager · Project Management Office-Implementation	Met	40	40	100%	74%
Phil FleischerSF Business Analyst · Consulting-Implementation	Met	40	40	100%	80%
Jordan HarropSF Software Engineer · Engineering-Implementation	Met	40	40	100%	80%
Edward DaltonSF Business Analyst · Managed Services-MS Support	Met	40	40	100%	80%
Andrew BeckenSF Business Analyst · Managed Services-MS Projects	Met	40	40	100%	80%
Prathap PendamSF Solution Architect · Consulting-Implementation	Met	40	40	100%	50%
Pragnan BoggarapuSF Business Analyst · Consulting-Implementation	Met	40	39	97%	63%
Alesya PolikSF Software Engineer · Engineering-Managed Services	Met	40	38	95%	90%
Haoyue ZhangSF Data Analyst · Engineering-Implementation	Met	24	22	92%	80%
Abigail OmisoreSF Business Analyst · Consulting-Managed Services	Met	40	37	92%	80%
Gilford FredSF Business Analyst · Consulting-Implementation	Met	40	36	91%	80%
Jonathan OrtizSF Software Engineer · Engineering-Implementation	Met	40	36	89%	80%
Mateusz AntoniewskiSF Technical Architect · Engineering-Implementation	Met	32	29	89%	90%
Eva MunarSF Project Manager · Project Management Office-Implementation	Met	40	35	88%	74%
Andrea SandovalSF Business Analyst · Consulting-Implementation	Met	40	35	88%	80%
Brian DoganSF Technical Architect · Engineering-MS Projects	Met	40	33	83%	74%
Jiawei ZhouSF Software Engineer · Engineering-Implementation	Met	40	32	80%	74%
Danny MallawaarachchiSF Project Manager · Project Management Office-Implementation	Missed	40	31	78%	74%
Maira ValenciaSF Business Analyst · Managed Services-MS Support	Missed	24	19	77%	63%
Ricardo GarciaSF Business Analyst · Managed Services-MS Projects	Missed	40	31	77%	80%
Adi BuzovSF Business Analyst · Consulting-Implementation	Missed	40	31	77%	80%
Adam HinkelSF Project Manager · Project Management Office-Managed Services	Missed	36	27	76%	74%
Michael BasztoSF Business Analyst · Consulting-MS Projects	Missed	20	15	76%	90%
Todd KruegerSF Business Analyst · Consulting-Implementation	Missed	32	24	75%	80%
Rodrigo MejiaSF Business Analyst · Managed Services-MS Projects	Missed	40	30	74%	80%
Umeed DurraniSF Project Manager · Project Management Office-Implementation	Missed	40	28	69%	74%
Yaacov AdlerSF Software Engineer · Engineering-Implementation	Missed	40	27	67%	80%
Denisa SeranllariSF Business Analyst · Consulting-Implementation	Missed	40	26	64%	80%
Ariel TorgrimsonSF Project Manager · Managed Services-MS Projects	Missed	40	24	59%	74%
Rachel SiglerSF Project Manager · Managed Services-MS Projects	Missed	40	23	57%	69%
Brian MoormanSF Business Analyst · Managed Services-MS Projects	Missed	40	23	56%	70%
Sumedha TareSF Business Analyst · Consulting-Implementation	Missed	40	21	53%	80%
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	Missed	40	21	53%	80%
Javier CastilloSF Business Analyst · Consulting-MS Projects	Missed	40	19	48%	80%
Varghese PuliyelilSF Project Manager · Project Management Office-Implementation	Missed	40	19	48%	74%
Dumebi OkelekeSF Business Analyst · Managed Services-MS Projects	Missed	40	18	44%	74%
Devon ShawSF Business Analyst · Consulting-Implementation	Missed	40	17	42%	80%
Ryan RamSF Business Analyst · Consulting-Implementation	Missed	40	16	40%	80%
Arvindan RameshSF Business Analyst · Consulting-Implementation	Missed	40	15	38%	80%
Deepti GudichuttuSF Business Analyst · Managed Services-MS Projects	Missed	40	11	26%	80%
Flavio ContiniIntegrations Engineer · Engineering-Implementation	Missed	40	10	24%	80%
Danilo BuchnerIntegrations Engineer · Engineering-Implementation	Missed	40	9	22%	80%
Dan FitzgeraldSF Technical Architect · Engineering-Implementation	Missed	40	9	21%	37%
Veena AllamSF Project Manager · Project Management Office-Implementation	Missed	40	7	18%	74%
Rebecca PowerSF Business Analyst · Consulting-Implementation	Missed	20	0	0%	90%

Ramping Resources — 0

As of 2026-07-18 · population: util basis (58 of 149 active resources)

No idle new hires: every onboarding/recently-onboarded resource has forward work booked.

Resource	Cohort	Hired	End of ramp
Javier CastilloSF Business Analyst · Consulting-MS Projects	Recently onboarded	2026-05-18	2026-06-15
Andrea SandovalSF Business Analyst · Consulting-Implementation	Recently onboarded	2026-05-11	2026-06-08
Jade KeenanSF Business Analyst · Consulting-Implementation	Recently onboarded	2026-05-11	2026-06-08
Brian MoormanSF Business Analyst · Managed Services-MS Projects	Recently onboarded	2026-05-18	2026-06-15
Piotr OgrodowiczSF Technical Architect · Engineering-Implementation	Recently onboarded	2026-06-01	2026-06-15
Michael BasztoSF Business Analyst · Consulting-MS Projects	Recently onboarded	2026-05-25	2026-06-22
Prathap PendamSF Solution Architect · Consulting-Implementation	Recently onboarded	2026-06-15	2026-06-29

Unified preview — all built sections of the RM dashboard, matching the published v3.39 tab set (Notes · Capacity Forecast · Resource Optimization · Discovery Conversion · Revenue Goal Tracker · Resource Matching · Resource Actuals · Ramping Resources). Notes and Resource Optimization are stubs (narrative pipeline and Jira feed respectively aren't built — see docs/PARITY-REVIEW.md B1/B2). Definitions that differ from v3.39 carry a PENDING-SIGN-OFF footnote in their section (detail: fixtures/adjudications.json). Every number is deterministic engine output from the 2026-07-20 snapshot — nothing is estimated.

Verified against the published reports

Golden back-test (run 2026-07-19): engine capacity vs the per-resource tables published in all 8 Confluence Leadership Updates. Match = exact within ±0.5h, before any adjudication.

Report	Data week	Published rows	Exact match (raw)	Adjudicated
2026-05-29	May 17–23	56	47 · 84%	9
2026-06-05	May 24–30	11	8 · 73%	3
2026-06-12	May 31–Jun 6	9	8 · 89%	1
2026-06-19	Jun 7–13	53	46 · 87%	7
2026-06-26	Jun 14–20	57	50 · 88%	7
2026-07-03	Jun 21–27	53	50 · 94%	3
2026-07-10	Jun 28–Jul 4	54	48 · 89%	6
2026-07-17	Jul 5–11	51	47 · 92%	4

304 of 344 published per-resource capacities reproduced exactly (88%), raw. All remaining rows adjudicated and locked into CI (tests/golden.test.ts, detail: docs/BACKTEST.md). Gap-review engines (Capacity Forecast, Bench, Revenue, Discovery Conversion, Resource Actuals) back-tested separately — see docs/BACKTEST.md and fixtures/adjudications.json.

Data quality

Surfaced as issues, never silently patched (anti-hallucination invariant).

warn21 resources missing a hire date (org-wide) — treated as employed all week; blocks cohort assignment.
warn91 resources with no usable utilization target (null or 0) — excluded from the util-basis population by definition.
warnHoliday coverage is uneven per calendar — e.g. "40 Hours (Poland)" has only 2 holidays loaded for 2026. Understated holidays inflate availability for those resources.

40 Hours (US) × 2540 Hours (CA) × 1240 Hours (El Salvador) × 740 Hours (Poland) × 540 Hours (India) × 320 Hours (US) × 240 Hours (Spain) × 140 Hours (QB) × 140 Hours (UAE) × 140 Hours (BC) × 1