Hi everyone! 
I’m looking for advice and best practices for setting up a capacity planning and workload tracking system in monday.com for a consulting firm with a multi-project staffing model.
About our environment:
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~30 consultants
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Each consultant can be assigned to 8–12 projects at a time
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Each project typically has 4–6 consultants assigned
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We need to plan and track work by week and in hours
Key requirements:
We need visibility into:
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Hours by person
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Hours by project
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Hours by role (Consultant, Senior Consultant, PM, Director)
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Weekly capacity utilization
We also need to track:
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Sold/confirmed work vs Proposed/pipeline work
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Planned hours vs Actual hours
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Remaining hours when actuals differ from plan (ex: planned 10, worked 7)
Functional goals:
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Easy to adjust weekly assigned hours
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Minimal administrative overhead
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Avoid duplicate data
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Works well with the Workload widget and dashboards
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Scalable and simple to maintain
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Supports reallocation when plans change
What I’m trying to design:
A structure that likely includes:
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A Projects board
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A People/Capacity board
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An Assignments board (one person + one project + one week)
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Dashboards for workload and utilization
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Automations for alerts (overcapacity, actuals exceeding plan, etc.)
Before I build this, I’d love to hear from anyone who has:
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Implemented capacity planning for consulting or agency-style teams
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Successfully used the Workload widget for multi-project staffing
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Tips on board structure, formulas, or automations
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Lessons learned (what to avoid, what worked well)
If you have screenshots, examples, or templates you’re willing to share, that would be incredibly helpful.
Thanks in advance — really appreciate this community’s expertise! 