Resource Planning and Tracking
Plan capacity, track utilisation and assess competence across disciplines — with earned value tracking and variance analysis in one view.
What is Resource Planning and Tracking?
Achieve effortless compliance with Morta's comprehensive Resource Planning and Tracking solution, specifically designed to simplify and streamline your resource management processes in accordance with ISO 19650, ISO 9001, and project management standards (PMBOK, PRINCE2, APM). Our platform replaces disjointed, manual resource tracking with a single source of truth, significantly reducing administrative burdens and eliminating errors associated with managing multiple disconnected Word and Excel files.
With Morta, you and your team gain access to a tailored suite of resource trackers, planning templates, and allocation checklists essential for effectively managing resource capacity and tracking resource utilization across all project phases. Automate your resource tracking by seamlessly integrating with existing systems, thereby minimising manual data entry and enhancing real-time collaboration across your projects.
Equip yourself and your team with practical tools specifically crafted for contractors and designers, ensuring a smooth implementation of multiple compliance requirements, enhanced collaboration, and guaranteed adherence to international best practices.
Trusted by resource and workforce planning teams.
“The biggest lesson is to keep it as simple as possible and then people use it. The tool was built over two weekends and implemented for 450 people.”
“One of our most successful implementations has been using Morta to track agency labour. We have about 20 people inputting into the system.”
“I asked our document control guys how much time Morta saved them, and what they said was two days a week.”
Frequently asked questions.
Common questions about this template and how it works.
Can I track resources month by month?
Yes. Morta tracks allocated and available hours per team member across monthly periods, with dashboards showing utilisation trends over time.
Does Morta support earned value analysis?
Yes. Planned, earned and actual hours are tracked per discipline, enabling earned value calculations and real forecasting rather than estimates.
How does competence scoring work?
Team members are scored across capabilities with composite scores mapped to grades A through D. Scoring criteria and thresholds are fully configurable.
Can I track right to work and security clearance?
Yes. Fields for right to work, security clearance, certifications and CV are built into the template alongside capacity and competence data.
Start planning resources.
Copy this template for free and customise it to match your resource planning needs.