Get Started

Resource Planner is a SharePoint Framework (SPFx) web part. It installs once on your SharePoint Online tenant and can then be added to any page or Teams tab by any user with rights on that surface. Allow about thirty minutes to walk through the install, the first capacity entries, and the first demand items. The first time the web part loads on a site, it auto-provisions both lists (DemandItems and CapacitySlots) so no manual SharePoint configuration is needed.

Install Resource Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Resource Planner to pages and tabs they have rights to.

  • Open the Microsoft commercial marketplace. Search for "Resource Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. Essentials requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Resource Planner in the web part gallery. If it appears, install was successful.

Install Resource Planner on your SharePoint tenant

A SharePoint administrator does this once. After install, every user on the tenant can add Resource Planner to pages and tabs they have rights to.

  • Open the Microsoft commercial marketplace. Search for "Resource Planner" and choose the listing published by JFDI Consulting Ltd.
  • Pick a plan and acquire it. Essentials requires no licence assignment; paid tiers are per user, per month. Every install includes a 30-day Enterprise trial so every feature is available out of the box.
  • Deploy to your App Catalog. The SharePoint admin centre walks you through the deploy step; choose "make available across the tenant" if you want users to add the web part to any site.
  • Verify the deployment. Open a site, edit a page, and search for Resource Planner in the web part gallery. If it appears, install was successful.

Common pitfalls

Web part not appearing in the gallery

The most common cause is that the SharePoint admin installed the package but didn’t make it available across the tenant. Check the App Catalog and re-deploy with the tenant-wide option ticked.

All cells are slate-coloured

That means no capacity entries exist yet. Capacity has to be recorded for the traffic-light comparison to work. Open “Manage capacity” and add at least one row per team-role-quarter the board needs to evaluate.

Demand item lands in a different row than expected

The board groups by exact Team + Role string match. If the demand item says “Engineering / Developer” and the capacity entry says “Tech / Developer”, they’ll appear as different rows. Standardise the labels and the cells line up.

Licence validation error

Make sure your SaaS subscription is active in the marketplace, and that the tenant ID matches the subscription. If the issue persists, contact us and we can help diagnose.

Want to see where the squeeze is, before slip dates do?

Resource Planner is coming to the Microsoft commercial marketplace once the MVP build is complete. Pilot tenancies are coming online today; the full Enterprise surface ships with every install.

Join the pilotSee pricing