Resources Planner is sold per user per month through the Microsoft commercial marketplace. The Essentials tier is genuinely free and requires no licence assignment. Every install includes a 30-day Enterprise trial, so a team can evaluate the full product before deciding which tier suits them.
The tier matrix below shows exactly what is in each tier.
Choose your tier
Essentials
Capture demand and read the board, on a single SharePoint page.
- Demand board with traffic-light cells
- Capture demand items with status and priority
- Default departments and quarter list
- Auto-provision both lists on first install
- 30-day Enterprise trial included on first install
Standard
Everything in Essentials, plus capacity management, drill-down, filters, and the Teams tab.
- Capacity management panel
- Cell drill-down to contributing demand items
- Filter bar (department, period range, search)
- Decision Planner link-back field
- Microsoft Teams tab surface
Enterprise
Everything in Standard, plus customisation, audit, cross-site dashboards, and analytics.
- Custom departments and extended period range
- Change-history audit log per demand item
- Cross-site list selection and dashboards
- PDF export of the board
- Analytics, To Do reminders, AI-assisted forecasting
What is included at each tier
| Capability | Essentials | Standard | Enterprise |
|---|---|---|---|
| Demand board with traffic-light cells | ● | ● | ● |
| Capture demand items | ● | ● | ● |
| Standard departments | ● | ● | ● |
| Quarter periods (default range) | ● | ● | ● |
| Priority and status fields | ● | ● | ● |
| SharePoint pages | ● | ● | ● |
| Auto-provision both lists | ● | ● | ● |
| Community support | ● | ● | ● |
| Capacity management panel | ● | ● | |
| Cell drill-down to demand items | ● | ● | |
| Edit and delete demand items | ● | ● | |
| Filter bar (department, period range, search) | ● | ● | |
| People-picker for RequestedBy | ● | ● | |
| Microsoft Teams tab | ● | ● | |
| Decision Planner link-back field | ● | ● | |
| Standard support (business hours) | ● | ● | |
| Custom departments and quarters | ● | ||
| Change-history audit log | ● | ||
| Cross-site list selection | ● | ||
| Cross-site dashboards | ● | ||
| PDF export of the board | ● | ||
| Analytics (utilisation, churn, time-to-decision) | ● | ||
| Microsoft To Do reminders | ● | ||
| AI-assisted demand forecasting | ● | ||
| Handover buttons to JFDI suite | ● | ||
| Priority support with SLA | ● |
Essentials lets a small planning team capture demand and read the board, on a single SharePoint page. Free, permanent, unlimited users.
Standard adds the capacity panel, drill-down, filters, the Teams tab, and the Decision Planner link-back field. This is the tier for a department or programme office running the board day-to-day.
Enterprise adds the cross-site dashboards, custom departments and quarters, change-history audit log, PDF export, analytics, To Do reminders, AI-assisted forecasting, and handover buttons that wire Resources Planner into the rest of the JFDI Planner Suite.
Buying options
Microsoft Marketplace
Per-user, per-month subscription via the marketplace. Recommended for most customers; lives alongside the rest of your M365 billing.
Invoice-based subscription
If marketplace billing isn’t an option for your organisation, JFDI can arrange a traditional invoice-based subscription. Contact us to discuss.
Frequently Asked Questions
Want to see where the squeeze is, before slip dates do?
Resources Planner is available free on the Microsoft Marketplace, with a 30-day Enterprise licence included so you can try every feature.