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02How it works

From empty workspace to a reviewed team

How does work move from a requirement to an accepted allocation?

Inputs
A project's technologies and team roles, and the organization's people, skills and capacity.
Governed decision
A department manager accepting or rejecting a specific request for specific hours.
Output
An allocation on the project team, or a rejection with a reason recorded against it.

The flow, drawn

Five stages, and the two line styles that carry the whole distinction.

REQUIREMENTSProject OrionJava · PostgreSQL · ReactBackend Engineer ×2Frontend Engineer ×1QA Engineer ×1EVIDENCEskill matchespast projectscapacitydeterministicRANKED CANDIDATESMert Aydogan80Ana Popescu72Ioana Marin68REVIEWPlatform Engineeringproposal · pendingdepartment decidesACTIVE TEAMMert Aydoganaccepted · 6 / 8 hBackend EngineerProject OrionproposalacceptedREQUIREMENTSProject OrionJava · PostgreSQL · React4 open team rolesEVIDENCEskills · past projects · capacitydeterministicRANKED CANDIDATESMert Aydogan80Ana Popescu72Ioana Marin68REVIEWPlatform Engineeringproposal · pendingACTIVE TEAMMert Aydogan · accepted · 6 / 8 h
How Potriv staffs a project

Project requirements produce evidence, evidence ranks candidates, a proposal goes to the owning department for review, and only an accepted proposal becomes part of the active team. Three candidates are ranked by score; the highest, Mert Aydogan at 80, is marked with a bar beside the row and is the one proposed. Proposals are drawn as dashed lines and accepted allocations as solid lines.

  • An accepted allocation is drawn solid. It is the only line that means somebody is on a project.
  • A proposal stays dashed until the owning department accepts it. Dashed means asked for, not agreed.
  • Nobody joins a team silently. There is no path from a ranking to an allocation that skips the review.

Five stages

One sequence, with the same five stages every time, and a named owner at the point where a decision is actually made.

  1. 01

    Requirement

    Technologies and team roles a project needs, with hours.

  2. 02

    Evidence

    Skills, past projects and current capacity, read from the record.

  3. 03

    Ranked candidates

    A score out of 100 the project manager can read line by line.

  4. 04

    Department review

    The department that owns the person accepts or rejects.

  5. 05

    Accepted allocation

    Only an accepted proposal becomes hours on a project.

Seven steps, and who answers for each

The sequence an organization actually performs, with the record each step leaves behind.

  1. 01

    Create workspace

    One organization, with the first administrator who owns its structure.

    Owner
    Organization admin
    Produces
    An organization, and its first administrator.
  2. 02

    Organize departments

    Departments hold people and review the staffing requests made against them.

    Owner
    Organization admin
    Produces
    Departments, each with a manager to appoint.
  3. 03

    Build skills

    A curated catalogue, so two people describing the same ability agree.

    Owner
    Department manager
    Produces
    A shared catalogue of categories and skills.
  4. 04

    Define requirements

    Technologies and team roles a project needs, and how many hours.

    Owner
    Project manager
    Produces
    Technologies and team-role requirements on a project.
  5. 05

    Run Team Finder

    Candidates ranked against those requirements, the same way every time.

    Owner
    Project manager
    Produces
    Ranked candidates. Nothing is written.
  6. 06

    Review staffing

    The owning department accepts or rejects, against real capacity.

    Owner
    Department manager
    Produces
    An acceptance, or a rejection with a reason.
  7. 07

    Team updated

    Only an accepted proposal becomes an allocation on the project.

    Owner
    Department manager
    Produces
    An allocation — the only way onto a team.

A worked example

Illustrative data, not a customer or a production result. It is the same example the diagram above draws.

  1. RequirementProject Orion needs Java, PostgreSQL and React, and is short two Backend Engineers.
  2. EvidenceSkills matched, past projects checked, current capacity read.
  3. Ranked candidatesThree candidates scored; the highest scores 80 out of 100.
  4. Department reviewPlatform Engineering weighs the request against that person's real week.
  5. Accepted allocationSix of eight hours a day, recorded against Project Orion.