Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for project managers

Resource Overallocation Resolution Agent

Bring every person within capacity without breaking project dates.

DecisionsSchedulingManagement
See how it worksGet access
Resource Overallocation Resolution Agent: what goes in, what the agent does and what you get

What it does

A strong analyst is booked at 140% across three projects and everyone expects them to deliver. The overload is invisible until deadlines slip. This agent reads allocation data from the planning tool and finds people booked above capacity in any week. It proposes moves based on skills, project priority and availability of others, and checks the effect on dates. It reruns the numbers after each proposed move to see if anyone is still overbooked and if a new overload appeared elsewhere. It keeps going until the plan is clean or no valid move exists. The manager approves each move. Edge case: a person who is the only one with a scarce skill is not moved, and the agent suggests moving the task date instead.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Weekly allocation check begins 2 USES A TOOL Read allocation, leave and project priority data 3 DOES Find people booked above capacity by week 4 DOES Match each overloaded task to people with the skilland spare hours 5 DOES Propose moves ranked by effect on lower-priorityprojects 6 CHECKS THE RESULT Does the proposed plan keep every person withincapacity? If not: Propose another move or a date change for theremaining overload. Back to step 3. 7 CHECKS THE RESULT Do any project dates break after the moves? If not: Reject the move and offer a task delay instead.Back to step 5. 8 YOU APPROVE Manager approves each move 9 USES A TOOL Update the draft allocation 10 RESULT Clean allocation plan and open conflicts
Read the steps as a list
  1. Weekly allocation check begins
  2. Read allocation, leave and project priority data
  3. Find people booked above capacity by week
  4. Match each overloaded task to people with the skill and spare hours
  5. Propose moves ranked by effect on lower-priority projects
  6. Does the proposed plan keep every person within capacity?If not: Propose another move or a date change for the remaining overload. Back to step 3.
  7. Do any project dates break after the moves?If not: Reject the move and offer a task delay instead. Back to step 5.
  8. Manager approves each moveThe agent waits here for your OK.
  9. Update the draft allocation
  10. Clean allocation plan and open conflicts

How it decides

Finds weeks over capacity and moves work to people with matching skills and spare hours, preferring moves that cost the lowest-priority project the least.

  • Capacity limit is 100% of available hours unless the manager sets a different limit
  • Skill must match at level 3 or higher
  • Never move someone off a critical path task without approval
  • Prefer date change if no matching person exists

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Capacity limit (default 100%)
  • Skill level needed for a move
  • Projects that cannot be touched
  • Weeks to look ahead (default 8)
  • Who approves moves

What keeps you in control

It always asks you first

  • Every move of a person between projects
  • Any date change
  • Hiring or contractor requests

Hard limits

  • Never change allocations itself
  • Never overload one person to fix another

It stops when

  • Done: no one over capacity
  • Stop: no valid move exists, manager decides
  • Stop: planning data is incomplete

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensPriya is booked at 135% in week 24 across three projects. The agent proposes moving 12 hours of testing to Omar, who has 15 free. The effect check shows Omar's own project slips one day, so the check fails. The agent instead proposes moving 8 hours to Omar and delaying a low-priority task by two days. No one is over 100% and no date breaks. The manager approves.

More agents for project managers

Decisions · Scheduling

Event Run-of-Show Dependency Agent

Every late change to the run-of-show is absorbed without new conflicts.

8 steps1 check3 jobs
Decisions · Management

Cross-Team Dependency Resolution Agent

Dependencies unblocked based on evidence, with alternatives when they're not ready.

7 steps1 check5 jobs
Automation · Management

Workload Handoff Preparation Agent

A clean handoff for every absence.

7 steps1 check6 jobs
Data cleanup · Management

Meeting Decision Reconciliation Agent

One consistent decision history with attributed differences.

8 steps2 checks4 jobs