Perfex Cash & Capacity – Project Profitability, Invoice Collections & Client Value Score for Perfex CRM

1.1.0 — Capacity
Capacity (new pillar, menu Cash & Capacity › Capacity)
- Working hours per weekday (Settings › Capacity) with per-person changes from a date; billable utilisation target,
  week start, default range, roles kept off the board
- Company holidays, whole or part day, for everyone or one department; import from CSV or iCalendar (.ics)
- Time off (vacation, sick, personal, training, other; full days or hours a day); approved leave and holidays from
  Timesheets & Leave and HRM read automatically, read only, each source can be switched off
- Bookings for a person or a placeholder role on a project, or tentative on an estimate, proposal, lead or named work;
  hours per day or total hours spread over the available days; confirmed or tentative, billable or not
- Schedule board: drag to move, pull the edges to resize, drop on another person to reassign, click to add or edit;
  week colours by booked against available hours, tentative work hatched, holiday and leave shading, today line;
  weeks or days zoom (days up to 8 weeks), 4/8/12/26 weeks, search, filters, grouping, read-only list on phones
- Time off wins: days off get no booked hours and the booking is flagged with the hours it lost
- Conflicts: over-allocated weeks, over-allocated with tentative work, bookings on time off, people no longer planned
- Won work to confirm: suggestions when an estimate or proposal is accepted, an estimate becomes a project or a lead
  becomes a customer; notification to the person who booked it; nothing is confirmed automatically
- Utilisation: planned vs actual and billable % against available hours, by person, department or role, CSV export
- Forecast of free hours for the next 4, 8 or 12 weeks and a Who's Free finder (dates, hours, role, department, skill)
- Planned cost, revenue and margin on the board and per project, only for staff with Profit access
- Capacity section inside the project tab (planned vs actual by week, budget, people) and a Projects overview with
  plan at completion against budget hours and the tentative pipeline
- Overview: Capacity card (booked next 4 weeks, hours free) and over-allocation / won work in Needs Attention
- New permission group Cash & Capacity: Capacity (view, view own, create, edit, delete)
- Concurrency-safe edits: a change made on an outdated booking is refused and the board shows the current one
Perfex Brain Pro
- 6 new widgets (25 in total): Team Utilisation, Planned vs Actual; Booked, Next 4 Weeks; Free Capacity Ahead;
  Over-allocated People; Booked Hours by Project; Tentative Pipeline Hours
- New "Team Capacity" dashboard template
- AI wording works with OpenAI-compatible servers on your private network (LiteLLM proxy, Ollama, vLLM) once an administrator allows it; API key optional for servers that do not use one