NARRATIVE 03 / 05·The People narrative

People cost, capacity, and open demand.

How workforce composition, cost resolution, and forward-looking capacity become commercial control, with Open Roles surfaced as real financial entities across the model.

You know bench is expensive. You know leave shrinks capacity. You know internal projects, such as training, tooling, and admin, are productive but non-billable. What you do not know on Monday morning is who is allocated where, what each person costs after the March pay rise and the two grade promotions in February, whether bench is growing, and which deals are waiting for roles you have not yet hired.
By the time the monthly close arrives, the damage is done. The bench cost is on the P&L. The unfilled role has cost the firm two months of pipeline conversion. The senior who got promoted is still costing the deal model at mid-level rates.
Profitdrive makes those costs and decisions visible early, at the daily level, across salary changes and grade progressions, so staffing decisions move from reactive urgency to deliberate choice. Open Roles surface as a real financial entity throughout the model, from deal stage through delivery to forward P&L, so the revenue and cost consequence of unfilled demand is visible while there is still time to act.

The operational layer behind firm profit.

People tracks who is available, what they cost, how those costs flow into project delivery and the firm's forward P&L, and which staffing gaps are moving profit.

Every person has a daily cost and a monthly capacity. As grades, leave, contract rates, and assignments change, those facts flow as changes are recorded, into projects, bench cost, utilisation, and the financial outlook. The same person costs the same amount in the Deal Model, the Project Plan, the Utilisation view, and firm P&L. No spreadsheet bridge, no reconciliation gap.

Internal projects, such as training, tooling, and admin, are tracked as named-person assignments, distinct from leave (which reduces capacity but not cost) and bench (unallocated time). This makes operational investment visible as Non-Billable Production Cost (the bench, internal-project, and leave-related cost that does not attach to client delivery) rather than buried in offline time.

And Open Roles, the unfilled staffing requirements from Pipeline and Projects, carry a price tag, not a placeholder. The cost consequence of an unfilled role is visible at the moment it exists, not at month-end.

Surface
Function
01
People directory
Month-based snapshot: who is assigned, on bench, on leave, with daily cost.
02
Person cost resolution
Person override → grade → fallback · time-bounded · historical accuracy preserved.
03
Utilisation lenses
Weekly and Monthly · scenario-aware: Contracted, +Extensions, +Pipeline.
04
Open Roles
Staffing demand from Pipeline and Projects · one-action fill · cross-area identity.
Four concrete front-end behaviours

What operators see, and what the system carries through.

See your people and what they cost, in one view.

The People directory shows each person in a single table: name, daily cost, type, status, and when the record was last updated. Grade, team, and location sit alongside the name and surface only when they have been recorded, so the row shows what is known without forcing empty fields. A summary header reports the headline composition: "As at May 2026 · Consultants: 23 (avg $640/day) · Contractors: 9 · Total: 32 · New joiners: 2."
You scan the directory and see staff, type, and daily cost in one view. It is the who-and-what-they-cost snapshot for the selected month. When you need to act on bench, you move to the People Cost tab, where the bench summary becomes clickable: one senior has been unassigned for three weeks, another is returning from leave next week. The decision is yours: fill from Open Roles, accept the bench cost because pipeline conversion is strong, or reprioritise. Either way, you have the data to decide before the close.
Bench cost is unassigned available capacity multiplied by resolved daily cost, and it lives in People Cost rather than the directory, drillable to the individual people behind it. It updates as assignments change, as leave is entered, as grades move. The directory is where daily operational visibility begins: who is here and what they cost, before any deeper planning detail.
PEOPLE · DIRECTORY · MAY 2026
P//
Caldera Group

People

Add Person
PeopleOpen RolesPeople Cost
May 2026Search by name or email...All TypesAll Status
As at May 2026·Consultants: 23(avg $640/day)·Contractors: 9·Total: 32·New joiners: 2
NAMEDAILY COSTTYPETENURESTATUSUPDATEDACTIONS
Aloka Rathnayakesydney$880Contractor1mCurrent<1w
Priya ShahSeniorconsultinglondon$840Consultant3.1yCurrent<1m
Marcus HillSeniorengineeringbristol$780Consultant2.4yCurrent<1m
Hugo BennettMidengineeringbristol$681Consultant1.8yCurrent1d
Ada OkaforPrincipalconsultinglondon$780Consultant4.2yCurrent<1m
Joaquín ReyesMiddesignmanila$540Consultant10mCurrent<1w
Linnea HolmSeniorengineeringmanchester$780Consultant2.0yCurrent<1d
Tomás AlbertiniMidremote$540Consultant7mCurrent<1m
Mei-Ling Chensydney$560Contractor5mCurrent<1w
NoteGrade, team, and location show only when recorded. Bench cost and its drill-through live in the People Cost tab; the directory is the who-and-daily-cost snapshot.
People Directory · month-based snapshot · grade, team, and location shown when recorded · daily cost · status. Bench summary is drillable in the People Cost tab.

Resolve people cost as grades and salaries change.

A person's cost lives in their Edit Person record, on the Rates tab. You set a Base Annual Cost and the month it applies from; the firm's location-default employer on-cost is added to produce an Effective Annual Cost and a single resolved Daily Cost. Changes apply from that month onward, and past months stay exactly as they were recorded.
The Standard Cost Mode toggle on the same record switches the lens: off, the daily cost is the person's own resolved cost, as shown here; on, the record keeps that actual cost and adds the grade-standard cost beside it, with the delta between them. That lets the firm model on consistent grade rates while still seeing where a person's actual cost diverges from their grade.
You hire a consultant and set their base annual cost from their start month. Six months later they progress; you open Edit Person, set the new base annual cost and the month it takes effect, and update. The new daily cost flows from that month forward across every downstream calculation, while historical periods keep the cost they were booked at. Contractors work the same way on a daily rate.
Because everything reads one canonical daily cost per person per month, Deal Model, Project Plan, Utilisation, and firm P&L all agree, with no spreadsheet bridge and no reconciliation drift. People cost is a secure area: the Edit Person record and its rates are visible only to those who need to know, on a permissioned basis.
PEOPLE · EDIT PERSON · RATES · RESTRICTED
People
Hugo Bennett
Aloka Rathnayake
Priya Shah
Marcus Hill
Ada Okafor
Linnea Holm
Edit PersonPPL-0042 Restricted Add Leave
HBHugo BennettMid Consultant · Engineering · Bristol
Core
Rates
Leave
Standard Cost Mode: OFF
Cost Configuration
Set the base annual cost and effective month.
Apply from month *
May 2026
Changes apply from this month onward. Past months stay as recorded.
Base Annual Cost *
$135,000
Total annual pay package before employer on-costs.
Employer On-Cost %
On-cost for May 2026: 17.0%
Source: Location default
Effective Annual Cost
$157,950
Daily Cost for May 2026
$681
Cost Evolution
Scheduled and past cost versions (newest first)
Cost history appears after the first save or scheduled change.
CancelUpdate Person
Edit Person · Rates tab · base annual cost + employer on-cost · effective from month · one resolved daily cost. Secure area, permissioned to those who need to know.

Read utilisation by scenario, not as one blended number.

The Utilisation surface has two tabs: Weekly and Monthly. Each shows a matrix with people down the rows and months across the columns, and a single utilisation % per cell. A scenario selector at the top, Contracted, Extensions, Pipeline, sets which cumulative scenario every cell reflects, so the grid stays clean and the months stay directly comparable. A team total sits at the top and overallocation is colour-flagged.
You open Utilisation, switch to Monthly, and filter to the Delivery Team. On Contracted, June still has room. You switch the scenario to add Extensions and June tightens as likely continuations land. You add Pipeline and several people cross 100%, so the firm would not have enough capacity to staff every opportunity if they all convert. You drill into June, see who is overallocated, and decide: hire ahead, flex contractor capacity, reprice the marginal Pipeline opportunities, or accept that one will not be won.
"Utilisation is 78%" tells you nothing actionable. The same month reading 78% on Contracted, 95% once Extensions are added, and 110% once Pipeline is added tells you exactly which scenario stretches the team, and when. Hiring, contractor engagement, and pricing decisions can be made before the constraint binds, not after.
UTILISATION · MONTHLY · CALDERA GROUP
P//
Caldera Group

Utilisation

WeeklyMonthly
Apr 2026toAug 2026ContractedExtensionsPipelineMetric: Billable
PersonApr 26May 26Jun 26Jul 26Aug 26
Team total80%88%96%92%78%
Priya Shahlondon84%90%104%100%80%
Marcus Hillbristol100%100%100%100%92%
Hugo Bennettbristol0%0%100%100%0%
Ada Okaforlondon40%40%100%110%100%
Joaquín Reyesmanila84%80%92%84%0%
Linnea Holmmanchester80%100%108%100%88%
Tomás Albertiniremote74%90%96%88%78%
ScenarioShowing Contracted + Extensions + Pipeline. Light blue is spare capacity, green is fully booked, red is overallocated. Two people free up by August, pulling the team total down.
Utilisation · Monthly · one cumulative scenario at a time via the Contracted / Extensions / Pipeline selector · months directly comparable · overallocation flagged.

Price unfilled demand before it becomes a staffing surprise.

The Open Roles list shows every unfilled staffing requirement across the firm, sourced from opportunities (Deal Model rows on work not yet won) and projects (Project Plan rows on committed work not yet staffed). Each row carries origin, role or grade, required dates, client, opportunity or project, a target cost rate, and status. A summary card reads: "8 Open Roles · 5 Opportunity / 3 Project · 6 FTE · $180k revenue at risk."
A project needs a senior consultant for the summer. You open the role, review its detail, and click Fill. A picker appears with the role's dates and source already set; you search by name, grade, or team, select a person such as Sarah Bennett, and confirm. The role is marked Filled, the assignment flows into the project with the same dates and rates as the open role, and the person is allocated. No re-entry of dates, rates, or assumptions.
This is the key conceptual move: an Open Role is not a placeholder. It is a real financial entity with cost assumptions, dates, and a revenue or cost consequence. Most PSAs hide unfilled demand as a gap in a project plan. Profitdrive surfaces it as a named entity that appears in Deal Models, Project Plans, Utilisation lenses, the People workbench, and the Dashboard's Open Demand headline, and stays visible until filled or cancelled.
Filling and unfilling are both first-class actions. Remove a person, the role reopens. Add a person, the row fills in place, with no new row and no lost planning context. The original assumption (grade, rate, dates) stays as the reference point, so the firm can see at any time how filled assignments compare to the case the deal was sold on. When a person is end-dated mid-project, replacement open roles can be created from the existing staffed context: the demand stays visible on the project plan, the cost stays visible in the forward outlook, and the fulfilment work has somewhere to live.
PEOPLE · OPEN ROLES · FILL OPEN ROLE
P//
Caldera Group

People

Add Person
PeopleOpen RolesPeople Cost
Search by client, opportunity, project, or role...StatusOpenStageAll
8 Open Roles · 5 Opportunity / 3 Project · 6 FTE · $180k revenue at risk
ORIGINROLE / GRADESTARTENDCLIENTOPPORTUNITY / PROJECTTARGET RATESTATUS
ProjectSC01 Jul 202625 Sep 2026Brindle BankPlatformOpen
ProjectPM01 Jul 202625 Sep 2026Brindle BankPlatformOpen
ProjectDesigner03 Aug 202604 Sep 2026Brindle BankPlatformOpen
OpportunityDev01 Oct 202631 Aug 2027Meridian HealthPlatform Modernisation$720Open
OpportunityTester19 Feb 202731 Aug 2027Meridian HealthPlatform Modernisation$520Open
OpportunityDev01 Oct 202612 Mar 2027Meridian HealthPlatform Modernisation$760Open
OpportunityBA01 Jul 202630 Sep 2026Meridian HealthPlatform Modernisation$640Open
OpportunityArchitect01 Oct 202631 Aug 2027Meridian HealthPlatform Modernisation$1,150Open
NoteEvery open role opens a detail view; Fill assigns a person and the assignment flows into the deal or project with its dates and rates, no re-entry.
Fill Open Role
Assign a person to this open role
Role Details
Role
SC
Allocation
100%
Date Range
01 Jul 2026 to 25 Sep 2026
Source
Project: Platform · Client: Brindle Bank
Select Person
sa
Sarah Bennett
Saanvi Rao
Fill Cancel
Open Roles workbench · cross-area identity · sourced from Pipeline and Projects · revenue or cost at risk · one-action fill.

This narrative does not stand alone.

01

To Pipeline

When you add a named person to a Deal Model row, the system checks their capacity and availability, flagging if they are on leave or already allocated to other work in the same window, before the deal locks. Open roles in Deal Models become open demand the People workbench can fulfil. Cost (salary, grade, on-costs) flows through to deal margin without a spreadsheet bridge.

See the Pipeline narrative
02

To Projects

Filling an Open Role from the People workbench flows into the Project Plan as an assignment: same dates, same rates, no re-entry. The original open-role assumption stays as the reference, so filled assignments are measurable against the case the deal was sold on. Leave during a project phase shrinks the assigned person's capacity, surfacing delivery risk in time to act.

See the Projects narrative
03

To Financials

Bench cost, internal-project cost, and leave-related cost roll into the firm's forward P&L as Non-Billable Production Cost. Forty person-days of training in August appear as a discrete line, not absorbed into general overhead. Paid leave reduces capacity but not cost; unpaid leave reduces both. SG&A headcount is shown separately from delivery staff, so the whole cost structure is visible.

See the Financials narrative
04

To Dashboard

The Dashboard's Open Demand headline aggregates Open Roles across Pipeline and Projects into a single people-constraint signal. The Utilisation card shows whether consulting staff are billable or on the bench across the three scenarios. Rising open roles, falling utilisation, and growing bench cost appear together as a coordinated signal, not three separate metrics needing reconciliation.

See the Dashboard narrative

See how people cost and capacity become commercial control, from hire through staffing to profit impact.

Request access